VAXEL Aspiring RIA Conference 2025

Learn from top Fee Only RIAs and connect with like minded aspiring RIAs in Mumbai on 26th April 2025

Post successful completion of 3 back to back monthly webinars for aspiring RIAs, VAXEL Academy and Fee Only Financial Planner Mr. Melvin Joseph are pleased to announce the launch of the long awaited Conference for aspiring RIAs in Mumbai on 26th April 2025.

Do you aspire to become a successful Registered Investment Adviser (RIA)? Are you looking to establish and grow your own Fee Only RIA practice in India? Then we have an incredible opportunity for you! Join us at the highly anticipated 2025 Aspiring RIAs Mumbai Conference, designed to provide you with invaluable insights, connections, and knowledge to take your ambitions to the next level.

Event Overview:


The 2025 Mumbai Conference for aspiring Fee Only RIAs is a full-day event that will take place on Saturday, 26th April 2026, in the vibrant city of Mumbai. From 10 AM to 6 PM, you’ll have the chance to learn from industry experts, interact with seasoned professionals, and build a strong foundation for your own RIA practice. Our goal is to equip you with the skills, strategies, and insights necessary to excel in the world of fee-only financial advising.

Event Details:
Date: Sat, 26th April 2026
Time: 10:00 AM – 6:00 PM
Location: Mumbai

Venue Details

Ibis Navi Mumbai

Turbhe, Thane Belapur Rd.

Navi Mumbai Maharashtra – 400 705

02261576666

Google Maps Link

https://maps.app.goo.gl/i1FrLDKoGWqTiAaJ7

Why should you attend the 2025 Aspiring RIA Conference?

Main Sessions

Setting up a Fee Only RIA Advisory Practice: Discover the essential steps and best practices for establishing and running a successful RIA practice. Learn from Melvin Joseph, an esteemed expert in the field, as he shares invaluable insights.

How to Create a Financial Plan: Enhance your understanding of the intricacies involved in creating effective financial plans for your clients. Gain valuable tips and techniques from Melvin Joseph, an industry veteran.

Experience Sharing by Practicing RIAs: Hear from successful practicing RIAs, Preeti, as they share their personal experiences, challenges, and success stories. Get inspired by their journey and harness their expertise to shape your own path.

How VAXEL Can Help Aspiring RIAs: Discover how VAXEL, a leading financial technology platform, can support you in setting up and growing your Fee Only RIA practice. Vijay Xavier will highlight the unique offerings and opportunities available to aspiring RIAs.

RIA Licensing Procedure: Gain valuable insights into the RIA licensing process from an experienced Company Secretary. Uncover the necessary steps and requirements to obtain your license with ease.

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.

Melvin Joseph, one of the most experienced RIA in the country is on a mission to create more RIAs in the country. He has created around 3400 financial plans in the last 14 years.

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.

He left corporate sector in 2010 and started Finvin Financial Planners in Mumbai.

Conference Schedule

10 A.M. – Welcome Session – Vijay Xavier


10:15 A.M.– How to set up an advisory practice – Melvin Joseph


11.15 A.M.– Experience sharing – RIA Preeti Zende ( www.apanadhan.com)

She will Share her journey towards becoming Fee Only RIAs, challenges faced and how Fee Only RIA practice built.


12.15 P.M. – How to create a Financial Plan – Melvin Joseph


13.15 P.M. – Offers from VAXEL for the RIAs – Vijay Xavier


2 P.M. – Lunch


2.45 P.M. – Experience sharing – RIA Upasana Mondal (www.dreamblueprintz.com)

She will Share journey towards becoming Fee Only RIAs, challenges faced and how Fee Only RIA practice built.


3.45 P.M. – Licensing Procedure – Company Secretary Founder, Megha Kyal Associates, Mumbai ( www. csmeghakyal.in)

Session on RIA related compliances


4.45 P.M. – Open session for question/ answers / feedback.


5.45 P.M. – Vote of thanks – Vijay Xavier


6.00 P.M. – Session Conclusion

To attend this must attend conference, simply follow the steps below:

  • The conference is scheduled on Saturday, 26th April 2025, with venue entry at 9:30 AM.
  • The conference is from 10 A.M. to 6:00 PM
  • The per participant fees payable is Rs2,500/- only. The fees are non-refundable.
  • Interested participants need to fill up and submit the below conference registration form.
  • Post form submission an email confirmation will be send immediately.
  • Participants need to select the form submission button in the confirmation email.
  • Post receipt of the email confirmation an email will be sent from VAXEL Academy with the online bank transfer details.
  • Post online funds transfer via Net Banking participants need to email at support@vaxel.in or Whatsapp 91-8291998791 the Net Banking funds transfer confirmation received from their bank.
  • Post receipt of funds and Net Banking funds transfer confirmation participants will receive their Conference registration confirmation within 48 hours.
  • NO credit cards/debit cards/UPI QR code based or cash payments will be accepted.
  • All payments are to be made through Net Banking to VAXEL Solutions Private Limited bank account only. attendees may do IMPS/UPI using the Net Banking details they receive in email post conference registration.
Aspiring RIA Conference 2025