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 world.

Are you spending 4 hours on Sharpening your Axe?

Amar Pandit
Founder, Happyness factory
July 14, 2020

I know that your work is not easy. According to a senior industry executive “An IFA’s stress is at the highest level today while confidence is at the lowest level”. This is because of several reasons: You have to justify events that are beyond your control. In fact, you are blamed for these events. You […]

Read More

Making way through unforseen and unprecedented times

Amit Trivedi
Owner, Karmayog Knowledge Academy
July 7, 2020

“This is an unprecedented event. We haven’t seen anything like this before. Nobody saw it coming.” Well, these are some of the most common reactions to the current state of the pandemic and the response of the governments of various countries. How should one react in such situations? How does an advisor handle the clients […]

Read More

Are you really simplifying your client’s life?

Ashish Modani
Founder, SLA Financial Solutions
June 30, 2020

Recently one of my family member got into some medical trouble. We rushed him to a Doctor and after examining him, the doctor said, “He is suffering from Acute MI.”  I was like – WHAT?? The Doctor said – he is suffering from Acute Myocardial Infarction. I stood there, confused. The Doctor then said – […]

Read More

Giving a purpose to goal-less investments

Nitesh Buddhadev
Nimit Wealth Management
June 23, 2020

Sometimes, life’s best lessons are learned through stories. A foreman, who was given the charge of a gang of extremely lazy labourers, asked them to dig ten feet deep holes near a large steel mill. The lazy workers were further agitated when they were told to dig the holes here and there. As time went […]

Read More

Ensuring a Financially Fit Next Generation

Kunjal Shah
Director, Getting you rich
June 16, 2020

This lockdown due to Covid-19 has given us many life-changing lessons. We understood the importance of immunity for our physical fitness and the importance of emergency corpus for our financial fitness. Every parent wishes to make their son or daughter very successful in their life. They try to give them the best academic and overall […]

Read More

And Ratnakar became Maharishi Valmiki…

Amit Trivedi
Owner, Karmayog Knowledge Academy
June 4, 2020

Once upon a time, there was a very skilful hunter named Ratnakar. He was not just a hunter; he was a cruel and fearless thief. He was living in the forests and whoever passed by that forest would be stopped and Ratnakar would rob them off all their possessions. He would feed his family through […]

Read More

Convert your Prospects into Clients in 10 mins – 6 secrets revealed !

Sadique Neelgund
September 25, 2013

Manish Chauhan at Jagoinvestor has dealt with various kind of clients from different parts of India and NRI’s from abroad. In this post, he shares with advisors some open secrets which they have learnt over the years about converting prospects into clients. They are not fancy secrets, but some basic lessons but often ignored by financial planners or investment advisors. These basic learning’s will help you while dealing with a new prospect, and chances of his/her becoming your client will increase considerably.

Read More

Best One-liners from Network FP’s Successful FP Campaign

Sadique Neelgund
June 11, 2012

Network FP organized workshops on “The Making of a Successful Financial Planner” by India’s top financial planners held across the country in 6 cities in the month of April. Throughout the campaign Sadique Neelgund was giving live updates to the rest of the financial planners in the country by tweeting their best one liners. I have tried to compile his tweets on quotes by these top five financial planners on this one page here. If you have missed them, you should read to benefit from what the best and greatest financial planners of India think about this profession.

Read More

Download Presentation – Untapped Opportunities for IFAs in Financial Planning

Sadique Neelgund
October 21, 2011

Here is the presentation on “Untapped Opportunities for IFAs in Financial Planning” given by Sadique Neelgund, Founder, Network FP at IFA Galaxy Knowledge Summit 2012 held in Chennai on October 14, 2011. The presentation makes a strong case for choosing to becoming an advisor and offer financial planning services in the new environment where the regulator is trying to distinguish between an “advisor” and an “agent”.

Read More

Subscribe to ThinkTank

Network FP ThinkTank is an online professional journal with weekly articles written by India’s leading practitioners and thought leaders. Get articles directly delivered to your inbox. Over 12,000 already subscribed.
* indicates required