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Make Smarter Financial Decisions
With Confidence

Simple, unbiased guidance on investments, SIPs, and long-term wealth creation — designed to help you make informed financial choices.

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Why Choose Basic Finances

Unbiased Advice

Recommendations focused only on your goals — not commissions or product pushing.

Goal-Based Planning

Every investment strategy is aligned to real-life goals like retirement, education, and wealth creation.

Trust & Transparency

AMFI-registered guidance with clear communication, disclosures, and long-term accountability.

Long-Term Focus

Disciplined investing strategies designed to compound wealth steadily over time.

What We Offer

Mutual Funds

Guidance on selecting and investing in mutual funds aligned with your risk profile and goals.

Insurance Products

Protection-focused insurance solutions to safeguard your family and financial future.

National Pension System (NPS)

Structured retirement planning using NPS for long-term wealth creation and tax efficiency.

Tax Planning

Smart tax-saving strategies to optimize liabilities while staying compliant with regulations.

Goal-Based Solutions

Investment planning aligned to life goals such as retirement, education, and wealth creation.

Periodic Portfolio Review

Regular review and rebalancing of your portfolio to stay aligned with changing goals and markets.