BasicFin was started in 1994 by our managing director Mr. Nikhil Mehta, Boston University (MBA), when he realized there was a massive gap between the financial goals of a client and the lack of knowledge and understanding needed to achieve these goals. Using this opportunity, he created a platform that provides financial advisory and relevant tools required in investment management.
Built on the foundation of trust and reliability, today we have over 1000 clients on our platform across geographies.
Gauri Mehta, VP Business Development at BasicFin, is a Chartered Financial Analyst (CFA) Level III candidate and a Certified Financial Advisor. Prior to completing her Master’s in Management from London Business School in 2017 and joining us at BasicFin, she worked with industry leaders like IIFL Wealth Management and Motilal Oswal Asset Management Co. After gaining experience and valuable insights, she joined BasicFin with the idea of reaching first time investors and hand holding them into becoming educated investors.
Financial Planning - Construct a customised financial plan to achieve your goals. Periodically review this plan and make necessary changes.
Investment Advisory – Analyze and allocate funds to the right mix of assets to construct a portfolio in line with your financial plan.
Wealth Management – Assist HNIs, UHNIs, NRIs and corporates to preserve and grow capital through traditional and alternative investment options and also take up succession planning and estate planning.
Insurance Solutions - Advise you on business and personal insurance requirements.
Experience: With 25 years’ experience, and after witnessing 4 business cycles, we pride ourselves as industry experts providing high quality, objective and pro-active advice to clients.
Lasting relationships: We have long standing relationships with all our clients, extending now to the second and third generations.
Product basket: With access to traditional and innovative financial instruments, we construct a well-diversified portfolio.
No minimum investment amount: We are an advisory firm for people from every walk of life. To gain our clients' trust we build our relationships over time.