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Our Story

Basis was started in 2018 with a simple, yet grand vision: that every retail investor is empowered and informed to make the personal finance decisions that are right for her. We are building an inclusive investing platform that is crafted for the emerging investor, the Indian woman. As a passionate, mission-driven team we want to make a difference to how Indian women grow and manage their money.

Our Team

We’re spirited, diverse and highly customer-centric. Doing what’s best for the customer is a mantra we live by every single day, with zero exceptions.

Hena Mehta
CEO and Founder

Having spent over eight years in FinTech both in the US and in India, Hena leads Basis and is excited to empower the emerging Indian investor. She has a BSE in Computer Science from the University of Pennsylvania and an MBA from The Wharton School. When she’s not building Basis, she runs Lean In Bangalore, a network for women professionals that she founded in 2015, and does yoga. She enjoys the art of turning passion into actionable agenda. Prior to Basis, Hena worked at Goldman Sachs, Ezetap and Square.

Harsh Agarwal
Investment Management & Research

With over a decade of experience in the investment management space, Harsh assists with the investment advisory division, building out the financial models that power our investment decisions. Harsh is the co-founder at AGacquisitions – a multi-strategy, proprietary hedge fund and an alum of the Forbes India 30 under 30. His hobbies include auto-racing, yoga, and golf.

Sushma Naik
Editor-in-Chief and AVP Content

With her experience of business journalism, Sushma is responsible for building content to simplify investing for the emerging investor. When she is not crafting words and helping set the tone of Basis, she is a hard core foodie scribbling stories that she wishes to turn into movie scripts. Her journalism stint includes Indian Express, The Telegraph, Cyber Media and The Economist.

Dipika Jaikishan
Chief Investment Officer

Dipika has spent over a decade in the personal finance industry and as Chief Investment Officer of Basis, looks to guide women to make the right financial decisions. After her Bachelors in Business Management, she worked with financial planning firms and went on to have a leadership role with wealth tech Fisdom. She has conducted over 1200+ financial awareness conversations for over 3 lakh individuals across companies.

Sakshi Agrawal
Chief of Staff

An engineering graduate, Sakshi is our Jill of all trades. She is the go-to person for all the legal and finance impediments while prioritising critical issues for rapid growth. When not solving problems at Basis she likes to engage in political banter and is a mythology trivia enthusiast.

Anish Bajpai
Front End Developer

Anish builds the front end of the Basis platform to make investing a hassle-free experience for you. A die-hard Harry Potter fan and proud Slytherin he will fight you if you think writing code is not art.

Shilpa Shree
Content Writer

Shilpa has business journalism and business research background. When not working as a contributor for Basis, she is busy watching movies, reading, sleeping, practising headstands and changing the world one tweet at a time as a changemaker with change.org.

Bharadhwaj CN
Software Engineer

Bharadhwaj spends most of his time at the office writing the back-end code to ensure a dependable workflow for your investing journey on Basis. He loves to travel and explore new places.

Basis Pre-Seed Investors

Nitin Saigal

Founding Partner, Kora Capital
Bridger Capital
Blackstone Group
Harvard Business School (MBA)
Harvard University (BA)

Daniel Jacobs

Founding Partner, Kora Capital
Tree Line Advisors
JPMorgan Chase
Chartered Financial Analyst (CFA)
Harvard University (BA)

Dahm Choi

Managing Partner, Roka Works
U.S. Diplomatic Corps
Fletcher School of Law & Diplomacy (MALD)
Jagiellonian University (MA)
Harvard University (BA)