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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.

Importance Of Life Planning In Financial Planning

George Kinder
Founder & President, Kinder Institute Of Life Planning
February 22, 2022

Reading Time: 4 minutes You can’t do financial planning without doing life planning. Life planning puts the client first. It is the relationship-building methodology that enables a financial planner to truly be a fiduciary to their clients. The process allows time for discovery and room to build the trust that most consumers lack for financial advisers. As financial life […]

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Post-Retirement Options in NPS

Ravinder Singh Chawla
Founder and Managing Partner, RSC Skillbuilding and Consulting Solutions LLP
February 15, 2022

Reading Time: 6 minutes National Pension System (NPS) is one of the best solutions for voluntary retirement planning. It fulfills all the checkboxes, be it from a regulatory perspective, expense ratios, tax benefits, returns, or flexibilities. It is an irony that the NPS’ awareness level amongst the citizens is very low, despite the Retail NPS scheme has been in […]

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Financial Compatibility Between Couples

Kalpesh Ashar
Founder, Full Circle Financial Planners & Advisors
February 8, 2022

Reading Time: 4 minutes Times have changed and today both the partners i.e the husband and wife are responsible for the family’s finances in their day-to-day life and in planning for their future financial goals as well. It is very important to understand that in today’s time, there are lots of FINANCIAL expectations a couple has from each other […]

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Handling Objections While Discussing Child’s Education

Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
February 1, 2022

Reading Time: 3 minutes Most families believe that their biggest dream is to do their best for their children! As parents, the birth of a child is special, and through the child’s entire growing period, distinct memories delight them. They care for their child, right from the first crawl to his or her confident walk. These moments bring joy […]

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Regulatory Changes Needed To Support Advisory Profession

Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
January 25, 2022

Reading Time: 3 minutes We can utmost be a jack of many trades and can be a master at just a couple of them. That means it makes sense to focus on where our core competence lies and take professional help on all the rest. In fact, most of us are doing just that. For medical issues, we consult […]

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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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