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financial Startegist |professional Tenpin bowling player
Basanagouda Patil
CFP®, CWM®, MBA
FINBEES PVT LTD | Founder and CEO
🏆 Who I Am
I’m Basanagouda Patil, a Certified Financial Planner (CFP®), Chartered Wealth Manager (CWM®), MBA, CFA (Level II) candidate, and Founder & CEO of FinBees Wealth.
Alongside my career in finance, I am also a professional tenpin bowling player, competing at national and international tournaments. My life is a unique blend of financial strategy and sporting discipline—two worlds that might seem different but share the same core values: focus, precision, and resilience.
📈 My Finance Journey
For over 15 years, I’ve worked in banking and wealth management, helping clients navigate investments, tax planning, retirement strategies, and wealth creation.
Started in corporate banking → built expertise in personal finance.
Transitioned to wealth management leadership roles, serving diverse clients.
Founded FinBees Wealth, a client-first wealth platform where I simplify finance, provide transparent advice, and empower families to create long-term wealth.
Credentials & Qualifications:
CFP® – Certified Financial Planner
CWM® – Chartered Wealth Manager (USA)
MBA – Marketing
CFA Level II Candidate
My mission is simple: to make finance understandable, accessible, and empowering.
🎳 My Bowling Journey
Sports have always been my passion, and I found my calling in tenpin bowling. What started as a hobby soon turned into a professional pursuit, where I’ve competed at both national and international levels.
Represented in prestigious bowling tournaments across India and abroad.
Achieved recognition for performance and consistency on the lanes.
Advocated for bowling as a sport of focus, discipline, and mental strength.
Bowling has taught me lessons that I bring into finance: patience in decision-making, resilience through challenges, and precision in execution.
💡 My Philosophy
Finance and bowling may look worlds apart—but at their heart, they both require:
Discipline to stay consistent.
Focus to block distractions.
Precision to hit the right target.
Whether I’m advising a client on their investments or competing on the bowling lane, my goal is the same: to perform with clarity and purpose.
🌍 Beyond Finance & Sports
When I’m not managing wealth or training for tournaments, I enjoy:
📚 Reading about leadership & innovation.
✍️ Writing blogs to simplify finance for everyday investors.
🎤 Speaking at events to share lessons from finance and sports.
🌿 Recharging in nature with family and friends.
I believe that wealth creation and sports success share the same principles—strategy, patience, and resilience. Through my work in finance and my journey in bowling, I aim to inspire people to chase both financial freedom and personal passion.