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.
How to choose a Client?
Saurabh Bajaj
Founder & CEO at Nidhi Investments
April 20, 2018
Reading Time: 3 minutes We are suddenly seeing a deluge of investors coming to invest in Mutual Funds. As IFAs we might be tempted to onboard them all. But this article gives you some insights on why we should be little selective and how to select the right clients for us authored by Saurabh Bajaj, Founder & CEO of Nidhi Investments
Read MoreCommunicate with Clients Irrespective of Bear or Bull
Aashish Sommaiyaa
MD, Motilal Oswal AMC
April 12, 2018
Reading Time: 2 minutes It’s not the returns that one promises, its the hand holding backed by effective written communication in all market scenario that helps you sustain a healthy and long-term relationship with your clients. Read on to an insightful article by Aashish P Sommaiyaa on Communicate with Clients Irrespective of Bear or Bull.
Read MoreHere’s How Investment Risk and Cricket are Similar…
Amit Trivedi
Owner, Karmayog Knowledge Academy
February 14, 2018
Reading Time: 3 minutes Cricket is much loved and celebrated sport in India, anything explained with reference to the game makes for a good read and the understanding is simpler. Author Amit Trivedi Share his views on How Investment Risk and Cricket are Similar
Read MoreRecency Bias: More Relevant in Today’s Context
Joydeep Sen
WiseInvestor
February 7, 2018
Reading Time: 3 minutes When the markets are doing well, we forget about volatility. When there is a sudden correction like yesterday, for example, we eventually have a short-term memory loss(Gajani) and there is a prediction of doomsday everywhere. Why do we do this? Is it even normal? Joydep Sen explains recency bias. Good to remind ourselves of the same time and again.
Read MoreRIAs vs MFDs – Relax and Focus
Sadique Neelgund
January 3, 2018
Reading Time: 2 minutes SEBI has yesterday, on January 02, 2018 released yet another (3rd) consultation paper on the way forward for RIA regulations and MFDs. Here are the thoughts of Sadique Neelgund on the 3rd consultation paper and the way forward for MFDs, RIAs & IFAs.
Read MoreWhat is Bitcoin and How does it Work?
Amit Trivedi
Owner, Karmayog Knowledge Academy
November 10, 2017
Reading Time: 4 minutes The buzz around the investment community “Bitcoins”. What is bitcoin? Should I Invest in Bitcoins? Amit Trivedi goes to nuts and bolt of bitcoin and shares his thoughts which will help advisors to understand bitcoins in a more better way and same can be delivered to your clients.
Read MoreRelevance of Diwali & Finance, as conceived by our Sages
Gaurav Mashruwala
Financial Planner, Author, Speaker, Columnist
October 17, 2017
Reading Time: < 1 minute Financial literacy and sensitization as a concept is a legacy handed over to us for generations. Unfortunately most of us are unaware of the significance of our celebrations. Gaurav Mashruwala explains the sequence of Diwali celebrations which is an eye-opener. Do feel free to share the link with clients if you see it fit.
Read MoreImpact of GST on Financial Advisors with Recent Updates
Sadique Neelgund
October 12, 2017
Reading Time: 4 minutes Financial Advisers are nothing less than a gift to wealthy individuals. These money wizards assess the financial needs and depending on the individual’s short or long-term goals, aid them to achieve those goals. The advice, however, comes at a cost. And just like everything else, the fairly new Goods and Services Tax is bound to have an impact on that cost. Here’s an all-inclusive and thorough analysis about how the tax rate as well as compliance rules for Independent Financial Advisers have changed post – GST with recent updates by Neel Vora
Read More9 stages of Woman and Financial Planning for her
Gaurav Mashruwala
Financial Planner, Author, Speaker, Columnist
September 28, 2017
Reading Time: 2 minutes Gaurav Mashruwala has recently done Navratri theme show on stages of women and financial planning for her on CNBC Channel. We produce below the summary of the show conducted on Navratri theme to give you a clear idea of how well the stages of women is connected with Navratri Theme. This will help advisors to engage with your clients on such great planning tips given in the article on each stage of women planning for her finances and you can also add into your process of advisory for your clients.
Read MoreFinancial 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.
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