Network FP Thinktank is an Online Professional Journal by Network FP wherein we share the articles written by top-class financial advisors and industry thought leaders from across India and the world.
Shabari’s love and devotion
Amit Trivedi
Owner, Karmayog Knowledge Academy
February 4, 2020
Reading Time: 2 minutes The role of an advisor is tricky. We are to ensure the best interests of the client but we do not work in a vacuum. This means that we interact with clients and deal with their perception of us and our advice. A lot of times, its easy to get swayed by their behaviour, reactions and feedback. Should we then be reactive and do what makes the client happy? Or should we do what is good for the client even if it does not amuse the client? In today’s article, Mr. Amit Trivedi beautifully explains this daily dilemma that we all face with an analogy that is sure to strike a chord with us all. Read on to know how to tread this tricky path…
Read MoreLearning from your enemies
Amit Trivedi
Owner, Karmayog Knowledge Academy
December 3, 2019
Reading Time: 2 minutes Today’s article by Amit Trivedi talks about humility and regard for our competitors and for the risks that we face as advisors along with the risks that our clients face. Learning from someone who you respect and and are in awe of is very easy but doing so from an adversary or competitor, especially when your ideologies/experience/scale of business do not match does not come easily to us. However, this is one of the greatest sources of learning and we cannot benefit from it unless we are humble. With some amazingly drawn parallels, this article teaches us that underestimation of the knowledge and experience of others is one of the worst mistakes one could make and it can lead to us losing out on learning some great lessons. Read on and share your experiences of learning from unexpected quarters..
Read MoreSarathi – The Financial Advisor
Amit Trivedi
Owner, Karmayog Knowledge Academy
November 1, 2019
Reading Time: 3 minutes We often try and explain the role of an advisor in the financial affairs of a client. This is sometimes a genuine effort to educate the client while some other times just a sales pitch. While both situations have their own side of justification, how many of us actually understand the actual onus that we, as financial advisors have towards helping our clients work through tricky decision making and choices? Do we truly understand the meaning of hand-holding a client through their life stages? This week’s profound piece by Mr. Amit Trivedi pushes us to critique our style and way of advising and asks us the most important question there can ever be in our profession: “What kind of an advisor are you?”
Read MoreThe market is a great teacher
Amit Trivedi
Owner, Karmayog Knowledge Academy
September 30, 2019
Reading Time: 2 minutes A lot of us suffer from the “know-it-all” syndrome, at least at some point in time in our lives. Especially in situations where things go the way we think they should. We get a sense of being in control, a sense of supremacy and we sometimes leave behind the virtue of humility. Through today’s article, Mr. Amit Trivedi shows us how the greatest of experts can also be clueless about how to tackle a particular situation. The only way out of such tricky situations is with humility and acceptance of the fact that we are not supreme and that our learning, in the market or otherwise is never complete. It was and will be an on-going process of thought evolution. Read through this crisp piece to know who the ultimate teacher is and why we must accept their superiority over us.
Read MoreAshwathama is Dead
Amit Trivedi
Owner, Karmayog Knowledge Academy
September 3, 2019
Reading Time: 2 minutes Ethics and moral principles comprise the backbone that enables us to hold our head up high and practice our profession with pride. Legality is often given the place of morality in our profession especially when we are at a cross road between the interest of our client and that of our own pocket. This week’s article, from Mr. Amit Trivedi’s series, talks about this sensitive issue with a very different twist and viewpoint. Read on and ask yourself if you’re the Yudhishtir to your Guru Dron(client)
Read MoreIs your client an Abhimanyu in a Chakravyuh?
Amit Trivedi
Owner, Karmayog Knowledge Academy
August 2, 2019
Reading Time: 3 minutes Look before you leap- how often have we heard of this proverb? A lot of times, right from our childhood. How often do we apply this to decisions that we make in the course of our lives? Well, let’s take a step ahead and evaluate if our clients implement this while making their investment decisions. How can we caution them to think before taking major financial decisions? Mr. Amit Trivedi is back with the next article from his series of articles connecting the epics of Mahabharatha and personal finance with financial behavior. Read on to identify the “Abhimanyu’s” from amongst your clients and those you know…
Read MoreHumility lessons taught by Lord Hanuman to Bheem
Amit Trivedi
Owner, Karmayog Knowledge Academy
July 4, 2019
Reading Time: 3 minutes The article on Think Tank “And Yudhisthir lost the game of dice..” by Mr. Amit Trivedi was received very enthusiastically by our members and readers for it beautifully linked such a practical aspect of our profession to a mythological treasure-the Mahabharat, making it a very enjoyable read. We are hence publishing a series of such articles that Mr. Trivedi has graciously agreed to author. So, watch out for the first post of ThinkTank every month to enjoy this mythological ride in our very own streets of financial advisory. This month’s post talks about an important virtue for all advisors-humility. Is everything actually within our knowledge and control? Are we greater than the ecosystem that we thrive in? How can we deal with unexpected blows from systemic risks and factors? Read on to make the Bheem within you humble….
Read MoreAnd Yudhisthir lost the game of dice…
Amit Trivedi
Owner, Karmayog Knowledge Academy
June 4, 2019
Reading Time: 4 minutes We often get too technical in our own learning and understanding of financial concepts, client behaviour and professional practice and this causes us to lose focus and efficiency. Sometimes a shift in perception is all that is required. In this article , Mr. Amit Trivedi will share some mythological wisdom that connects effortlessly with our field, our practice, clients, challenges and solutions. A shift from the regular articles that we publish.
Read MoreWho do you want to be- Narayan or the Narayani Sena?
Amit Trivedi
Owner, Karmayog Knowledge Academy
October 5, 2018
Reading Time: 2 minutes The great thing about re-telling / re-reading stories from the epics is that they offer importance of wisdom, depending on what you need at the time. Have you ever thought it could also impact our Financial lives? Read the article to know how imperative it is to have a Financial Adviser like Krishna in our life, one who cannot be replaced very easily.
Read MoreNew Scheme Names, New Investor Concerns: What Should You Do?
Amit Trivedi
Owner, Karmayog Knowledge Academy
May 18, 2018
Reading Time: 4 minutes While the new initiative by SEBI on scheme re-categorisation adds a bit of confusion to everyone’s life, here’s an article that clarifies all your queries and shows you how to smoothen your way ahead in this new regulatory change by Amit Trivedi
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