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.