SEBI registered Investment advisor (RIA) with Registration number – INA 000000342.

Your Trusted Partner For All Financial Needs

Retirement Planning

Increasing longevity and absence of any social security system, makes retirement planning  utmost important to all of us in India. We help you in...

Tax Planning

Fixed deposit is one the most safe investments but it is not the most tax efficient option. We help you in reducing your tax burden by suggesting...

Higher Education Planning

The cost of an MBA which cost 20 Lacs now can be around 63 Lacs after 15 years with 8% inflation.  We will help you in planning for this to ensure...

Marriage Expense Planning

All of us have big dreams regarding marriage of our children. We help you in ensuring that you have enough money for this goal at the right time...

Holistic Advice That Covers All Aspects of Finance

Why you need Financial Planning?

Can you recollect the day in your life, when you handled cash for the first time? It can be at age 10, when you got pocket money from your father! Now think...

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Sukanya Samridhi Account for the Girl Child

After the recent budget, there is a huge rush in the post office to invest in the recently launched Sukanya Samridhi Account for the girl child.  The...

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Why You should Avoid Children Policies?

Nikhil and Rekha are expecting their first child next month.  Both are busy in making all arrangements to welcome the baby.  They want to start planning for...

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How to Improve Your Credit Score?

My friend Suresh had a shock last month, when his home loan application was rejected by the bank. Though he is having an annual CTC of 20 lakhs, bank...

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Financial Planner in India – Is the Fee Justified?

One of my prospective clients Ajay asked me an innocent question – How much I can save by paying the annual fee to you? Instead of giving him any...

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Investment options for NRIs – How to Choose?

2013 was a good year for NRIs when their dollars were earning more rupees with rupee depreciation. But this may not continue for long as dollar is...

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Testimonials

We met Mr Melvin of Finvin Financial Planners through an old friend who is also a long term client of Finvin. We have been investing and buying insurance from the last 10 years on our own. One recurrent problem during all these years was our misguided investment decisions, which sometimes proved costlier. Although we are motivated to save and invest for the sun set years, we lacked the much needed direction and road map for achieving our financial goals.

 

Our main reason to choose Finvin is their neutral approach to advising their clients. Finvin doesn't sell any financial products and hence there is potentially no room for any conflict of interest. Another USP with Finvin is their flat fee model. Mr Melvin collected data points concerning our income, expense, assets, insurance and existing investments. We were also asked to set short term, mid-term, and long term financial goals. This exercise forced us to rethink our priorities in life and brought into sharp focus our strengths and weaknesses. Mr Melvin worked with us closely and designed a financial road map containing detailed strategy and advise. The road map document served as an eye-opener. We quickly realized our mistakes and initiated a corrective action based on this road map. We were under-insured for life and insufficiently covered for health. To our dismay, we were saving and investing way below than what is actually needed to meet our life goals. We swiftly changed gears and took control of our destiny based on Mr Melvin's advice.

 

Working with Mr Melvin is a pleasure. Mr Melvin has decades of experience in the Indian financial industry and is a very seasoned professional. If you want a genuine, glamour-free advice that is worthy of your hard-earned money, Mr Melvin is your go-to man.

Hari, Bangalore

Came to know about Melvin through an office colleague who had availed his services. After some initial apprehensions, decided to go ahead with utilizing Melvin's expertise. Melvin comes across as an honest, down to earth and a practical man when it comes to financial planning which I guess has comes from years of experience. He imbibed in me goal oriented financial planning which was an important learning for me. He suggested a few changes to my existing portfolio and I am starting to see the results of the same. He has been there for any queries any time. I would recommend him to anyone who wants their financial planning to be in order and working for them

Girish H, Mumbai

''Melvin is helping my husband and I refocus on our financial goals and objectives. What makes his approach unique is that he gives us a very patient hearing to the  financial challenges that we as first-time-parents are experiencing. Further, he is helping us rebuild our portfolio from scratch. Melvin’s approach is a mix of  practicality and logic, which helps non-financial folks like my husband and I work on his recommendations seriously.

 

I'm very happy to be associated with Melvin...Talking to Melvin is one the most financially-prudent decisions that we have ever taken.

S R, Hyderabad