About Us
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.
View MoreOur Services
Retirement Plans
Achieving Financial Freedom is what Retirement Planning is all about. Financial Freedom is achieved ...
View MoreGoal Based Planning
We all have dreams and desires but we do not plan our investments according to our goals, most people...
View MoreSecond Opinion
Are you current investment strategies aligned with your financial goals,value and risk...
View MoreInsurance Planning
Getting injured or falling ill is more than just a disruption to your daily routine. It can also put your hard-earned...
View MoreTax Planning
Tax Planning is one of the most important aspect of personal finance. However, 90% of financial mistakes...
View MoreEstate Planning
An estate plan is the process of planning for the orderly administration and disposition of property after the owner dies...
View MoreTestimonials
I am Dr. D. J. Dsouza, proprietor of Luz Lab, Goa, would like to take this opportunity to appreciate and thank Mrs. Manalee Verneker, Founder of Financial Wisdom for helping me manage my mutual fund portfolio very professionally. I highly recommend Manalee and her firm Financial Wisdom. She is very knowledgeable, sincere and systematic. A combination very hard to find in the world of investments and financial planning. She works with you and spends time to understand your needs. Her pleasant domineer and quick grasp makes interacting with her a pleasure. She and her firm provides one stop shop for all aspects of investments and tax planning and have the necessary online tools to support. Manalee, I wish you all the success which in turn means a lot more people benefit from your services.
Dr. Domingos Dsouza
Luz Lab Goa, Proprietor
I know Manalee, Professionally for more than 5 years. She is extremely talented and passionate Individual with vast expertise and understanding about Financial Market Opportunities. I, highly recommend Her and her Team (At Financial Wisdom) for all their Financial Advice & Assistance. Always Trusting Financial Wisdom with My Portfolio
RISHABH PARIKH
United Weld-Cab Co., Partner
Manalee is a thorough professional who truly understands your financial goals and gives a do-able plan to build a well rounded portfolio. She is always a phone call or message away to answer your every query and guide you along the way
Denise Rodrigues
EVOLVE HOMEOPATHIC CLINIC, Founder
Mrs Manalee Verneker brings immense knowledge and experience with her onboard and one can gauge that by the sheer passion she talks about investment in mutual fund. A great advisor and an amazing person, you know your money is safe when invested under her guidance. Regular review and updates is her USP. Unlike banks she follows up for a meeting and keeps you updated on the funds performance and future strategies.
I highly recommend her and her firm for anyone looking forward for investment in Mutual funds.
Trupti Raikar
Manalee and her team are very supportive of the client's situation. They will offer solutions and plan your investments keeping in mind your goals and objectives. Customer service is their top priority in all their dealing. I've been very satisfied with all their recommendations on investment planning and the returns look very promising indeed.Personalized and rapid action which is highly profitable with thorough knowledge and amenable to suggestions with open mind.
Overall very satisfying and rewarding experience.
Noel Singh Dias
I am Rudolph Dsouza, Proprietor of Ally-Pally a boutique resort in Vagator. I know Madam Manalee from 2012 when she was introduced to me by HDFC Bank Manager as one of the personnel who will take care of all my equity trading and gradually shifted my holdings from Barjeel Geogit UAE. Further She was a total blessing to me as what I have admired in her is her passion to satisfy her clients with all her financial wisdom, knowledge, sincerity and honesty that made me feel stick with her till date and and best is her reliability to distinguish between what exactly is right and fits my financial plan. My wife and me anxiously wait for her home visits to review our holdings and feel that she belongs to our family by her loving and caring attitude and explaining everything in details and being fully transparent in her dealings with mutual funds, equities, Insurance, etc. I highly recommend Madam Manalee for all your Financial Planning Services.
Rudolph & Jackie D'souza
Ally-Pally, Proprietor
I think investing is all about patience.
And Manalee's expertise and knowledge gives one trust and confidence to invest with her.
Moreover, the Financial Wisdom App is very user friendly
Flavio Lopes
PRINCIPAL CORRESPONDENT TIMES OF INDIA
Manalee is handling our family's financial plan since more than 8 years. I highly recommend her for all your financial advice. She suggest best financial plan depending on your financial goals.
Pravin Kale
Retired Banker
Excellent financial guidance from Ms Manalee on the right kind of investments based on my profile. One can comfortably depend on her for their financial planning and wealth management. Can sum her up as sincere, friendly, professional and good at her job. All the best Manalee!
Ronald Coutinho
CANTERFLUIDPOWER LLC, OMAN, SALES MANAGER
Manalee has been managing my mutual funds portfolio since more than 3 years now. I always use to invest in fixed deposits earlier but due to falling interest rates my interest income had reduced drastically. Manalee advised me on investing in conservative mutual funds options which helped me earn 10% return on my portfolio , better than earning 5% earlier through my fixed deposits.
I highly recommend all to have a 1-2-1 meeting with Manalee before planning their finances, she guides u the best , taking into consideration of your financial goals, risk appetite and time frame for investments.
Sushma Verneker
HOMEMAKER
From the time I have started investing my money via financial wisdom I just dont need to think about my investments .... have got the best advises , Manalee and her team ensures we are well educated on where are money is and growth too is as expected !!!! Thanks FW
Manali Pimple
TRIGENT SOFTWARE , KEY ACCOUNT MANAGER
Manalee is highly intelligent and has good analytical and communication skills. Her advice has been a great help over the period of time. She distinguished herself by consistently submitting exceptionally well researched ideas for portfolio and wealth management.
She is a trustworthy individual, as a consultant and Certified Financial Planner. She has helped to implement plans that have enriched the lives of those who are associated with her.
Wishing Manalee many more success in years to come.