Why Not Mint Money

Melvin Joseph on shortage of financial advisers for middle-class in India

Feb 16, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
How Did You Get Your RIA License in 2013?
02:07 • 2min
3
Fee-on Financial Planning
03:46 • 2min
4
What Made You Confident in 2010?
05:20 • 2min
5
Is Sir Premjip Still Your Client?
07:43 • 2min
6
Financial Planner - What Challenges Did You Face?
09:54 • 2min
7
Is There a Flat Fee Model in India?
12:13 • 2min
8
RIA License
14:16 • 2min
9
Is There a Need for PEG Qualification?
16:22 • 2min
10
CFP and RIA Licenses - What Is the Status Quo?
18:17 • 3min
11
What Is Your Advice for Middle Class Clients?
20:59 • 2min
12
Do You Want to Be a Financial Planner?
23:24 • 3min