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 the world.

Do you have an Investment Philosophy for your practice?

Arijit Sen
SEBI Registered Investment Adviser
January 12, 2021

Reading Time: 4 minutes From very early on in life, we have all been taught not to follow a herd mentality. I’m sure we all have been asked “if we’d jump into a well if someone else did!” by our elders. The focal point of both these aspects is to have our own judgment and thinking process. We cannot […]

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“Was winding up the best option for the 6 Franklin Debt schemes?” and other questions answered

Sanjay Sapre
President, Franklin Templeton
May 19, 2020

Reading Time: 9 minutes Interactions are better than intimations. This holds true especially in times of immense confusion, fear, uncertainty and adversity. It is with this intention that Network FP reached out to Franklin Templeton after the episode of winding up of 6 of their Debt Mutual Fund schemes. Following the UpSkill session with Mr. Sanjay Sapre, President, Franklin Templeton Asset Management (India) Ltd., for the Network FP Pro Members, we reached out to him again with some of the pertinent concerns posted by our own Network FP Pro-members during that day’s session. The response from Franklin Templeton India captured in today’s blog post includes important notices and detailed explanation of their views relating to their decision and the way forward as a Mutual Fund house. Read on to get your queries addressed

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Retirement Planning in Practice for the younger generation

Kiran Telang
May 12, 2020

Reading Time: 3 minutes Retirement is a definite destination in life- your client will retire, so will you. Our lifestyles, priorities, needs and income will all change. While for some, retirement is a dream destination, for others it can cause nightmares. The past two months in quarantine have showed some of us a glimpse of how retired life could look. Not just in terms of lifestyle but also the possibility of low or no income.
“You should start investing for your retirement from your first paycheck” is what we are up-skilled to tell our clients. This is a good stage to connect with younger clients and shift the conversation gears towards retirement. Get them to plan about something which is practically decades away. “How?”, you may ask.

Today, Ms. Kiran Telang shares with us a few thoughts on approaching retirement planning for the younger demographic and guides us through having some of these conversations. Whether they wish to spend their retirement in forced “quarantine” or have enough resources to live freely..the answers will be clearer to them.

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Leadership Lessons from a Mental Toughness Coach of Cricket

Varun Girilal
Executive Director and Co Founder, Mirtaz Wealth
May 5, 2020

Reading Time: 3 minutes We often come up against challenges that test our leadership skills, professionally more so. We are naturally called-for to lead our team, sometimes our clients from the front and also the members of our professional fraternity. So, from where do we procure specific skill sets in our day to day lives? Sports can be a salient source of learning some great leadership lessons for life. Today, Varun Girilal helps us understand some very basic yet practicable leadership skills that are extracted from the sports community and its conduct. Read on to understand the linking leadership lessons and India’s one true love i.e. cricket and how you can hone your leadership skills…

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Can you please not?

P V Subramanyam
Author & Trainer, Subramoney.Com
April 30, 2020

Reading Time: 2 minutes In our grind to improve services and touch as many lives as possible, we often consciously or subconsciously prepare a “pitch”. This is a culmination of our beliefs and way of working. While we always believe it portrays the best of our capabilities, sometimes there are things that may need reconsideration. And since we keep talking about it so often, we don’t see any flaws in it even if there are. Today’s read has the ever-so-candid Mr. P V subramanian share a satirical take on some things that we really maybe should reconsider saying..go on, read this piece, chuckle with relatability and see which of these points you’d want to change..

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Lead by Example, during the times of Covid-19 pandemic

Amit Trivedi
Owner, Karmayog Knowledge Academy
March 24, 2020

Reading Time: 3 minutes Leadership is a simple concept to explain but really difficult to showcase. And tough time like these just test your leadership skills all the more. However, it is times like these when the true leaders shine bright like the Sun from behind a thick layer of grey clouds. They step up, take charge, instil confidence and truly fulfill their role of “leading by example”. Today’s read is a piece written by Mr. Amit Trivedi, which is a realigned version of his piece for this year’s annual magazine. He cites beautiful examples of some of the true leaders of the corporate world, and shows us a ray of hope- makes us believe that through small steps, we too, can make difference and lead an inspiring life that touches the lives of many others who may not be a in a position to help themselves. Let us maintain positivity, optimism and strong resolve to take care of those that are dependent on us to lead the way…

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What is your business’ TINA factor?

Sanjeev Govila
CEO, Hum Fauji Initiatives
March 17, 2020

Reading Time: 2 minutes Vision, brand image and confidence in your business model are the founding elements of a successful practice. Setting up a practice is one thing and running it sustainably, protecting it from potential threats, maintaining a loyal client base and meaningfully contributing to their lives is another. Today, Col. Sanjeev Govila talks to us about setting the foundation of your business right, choosing your target market, developing your skill sets to cater to them and providing service that makes them your clients for life. Create a niche for yourself and your practice, one that cannot be threatened by competition, economic changes, or any other factors-simply because there is no alternative to you!

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Hey IFAs, Do we really understand our business ?

Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
March 13, 2020

Reading Time: 3 minutes Turbulent times like these test a lot of things. Our knowledge, belief systems, resilience and the worth of our words. In a moment where we all are talking to our clients about long-term and goal based investing, today’s article digs a little deeper into this thought. Mr. Gajendra Kothari talks to us about truly imbibing the “long-term” principle in our business. Read on to see whether we need introspection into what our business vision is and whether we need to realign our thoughts with action

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Key Learnings from Network FP’s Annual Conference

Rohit Bornarkar
Founder & Chief Financial Planner, Arthapurna Solutions
March 4, 2020

Reading Time: 7 minutes Very often, we attend events, seminars, conferences that have a huge impact on us. We come back home with a refreshed way of looking at things and with a new resolve to make breakthroughs in our life via what influenced us at such sessions. But, don’t we often find ourselves lost in our daily routine and work much too soon? The inspiration and the ideas that inspired us so much seep through our daily schedules and take a backseat. It is hence important to be reminded of some key learnings from such sessions to help us align them with our daily life and help us scale new heights. Today, we have one of our pro-members Mr. Rohit Bornarkar graciously share with us a very crisp summary of his learnings from Network FP’s National Conference 2020 with valuable inputs from our Co-Chair for this yea Col. Sanjeev Govila. Read on and relive the memories and learnings from the Conference Day!

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Ayodhya – the Kingdom for Bharat

Amit Trivedi
Owner, Karmayog Knowledge Academy
March 3, 2020

Reading Time: 2 minutes Fiduciary responsibility is one of the biggest responsibilities one can ever be entrusted with. You step into the shoes of the one putting this responsibility on you are expected to undertake a task/make decisions for them, in a way that their interests-financial and otherwise, are well protected. Fiduciary responsibility is the very essence of our profession. However are we really keeping our clients’ best interest before everything else? Are we honouring this job with utmost commitment and integrity? Read this piece by Mr. Amit Trivedi that draws a wonderful parallel to the role of a financial advisor and introspect- should you be proud of what you’re doing or is there still scope for improvement?

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