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 the world.

3 Innovative Business Models achieving Financial Inclusion

Sadique Neelgund
July 30, 2014

Reading Time: 3 minutes Financial inclusion is absolutely necessary for the development of the economy at all levels. In spite of various schemes by the Government, a lot still needs to be done to plug the gap. Three initiatives in the country – Bangalore based Rang De, Delhi based Sanchayan Suraksha and Chennai based IFMR Trust work on innovative models to move closer to achieving financial inclusion. Smitha Hari, Blog Editor at Getting You Rich shares the details of these initiatives.

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The Secret Recipe for Success of Investor Awareness Workshops

Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
July 3, 2014

Reading Time: 4 minutes Gajendra Kothari, MD & CEO at Ética Wealth Management Private Limited shares his experience of conducting over 100 investor education seminars. His recipe is simple. This approach now helps his firm acquire more than 70% of their new business. Read on to know his secret recipe.

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People need to invest beyond property and gold

Dilshad Billimoria
Director Dilzer Consultants Pvt Ltd: SEBI Registered Investment Advisor
May 17, 2013

Reading Time: 3 minutes Asset allocation is the most important in a portfolio to ensure that an average return on the basket of assets has been achieved which is above inflation! Low customer awareness and lack of financial literacy is one of the biggest roadblocks of channelizing savings in mutual funds and equities.

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Don’t wait for elephants to send you clients for FP

Sadique Neelgund
February 27, 2011

Reading Time: 6 minutes For us to succeed as financial planners and this profession to take deper roots, the consumers should know what is financial planning, how it can benefit them and who is the right person to do it for them. Although government can make a huge impact if they act fast and firm on this issue, I dont think we as FPs should sit and wait for this to happen. Financial Literacy is too big a cause and we all can contribute in our individual capacities.

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