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.
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 […]
Read MoreTop 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 […]
Read MoreCreating a brand for our business
Priyanka Ketkar
Director, Purple Finch
June 22, 2021
Reading Time: 4 minutes “Products are made in a factory but brands are created in the mind” – Walter Landor It is seldom that financial professionals think about creating a brand for their business. Most of the time the owners themselves are the brand whom the clients trust and seek help from. However, as we scale up and the […]
Read MoreObjection Handling of Clients
Kalpesh Ashar
Founder, Full Circle Financial Planners & Advisors
June 1, 2021
Reading Time: 6 minutes “Tujhse naaraz nahi zindagi, hairaan hoon main… …Tere masoom sawaalon se pareshan hoon main”… These relevant lines from the evergreen song always resonate with personal finance professionals whenever there is an investor grievance/complaint, don’t they? Investment advisory is about a lot more than merely telling people what to do with their money. In fact, […]
Read MoreDematerialisation Of Shares: How, What and Why?
Neeraj Bahal
Founder, Fasttrack Financial Planners
May 18, 2021
Reading Time: 9 minutes Being personal finance professionals, we come across a variety of queries and documents from our clients. One of the most common documents clients come to us with is old share certificates. These are often excavated from the “pre-Demat” era and are sometimes a false alarm if the company is delisted, etc., or a sudden lottery […]
Read MoreWhat I realised from my hospitalisation due to Covid-19
Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
May 11, 2021
Reading Time: 6 minutes Mr. Pankaj Gera kindly shared with us a very personal experience of himself and his family with Covid-19 and shared some learnings that he was able to draw to the situation and related to his practice too that has not only made him think about what truly matters in life and work, but will also […]
Read MoreCan you create champions?
Balvir Chawla
Director, Finnovators Services Pvt. Ltd
May 4, 2021
Reading Time: 4 minutes People see the champions and always mention that it is the hard work or skills of the sportsperson, but there is always a coach who has worked behind the scenes to prepare this champion. Patrick Mouratoglou – Well this name will not be familiar with many of us. He is the coach of Serena Williams […]
Read MoreInterest rates and their bitter-sweet connection to debt fund performance
Piyush Gupta
Director, CRISIL Research
April 27, 2021
Reading Time: 4 minutes Debt funds have received increasing attention from individual investors in recent years given the market-linked returns, liquidity, tax benefits and transparency that they offer, and which make these more lucrative compared with traditional fixed investment products such as bank deposits. Between December 2016 and December 2020, assets of individual investors (including retail and high networth […]
Read MoreWrapping paper bow on a fabulous Financial year & lessons from this year’s Oscar Entry.
Jayanth Nanjappa
Investment strategist, 90-10 Financial Planners Pvt Ltd.
April 20, 2021
Reading Time: 4 minutes There is no other industry that has mastered the art of storytelling, like the Malayalam film industry. Kerala accounts for 1% of Landmass & 3% of India’s Population, translating to 38 million native Malayalam speaking people- a small target audience compared to the Hindi film industry. That does not stop them from winning National Film […]
Read MoreIs there a hurry to have a team when your business is not so big?
Sanjeev Govila
CEO, Hum Fauji Initiatives
March 24, 2021
Reading Time: 4 minutes Aim at the sun, and you may not reach it, but your arrow will fly far higher than if aimed at an object on a level with yourself. Joel Hawes, as quoted in ‘You’re Born an Original – Don’t Die a Copy’ by John Mason, Revell When you have agreed and decided to take all […]
Read More