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.

Objection Handling of Clients

Kalpesh Ashar
Founder, Full Circle Financial Planners & Advisors
June 1, 2021

“Tujhse naaraz nahi zindagi, hairaan hoon main… …Tere masoom sawaalon se pareshan hoon main”…   These relevant lines from the evergreen song always resonate with personal finance professionals whenever there is an investor grievance/complaint, don’t they? Investment advisory is about a lot more than merely telling people what to do with their money. In fact, […]

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Dematerialisation Of Shares: How, What and Why?

Neeraj Bahal
Founder, Fasttrack Financial Planners
May 18, 2021

Being personal finance professionals, we come across a variety of queries and documents from our clients. One of the most common documents clients come to us with is old share certificates. These are often excavated from the “pre-Demat” era and are sometimes a false alarm if the company is delisted, etc., or a sudden lottery […]

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What I realised from my hospitalisation due to Covid-19

Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
May 11, 2021

Mr. Pankaj Gera kindly shared with us a very personal experience of himself and his family with Covid-19 and shared some learnings that he was able to draw to the situation and related to his practice too that has not only made him think about what truly matters in life and work, but will also […]

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Can you create champions?

Balvir Chawla
Director, Finnovators Services Pvt. Ltd
May 4, 2021

People see the champions and always mention that it is the hard work or skills of the sportsperson, but there is always a coach who has worked behind the scenes to prepare this champion. Patrick Mouratoglou – Well this name will not be familiar with many of us. He is the coach of Serena Williams […]

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Interest rates and their bitter-sweet connection to debt fund performance

Piyush Gupta
Director, CRISIL Research
April 27, 2021

Debt funds have received increasing attention from individual investors in recent years given the market-linked returns, liquidity, tax benefits and transparency that they offer, and which make these more lucrative compared with traditional fixed investment products such as bank deposits. Between December 2016 and December 2020, assets of individual investors (including retail and high networth […]

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Wrapping paper bow on a fabulous Financial year & lessons from this year’s Oscar Entry.

Jayanth Nanjappa
Investment strategist, 90-10 Financial Planners Pvt Ltd.
April 20, 2021

There is no other industry that has mastered the art of storytelling, like the Malayalam film industry. Kerala accounts for 1% of Landmass & 3% of India’s Population, translating to 38 million native Malayalam speaking people- a small target audience compared to the Hindi film industry. That does not stop them from winning National Film […]

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Is there a hurry to have a team when your business is not so big?

Sanjeev Govila
CEO, Hum Fauji Initiatives
March 24, 2021

Aim at the sun, and you may not reach it, but your arrow will fly far higher than if aimed at an object on a level with yourself. Joel Hawes, as quoted in ‘You’re Born an Original – Don’t Die a Copy’ by John Mason, Revell When you have agreed and decided to take all […]

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A refresher on Dr. Mukesh Jindal’s session on Asset Allocation

Arijit Sen
SEBI Registered Investment Adviser
March 16, 2021

As investment professionals, one of our all-important spheres of work is crafting investment asset allocation for our clients. Observing the present dynamic environment, Network FP invited Dr. Mukesh Jindal to take a session on asset allocation. The session during last month’s MasterClass on 24th February, 2021 was set up with a view to add value […]

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Charity can be one of the financial goals of your clients.

Amit Trivedi
Owner, Karmayog Knowledge Academy
March 2, 2021

One of the earlier lessons a kid is taught in many schools is about “caring and sharing”. This is also a part of our heritage. A very common prayer “तेन त्यक्तेन भुञ्जीथा” (tena tyakten bhunjitaha) talks about “giving up to gain.” To many, this philosophy seems counter-intuitive. However, let us look at a few stories […]

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Important points from the Budget 2021 for your clients

Nitesh Buddhadev
Nimit Consultancy
February 16, 2021

India had varied expectations from Budget 2021 ranging from Covid Cess, increase in capital gains tax to wealth tax. However, Ms. Sitharaman on Feb 01, 2021, delivered a booster budget. No negative changes in form of an increase in tax rates, levy of surcharges, and cess were observed which was a big relief to the […]

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