Basanagouda Patil CFP®, CWM®, MBA

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.

FinBees Wealth

🐝 The Best Investment Option to Start With: Why Mutual Funds?

Basanagouda Patil CFP®, CWM®, MBA / September 25, 2025

Introduction – Every Journey Needs a First Step At FinBees Wealth, we often meet individuals who want to begin their […]

FinBees Wealth

🐝 Why SIP is the Best Option to Build Wealth?

Basanagouda Patil CFP®, CWM®, MBA / September 17, 2025

When people meet me as a financial planner, the most common question I hear is:“Where should I start if I

FinBees Wealth

🐝 “FinBees Wealth: Smart, Simple & Sustainable Wealth Building”

Basanagouda Patil CFP®, CWM®, MBA / September 13, 2025

When I left my banking job to start FinBees Wealth, many people asked me: “Why take the risk? You were