Melvin Joseph
Founder and Chief Financial Planner
- Role
- Founder and Chief Financial Planner at Finvin Financial Planners
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
Experience
Founder and Chief Financial Planner
Apr 2010 — Present · Mumbai, IN
Our mission is \'\' To be a reliable partner with each of our clients and help them in reaching their financial goals by giving unbiased advice at affordable prices and contribute to expansion of financial literacy in the country’’. We are into pure fee based financial advisory, to protect the interest of investorsMelvin Joseph is the Managing Partner of Finvin Financial Planners which is an Investment Adviser with SEBI Registration Number :
Education
Insurance Institute of India
Fellow of Insurance Institute of India, Life Insurance
1989 — 1993
Public Relations society of India
Post Graduate Diploma in PR & Advertising, PR & Advertising
1990 — 1992
Financial planning Standards Board India
CFP, Financial Planning
2010 — 2010
Indian Institute of Banking & Finance
PG Diploma in Financial Advising, Financial Advising
2010 — 2010
Newman College, Thodupuzha
Bsc, Physics
1985 — 1988
Skills
- Technical Analysis
- Financial Advisory
- Leadership
- Capital Markets
- Underwriting
- Portfolio Management
- Loans
- General Insurance
- Strategic Financial Planning
- Investments
- Derivatives
- Financial Analysis
- Business Planning
- Relationship Management
- Bancassurance
- Retail Banking
- Credit Risk
- Trade Finance
- Financial Risk
- Asset Management
- Financial Planning
- Investment Advisory
- Banking
- Mutual Funds
- Risk Management
- Team Management
- Mis
- Employee Engagement
- Equities
- Cross Selling
- Financial Services
- Crm
- Valuation
- Funding
- Equity Research
- Life Insurance
- Finance
- Business Development
- Wealth Management
- Sales
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