Your Money, Your Way

Powering Financial Independence for Women 

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Our Story

 

Basis is a first-of-its-kind platform, aimed at enabling women to achieve financial independence through expert advice, in-app learning modules and supportive communities. 

 

No matter where you are in your financial journey, Basis keeps you updated on your options so that you can make informed decisions about your money. With Basis, you get access to a rich library of tailor-made content, resources that help you set and plan for financial goals, and most importantly, a strong community you can count on.

 

What Basis Offers

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Learn

Financial concepts explained in a jargon-free manner through our in-app Boosters and exclusive webinars

Discuss

Connect with other incredible women in our Circles to discuss finances, career and more!

Act

Get personalised money advice for investments, tax-saving and goal planning, and take action towards building a financially healthier life!

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The Strength Of Sisterhood

Here’s a huge thank you to the thousands of women across the country who have placed their trust in us. We’re humbled by your love and support.

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15K+

Members In The Community

Basis recommends the best funds to invest into for my financial goals. It was reassuring to see how the algorithm factors in personal elements such as my risk appetite when recommending a fund.

Pooja Agarwal, IT Professional

Try Basis for Free Today!

4.5

App Rating

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15K+

Members In The Community

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FAQ & Support

Frequently asked questions

Why is the platform only for women? Can I use Basis if I’m a man?


Women’s financial lives differ vastly from men’s and we believe that a platform dedicated to offering solutions curated for women is the only way to address the gap in the market. Women live longer, take more career breaks, have higher healthcare costs and get paid less - and thus require targeted financial services and financial advice. Men are welcome to learn on Basis, however, cannot participate in the Basis community. We’ve seen that when there are men involved, women tend to take a backseat for money matters. We hope you understand!




What can I do on Basis and how do I get started?


Basis is a community and content-driven platform committed to help women achieve financial independence. Getting started is straightforward! Once you complete a short sign up process, you can start by taking a learning module on a financial concept, or start a discussion on our community. You can join Circles within our community based on your interest areas.

If you're looking for investment advice, check out the "Advisory" section of our app, where we will recommend mutual funds for you to invest in, based on your goals and risk appetite.




How does the Basis evangelist programme work?


If you are passionate about spreading the word about Basis within your groups and communities, you can sign up to be a Basis evangelist. As an evangelist, you get several benefits such as monetary incentives as you onboard more members on Basis, access to an incredible network of women and tailored financial advice. More information is available under the "Basis Evangelists" section on our website.




What are the fees involved?


Currently, Basis is 100% free. Basis is a SEBI licensed registered investment adviser.

In a few weeks, we will be introducing premium plans where, as a premium member, you’ll be able to get financial advice from a professional advisor - and a few more member benefits for a reasonable price!




How do I know I can trust Basis? Is my information on Basis secure?


Basis is a SEBI registered investment adviser - which means we are licensed and certified by the securities regulator in India to offer you financial advice.

Additionally, we take data privacy and encryption very seriously. All your personal data is encrypted with best-in-class protocols and we don’t share it with any third party without your permission.

Lastly, all Basis team members are Basis customers. If we don’t think our platforms and solutions are right for us, there is no way we will offer the solutions to our customers.




What is Basis’ investment strategy?


At Basis, our investment recommendations are built around each individual investors needs, requirements and specific risk profile. Factors such as investment horizon, risk profile, investment value form the basis of the asset allocation recommendation. The asset allocation engine optimizes for risk minimization or returns maximization depending on the nature of the investment, that is, is the investment aimed towards general savings or towards a particular objective? Once the asset allocation is finalized, our fund selection engine recommends the best-suited investment against each recommended asset class and fund category. Qualitative and quantitative factors both form an integral part of our fund selection engine. The fund selection engine considers over 10 parameters before recommending a fund to invest in. Further, if an investor has a complex goal where they in addition to making an investment forsee large withdrawals from their investment portfolio. The Basis investment engines, run over 2000 simulations to test if the investor's portfolio can withstand both the withdrawal of capital and a potentially extreme bout of market volatility. This approach gives investors the insights and confidence that their investment portfolio will be able to survive rather extreme conditions and still aid in achieving their investment objectives. We look for consistency in results v/s chasing returns for our investors.




What happens to my investments if Basis goes out of business or gets taken over by another company?


Since Basis only facilitates and doesn’t hold any of your investments, there will be no effect in the case that Basis has to close or get acquired by another company. Your investments are held directly with the mutual fund houses - and so they will continue to be safe, irrespective of Basis.





Life On Your Terms

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SEBI Registered Investment Adviser
INA200012559

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