FINANCIAL WISDOM - Certified Financial Planner (CFP) Distributors
Member since Nov 8, 2021
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About Me
Financial Wisdom is a privately established financial services firm that specialises in personal finance for individuals, corporates and family groups by catering to all your financial needs through a wide range of investment options across various asset classes. We develop investment strategies by providing personalized financial services. Our team of Certified Financial Planners and Chartered Wealth Managers deliver practical solutions to materialize your personal financial goals.
About Work Experience
Manalee Verneker is the founder of Financial Wisdom, a privately established financial services firm based in Goa, India. Financial Wisdom was founded by her in 2021, after just less than a decade of experience in the field of personal finance.
She is a Certified Financial Planner (CFPCM) from Financial Planning Standard Board India and Chartered Wealth Manager (CWM) from American Academy of Financial Management.
Her experience includes working in Mutual Fund Companies, Wealth Management and Financial Planning Companies and she has a good understanding of both Indian and International markets and products.
She is passionate about personal finance management, financial literacy and is a strong advocate for financial advice that focuses solely on the individuals.
Experience & Qualification
Qualification
CFP, CWM
Experience as an Advisor
8 Years
Total work Experience
8 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Tax Consultancy
Certified Financial Planner (CFP)
Share Trading & Demat
Portfolio Management Schemes
NPS (National Pension Scheme)
Affiliations
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Not Specified
Awards & Recognition
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Not Specified
Address
FINANCIAL WISDOM
Shop no.CF-1,First Floor, C- wing, Pancharatna Com,
Behind Borkar Super Store, Margao,
Margao,
Margao,
Goa, 403601
LICENSE
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Mutual Fund -
ARN No.
174062 - Validity -
20-12-2022
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