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Alirio Botelho | Wealthwise Financial Services  | PanajiAlirio Botelho | Wealthwise Financial Services  | Panaji

Alirio Botelho

Wealthwise Financial Services •Panaji,GA
A-107, Saldanha Business Towers, Mapusa, Bardez, Goa,
Panaji, GA, 403507
A-107, Saldanha Business Towers, Mapusa, Bardez, Goa, Panaji, GA, 403507
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About

Alirio Botelho is the brainchild behind Wealthwise Financial Services and aims to provide families with personalized financial guidance. With a background in Electronics Engineering from Goa College of Engineering and an MBA in Finance from NMIMS, Mumbai, he brings over a decade of robust experience in the finance industry. Alirio began his career as a corporate debt rating analyst at Crisil Ltd before transitioning to corporate banking at ICICI Bank. He is an AMFI Registered Mutual Fund distributor and an IRDAI Licensed Insurance Advisor, and is equipped with comprehensive expertise in investment and insurance solutions. He is a QPFP certified practitioner (NetworkFP Qualified Personal Finance Professional) and has cleared the CFP exam (FPSB Certified Financial Planner).

Practice at a glance

12
Years of Experience
80
Families Served
₹20
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Commissions
Mode of Meetings:Virtual
Specialises working with:
Language Spoken:

Qualification Completed

QPFP – Qualified Personal Finance Professional

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

IRDAI Licensed Insurance Agent (Life)

Education

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Plan Retirement
Save Taxes

Can help you buy / invest in

Fixed Deposits & Bonds
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Alirio Botelho.

Organize Financial Info & Docs
Mutual Fund Portfolio Review
One Page Financial Blueprint