Download Presentation – Untapped Opportunities for IFAs in Financial Planning - Network FP
October 21, 2011

Download Presentation – Untapped Opportunities for IFAs in Financial Planning

Sadique Neelgund

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”.

Download IFA Galaxy Presentation by Sadique Neelgund

The presentation is structured as follows;

  1. Let’s get the basics right
  2. An “Agent” and or an “Advisor”
  3. Services Under Financial Planning
  4. Are Clients Ready to Pay Fees?
  5. Are You Ready to Charge Fees?
  6. Collective Response from Financial Planners to SEBI

Download IFA Galaxy Presentation by Sadique Neelgund

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6 Thoughts to “Download Presentation – Untapped Opportunities for IFAs in Financial Planning”

  1. Than X Sadique . Very Useful for us. I Obliged.

  2. abhinav0115 says:

    Thanks Sadique… this was very informative.

    Regards
    Abhinav

  3. dipen shah says:

    Nice Analysis. Indeed a thoughful idea.

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