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

Melvin Joseph is a SEBI Registered Investment Adviser (RIA) and a Certified Financial Planner (CFP) from Financial Planning Standards Board India (FPSB). He is a Fellow of Insurance Institute of India (FIII) and is having a Post Graduate Diploma in Financial Advising from Indian Institute of Banking & Finance.

He is associated with the financial sector from 1989 and is having experience in both administration and marketing of financial products. He worked for both public &  private sector companies in his 21 years of corporate life. His last assignment was with the then number 1 private sector life insurance company as country head – Institutional Alliances.

He left corporate sector in 2010 and started Finvin Financial Planners in Mumbai.

Melvin is a Fee Only Financial Planner. To avoid any conflict of interest, he is not into distribution of any financial products.

His mission is – to be a reliable partner with each of his clients and help them in reaching their financial goals by giving unbiased financial advice at affordable prices.


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