Finvin Financial Planners is a SEBI Registered Investment Adviser (RIA). The firm was started by Melvin Joseph in 2010 as a Proprietorship firm which has been converted into Partnership Firm in October 2020. Melvin Joseph was a SEBI registered Individual Advisor (RIA) with registration number (INA 000000342) from 2013 to 2020. In December 2020, Finvin Financial Planners got new license from SEBI as a Partnership firm with registration number – INA000015534
Melvin Joseph and his wife Tesy Paul Melvin Joseph are the partners of Finvin Financial Planners.
Finvin Financial Planners is a Fee Only Financial Planner. To avoid any conflict of interest, we are not into distribution of any financial products.
Our mission is – to be a reliable partner with each of our clients and help them in reaching their financial goals by giving unbiased financial advice at affordable prices.
About Melvin Joseph
Melvin Joseph is a Certified Financial Planner (CFP) from Financial Planning Standards Board India (FPSB). He is a Fellow of Insurance Institute of India (FIII), Post Graduate in Finance (MBA) 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.