Basanagouda Patil CFP®, CWM®, MBA

How I Discovered the Secret of SIP – A Personal Journey

I still remember the first time I heard about SIP. A friend casually said, “If you want to build wealth […]

Money is deeply personal. I’ve seen it bring comfort, stress, joy, and sleepless nights. In my career—from working in banking

Introduction: The Decade of Decisions I often say: your 20s are for experimenting, but your 30s are for building. As

Introduction When I first began working with families and professionals in India, I noticed one common mistake—most people were saving

Introduction: Why Habits Matter More Than High Income As a Certified Financial Planner (CFP®) and wealth advisor, I often meet

Introduction: Why This Matters Now As someone deeply invested in both markets and people—but not just numbers—every year brings its

Introduction – Why This Topic Matters As a financial planner with years of experience working with families, professionals, and entrepreneurs,

Introduction: Why Filing Tax Online Matters I still remember my first few years of filing taxes. It meant long queues

Introduction – Why Retirement Planning Matters More Than Ever When I first started my career in banking, retirement seemed like