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.
Focus on STPs. Not just SIPs.
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
August 8, 2016
Reading Time: 3 minutes Brijesh Dalmia is a leading IFA and the founder of ‘Dalmia Advisory Services Pvt. Ltd.’ based out of Kolkata. Brijesh is also an author and motivational speaker in the area of Life, Leadership and Personal Development. He is the founder of ‘The Brijesh Dalmia Leadership Company’. As a life coach he has helped many individuals live a happier, fulfilling and satisfying life. He is a CFP, LUTCF and LMF.
In this article, he urges why and how IFAs should focus on Systematic Transfer Plans (STP) instead of Systematic Investment Plans (SIP) to build AUMs faster and maintain healthy Equity to Debt AUM. Brijesh Dalmia’s STP Sales Presenter* is popularly used by many IFAs across the country to explain potential investors the concept of STP through various examples, comparison with fixed deposit, actual STP performance of few schemes, taxation, capital appreciation & accelerated amount transfer illustrations, goal based solutions and many other information.
Read MoreRich or Wealthy – What are you helping your clients become?
Deepali Sen
Partner
July 17, 2014
Reading Time: 4 minutes Is being Rich and being Wealthy different? How do we link money and happiness? Money is energy, power but not evil in itself, says Deepali Sen. Though money may not (always) be able to buy happiness, it does not mean that money and happiness cannot co-exist. Swami Vivekananda talks about this resource aptly- “If money can help a man to do good to others, it is of some value; but if not, it is simply a mass of evil, and the sooner it is got rid of, the better.”
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