Testimonials

  • Pinned
    Alirio explained how to structure my India investments, manage taxes, and plan for my family’s future. As a CFP the advice was clear, actionable, and exactly what I needed.
    Anand Gupta
  • Pinned
    Before, I often felt overwhelmed and uncertain about my financial future. In Alirio I found a CFP who provides clear guidance and patient explanations, I feel secure and confident in my decisions.
    Srinivas Pendyala
  • Explained in detail
    Karthik
  • Very good very nice. got a nice clarity
    Anonymous
  • Had a great time taking to Mr Alirio. He was very clear, precise and insightful. Very friendly and calm individual. Looking to have a long term partnership with him. Thanks a lot
    Hari Govind K
  • Good
    Ujwal

Services

Video meeting . 30 mins

1:1 NRI Consultation

Get clarity & structure on your finances
0999
Video meeting . 30 mins

Portfolio Review

Review & Rebalance your mutual fund portfolio
500600
Popular
Priority DM . 2 days reply
FREE
Video meeting . 30 mins
4.9

1:1 Consultation

Get clarity & structure on your finances
0999

Ratings and feedback

4.9/5
14 ratings
11
Testimonials

About me

Despite a good income, are you finding it challenging to save or invest wisely? Are you making investments but unsure whether you are on the right track? Is paralysis by analysis in financial decisions impacting your family's well-being? We manage your money in line with your risk profile and help you sleep peacefully at night. We understand what’s important to you and your family and we meticulously piece together the elements of your family's financial puzzle to unveil a comprehensive picture. I have 10+ years of experience in the financial sector which include corporate banking with ICICI Bank, corporate debt rating with Crisil and being a personal finance professional since 2021. As an AMFI registered mutual fund distributor and IRDAI licensed insurance advisor, I bring a wealth of knowledge to the table. Currently, I'm privileged to work alongside 50+ families, assisting them in chasing their goals and helping them envision the best possible life for their loved ones. If you're seeking a dedicated personal finance professional, who is committed to your family's financial well-being and will be your long term partner in your journey then please feel free to Direct Message me.