I started investing in mutual funds in 2016. I managed my portfolio on my own and learnt about mutual investing from various online sources. Once my corpus grew to a significant amount, I was not comfortable making big decisions on my own and wanted some trusted, unbiased advice. My search led to Mr. Melvin Joseph.

He has helped me document and streamline my investments, identify goals and map my investments accordingly. Also, he has helped in pruning the number of funds and identifying the right funds too.

He helped me uncover significant gaps in my insurance coverage and suggested me the right products. When I had difficulty in getting those products he further helped with the process. He helped me understand the importance of medical insurance coverage though me and my spouse have our own employer provided coverages. I am really thankful for that.

I feel more confident about my investments as I have the backing of a trusted advisor now. I see his services akin to the insurance premiums we pay, where the premium is way small compared to the safety provided.

– Saravana Perumal, Bangalore