- Director/ CEO/ Proprietor Name
- Establishment Year
April 8, 2010
- Professional Services
Comprehensive Financial planning
Financial Planning is identifying and defining financial goals, prioritizing them and achieving these goals with a clear, focused and a customized game plan.
The first step in financial planning is detailing the goals and objectives one has in life and matching them with present assets and income. We have to consider the life cycle stage of the individual, time horizon, liquidity needs, impact of taxation and inflation also.
Review of existing Life Insurance & ULIPs
Review of existing health insurance
Review of existing mutual funds
Life insurance/Health insurance planning
Children education/marriage planning
Annual Fee for Comprehensive Financial Planning
- Company Profile
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.