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.

Ethical Investing Opportunities in India

M S Shabbir
Managing Director, SenSage Financial Services Pvt Ltd
November 8, 2019

Reading Time: 3 minutes Ethics and morality are part of almost every faith and is elucidated through various practices, traditions, scriptures, beliefs,etc. This week Mr. M.S. Shabbir walks us through the world of ethical investing and explains to us the basics of the rationale behind this thought and also explains how we can help clients follow through with this and make good returns through a healthy portfolio. This is a very niche concept that will help you to expand your base of expertise and serve clients with ethical investing needs in a sensitised manner.

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Planning for Education abroad in 2020: A new perspective

Prashant Ajmera
Immigration Lawyer, Ajmera Law
November 5, 2019

Reading Time: 5 minutes This month, we are trying to create more awareness and expand the knowledge base in the field of planning for and advising NRI clients. This week’s article by Mr. Prashant Ajmera is on a topic that we often counter, but seldom consider as an investing or advising opportunity. Migrate from the home country is on high priority for a lot of our clients. How many of us have actually advised out clients on how to go about this in unconventional ways? Read on to open up new horizons in advising such clients

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Sarathi – The Financial Advisor

Amit Trivedi
Owner, Karmayog Knowledge Academy
November 1, 2019

Reading Time: 3 minutes We often try and explain the role of an advisor in the financial affairs of a client. This is sometimes a genuine effort to educate the client while some other times just a sales pitch. While both situations have their own side of justification, how many of us actually understand the actual onus that we, as financial advisors have towards helping our clients work through tricky decision making and choices? Do we truly understand the meaning of hand-holding a client through their life stages? This week’s profound piece by Mr. Amit Trivedi pushes us to critique our style and way of advising and asks us the most important question there can ever be in our profession: “What kind of an advisor are you?”

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A take on: Women & Money

Shweta Jain
Founder, Investography
October 25, 2019

Reading Time: 3 minutes There is nothing today that a woman can’t do. She has proved that she can do whatever she sets her mind to and do it with finesse. Why still, do we see that some women are apprehensive when it comes to handling money and making financial decisions? There is definitely not any lack of ability. So what is it? This week we have someone who speaks to women from all walks of like across age groups and backgrounds. She has come to develop a deep understanding on the dynamic that women share with money. Shweta Jain explains this to us and this should help us serve our women clients and understand women around us when it comes to their financial habits better.

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Will the New ‘Waterfall Approach’ by SEBI make Debt Mutual Funds Safe to invest in?

Jimmy Patel
MD & CEO, Quantum Asset Management Co. Pvt. Ltd.
October 22, 2019

Reading Time: 4 minutes Part of our job as advisors is to constantly keep learning ourselves and be updated with various products, their performance, various risk management strategies, regulatory changes, the impact of these on investment instruments, etc. Refining the knowledge that we have is the only way to keep yourself in top form all the time and ensure the best of client advisory services. This week, we have Jimmy A. Patel, take us through a few regulatory step-ups by SEBI in the debt mutual funds category and helps us understand them and evaluate their impact on the debt fund category. Get ready for a regulations’ class and get a step closer to advising right when it comes to the debt fund category.

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Are you adding value to clients with kids?

Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
October 18, 2019

Reading Time: 3 minutes In the course of advising on financial matters, we often end up sliding into the role of a guide, financially and otherwise. We experience clients coming up to us and asking for our opinion on matters and decisions that aren’t necessarily financial directly. In such cases we become responsible for their life decisions. While this is a position of great privilege, it is also one with supreme responsibility. So, it is out duty to impart advice that goes above and beyond routine and generic tips. This week, Deepesh Mehta tells us in what ways we could add value while helping clients plan for their childrens’ future.

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A leap of faith, belief and trust

Amit Bivalkar
Director, Sapient Wealth Advisors
October 15, 2019

Reading Time: 3 minutes We all aspire to take the next big step in our work life, and in fact even other aspects of our life. Wanting to do this and actually doing it are two different things, separated by the filters of our belief system. This week, we have Amit Bivalkar talk to us about the concepts of trust, belief and faith in an inspirational piece embedded with practical examples. We must all constantly evolve our thought process and psyche and this piece aims at inspiring us into that through the words of someone who has taken that leap of faith and taken his work to new heights.

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8 Motor Insurance Add-ons that will save you money

Purandar Bhavani
Director, India Insure
October 11, 2019

Reading Time: 7 minutes While advising clients about handling their personal finances, we often look for ways and means to add value to other aspects of their life and money. Motor Insurance is one such aspect. While everyone knows about Third Party Liability Insurance being mandatory, most are often not aware about a lot of other benefits made available by insurers. This week’s article talks about 8 such benefits that your clients can opt for to get a superior experience. Mr. Purandar Bhavani breaks down these 8 benefits for us into very simple terms, so that we can extend our area of advisory to Motor Insurance as well.

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Why should you invest out of India?

Neil Parikh
CEO, PPFAS Mutual Fund
October 4, 2019

Reading Time: 2 minutes Diversification in investment is one principle most advisors swear by. We talk of diversifying across asset classes, across investment horizons, across market capitalisation, etc. But what happens once we are done diversifying within the domestic market? What more can you do for your clients, that may possibly help you enhance their alpha? International diversification of investments is often not just a way to enhance returns but to also reduce risk(if the markets of the two countries in question have low correlation). In this piece, Mr. Neil Parikh breaks down this concept for us and makes a compelling case for global diversification. Read on to know more.

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The market is a great teacher

Amit Trivedi
Owner, Karmayog Knowledge Academy
September 30, 2019

Reading Time: 2 minutes A lot of us suffer from the “know-it-all” syndrome, at least at some point in time in our lives. Especially in situations where things go the way we think they should. We get a sense of being in control, a sense of supremacy and we sometimes leave behind the virtue of humility. Through today’s article, Mr. Amit Trivedi shows us how the greatest of experts can also be clueless about how to tackle a particular situation. The only way out of such tricky situations is with humility and acceptance of the fact that we are not supreme and that our learning, in the market or otherwise is never complete. It was and will be an on-going process of thought evolution. Read through this crisp piece to know who the ultimate teacher is and why we must accept their superiority over us.

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