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Basic Financial Services
Basic Financial Services was established in 1994, beginning its journey from a small garage in Grant Road, Mumbai. Over three decades, it has grown into a distinguished financial advisory firm with diverse expertise, offering tailor-made investment solutions to clients across generations and geographies.
Key Achievements:
Mutual Fund AuM: ~INR 535 Cr
Stocks, Bonds, NCDs, and FD AuM: ~INR 15 ...Show More
Basic Financial Services was established in 1994, beginning its journey from a small garage in Grant Road, Mumbai. Over three decades, it has grown into a distinguished financial advisory firm with diverse expertise, offering tailor-made investment solutions to clients across generations and geographies.
Key Achievements:
Mutual Fund AuM: ~INR 535 Cr
Stocks, Bonds, NCDs, and FD AuM: ~INR 150 Cr
Annual Life & General Insurance Premiums: Over INR 3 Cr
Founded by Mr. Nikhil Mehta, who has been deeply rooted in the financial markets since 1988, Basic Financial Services has become a symbol of trust and reliability in wealth management. The leadership expanded in 2019 when his daughter, Gauri Mehta, CFA, joined the company, bringing modern innovations and fresh perspectives that resonate with younger, tech-savvy investors.
The company serves over 1,000 clients globally, maintaining a reputation for ethical guidance, financial growth, and a personalized approach.
Our Mission:
Empowering individuals and families to achieve their financial goals through disciplined investment strategies and trusted advice.
Our Vision:
To be the most respected financial services firm, known for creating sustainable value for clients across generations.
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Industry
Financial Services
Company Size
11-50 Employees
Headquarter
Mumbai
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