Download & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide

Author: Rajesh Dalmia, Posted on: 14 June 2013

Download & Checkout this Simple & Easy Do-it-Yourself Financial Planning Guide

Here is a very small, simple and easy to understand Do-it-Yourself Financial Planning Guide for consumers. This guide helps the investors to understand the components of financial planning with the help of basic concepts & terminology and a ready for action workings on top four goals / objectives of most individuals / families.

Helping Clients Channelize Savings into Debt Funds vis.a.vis Fixed Deposits

Author: Sonesh Dedhia, Posted on: 11 June 2013

Being unaware of debt funds as a fixed income product, many investors opt for Bank fixed deposits or small savings schemes. But, Debt funds if used properly and selected wisely can be a good alternative to other fixed income investments.

ETF Conclave 2013 on June 19 in Mumbai – Keynote by Ms. Deborah Fuhr

Author: Editor , Posted on: 10 June 2013

Motilal Oswal AMC is organizing it 3rd edition of Annual ETF Conclave 2013. The effort of the event is to disseminate information on ETFs’ to institutions, investors and intermediaries as well as open up discussions across manufacturers, distributors, market makers and strategists. Global ETF experts are invited to this platform to share their perspectives on ETFs and ETF Strategies.

Family Office Summit India 2013 by AIWMI on June 25 in Mumbai

Author: Editor , Posted on: 9 June 2013

Network FP is glad to be a Partner of Family Office Summit India 2013 being organized by Association of International Wealth Management of India (AIWMI) which administers Certification Programs like Certified International Wealth Manager (CIWM) in India.

Be a Speaker at Network FP Conferences & Events – Apply Now!

Author: Sadique Neelgund, Posted on: 8 June 2013

We are doing an exercise which will help us get the best speakers & content to our future conferences & events and also give an opportunity for financial planners to exhibit their talent / skills / ideas. If you would like to propose your name for being a speaker at Network FP Annual Conferences & Events… kindly submit the proposal form in the link below.

Extremely Useful Application – Use an Online Password Manager!

Author: Gajendra Kothari, Posted on: 8 June 2013

Extremely Useful Application - Use an Online Password Manager!

Recently I shared this fantastic application with our clients through our newsletter and I thought it will equally useful to financial planners & advisors. So here is one online application which I certainly believe will change yours and your clients experience as far as their digital life is concerned – LastPass: An Online Password Manager

Wealth Management Convention 2013 on June 15 in Mumbai – 50 free tickets!

Author: Editor , Posted on: 2 June 2013

Network FP is glad to be a Knowledge Partner of Annual Wealth Management Convention 2013 themed “Key Challenges for New India” organized by American Academy of Financial Management India (AAFM India) which administers the Chartered Wealth Manager (CWM) Certification in India. The full day event is scheduled on Saturday, June 15, 2013 at International Convention Centre, Bombay Stock Exchange (BSE), Dalal Street, Mumbai.

Create an office that impresses clients

Author: Editor , Posted on: 29 May 2013

What impression do your clients get when they enter your office before even saying word?
Are they comfortable and receptive or turned off? As advisors, we have to be reminded there is more to communicating than what comes out of our mouths. In fact, the most powerful form of communication doesn’t include words at all. Nonverbal communication is around us at every moment. Whether you know it or not, you are constantly communicating without ever saying a word. The way you invite visitors, the ambience of your office, and the way you and your team dress are all ways of sending a message without speaking.

Are Gold Saving Schemes from jewelers really worth investing ?

Author: Manish Chauhan, Posted on: 24 May 2013

R.K. Sharma, executive director from PC Jeweller confirms this – “This scheme is a business building programme. By getting customers involved in this scheme, we ensure future sales. A majority of the times, people purchase a jewellery for a higher price than the amount invested. It is a sure shot business opportunity through which we seal our future sales.”

Survey on Network FP Conference 2013 – Participate and Win International Books !

Author: Sadique Neelgund, Posted on: 24 May 2013

Survey on Network FP Conference 2013 - Participate and Win International Books !

Help Network FP design & develop the best conference for aspiring and practicing financial planners in India and win great prizes (international titled books for planners)!… Thanking you in advance…!