Network FP Thinktank

Overcoming blind spots to make important decisions

Amit Trivedi

Owner, Karmayog Knowledge Academy

September 2, 2020

Reading Time: 2 minutes There is a very interesting incident that took place with a professor at the Columbia University, who was a pioneer in the study of decision analysis. Once upon a time, former faculty member Howard Raiffa, a pioneer in the study of decision analysis, was offered a position at Harvard, which was considered a step up […]

Rebuilding Small Businesses post Covid-19

Viral Bhatt

Founder, Money Mantra

June 9, 2020

Reading Time: 6 minutes Normalcy seems a long-lost reality of our lives. It is lost since a virus has wreaked havoc globally. Everything is affected by the pandemic – your small business as well as your dreams. Are you wondering if this nightmare will end soon and if you will ever be able to get your business back to […]

And Ratnakar became Maharishi Valmiki…

Amit Trivedi

Owner, Karmayog Knowledge Academy

June 4, 2020

Reading Time: 3 minutes Once upon a time, there was a very skilful hunter named Ratnakar. He was not just a hunter; he was a cruel and fearless thief. He was living in the forests and whoever passed by that forest would be stopped and Ratnakar would rob them off all their possessions. He would feed his family through […]

I Had No One Else To Follow: An Account Blow-by-Blow

Lovaii Navlakhi

Founder & CEO, International Money Matters Pvt. Ltd

April 21, 2020

Reading Time: 2 minutes The world doesn’t want any one of us to think smaller, the world needs all of us to dream bigger, to be bolder and figure out what make us feel excited and accomplished. Genuinely playing the professional role of a financial advisor requires a hefty amount of vision, self-belief, education and experience. As long as we stick to our paths with an honest mind-set, we can withstand tough phases, open up opportunities and make headway.

Being innovative and different is often a boon, and hence today, we present Think Tank to you a little differently. Mr.Lovaii Navlakhi displays his poetic streak as he talks about career path vis-a-vis his personality and passion. He tells us how he shaped up his financial advisory practice and adapted to changes by keeping “client’s interest first” under the spotlight.

Sometimes “No” is the kindest word.

Sujata Kabraji

Independant Financial Advisor

April 14, 2020

Reading Time: 3 minutes How many times have we heard or said to ourselves that we must never say no to business that comes to us? It’s part of our work ethic to always accept business, and not say no. But we often see situations when this business ends up draining our energy, productivity and sometimes the morale to work too. The reasons for this may be different, but it basically means you are not achieving what is intended out of the business. Today, Ms. Sujata Kabraji talks to us about saying “no” to business- why and when should we do that? By sharing a personal experience, she tells us that it’s okay to sometimes say NO…

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.

Humility lessons taught by Lord Hanuman to Bheem

Amit Trivedi

Owner, Karmayog Knowledge Academy

July 4, 2019

Reading Time: 3 minutes The article on Think Tank “And Yudhisthir lost the game of dice..” by Mr. Amit Trivedi was received very enthusiastically by our members and readers for it beautifully linked such a practical aspect of our profession to a mythological treasure-the Mahabharat, making it a very enjoyable read. We are hence publishing a series of such articles that Mr. Trivedi has graciously agreed to author. So, watch out for the first post of ThinkTank every month to enjoy this mythological ride in our very own streets of financial advisory. This month’s post talks about an important virtue for all advisors-humility. Is everything actually within our knowledge and control? Are we greater than the ecosystem that we thrive in? How can we deal with unexpected blows from systemic risks and factors? Read on to make the Bheem within you humble….