VAXEL Aspiring RIA Webinar Series

Top RIA Melvin Joseph teaches how to become a successful SEBI Registered Investment Advisor

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.

What will you learn in this webinar?

Recent changes to SEBI RIA regulations

How does one create an income stream as a SEBI RIA

Impact of recent changes in SEBI RIA regulations

Are you eligible to become an RIA?

My RIA story- from ZERO to 3400 clients in 14 years!

How to market and gain customers for your RIA practice

What is the bedrock of an successful RIA practice

RIA practice management overview

How can VAXEL help you in your journey as a SEBI RIA

Q & A

I am interested in this webinar. How do I sign up?

  • The webinar is scheduled on Sunday, 16th March 2025, at 11 AM.
  • The webinar is of 120 minutes duration.
  • The per participant fees payable is Rs1000/- only. The fees are non-refundable.
  • Interested participants need to fill up and submit the below webinar submission 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 NetBanking participants need to email at support@vaxel.in or Whatsapp 91-8291998791 the Netbanking funds transfer confirmation received from their bank.
  • Post receipt of funds and Netbanking funds transfer confirmation participants will receive their Zoom webinar login credentials 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 webinar registration.
SEBI RIA Webinar_16-02-2025
SEBI RIA Webinar