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.
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Prathiba Girish
Founder at Finwise Personal Finance Solutions
June 14, 2022
Reading Time: 3 minutes I often wonder what is the one thing which has made a huge difference to the progress made in our practice – ONE THING without which the success achieved would have been half of what it is today. I am sure this question will elicit a different response from different people. It is also dependent […]
Read MoreClient Experience As A Growth Engine
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
June 7, 2022
Reading Time: 4 minutes Engaging people is a difficult exercise. And engaging them and inspiring them to trust you, an adviser, is even more of a challenge. But it can be done. We, in the financial services domain, look at everything from the monetary angle. We are applying our knowledge in the domain to solve our client’s problems. We […]
Read MoreInvesting in IP-uh-Ohs!
Jinay Savla
Founder, Indigenous Investors
May 24, 2022
Reading Time: 5 minutes I distinctly remember the January of 2008. I used to take a train to my college. It was just 4 stations really but then those were the days of Large Dreams & Empty Pockets. Marine Lines station passed and next was Churchgate. Those who regularly travel to those stations understand that train stops for approximately […]
Read MorePresent Debt Market Scenario in India and The Way Forward
Gautam Kaul
Senior Fund Manager, Fixed Income, IDFC AMC
May 17, 2022
Reading Time: 5 minutes “There are decades where nothing happens; and there are weeks where decades happen”—Vladimir Ilyich Lenin We are quite sure that Lenin was thinking of things more seminal and not the present debt market scenario when he penned the above-quoted phrase, however, it does feel appropriate in our limited context as well. The road ahead from […]
Read MoreHow to Organize Personal Finance Documents?
Arijit Sen And Seema Kakade
May 10, 2022
Reading Time: 4 minutes As practicing Personal Finance Professionals, we do recognize the relevance of keeping family’s financial documents organized at all times. It’s part of our job to ensure that our clients are also maintaining their financial documents in order. As we get to meet a lot of prospects, rarely we find someone who’s keeping his/her financial information […]
Read MoreHow Practicing Mindfulness Benefits Financial Advisors and Their Clients?
Mary Martin
Mindfulness Educator | Author | Speaker
April 26, 2022
Reading Time: 4 minutes When I tell people I created a mindfulness course for financial advisors that meets for 8 weeks and includes a 3.5-hour silent mini-retreat, I get all kinds of strange looks. What exactly do I mean by mindfulness and how does it benefit financial advisors? Here are the most Frequently Asked Questions about the topic, including […]
Read MoreEstate Planning for Special Needs Child – Points To Consider
Jitendra P.S. Solanki
Director at Special Needs Estate Planners Pvt. Ltd.
April 19, 2022
Reading Time: 4 minutes Varun, age 24, is a special needs adult. His parents, Shikha and Gaurav, have raised Varun with love and care. Varun’s requirements are unique as he is dependent on others for support in many aspects including money management. Gaurav, understanding Varun’s limitations, is looking for solutions that can ensure Varun is taken care of, as […]
Read MoreIs cryptocurrency the right investment for you?
Rahul Bhurat
Chartered Accountant | Certified Financial Planner | Blockchain Enthusiast
April 12, 2022
Reading Time: 7 minutes This article is a continuation of the first part that was published in the link – https://networkfp.com/is-cryptocurrency-a-right-investment-for-you/ Bitcoin as a currency or a store of value? The argument of Bitcoin vs Gold? There are various attributes of money defined by economists – acceptability, scarcity, divisibility, portability, durability, and resistance to counterfeiting. Analysis of bitcoin, gold, […]
Read MoreCryptocurrency – Explained for Beginners
Rahul Bhurat
Chartered Accountant | Certified Financial Planner | Blockchain Enthusiast
March 29, 2022
Reading Time: 4 minutes The concept of money has changed significantly from ancient times to the modern era. Humans evolved, so has their money: from goods used in barter, to precious metals such as gold and silver, to modern-day paper and electronic money. There is now a more recent entrant into the league of money – cryptocurrency. What is […]
Read MoreReading Client Fact Sheets – Why, How & What?
Vinayak Sapre
Author, Public Speaker and Financial Coach
March 15, 2022
Reading Time: 3 minutes Before I explain the reason, why did I use the term ”Client Fact Sheet”. Let’s look at what do we see in a fund fact sheet. Names of the stocks/bonds, their weight in the portfolio, Sector weight, Size of the fund, expense ratio, and other ratios in addition to the performance of the fund and […]
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