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 is ethics the corner stone of financial advisory business
Jimmy Patel
MD & CEO, Quantum Asset Management Co. Pvt. Ltd.
December 24, 2019
Reading Time: 4 minutes We all know that to reach our destination of attaining professional success and to scale new heights, morality and ethics are as important as the hard work being put in, if not more. However, how often do we find ourselves or some others in our field getting lost along the way? While sometimes its a attitude change, some other times we just do not get the time to keep our actions within the lane of 100% ethical advice. This is where we need to whip out the moral compass and introspect if what we are doing is coinciding with what we want to be. This week’s piece by Jimmy A. Patel will help us remember why we are in this field and what it takes to keep walking down the correct path.
Read MoreWill the New ‘Waterfall Approach’ by SEBI make Debt Mutual Funds Safe to invest in?
Jimmy Patel
MD & CEO, Quantum Asset Management Co. Pvt. Ltd.
October 22, 2019
Reading Time: 4 minutes Part of our job as advisors is to constantly keep learning ourselves and be updated with various products, their performance, various risk management strategies, regulatory changes, the impact of these on investment instruments, etc. Refining the knowledge that we have is the only way to keep yourself in top form all the time and ensure the best of client advisory services. This week, we have Jimmy A. Patel, take us through a few regulatory step-ups by SEBI in the debt mutual funds category and helps us understand them and evaluate their impact on the debt fund category. Get ready for a regulations’ class and get a step closer to advising right when it comes to the debt fund category.
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