At Basanagouda.com, I bring together over 15 years of experience in banking, wealth management, and financial planning to help individuals and families achieve financial freedom. Every service I offer is built on the principles of clarity, trust, and discipline.
Wealth Management & Advisory
Personalized strategies to help you grow, protect, and manage wealth with confidence.
Tax & Investment Planning
Smart, compliant, and effective planning to maximize savings and returns.
Financial Education
Workshops, blogs, and resources that simplify finance for individuals and families.
Speaking Engagements
Engaging talks on wealth creation, financial literacy, and the future of investing.
📌 Why Work With Me?
- Globally recognized credentials (CFP®, CWM®, CFA L2, MBA).
- 15+ years of experience across banking & wealth management.
- Client-first approach — transparent, unbiased, and goal-oriented.
👉 Get in Touch to explore how I can help you achieve financial clarity and long-term growth.