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.
Financial Plan with Solutions of a Real Life Case Study
Sadique Neelgund
September 8, 2017
Reading Time: 8 minutes We all know and truly believe, no matter what, there is always a way out. Steven Fernandes’s book “There is always a financial solution” captures real life case studies of people in various stages of life and how they have navigated it. Here is one case study from the book. Do share your views on the case study in comment section.
Read More3 Ways GST will Impact on Financial Advisors
Sadique Neelgund
July 28, 2017
Reading Time: 4 minutes Arvind Rao is a founder of Arvind Rao & Associates. He is a Certified Financial Planner & a Chartered Accountant based out of Mumbai. Arvind’s firm specializes in Tax management, Total Financial Management & Corporate Trainings.Change is not pleasant, but change is constant. One such change which came to us was GST. Arvind Rao shares his thoughts and gives us clarity on how GST is going to impact financial advisors / mutual fund distributors and what has to be done for it.
Read More8 Tenets of Financial Life Planning
Sadique Neelgund
July 21, 2017
Reading Time: 3 minutes Tejal Gandhi has been using money quotient and it has helped her immensely in doing a holistic job of life planning. In keeping with the theme of ThinkTank which is “Ideas you can implement” we carry a preview from money quotient with feedback from a user this week by Ms. Tejal Gandhi, CEO & Founder, Money Matters is one of the Licensees of Money Quotient tools in India.
Read MoreHow to handle Legacy Holdings of Client Portfolios?
Sadique Neelgund
July 13, 2017
Reading Time: 3 minutes Dealing with customer behavior is perhaps what makes us humans very different from Robo-advisors. The biases mentioned here are sure to ring a bell and remind you of a situation. Read on to know more emotional phenomenon to investments and financial planning by Joydeep Sen, Managing Partner, Sen & Apte Consulting Services LLP.
Read MoreMarkets And Performance Cycles Invariably… Do Valuations Matters At All?
Sadique Neelgund
June 27, 2017
Reading Time: 6 minutes When equity market is at this valuations, perennial question most of the advisor has is to invest or not to invest. Mr. Madhusudan is Head of Product Strategy at Principal PNB AMC Pvt Ltd shares his thoughts as to what he thinks about this situation. The insight prompts fiduciaries and financial advisors to exhibit prudence in the factoring higher current valuations in the overall exposure to equities and especially mid-cap stocks in client portfolios and implications for investors – The Winning Trifecta!!
Read MoreSummary of SEBI Consultation Paper to RIA Regulations – June 22
Sadique Neelgund
June 23, 2017
Reading Time: 10 minutes SEBI released yet another consultation paper on proposed amendments to RIA Regulations (The Paper is published below after these highlights) . SEBI for sure now wants both RIAs and MFDs to exist in the market and serve different kinds of investors. But want clear segregation between both. Below are some of the highlights from the paper for your quick understanding.
Read MorePortfolio Review and Health Check-Ups: Similar Check-points
Sadique Neelgund
June 13, 2017
Reading Time: 4 minutes Do you really need to review your clients Portfolio? We all review plans at pre-designed intervals. It is something which is so intrinsic to our practice that one does not go into the whys and whens of this process? Joydeep Sen, Managing Partner, Sen & Apte Consulting Services LLP gives an interesting analogy between health check ups and portfolio reviews and some suggested best practices for client hand-holding.
Read More9 Elements Of Your Online Presence!
Sadique Neelgund
May 11, 2017
Reading Time: 2 minutes We have numerous examples of people amongst us who have used social media effectively to reap rich dividends. It is also true that many of us shy away from using it consistently, putting it off to another day thereby missing a valuable opportunity. We asked Viral Bhatt who follows social media actively and has used it effectively to build brand recall (Followers on FB- 2183 & Twitter-742) to pen down what goes into the making of an effective strategy for Financial advisors.
Read MoreThe Basics of Alternative Investment Funds!
Sadique Neelgund
April 25, 2017
Reading Time: 4 minutes We have always tried to make sense of Alternative Investments and wished that someone would simplify it for our ready consumption. Who better than Aditya Gadge to explain the basics & difference between AIF’s and Mutual Funds, look out for part 2 soon.
Read MoreCreating Content? Never Run Out of Ideas…
Sadique Neelgund
April 10, 2017
Reading Time: 3 minutes Who would dispute the reach and hence the importance of digital media has come up. We all are looking to write good content and curate relevant ones. How exactly does one go about doing this? This mind map by Yogin Sabnis will be a ready reckoner for all your content needs!
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