About Us
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Who We Are
Basak FinServ Pvt. Ltd.
At Basak FinServ Pvt. Ltd., we believe financial success is not just about numbers—it’s about trust, clarity, and long-term growth. Founded by Mr. Partha Sarathi Basak, an industry veteran with more than two decades of expertise, we bring together experience, innovation, and integrity to guide individuals and families toward financial independence.
Our approach is simple: we listen first. By understanding your unique goals and challenges, we craft personalized financial strategies that empower you to achieve security, stability, and long-term success. With a legacy rooted in a 25+ year association with the Tata Group, our values of transparency, reliability, and professionalism remain at the heart of everything we do.
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Our Founder
Founder’s Words
“When I started my journey in the financial industry back in 2001, it was not just a career choice—it was a calling. Having spent more than 25 years with the Tata Group, I learned that trust and values are the true foundation of any long-lasting relationship. At Basak FinServ, we bring the same principles to financial planning. We don’t believe in one-size-fits-all solutions. Instead, we first listen to your story, understand your goals, and then create a customized roadmap to help you achieve them. Our mission is not only to guide you through investments and planning but also to walk alongside you in your journey towards financial freedom.”
— Partha Sarathi Basak
Founder & Director
Our Vision
To be the most trusted financial partner, empowering individuals and families to achieve lifelong financial freedom with confidence and clarity.
Our Mission
To provide reliable, customized, and transparent financial solutions by listening first, understanding deeply, and guiding clients with integrity at every step of their journey.
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Testimonials
What Our Clients Say
Mr. Basak have provided timely financial advice from insurance to Mutual fund and have always taken care of the need of investing right. The testimony of trust is that this association have lasted for 2.5 decades and still continuing.
Mr. Ajit Nair
Mumbai - India
As an NRI wanting to be part of India’s growth story, investing from afar often brings anxiety but Mr. Basak made it seamless. He bridged every gap, offered calm and clarity through market swings, and ensured my investments stayed on track. His guidance and reassurance have been invaluable – truly outstanding service.
Trinanjana Mukhopadhyay
London - United Kingdom
I have had the pleasure of working with Mr Partha Basak for over two decades. From the initial consultation to the final delivery what truly stood out was his willingness to listen and understand my unique needs. He has always provided insightful recommendations and tailored solutions that perfectly matched my expectations.
Mr. Vernon Noronha
Mumbai - India
I have known Mr. Partha Sarathi Basak for over two decades, and his expertise in insurance and mutual funds has consistently guided me in making sound financial decisions. It is a privilege to share my sentiments on his website, and I sincerely wish him continued success and a remarkable future ahead.
Mrs. Jyoti Singh
Mumbai - India
I have been associated with him for more than 15 years, and his expertise has been a great help for me in enabling my financial portfolio . His analytical clarity, transparency, and professional commitment truly set him apart. A trusted advisor in every sense.
