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.

Has your client recently sold a property?

Arvind Rao
Founder, Arvind Rao & Associates
July 26, 2019

Reading Time: 4 minutes Most of our clients make sale transactions with respect to their capital assets at some point in time or the other. Each such transaction brings with an implication and liability of taxation. While most clients are completely clueless about these implications and the options made available to them by law to save taxes incurred under such transactions, some others have very limited knowledge of the very basic provisions. As their financial advisor, it is imperative for you to be updated with what is specifically expressed by the concerned laws and what is implied by various cases on this matter decided by the tax authorities. This week Mr. Arvind Rao gives us a crash course in this topic. This quick read is sure to empower you to advise your client better in these matters.

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Key Learnings from Network FP Regional Conclave’19: Delhi

Neeraj Chauhan
Certified Financial Planner & Speaker on Personal Finance
July 23, 2019

Reading Time: 4 minutes Network FP continued its journey of empowering financial advisors by sharing knowledge and ideas through its regional conclaves. On 18th July 2019, Gurugram witnessed the seventh such conclave at Hotel Anya with over 140 attendees out of which around 60 were outstation delegates making the conclave truly regional. Read this Article, by our chair of the Delhi Conclave Mr.Neraj Chauhan who has penned down the takeaways from each session.

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Key Learnings from Network FP Regional Conclave’19: Kolkata

Pallav Bagaria
Director at Sapient Wealth Advisors & Brokers Pvt Ltd
July 19, 2019

Reading Time: 4 minutes In the medieval years, Kings used to send their sons and daughters to Rishi Munis to gather knowledge and now in the present day world, this traditional format of learning is practiced by way of attending conferences and seminars. The Network FP conference was similar to an ashram where IFAs got together to learn from various experts, share knowledge and flourish. Read this Article by Mr.Pallav Bagaria, chair of Kolkata Conclave who has penned down the learnings from each session.

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5 Key Ratios to help you choose the best fund for your client

Saurabh Mittal
Founding Director Circle Wealth Advisors Pvt Ltd

Reading Time: 4 minutes “As advisors, we are constantly helping our clients make choices. What product to buy, what not to buy, how long to stay invested, when to withdraw from the investments-the list is long. Selecting the right mutual fund scheme is an important decision that we help them make periodically. How do we ensure that we are making the right choices then? The answer is simple- our decisions must be based on parameters that truly evaluate the fund in both its aspects-risk and return. This week, Mr. Saurabh Mittal shares with us a powerful lesson on what ratios we must focus on while selecting a mutual fund scheme. Read on to understand what these ratios mean or just brush up your knowledge if you’re already using these!”

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Key Learnings from Network FP Regional Conclave’19: Chennai

Ramakrishnan Nayak
Director at Dakshin Capital Private Ltd
July 16, 2019

Reading Time: 4 minutes After successfully organizing regional conclaves at Pune, Bangalore and Hyderabad, Team Network FP headed to the Chennai conclave on 11th July 2019. The event was attended by more than 100 delegates from Chennai and other prominent cities of South India like Trichy, Madurai, Kochi, Coimbatore, Bengaluru, and Pondicherry. Ramakrishnan V Nayak, as our chair of Chennai Conclave, has penned down the Key Takeaways from each session to make it a read available to all.

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Key Learnings from Network FP Regional Conclave’19: Hyderabad

P Shanti Raj
Chief Financial Planner at Wholelife Financial services (Hyd) Pvt.Ltd
July 13, 2019

Reading Time: 4 minutes We have received a lot of queries about what were the learnings from the various regional conclaves from members from other cities. The fantastic line up of speakers in every city has piqued inquisitiveness and curiosity across cities. So for those of you who were not at the Hyderabad regionals, here is a quick read about it as penned by our Hyderabad Chair Mr. P Shanthi Raj.

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Is a satisfied customer = A successful advisory?

Girish Ganraj
Co-founder - Finwise PFS
July 12, 2019

Reading Time: 3 minutes We are in a service based industry. Most parts of our business consists of intangible experiences that the client has. In the dynamic world that we live in today, the expectations of the clients are constantly shifting and so are standards of professional competence. The only thing as fluid as the changing environment is the interaction and experience that we provide to our clients. This week, Mr. Girish shares with us some tips that can help give your practice a face-lift and keep your clients happy about choosing you to guide them.

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Key Learnings from Network FP Regional Conclave’19: Bengaluru

Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
July 9, 2019

Reading Time: 4 minutes Network FP’s Regional Conclave continued its run with the second edition in Bangalore held on 4th July 2019 at Hotel Radisson Blu. Over 140 delegates, including an encouraging 15% outstation delegates were in attendance. With some of the finest Successful Financial Advisors presenting along with some great industry speakers, it was a day well used with great insights for everyone. Dilshad Billimoria as the chair of the Conclave, summarizes the entire day in this Article.

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Key Learnings from Network FP Regional Conclave’19: Pune

Bhushan Mahajan
July 5, 2019

Reading Time: 3 minutes Network FP kick-started their campaign for the 2019 Regional Conclaves from Pune. The brand value of Network FP and the quest for knowledge and enthusiasm of IFAs from all over Pune ensured that seats fill up very fast. Bhushan Mahajan, as the chair of the Conclave, shares his takeaways and many learnings from the event for the benefit of all.

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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….

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