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.

3 ways to retain the best talent in your team

Jayanth Nanjappa
Investment strategist, 90-10 Financial Planners Pvt Ltd.
October 27, 2020

Talented individuals, that is The Special Ones are a mystery; they are a statistical outlier. How could a Tiger at the young age of 3 shoot 48 over nine holes at the Navy course …?? How could Sachin aka The God play for 24+ years & score truckloads of runs…?? Sports Captains, Industry Titans at […]

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RIA regulations: 5 ways to move forward

Amit Trivedi
Owner, Karmayog Knowledge Academy
October 20, 2020

The last week of September, 2020 saw a sudden rise in a certain activity that many mutual fund distributors were not prepared for – changing the names of their respective firms. This was triggered by a letter sent by AMFI (Association of Mutual Funds in India) to all the AMFI Registered mutual fund distributors. Suddenly, […]

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Personal Finance Professionals are extremely underpriced: The Apple connection

Jinay Savla
Partner, Circle Wealth Advisors
October 13, 2020

If you’re an Apple fan, then September 15, 2020 would have been one of the coolest things that has happened this year amidst the Coronavirus crisis. The company just continues to surprise us. At 10:30 pm IST Tim Cook went live to showcase their upcoming products for the year. Apple Watch, iPad and the highly […]

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Introduction – Digital Gold – Have you pocketed everything you need to know?

Akruti Agarwal
Wealth Cafe Financial Advisors Private Limited
October 6, 2020

Digital Gold is considered as one of the best and most convenient way to invest in gold for us gold love-stuck Indians. In the past one year every other payment app like Paytm, Google Pay and now even Amazon Pay has joined the players who offer Digital Gold. Even many stock brokers have joined the […]

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The return on life – the new paradigm for advisors

Suresh Sadagopan
Founder, Ladder7 Financial Advisories
September 29, 2020

Life is what we make it to be – it is really in our hands. In some cases, it is a true roller coaster ride. Many times, the events overtake us and we have no option but to pick up the pieces and move on. That is easier said than done though. Preeti would agree […]

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Driving Meaningful Review Conversations

Shailendra Kumar
Co-founder -
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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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