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.

Can you please not?

P V Subramanyam
Author & Trainer, Subramoney.Com
April 30, 2020

Reading Time: 2 minutes In our grind to improve services and touch as many lives as possible, we often consciously or subconsciously prepare a “pitch”. This is a culmination of our beliefs and way of working. While we always believe it portrays the best of our capabilities, sometimes there are things that may need reconsideration. And since we keep talking about it so often, we don’t see any flaws in it even if there are. Today’s read has the ever-so-candid Mr. P V subramanian share a satirical take on some things that we really maybe should reconsider saying..go on, read this piece, chuckle with relatability and see which of these points you’d want to change..

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RIAs vs MFDs – Relax and Focus

Sadique Neelgund
January 3, 2018

Reading Time: 2 minutes SEBI has yesterday, on January 02, 2018 released yet another (3rd) consultation paper on the way forward for RIA regulations and MFDs. Here are the thoughts of Sadique Neelgund on the 3rd consultation paper and the way forward for MFDs, RIAs & IFAs.

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The First RIA Summit Experience!

Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
February 16, 2017

Reading Time: 5 minutes SEBI had brought in a new participant four years ago and it has caused euphoria or heartburn depending on whom you asked.. Network FP decided to decode this new animal & organised RIA Summit. Animal Spirit did get unleased there! If you were not there and want to know more about the electric atmosphere in the room & what sent the adrenaline coursing through the veins, read Suresh Sadagopan’s account here.

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Fee Model – If you don’t get it right in beginning, it will hurt later

Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
December 14, 2016

Reading Time: 2 minutes Are you always in dilemma on the fee model to adopt which can result in a win- win situation, for both you and the client. Brijesh Dalmia, Founder – Dalmia Advisory Services Pvt. Ltd., throws light on some relevant points to consider while freezing your fee model.

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Dummy’s Guide to SEBI Investment Advisers Regulations 2013

Deepak Jain
March 27, 2014

Reading Time: 8 minutes This article provides an overview of SEBI Investment Advisory Regulations 2013. Deepak Jain gives us the insights on the applicability and requirements of this regulations. This is an executive summary of the regulation and can help you to quickly understand and plan necessary actions at your end

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Take note… take care (w.r.t. SEBI RIA Regulations)

Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 1, 2014

Reading Time: 3 minutes SEBI RIA Regulations have come into effect from 20th October, 2013. Today, we still find a large number of advisors who are not registered yet but soliciting business for financial planning & advisory services. Suresh Sadagopan, a Registered Investment Advisor (RIA) & a Certified Financial Planner (CFP) gives a word of caution to the advisory fraternity w.r.t. SEBI RIA Regulations.

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