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.
Why is ethics the corner stone of financial advisory business
Jimmy Patel
MD & CEO, Quantum Asset Management Co. Pvt. Ltd.
December 24, 2019
Reading Time: 4 minutes We all know that to reach our destination of attaining professional success and to scale new heights, morality and ethics are as important as the hard work being put in, if not more. However, how often do we find ourselves or some others in our field getting lost along the way? While sometimes its a attitude change, some other times we just do not get the time to keep our actions within the lane of 100% ethical advice. This is where we need to whip out the moral compass and introspect if what we are doing is coinciding with what we want to be. This week’s piece by Jimmy A. Patel will help us remember why we are in this field and what it takes to keep walking down the correct path.
Read MoreFinancial Planners – step back and laugh once in a while !
Rohit Shah
Founder, Getting You Rich
December 27, 2013
Reading Time: 5 minutes Many a times financial planners take finance and investing too seriously. Rohit Shah, Financial Planner and CEO, Getting You Rich takes some digs at the profession, clients, prospects, SEBI himself. Just step back and laugh it out for a change.
Read MorePower of Subconscious Mind in Investor’s Risk Tolerance & Risk Taking Capacity
Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
August 12, 2013
Reading Time: 5 minutes There are many questionnaires and software’s available in the market today to measure risk tolerance; but the human mind feasts on irrationality and sometimes, the logic of a well laid out set of questions, graphs, and plans falls in the flush.
Read More4 mistakes a new financial planners make and destroy their future
Manish Chauhan
Author and Founder at Jagoinvestor,com
July 3, 2013
Reading Time: 7 minutes Over the last 5 yrs , Me and Nandish have met many financial planners and have seen how they run their advisory practice. We also interact with many new financial planners who enter financial advisory profession with high dreams in their eyes. They complete their CFP and think they are here to make a killing, as advertised by Financial Planning colleges which are manufacturing CFP’s like anything.
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