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.

Expanding Client Base vs Increasing Wallet Share

Srikala Bhashyam
Director, Vithadwaitha Financial Services Pvt. Ltd.
January 18, 2022

Reading Time: 3 minutes If we were to look back at 2021, I am sure the year gone by will bring a smile to our faces. Our AUMs have swelled, our clients are happy and we have turned more knowledgeable, attending webinars and conference calls. In the last 12 months, we have learned to do business from anywhere—from our […]

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Empowering Women Personal Finance Professionals

Rashida Roopawalla
Chief Operating Officer, Edelweiss Asset Management Limited
January 11, 2022

Reading Time: 4 minutes Properly managing your investments and making the right financial decisions takes time, skill, and effort. The decisions we make and the actions we take along the way can heavily influence one’s financial future – It pays to make well-considered decisions. Working with a knowledgeable financial adviser who takes a genuine interest in helping to improve […]

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3 Questions To Open Up Clients

Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
December 28, 2021

Reading Time: 4 minutes The journey to a lifelong relationship with a client begins with our first interaction, just as in a marriage, both parties– prospect and planner – evaluate each other with the objective of establishing a lifelong relationship. Typically, in product sales, it is said that sales happen in the first 5 seconds whereas in our profession […]

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3 Factors to consider while constructing an Asset Allocation framework

Dhaval Kapadia
Director, Portfolio Specialist Morningstar Investment Adviser India
December 21, 2021

Reading Time: 5 minutes Several studies have praised the virtues of asset allocation in driving portfolio performance over the long term. What’s less appreciated is that an asset allocation model is as good as the process followed to create it! An incorrect or inappropriately constructed asset allocation may not serve its intended purpose of generating superior risk-adjusted returns and […]

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Planning For Women Clients

Amit Trivedi and Kiran Telang
December 14, 2021

Reading Time: 2 minutes   A woman working in the private sector decides to stand on her own feet (financially) before getting married. A young girl starts working for an NGO immediately after completing her studies. Seeing the suffering, she decides to devote her entire life towards serving the underprivileged while staying single. She also wants to be financially […]

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Don’t Redeem, Lien Mark (Loan Against Mutual Funds)

C.R. Chandrashekhar
Founder & CEO, DhanLAP
December 7, 2021

Reading Time: 4 minutes Scenario 1: Ritu Sharma is a 30-year-old working woman from Gurgaon, earning a decent salary, and taking care of her parents. She has a new apartment, and she is servicing her home loan. She has invested in a post office time deposit scheme, Gold, and mutual funds. Her mutual fund investments provide an average annual […]

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Married Women’s Property Act

Chhaya Kothari
Founder, CK Financial Advisory
November 30, 2021

Reading Time: 4 minutes Let me begin this article with an ancient story from Mahabharata written by Maharshi Ved Vyas. This story helps us understand how to tackle the uncertainties of life. When Yudhisthir was king of Indraprastha, one day, some needy person visited him for help. He was occupied so he told him to come the next day. […]

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Happy Money: Japanese Art Of Making Peace With Money

Dipin Chachlani
Asst. Manager - Knowledge Management, Network FP
November 23, 2021

Reading Time: 3 minutes For the last few years, many people have started talking about the behavioral side of investing and managing money. I was always fascinated by this topic. One can be a great stock picker, do all the research, and have all the skills, but if the behavior isn’t right it’s of little to no use. A […]

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India’s Growth Story Towards $10 Trillion Economy

Sandeep Sahni
Co-founder & Partner, Sahayak Associates
November 16, 2021

Reading Time: 5 minutes India was one of the largest economies in the world from the end of the 1st millennium BC till the beginning of British rule in India. India was called the ‘Sone Ki Chidiya’ or the Golden bird as India used to command a 24% share of the World Economy. India’s share of global industrial output […]

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Engaging clients beyond portfolio

Rohit Shah
Founder, Getting You Rich
October 26, 2021

Reading Time: 3 minutes Once upon a time, many advisors used to be worried that clients would abandon me if they are not happy with the portfolio returns. Because of that the advisors were paranoid and would focus only on returns, returns & returns. Because of that, the clients would also focus only on returns, returns & returns. Until […]

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