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.
RIAs will have access to MF Direct Plan feeds
Sadique Neelgund
September 7, 2016
Reading Time: 2 minutes Suresh as a SEBI RIA recommending Direct Plans took the initiative to write to CEOs of 17 MFs, AMFI, Karvy & SEBI with regards to issues faced by RIAs in getting the information of clients’ investments in MF Direct Plans. Here is an update from his interactions w.r.t Direct Plans feeds and issues.
Read MoreSeven Strategies for Organizing Effective Investor Awareness Programs (IAP)
Sadique Neelgund
August 29, 2016
Reading Time: 4 minutes One of the several knowledge initiatives by Network FP is Financial Wellbeing Camps i.e. Investor Awareness Programs (IAP), which are conducted as per such norms laid out by SEBI & AMFI with the support of AMCs. In last one year since starting the initiative, Network FP has successfully conducted 250+ camps across India, addressing 9,000+ investors by combined efforts of 150+ Financial Advisors empaneled with Network FP as Personal Finance Experts. In this article, Sadique Neelgund shares the top 7 strategies that a financial advisor can follow to achieve success right from getting the right IAP opportunities to ensuring successful conversions.
Read More