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.
A refresher on Dr. Mukesh Jindal’s session on Asset Allocation
Arijit Sen
SEBI Registered Investment Adviser
March 16, 2021
Reading Time: 8 minutes As investment professionals, one of our all-important spheres of work is crafting investment asset allocation for our clients. Observing the present dynamic environment, Network FP invited Dr. Mukesh Jindal to take a session on asset allocation. The session during last month’s MasterClass on 24th February, 2021 was set up with a view to add value […]
Read MoreCharity can be one of the financial goals of your clients.
Amit Trivedi
Owner, Karmayog Knowledge Academy
March 2, 2021
Reading Time: 3 minutes One of the earlier lessons a kid is taught in many schools is about “caring and sharing”. This is also a part of our heritage. A very common prayer “तेन त्यक्तेन भुञ्जीथा” (tena tyakten bhunjitaha) talks about “giving up to gain.” To many, this philosophy seems counter-intuitive. However, let us look at a few stories […]
Read MoreImportant points from the Budget 2021 for your clients
Nitesh Buddhadev
Nimit Consultancy
February 16, 2021
Reading Time: 4 minutes India had varied expectations from Budget 2021 ranging from Covid Cess, increase in capital gains tax to wealth tax. However, Ms. Sitharaman on Feb 01, 2021, delivered a booster budget. No negative changes in form of an increase in tax rates, levy of surcharges, and cess were observed which was a big relief to the […]
Read MoreSwitching careers to become a second generation financial consultant.
Saanika Bhingarde
Partner, Prospero Wealth
February 9, 2021
Reading Time: 3 minutes I am a second-generation personal finance practitioner who switched to this field after spending a few years in the corporate world as a CA. My journey and experience so far has been a rollercoaster. While I am very happy and grateful for having had the opportunity and courage to make this transition, I write today, […]
Read MoreIndustry feedback on the prospects of the practice.
Mohini Mahadevia
Founder at SOLUFIN
January 19, 2021
Reading Time: 4 minutes In December 2020, IFANOW published the findings of its “Practice Management in the New Age Study” where 524 advisors all over the country were surveyed to get an understanding of the various problems that affect the advisory and personal finance professional community and what the community had in mind as a way forward. While the […]
Read MoreDo you have an Investment Philosophy for your practice?
Arijit Sen
SEBI Registered Investment Adviser
January 12, 2021
Reading Time: 4 minutes From very early on in life, we have all been taught not to follow a herd mentality. I’m sure we all have been asked “if we’d jump into a well if someone else did!” by our elders. The focal point of both these aspects is to have our own judgment and thinking process. We cannot […]
Read MoreKey Takeaways and Learnings from BRING IT ON (BIO) 2021!
Ninad Mondkar
AVP, Network FP
January 5, 2021
Reading Time: 5 minutes Network FP organized Bring It On 2021 on Wednesday 30th December 2021. It was attended by over 800 personal finance professionals. Here are the key takeaways and learnings from the event. Here’s hoping that this motivates our readers to implement these learnings into their “Professional New Years’ Resolutions”. Panel – 1 Col. Sanjeev Govila (Retd.) […]
Read MoreShould you make your client invest internationally?
Neil Parikh
CEO, PPFAS Mutual Fund
December 29, 2020
Reading Time: 3 minutes We are currently grappling with a global pandemic of colossal proportions. Job losses, business closures, and high mortality rates have wrecked the social and economic landscape in varying degrees worldwide. Investors are seeking to hedge against such uncertain times by shedding their ‘home-bias and avidly seeking to add foreign stocks to their portfolio. With no […]
Read MoreImportance Of Credit Score To Financial Health
Aditya Damani
Founder & CEO, Credit Fair
December 15, 2020
Reading Time: 3 minutes Consistent savings and investing are key building blocks for your financial health. But building and maintaining a good credit history is equally important. This blog explains why you should advise your clients to monitor their credit scores as closely as their investment portfolios. But first, let’s understand what is a credit score? A credit score […]
Read MoreHow to choose equity funds that can do well?
Shailesh Saraf
Managing Director, Dynamic Equities Pvt. Ltd.
December 8, 2020
Reading Time: 3 minutes Traditionally all the analysis on Equity Mutual Funds are done on the basis of past returns and risk ratios only. This might lead to a query whether the past performance of a fund guarantees future success. Generally, people glance at the holdings of the Equity Mutual Funds, but they do not select schemes on the […]
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