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.
About Ajay Pruthi
Ajay Pruthi is a Certified Financial Planner (CFP) from Financial Planning Standards Board India (FPSB). He is an Associate of Insurance Institute of India (AIII), Postgraduate in International Business (MBA) and has done B. Tech from National Institute of Technology (NIT), Jalandhar.
He is associated with the financial sector from 2008 and is having experience in both administration and marketing of financial products. He worked for private financial sector companies in his 10 years of corporate life.
He is associated with Finvin Financial Planners since 2018.