Network FP Thinktank

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 world.

How to talk to clients about new developments in the Franklin Templeton scheme winding up issue?

Network FP Taskforce
Taskforce
June 4, 2020

There have been a lot of updates and circulars doing the rounds with reference to the 6 wound up debt mutual fund schemes of Franklin Templeton(referred to as the said 6 schemes henceforth). While each of these communications are self-explanatory and comprehensive, they are often ridden with language warranted by disclosures, legal stands as well […]

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How to help individuals choose between the Old and New Tax Regime for FY 20-21

Arvind Rao
Founder, Arvind Rao & Associates
May 5, 2020

I remember my friend Abhishek (the last one from my college group who got married just last year) and his happiness when he announced (in May 2019) that he was going to get married in December 2019. Initially, for him, it was like he just couldn’t wait for these months to get over and be […]

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10 Digital Tools to Increase Small Business Productivity

Viral Bhatt
Founder, Money Mantra
April 7, 2020

How many of us have wondered what we could have done differently to make work from home work better for us? Have we been in awe with how smoothly some businesses have slipped into working remotely? Have we also secretly harboured the wish to learn some tools that can help us improve our practice and working environment? We need these tools now more than ever to be able to give ourselves a jumpstart into the post covid-19 times. Read today’s article by Mr. Viral Bhatt where he lists some essential technology tools and explains what purpose it serves. One of our most easily adaptable reads, this is sure to help our readers a lot..

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Rays of Hope in current times

Network FP Taskforce
Taskforce
March 27, 2020

Today, the Taskforce at Network FP brings to you a little bit of hope and sunshine. Times like these, where grey clouds of uncertainty loom large and distort any vision into the upcoming future are scary. But what is scary may not always be bad. Resilience and the ability to keep going is what makes us human. Three members of our Taskforce share what these volatile times have meant for them and what it has been like swimming through these unknown waters. Read on and do share your stories of hope and inspiration with us too!

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How to convert prospects to clients through your website?

Viral Bhatt
Founder, Money Mantra
August 20, 2019

We are in a profession that involves a client-facing job. Just like we cannot be in isolation from our clients, in today’s digital world, we cannot afford digital isolation. Our business needs a digital footprint for survival. Having a website in place becomes imperative for this. Just how we give importance to our appearance and personality, we must ensure that we have a clean, easy to understand but impressive web presence. This week, we have Mr. Viral Bhatt share with us some basic as well as a few advanced tips on building an effective website. He practices what he preaches-he graciously shares with us a few shots from his own website for reference. Read this post to run a quick check against your existing website or to start planning for a new one now.

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Are you doing enough research before picking a fund?

Hemant Agarwal
Founder, Rupaiyaah
August 14, 2019

Research. This is a term used very often our field. Sometimes a little too often for it to be an effective exercise. It forms the foundation on which the entire structure of an investment /financial plan stands. A shaky foundation is sure to pose a threat to a structure, no matter how big or beautiful it is. Similarly, advice based on ineffective/ insufficient research is destined to more often than not adversely impact the financial future of your clients- sometimes visibly and sometimes not so visibly. Let us not leave any stone unturned to ensure our research always does justice to our advice. Mr. Kaustubh Belapurkar, Director Manager Research, reinforces why research plays an irreplaceable role in advisory. Read on to know more…

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