Author name: Basanagouda Patil CFP®, CWM®, MBA

Basanagouda Patil is a finance professional, CFP® | CWM® | MBA | CFA Level 2 Candidate, and founder of FinBees Wealth. With over 15 years of experience in banking and wealth management, he helps individuals and families create lasting financial strategies. Outside finance, he is also a professional tenpin bowling player 🎳, blending discipline from sports with precision in wealth planning.

Illustration of people investing coins in a large pot labeled Mutual Fund, with ELSS written above and an upward arrow symbolizing growth.

Tax Planning, Investing & Mutual Funds

How to Save Tax & Build Wealth: ELSS Funds Explained

Basanagouda Patil CFP®, CWM®, MBA / September 4, 2025

Introduction – Why Tax Planning & Wealth Creation Go Hand in Hand Every January to March, millions of Indians suddenly […]

Indian rupee money bag symbolizing savings, investment, and financial growth

Investing & Mutual Funds

Why SIP is the Best Way to Start Investing

Basanagouda Patil CFP®, CWM®, MBA / September 3, 2025

If there is one financial habit that can transform the way you build wealth, it is Systematic Investment Plans (SIPs).

Miniature businessmen standing on stacks of coins representing growth from banking to wealth management

Life Lessons & Money Psychology

Journey From Banking to Wealth Management

Basanagouda Patil CFP®, CWM®, MBA / September 3, 2025

Introduction: From Numbers to Narratives When I first entered the world of banking, I thought my path was fixed —

A jar of coins and a yellow piggy bank beside a chalkboard with the words Financial Planning

Financial Planning

4 Pillars of Smart Financial Planning Every Indian Must Build | CFP Insights

Basanagouda Patil CFP®, CWM®, MBA / September 3, 2025

Smart Financial planning is not about chasing quick returns or timing the market. It’s about creating a solid foundation that