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.

The Risk for Financial Advisors

Aakash Bansal
Co Founder and CEO at Mercury Financial
April 19, 2019

Reading Time: 6 minutes Risk is nothing but the possibility of something not turning out as expected. While we take risk management for our clients very seriously, we often don’t realize that our practice and us are also susceptible to various risks. One such risk is the risk of changes in regulations that our professions is bound by.

Here is a walk down the memory lane explained by Akash Bansal, overviewing how regulations in the investment advisory business has evolved over time and some handy tips to make sure we can embrace these changes smoothly!

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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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Do the current technology platforms match upto the advisor needs?

Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
April 29, 2013

Reading Time: 6 minutes Platforms and Technology is very important to doing business today. The tech providers should understand their role and assist advisors in their business, instead of thinking they are partnering with them and are business co-owners.

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Direct Plans are not a threat to genuine Financial Planners/Advisors

Lovaii Navlakhi
Founder & CEO, International Money Matters Pvt. Ltd
March 13, 2013

Reading Time: 4 minutes Industry estimates put the difference in expenses of the two plans – direct plan and regular plan anywhere between 0.5% to 1% p.a. for equity funds, 0.1% to 0.4% p.a. for debt funds and 0.05% to 0.15% p.a. for liquid funds. Hence Direct plans are likely to give a return higher by that much year on year when compared to regular plans; and with compounding over a long period of time, this difference could be significant. So is this benefit big enough for your investor to want to forego your services?

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