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 world.

Driving Meaningful Review Conversations

Shailendra Kumar
Co-founder - FinAtoZ.com
September 22, 2020

Honestly speaking, handling reviews with most of our clients, in the recent times, has been challenging. Markets hitting various highs, clients’ portfolios not reflecting the same growth, uncertainties of today’s times and a new surprise every few days thrown by this year at us. To make matters worse, for a few clients it had been […]

Read More

18 things to know before you recommend a health insurance policy

Nisha Sanghavi
Founder, Fynomics and Co-founder, Promore Fintech Private Limited
September 15, 2020

The core of any insurance plan, as we all know, is protection. Offering protection and alleviating your risk is the simple motive of an insurance plan. Making that small investment in any health insurance plan, will enable you and your clients to be tension-free and offer security in advance. Especially when we are facing the […]

Read More

Client handholding: In good times and bad

Mohini Mahadevia
Financial Planner at SOLUFIN Financial Planners
September 8, 2020

As advisors, we are expected to lead the client to experience financial success and bliss, financial freedom and the realisation of their dreams. While this cannot be disputed, there is another very important responsibility that we must fulfil at all costs- leading them through personal crisis and disasters. More often than not, these come out […]

Read More

Overcoming blind spots to make important decisions

Amit Trivedi
Owner, Karmayog Knowledge Academy
September 2, 2020

There is a very interesting incident that took place with a professor at the Columbia University, who was a pioneer in the study of decision analysis. Once upon a time, former faculty member Howard Raiffa, a pioneer in the study of decision analysis, was offered a position at Harvard, which was considered a step up […]

Read More

Retirement solutions – Can you actually think long term as an advisor?

Prathiba Girish
Founder at Finwise Personal Finance Solutions
August 25, 2020

Financial planning for retired clients is quite different from that for someone who is still in the accumulation phase.  As an advisor it comes with a complete set of new dilemmas. Many of the products we know which are intrinsically suitable and good for the customer come with zero revenue for us.   Why then should […]

Read More

ESG: A new fad or a trend to follow?

Suresh Sadagopan
Founder, Ladder7 Financial Advisories
August 18, 2020

There are winds of change sweeping in the investment world. Over the years, the investment landscape has undergone changes. There are concerns that go beyond just the financial numbers that the companies put out. Over time, Environmental, Social & Corporate Governance (ESG) aspects have become very important parameters to evaluate a company’s investment worthiness & it’s inclusion […]

Read More

Embedded Value of a Life Insurance Company

Rajaraman Radhakrishnan
Head - Sales Support Strategy and Training at Shriram Life Insurance
August 11, 2020

In India currently we have 24 life insurers including the PSU giant LIC of India. Typically, life insurance business is a capital intensive financial services business with a long gestation period of profitability. The financial results of a life insurance company are complex to analyse. They are prepared in accordance with the regulatory and actuarial […]

Read More

SFA Summit lessons from the best: Humility

Amit Trivedi
Owner, Karmayog Knowledge Academy
August 4, 2020

Almost a year back, we wrote an article about how Lord Hanuman taught humility lessons to Bheem. (https://networkfp.com/humility-lessons/) During the SFA Summit 2020, we saw humility in action. On day 1, the first speaker was Amit Biwalkar, and he said something that many found impossible to believe. He said, he gets butterflies in the stomach […]

Read More

Are you spending 4 hours on Sharpening your Axe?

Amar Pandit
Founder, Happyness factory
July 14, 2020

I know that your work is not easy. According to a senior industry executive “An IFA’s stress is at the highest level today while confidence is at the lowest level”. This is because of several reasons: You have to justify events that are beyond your control. In fact, you are blamed for these events. You […]

Read More

Making way through unforseen and unprecedented times

Amit Trivedi
Owner, Karmayog Knowledge Academy
July 7, 2020

“This is an unprecedented event. We haven’t seen anything like this before. Nobody saw it coming.” Well, these are some of the most common reactions to the current state of the pandemic and the response of the governments of various countries. How should one react in such situations? How does an advisor handle the clients […]

Read More

Subscribe to ThinkTank

Network FP ThinkTank is an online professional journal with weekly articles written by India’s leading practitioners and thought leaders. Get articles directly delivered to your inbox. Over 12,000 already subscribed.
* indicates required