Wealthwise Financial Services Reviews 7

TrustScore 3 out of 5

3.0

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Company details

  1. Financial Planner

Written by the company

We aim to provide unbiased guidance to families in choosing tailored financial solutions to clients. We advise only those actions which we implement for our own portfolio. We have 10+ years of experience in the financial sector which include Corporate Banking, Corporate Debt Rating and Wealth Management. As an AMFI registered mutual fund distributor and IRDAI licensed insurance advisor, we have the privilege of working alongside 75+ families, assisting them in chasing their goals and helping them envision the best possible life for their loved ones.


Contact info

3.0

Average

TrustScore 3 out of 5

7 reviews

5-star
4-star
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1-star

Replied to 100% of negative reviews

Typically replies within 1 month

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Rated 1 out of 5 stars

i have to tell u something totally…

i have to tell u something totally gross like you know that feeling when you step in a puddle with fresh socks and its just cold and squishy and you have to walk around all day feeling like a swamp monster. Yeah thats basically Wealthwisefs right now. They are literally so trash I don't know how they even exist. I tried to get my money out for weeks and they just ghosted me like a bad prom date. I was actually shaking and so mad because my savings were just gone into their scam void. Ugh they are frauds for real. but anyway I finally got it back. Fridosan-ltd basically fixed the whole money issue for me like it was nothing. They are the only reason i’m not crying right now. I was so stressed but now its fine i guess. Wealthwisefs is still a literal dumpster fire though don't ever go near them. Stay away from fr.

27 February 2026
Unprompted review
Wealthwise Financial Services logo

Reply from Wealthwise Financial Services

This is a case of incorrect review being sent to the wrong firm.

Please note that we are a firm based out of Goa, India.

For the record we have never interacted with you.

I believe you are checking for Wealthwise Financial Services in Europe.

Request you to kindly delete the review as we are getting penalised despite having nothing to do with you.

Rated 2 out of 5 stars

I am awaiting a refund

I am awaiting a refund. Please check all social media before investing

24 February 2026
Unprompted review
Wealthwise Financial Services logo

Reply from Wealthwise Financial Services

This is a case of incorrect review being sent to the wrong firm.

Please note that we are a firm based out of Goa, India.

For the record we have never interacted with you.

I believe you are checking for Wealthwise Financial Services in Europe.

Request you to kindly delete the review as we are getting penalised despite having nothing to do with you.

Rated 5 out of 5 stars

My father wanted a certified financial…

My father wanted a certified financial planner to ensure his monthly expenses were covered, vacations were possible, and his portfolio grew to beat inflation. Alirio created a strategy that provided fixed monthly income while protecting investments from market corrections. Even though he had invested at market peaks, smart asset allocation helped his portfolio not just survive but benefit from corrections.

Now, he enjoys retirement with peace of mind, knowing his money is secure and growing. If your parents are retiring or already retired, I highly recommend speaking with Alirio.

3 February 2024
Unprompted review
Rated 5 out of 5 stars

Personalized approach to financial planning

Unlike the one-size-fits-all plans I’ve seen before, Alirio offered advice tailored to my unique goals. From investment strategies to tax planning, everything felt personalized. The personalized approach and practical tips have been a game-changer for my long-term goals. I can finally say I’m on the right track, thanks to their expertise.

Peace of Mind, Finally!
Planning for the future used to stress me out. Alirio helped me organize my finances, prioritize my goals, and create a plan that works. The peace of mind I have now is priceless. The personalized approach and practical tips have been a game-changer for my long-term goals.

A Partner in My Financial Journey
Working with Alirio feels like having a partner who’s genuinely invested in your success. They helped me align my financial goals with my lifestyle and gave me clarity on how to get there. The personalized approach and practical tips have been a game-changer for my long-term goals. If you’re a professional looking for guidance, I couldn’t recommend anyone better!

26 December 2023
Unprompted review
Rated 5 out of 5 stars

Best of the best. Invest in your own future!

I am a finance professional and used to believe I will do my own financial planning. However, I would certainly recommend a financial planner and none other than Wealthwise and Alirio for their excellent advice. This has not only helped me in putting things on paper but given me a realty check, a discipline and tested my financial instincts to arrive at a sound financial decision rather than an emotional decision. All the eventual decisions have helped me plan my future for all kind of scenarios.

1 September 2023
Unprompted review
Rated 5 out of 5 stars

Exceptional Financial Insight and Bespoke Investment Approaches

I am incredibly impressed with the financial guidance provided by Alirio. His openness to logical discussions and his ability to engage in thoughtful arguments are truly remarkable. Alirio's pragmatic views ensure that every piece of advice is grounded in reality and tailored to my specific financial needs. With Alirio’s guidance, I have shifted my focus from short-term returns to achieving long-term financial goals. His personalized approach and insightful advice have instilled more discipline in my financial habits.
I trust his expertise completely and highly recommend his services for anyone planning to sit down on working their financial goals and aspirations.

15 June 2023
Unprompted review
Rated 5 out of 5 stars

I have had a great experience working…

I have had a great experience working with Alirio at Wealthwise Financial Services. Alirio thoroughly understood my financial situation and goals, providing clear and comprehensive advice. The attention to detail and proactive approach gave me confidence in my financial plan. Alirio is always approachable and responsive, answering all my questions promptly. Thanks to his expertise, I now have a solid financial plan that secures my future. I highly recommend Wealthwise Financial Services for their professionalism and client-focused service.

16 November 2023
Unprompted review

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