RIA Aspirants Webinar: Feb 21 (Sat), 6 PM IST with Melvin Joseph

Published on / By M. Pattabiraman Twitter: @pattufreefincal

Published: February 6, 2026 at 1:00 pm

Many friends have expressed interest in becoming SEBI-registered investment advisors (RIAs), offering unbiased advice to clients and earning a decent income. Several DIY investors are keen on helping others manage their finances. For them, it can be a second career.

About the author: Melvin Joseph is one of the first RIAs in the country. He has a large client base of middle-class Indians and has provided unbiased advice across the country for the past 16 years. He now wants to create more fee-only, SEBI-registered investment advisors, given the significant scarcity of unbiased advisors in the country.

More about Melvin

Melvin Joseph
Melvin Joseph

The good news is that SEBI relaxed the eligibility criteria again. Graduates in any subject are now eligible to apply for RIA.

If you are a graduate, you can apply for an RIA license, even if you don’t have any work experience. You must pass the NISM XA and XB examinations to obtain the RIA license.

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I have been practising as a Financial Planner since 2010. Now, I am not taking new clients. I am on a mission to expand the number of fee-only financial planners.

My interview on the Labour Law Advisor YouTube channel discusses my journey and my plans to create more RIAs.

I am arranging a webinar for RIA aspirants on 21st February 2026, at 6 pm.  If you are serious about becoming an RIA, this will provide essential information and insights.

I will guide you through obtaining the RIA license and setting up an advisory practice.

The webinar is organised by Vaxel Academy. There will be a registration fee of 1000/- to ensure only serious participants register.

If you are interested in attending the webinar, please use this link toregister https://vaxel.in/vaxel-2026-aspiring-ria-webinar-series/

Entry is limited only to the first 100 participants.