I’m Sonali Basak, a financial strategist with a decade of experience helping individuals, startups, and corporations make smarter investment decisions. My focus lies in sustainable wealth management, data-driven financial planning, and risk analysis that empowers clients to achieve long-term financial security.
Assets under advisement
Professional Partners
Clients around the world
As of September 30, 2025. Figures include discretionary and non-discretionary assets.
Our Strategies
Investment decisions are grounded in deep fundamental research, supported by our Global Fixed Income Research team. We offer a wide array of products across the duration term structure and risk spectrum of the global bond market.
Sonali’s equity teams have the freedom to think differently, be contrarian, search for alpha, and use bespoke/tailored risk management approaches. Each team conducts proprietary research and develops strategies in their areas of expertise.
Sonali’s multi-asset teams apply a proprietary research-based, risk-balanced framework to portfolio construction that pursues diversified alpha sourced from top-down tactical asset allocation and bottom-up security selection.
Designed a 3-year investment roadmap for a fintech startup, increasing ROI by 42%.
Helped high-net-worth individuals achieve long-term stability through diversified asset allocation and tax-efficient investment structures.
Every investment decision begins with understanding your goals. Explore our strategies, speak with a Sonali Basak advisor, and build a resilient financial future.
Connect with Sonali
Financial Advisor
