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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.

Compounding Beyond Finances

Aditya Singhania
Financial Coach @PlanRich
September 14, 2021

Reading Time: 6 minutes We all know how compounding is said to be the 8th wonder of the world. Even an average person who consistently invests over the long term can build a sizable wealth with the magic of compounding. But most people (including us) just know the compounding and how it works. But, we don’t really understand the […]

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Rule-Based Active Investing: Bringing Method to the Market

Rajiv Shastri
Director & Chief Executive Officer, NJ Asset Management Private Limited
September 7, 2021

Reading Time: 3 minutes   Traditional investment portfolios are constructed using a combination of indexing and discretionary investing. Indexing refers to the replication of popular indexes through Index Funds or Exchange Traded Funds. The composition of these indexes is typically based on market capitalization and indexing allows investors to acquire a “market” portfolio and benefit from “market” returns in […]

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Potential Risk Class Matrix

Amit Trivedi
Owner, Karmayog Knowledge Academy
August 31, 2021

Reading Time: 3 minutes We all are aware of the two primary risks associated with debt mutual funds, viz., interest rate risk and credit risk. The fund managers embrace these risks in varying proportions in line with the investment objectives of the respective schemes. The goal is to take these risks in a calculated manner in order to enhance […]

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What I have learned in the past year about Content Marketing?

Roshni Nayak
Founder, Goalbridge
August 24, 2021

Reading Time: 5 minutes The biggest cardinal virtue (fundamental) required in our advisory profession is great communication skills. And not just oral but written communication as well. Here, I am specifically talking about content marketing i.e. sharing relevant content with an intent to educate, coach, persuade, act and inspire prospects and clients in their financial lives. It is an […]

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Understanding Technical & Fundamentals can generate Alpha for your clients

Venkatesh Puthige
Founder, Go Financial Plan
August 17, 2021

Reading Time: 3 minutes We always have a conversation around “Higher the Risk Higher the Returns”. Sometimes, returns should be attributed to taking higher risks; it need not be true always. I would like to share 3 instances where we understood some key factors in technical and fundamentals and took a call for our clients to generate better returns […]

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The hunt for a coach

Jinay Savla
Founder, Indigenous Investors
August 3, 2021

Reading Time: 6 minutes India’s run at the Tokyo Olympics 2020 has been satisfying so far. With 1 Silver medal and 1 Bronze medal won by Saikhom Mirabai Chanu and P V Sindhu respectively, it has given much-needed happiness in times when India battles with the possibility of a third wave of covid-19. As I write this, more athletes […]

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An insightful Q&A with the smallcase team

Team smallcase
July 27, 2021

Reading Time: 4 minutes Network FP had recently conducted an UpSkill session on 7th July 2021 with Vasant Kamath, CEO, smallcase on the topic “The smallcase investing for retail investors & financial advisors”. During this insightful session, many of our ProMembers had queries revolving around the platform and its mechanisms. Understanding the relevance, we have got your queries addressed […]

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Enjoy the journey as much as the destination!

Prathiba Girish
Founder at Finwise Personal Finance Solutions
July 20, 2021

Reading Time: 3 minutes Have you noticed how most of us put away celebrations and wait with bated breath to reach a particular milestone before we feel its worthy of celebrating? I spent quite a few years doing the same, only to awaken to the fact that giving myself a pat on the back every now and then actually […]

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5 pillars of special needs planning

Jitendra P.S. Solanki
Director at Special Needs Estate Planners Pvt. Ltd.
July 6, 2021

Reading Time: 4 minutes Special Needs Planning is unique as it concerns life issues and not just financial projections. Right from childbirth to adolescence to parents’ retirement years, these issues actually express the life struggles of a special needs family. For any investment adviser considering advisory to special needs children’s families, it is important that the life concerns are […]

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Top Up vs Super Top Up Plans

Nisha Sanghavi
Founder, Fynomics and Co-founder, Promore Fintech Private Limited
June 29, 2021

Reading Time: 3 minutes Top-Up Plan A top-up plan is a regular health insurance policy that covers hospitalization costs but only after a threshold limit (i.e. deductible), is crossed. It gives additional coverage, beyond the threshold limit of the existing health insurance policy in a single bill. The threshold limit can be met by a health insurance policy or […]

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