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

I came to know about Mr Melvin from a fee only financial planner group on face book.

After contacting him he gave quick response, took detailed search about my financial status and advised me on insurance and investment planning. His recommendations are unbiased and honest and in parallel to my needs. He gives response to my each and every ( even a small and silly ) query quick and serious reply. He always remain in touch with me and take care not only in making a good financial plan but also that the plan get really executed. I am delighted and happy about his association. And wish to be with him for the rest of my life.

DR, Vinayak K Mahajan

I m really satisfied with the financial advice/services given by Melvin. Always unbiased, specific and ready to assist whenever needed. Thank you Melvin. You made a difference in my financial journey. Love you

Dr. Pradeep Nawal, Ahmedabad

I am very happy with services offered by Melvin, He is very patience in hearing my queries and replied very fast.

Even he is ready to modify the Financial plan "N" Number of times ,whenever i have request for change.

Appreciate his great service.

Vandhiadevan, Chennai