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.
Annual Health Retreat… Jindal is an option you will love!
Sadique Neelgund
April 3, 2017
Reading Time: 7 minutes Those of us who are in business/profession, April is a time when we look back to review previous year’s performance and set some goals for the upcoming year. For many in our industry – January, February & March also happens to be busiest period of the year. Before you once again start running and chasing your life and career goals, you might want to consider going for a good health retreat to reward yourself for all the hard work and re-energize yourself for the coming year. Last year, I tried the world famous Jindal Naturecure Institute in Bangalore. I liked it so much that I repeated it this year also. Read on to know more about my experience at Jindal Naturecure Institute in Bangalore.
Read MoreDoing IAPs? Give Audience Your Best !
Sadique Neelgund
March 6, 2017
Reading Time: 4 minutes The effectiveness of Investor Awareness programs and its importance to our business is rarely disputed. Reason for not getting started could be, its difficult to get an opportunity. Why put so much effort and time for a social cause! Khyati Mashru tells us how customizing offering and walking the extra mile has helped her get good business from this activity. Read on to know more what she has to say about seven ways to ensure the effectiveness of Investor Awareness Programs & What we do Post IAP.
Read MoreDownload Income Tax Calculator FY 2017-18 in Excel
Sadique Neelgund
February 3, 2017
Reading Time: < 1 minute Download, check out & use our popular Income Tax Calculator FY 2017-18 in Excel which incorporates the recent changes in Union Budget 2017 by FM Arun Jaitley.
Read MoreFee for Advice is the journey which needs to be completed – SEBI
Sadique Neelgund
January 16, 2017
Reading Time: 3 minutes SEBI after its Board Meeting on January 14th released a Press Release which has brought a great relief to IFAs and Mutual Fund Distributors. Through this press release; regulator has acknowledged several ground realities like a need for co-existence of both advisory & distribution models, need for financial viability of advisory model, etc. Read on to know more about what might be the next step of SEBI and what next IFA’s should do by Sadique Neelgund, Founder of Network FP.
Read MoreOn whose side are you – Product Manufacturer or Product Buyer?
Sadique Neelgund
December 7, 2016
Reading Time: 4 minutes Three years down the line and the financial advisory fraternity in India is still sitting on the fence trying to figure out whether to become a SEBI RIA or not. Read on to know more about Devang Shah`s views on Fiduciary, SEBI RIA and its implications to industry and financial advisors
Read MorePeer to Peer Lending – Whats it all about?
Sadique Neelgund
November 30, 2016
Reading Time: 3 minutes Just over a decade ago, slowly and steadily, a financial revolution started in the west, which was soon to spread across the globe. P2P lending is one of the most disruptive financial innovation of modern times and is here to stay. Read on to know more about what exactly is P2P lending and why you need to watch out for it…
Read MoreNetwork FP’s Response to SEBI’s Consultation Paper on RIA
Sadique Neelgund
October 27, 2016
Reading Time: 8 minutes Network FP on behalf of its members has sent a response to SEBI on it’s Consultation Paper on Amendments / Clarification to the SEBI (Investment Advisers) Regulations 2013. The inputs for this response were given by NFP ProMembers and NFP Advisory Board. The draft of this response has been reviewed & approved by majority of the Network FP Members who comprise of CFPs, RIAs & IFAs.
Read MoreHow IFAs can Face Commission Disclosure – Communication is the Key
Sadique Neelgund
September 28, 2016
Reading Time: 4 minutes SEBI has made it clear that commissions of distributors will be disclosed in investors’ CAS (Common Account Statement) from October 1st onwards in absolute numbers. Although I think this could have been well avoided by regulator, I do not want to get into critical review of same. NFP Members had a very good discussion on this last week and I am writing this based on some of the learnings from that healthy discussion.
Read MoreFinancial Advisor – The Vital cog
Sadique Neelgund
Reading Time: 2 minutes Fees or No Fees, Regular or Direct, Online or Offline, Human or Robo, and so on. No matter how much the technology evolves and the regulations go through changes, financial advisors have remained vital through all of it and will continue to remain so. Dharamendra Satapathy, Director, Next Level who also conducts many IAP Programs and workshops for financial advisors across India shares his thoughts on the role of financial advisors in the ever-changing technology & regulatory environment for financial advisors.
Read MoreWhy and How MF Advisors Can Charge Fees to Clients
Sadique Neelgund
September 23, 2016
Reading Time: 4 minutes There is a lot of confusion around this matter amongst the financial advisory fraternity. After the SEBI Investment Advisor Regulations, 2013 came into effect, many of the Mutual Fund advisors came to a conclusion that only RIAs can charge fees and not MF Advisors. Please make note of the word advisor used not the word distributor. MF Advisors are the ones who are adding value beyond pure transaction facilitation. This article is more relevant for the MF advisors who are creating real value to their clients by exhibiting professionalism.
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