Finvin Financial Planners was started by Melvin Joseph in 2010, as a fee only model. In 2013, SEBI came out with Investment Adviser’s Regulations and he got registered as an Investment Adviser. He helps his clients in investing in the best suited products. He recommends online term policies and direct plans in mutual funds in the interest of the clients.
The selection of a financial planner is very important for your financial health. There are three types of financial planners available in the market. They are:
Melvin is an amazing financial advisor. He suggests the right avenues for investments specific to the goals and risk appetite of the person. He is able to suggest a holistic plan for the entire family. Earlier I was never aware of the importance of financial planning.