I approached Melvin based on my Friend's recommendation, for the record i have been doing my own financial planning for quite sometime which is largely goal based, but i needed somebody who is independent and can provide an unbiased review of my planning and any corrections needed.
Melvin took me through an elaborate process of collecting information on my Assets & Liabilities and then suggesting a roadmap to my financial independence. I got a clear view of my current financial standing and the stuff i need to do for my Health Insurance, Childrens Education, their Marriage and my Retirement as well.
Good part is Melvin will be there for any queries and periodic reviews of my portfolio for any course corrections. All in all I am much more at ease now and Thanks to Melvin for all the support.
I needed Melvin's services for my dad's finances. At the time of contacting Melvin, my dad's retirement was about 5 years away, and he had been planning to construct a house in a tier-1 city over next 2 years.
To be honest, I have fair bit of understanding myself on how to do a goal-based financial plan. However, my dad's financial requirements were so complex, that I wasn't sure on how to go about allocating assets for these.
Melvin took him through a rigorous process of self-evaluation on his finances. This was holistic, covered my dad's existing investments, emergency funds, as well as health insurance requirements.
When we received the financial plan; it was clear to my dad on how to go about allocating funds for various goals. Most importantly, my dad, who has believed for decades, in traditional fixed deposits, post-office deposits etc; was ready to understand market linked derivatives and take calculated risks. The plan was dead simple to understand, even easier to execute.
Melvin made my dad feel confident about his financial future, especially his post-retirement life. The best thing about Melvin is that he's always approachable.
Melvin recommended the straight and simple investment ways that helped me mange my resources effectively to achieve the financial goals. Initially most of the time I was confused with my way of thinking on investment approach, post Melvin’s support I realized the importance of financial planner that helped me a lot . Now I can implement the investment suggestions which will help to meet my goals without too much worry. Many Thanks to Melvin for his support.