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 my 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.
Sachin Chavan , Pune
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.