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.
Key Learnings from Network FP Regional Conclave’19: Bengaluru
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
July 9, 2019
Reading Time: 4 minutes Network FP’s Regional Conclave continued its run with the second edition in Bangalore held on 4th July 2019 at Hotel Radisson Blu. Over 140 delegates, including an encouraging 15% outstation delegates were in attendance. With some of the finest Successful Financial Advisors presenting along with some great industry speakers, it was a day well used with great insights for everyone. Dilshad Billimoria as the chair of the Conclave, summarizes the entire day in this Article.
Read MoreEmployees Are First Level Customers
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
June 15, 2018
Reading Time: 2 minutes Do you plan to build a Team? Or if you already have a team, how do you ensure they stay with you for long? Employees are the most important assets of every organisation. They are the backbone on which lays the strong foundation of the company. The question is: Are we taking good care of our employees, their well-being, and growth? Read this thought-provoking article to understand the nuances.
Read More20 Questions to Ask Yourself for Building a Sustainable Business Practice
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
January 9, 2017
Reading Time: 4 minutes As client relationships are becoming more complex, it is important for the advisors to have access to systems policies at the click of a button to enable them to access critical information and connect with clients more effectively and meaningfully. Dilshad Billimoria, Director of Dilzer Consultants Pvt Ltd shares her views on How Process Systems and Procedures help build a thorough fiduciary practice.
Read MorePower of Subconscious Mind in Investor’s Risk Tolerance & Risk Taking Capacity
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
August 12, 2013
Reading Time: 5 minutes There are many questionnaires and software’s available in the market today to measure risk tolerance; but the human mind feasts on irrationality and sometimes, the logic of a well laid out set of questions, graphs, and plans falls in the flush.
Read MorePeople need to invest beyond property and gold
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
May 17, 2013
Reading Time: 3 minutes Asset allocation is the most important in a portfolio to ensure that an average return on the basket of assets has been achieved which is above inflation! Low customer awareness and lack of financial literacy is one of the biggest roadblocks of channelizing savings in mutual funds and equities.
Read MoreCategories
- Advisory Processes (2)
- Client Acquisition (1)
- Client Retention (3)
- Client Servicing (3)
- Financial Advisors Community (1)
- Financial Products (1)
- Foundations (7)
- Needs & Solutions (6)
- NFP Thinktank (280)
- Technology Adoption (3)
- Uncategorized (85)