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.

Who we are?

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.

What we do?

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.

How can we help you?
  • We create, preserve and manage long term wealth and achieve your personal financial goals and objectives
  • Determine the type and amount of insurance you need to protect yourself, your family and your assets
  • Avoid costly mistakes, manage risk, save time and improve your overall financial investments results
  • Go through the maze of retirement options and put you on course for the retirement you have always dreamed of
  • Improve the efficiency with which assets can pass on to your loved ones in the event of death

Mission & Vision

Our Mission

We aspire to reach at a stage where we see each of our clients achieve their financial milestones through our advice and to witness along with them this satisfying journey of their achievement.

Our Vision

At Financial Wisdom we have a vision to engage young families to follow a methodical and structured approach towards their finances and counsel them to understand their relationship with money.