Basanagouda Patil CFP® | CWM® | MBA

Basanagouda Patil is the Founder of FinBees Private Limited, a SEBI-Registered Mutual Fund Distributor. With 20 years of strong industry experience and an MBA from Bapuji College, Davangere, he has earned a respected position in the field of personal finance and investor education. He is a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM – USA), and a CFA Level II Candidate, reflecting his commitment to continuous learning and deep technical expertise in wealth management. Known for his ethical approach and client-first philosophy, Basanagouda focuses on helping individuals and families make informed and confident investment decisions. He blends practical insights with disciplined financial principles to guide investors toward long-term wealth creation. Through FinBees Private Limited, he serves a growing client base across India, offering structured, research-backed, and easy-to-understand mutual fund distribution services designed to simplify personal finance.