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.