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 world.

Direct Plans are Good for Intermediaries

Renu Maheshwari
SEBI Registered Investment Adviser
May 15, 2017

Lot has been spoken about how the ‘direct plans’ are better for investors and a lot has been discussed how these plans will devour a flourishing industry (though a small one) of IFAs. If they are good for investors, how can they not be good for advisors? This small article will focus on that – How Direct Plans Are Good For The Intermediaries…At least in this battle between David (Direct) vs Goliath ( Regular) there in no one winner. Let’s read the perspective shared by Renu Maheshwari sharing her point of view in this article.

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20 Questions to Ask Yourself for Building a Sustainable Business Practice

Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
January 9, 2017

As client relationships are becoming more complex, it is important for the advisors to have access to systems policies at the click of a button to enable them to access critical information and connect with clients more effectively and meaningfully. Dilshad Billimoria, Director of Dilzer Consultants Pvt Ltd shares her views on How Process Systems and Procedures help build a thorough fiduciary practice.

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Why I transitioned my Entire Client Base to Direct Plans

Anup Bansal
Co-founder and Managing Director, Mitraz Financial
December 12, 2016

Anup Bansal, MD Mitraz Financial Services Pvt Ltd., writes about the reasoning and challenges in shifting his entire base to direct plans, do read on to know more and feel free to reach out to him by commenting on the article, he will respond on the website.

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On whose side are you – Product Manufacturer or Product Buyer?

Sadique Neelgund
December 7, 2016

Three years down the line and the financial advisory fraternity in India is still sitting on the fence trying to figure out whether to become a SEBI RIA or not. Read on to know more about Devang Shah`s views on Fiduciary, SEBI RIA and its implications to industry and financial advisors

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