RIA Aspirants Webinar: Feb 7 (Sat), 6 PM IST with Melvin Joseph

Published on / By M. Pattabiraman Twitter: @pattufreefincal

Published: January 25, 2026 at 12:32 pm

Last Updated on January 25, 2026 at 12:32 pm

Many friends have shown interest in becoming SEBI-registered investment advisors (RIAs), offering unbiased advice to clients and earning a decent income from it. 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 been providing unbiased advice in the country for the last 16 years. He now wants to create more fee-only SEBI-registered investment advisors, as there is a huge 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. Now, graduates in any subject are eligible to apply for RIA.

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

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

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

I am arranging a webinar for RIA aspirants on 7th February 2026, at 6 pm.  If you are serious about becoming an RIA, it will provide you with essential information and insight.

I will guide you on obtaining the RIA license, setting up an advisory practice, etc.

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