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.
Why I transitioned my Entire Client Base to Direct Plans
Anup Bansal
Co-founder and Managing Director, Mitraz Financial
December 12, 2016
Reading Time: 4 minutes Anup Bansal, MD Mitraz Financial Services Pvt Ltd., writes about the reasoning and challenges in shifting his entire base to direct plans, do read on to know more and feel free to reach out to him by commenting on the article, he will respond on the website.
Read MoreWhy Advisors shouldn’t ignore the HUF?
Anup Bansal
Co-founder and Managing Director, Mitraz Financial
July 12, 2016
Reading Time: 3 minutes Anup Bansal, a CFA by profession is the Co-Founder & MD of Mitraz Financial Services Pvt Ltd. Anup has over 15 years of work experience and is a Network FP ProMember. Anup and his team recently bagged The Wisest Advisor Award at the 7th Annual Wealth Forum Platinum Circle Advisors Conference. We congratulate Mitraz Team for this achievement.
In this article, Mitraz’s team shares its insights on the Hindu Undivided Family (HUF). While HUF is not something new to the advisory fraternity, this piece should surely be a good quick recap of the benefits of HUF to your clients. Read the below to know how HUF structure could be put to effective use by your clients to save taxes. As a Financial Advisor, you might want to make your clients aware of HUF and even help them create and manage it.