Network FP Thinktank

Dematerialisation Of Shares: How, What and Why?

Neeraj Bahal

Founder, Fasttrack Financial Planners

May 18, 2021

Reading Time: 9 minutes Being personal finance professionals, we come across a variety of queries and documents from our clients. One of the most common documents clients come to us with is old share certificates. These are often excavated from the “pre-Demat” era and are sometimes a false alarm if the company is delisted, etc., or a sudden lottery […]

Dematerialisation of shares: How, What, When & Why?

Neeraj Bahal

Founder, Fasttrack Financial Planners

December 10, 2019

Reading Time: 7 minutes We all have had clients that come to us with ages old crinkly share certificates that they had bought eons ago or had inherited from previous generations. This hidden “surprise treasure” forms part of almost every household. But do we always have answers to their questions concerning demat of shares? No. While a general overview is possible, we are not always equipped to handle detailed questions and then we have to find someone else to do it. Today, Neeraj Bahal deep dives into the topics and shares with us a powerful artillery of points to keep in mind when getting demat of shares done. Read through and be ready to solve your clients’demat issues.

Key Scenarios You Need To Know About The Dematerialisation

Neeraj Bahal

Founder, Fasttrack Financial Planners

October 19, 2018

Reading Time: 4 minutes Have you conveyed to your investors about the compulsory Demat of Physical Shares? Are you aware of the process in respect to different scenarios that your client may face? To know more and get some idea about the same, go through this article by Mr.Neeraj Bahal who has consolidated some important pointers on the dematerialisation of Physical Shares.

The Value of Experience

Neeraj Bahal

Founder, Fasttrack Financial Planners

September 21, 2018

Reading Time: 3 minutes Learning is a fire that ignites passion which drives us towards our destiny. But keeping an open mind to learn from another professional is a value addition to life. As the famous quote says if you and I have an apple and if we exchange it, we’ll both have 1 apple. But if I have an idea and you too have an idea and we exchange it, we both have 2 ideas. Read this superbly crafted article by Neeraj Bahal to understand learning can come from any corner to guide us.

Encourage Clients to take Simple but Innovative Steps towards Child’s Future

Neeraj Bahal

Founder, Fasttrack Financial Planners

August 17, 2016

Reading Time: 4 minutes Neeraj founded his firm Fasttrack Financial Planners in 2006. He is a qualified Chartered Accountant and a Certified Financial Planner by profession. He has more than 13 years of experience in the field of Personal Finance. He believes in drafting comprehensive financial plans in such a manner that both, long term as well as short term financial goals would be met.

Here, Neeraj briefs how an advisor shall work on the child’s future, small nudges that make big difference in securing such goals and ultimately creating informed investors in the next generation. Read on to find out the details.