Mission

Our mission is to empower ambitious working professionals in India by providing personalized guidance and expertise to make informed financial decisions that align with their aspirations and values. Through our services, we aim to empower our clients to take control of their financial future with confidence and peace of mind.

Vision

Our vision is to be the go-to partner for those seeking financial stability, growth, and success, contributing to a brighter future for our clients. We aspire to build long-lasting relationships with our clients, built on trust and understanding, and to be instrumental in helping them achieve their financial dreams and aspirations.

Values

Our core values include accessibility, empathy, trust, innovation, excellence, collaboration, and social responsibility. We are committed to understanding our client's unique needs, building trust through integrity, driving innovation, and striving for excellence.

Founder

Founder

Alirio Botelho

Meet Alirio Botelho, the brainchild behind our journey 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).

His dedication to providing unbiased, tailored financial solutions underscores his commitment to helping families navigate their financial journeys confidently and securely.

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