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

Finvin is a professional financial planner organization and here is a brief testimony for the service provided:

I searched for FEE only financial planner and came across finvin. The fees are nominal and the initial discussions were very enthusiastic and while answering the questions, I too learned. This exercise definitely arises your thought process about finances and changes the perspective you look towards your goal. The confidence given is of much help and gives a sense of mental satisfaction when you know that in an untoward incident the designed financial plan is going to take care of it, provided you are disciplined enough to follow the suggestions.

I am happy with the service provided to me by Melvin and I certainly recommend him.

Arijit S, Mumbai
Dipankar RathBhuvaneswar

Being a chartered accountant, I personally believe that proper financial planning is very important. For long, I was not sure of how to go about finding the right financial planner, until I came across an article in Finvin website. This is the reason I decided to use his financial planning services, and I am very happy with my decision to do so. Melvin’s approach to analyzing my finances has been very systematic. It is also customized, since every individual's circumstances are different. He has come up with sensible suggestions about the changes that I should make. His analysis provided me with the conviction, and consequently the peace of mind, that I am on the right track. I strongly recommend Melvin’s services to anyone who cares about his family & financial health.

Vijay SethDubai