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.
Reading Client Fact Sheets – Why, How & What?
Vinayak Sapre
Author, Public Speaker and Financial Coach
March 15, 2022
Reading Time: 3 minutes Before I explain the reason, why did I use the term ”Client Fact Sheet”. Let’s look at what do we see in a fund fact sheet. Names of the stocks/bonds, their weight in the portfolio, Sector weight, Size of the fund, expense ratio, and other ratios in addition to the performance of the fund and […]
Read MoreTomorrow Belongs To Women
Renu Maheshwari
SEBI Registered Investment Adviser
March 8, 2022
Reading Time: 3 minutes This year’s International Women’s Day theme is #BreakTheBias And YES, collectively, we can all #BreakTheBias ! Gender stereotypes are being challenged and the diverse representation of women is more evident today than ever. I would like to share something that has influenced my ideology and the business practices at Finscholarz. A few years back I […]
Read MoreMaintaining Clients Means Understanding Them
Puja Roy
Practicing Psychologist
March 1, 2022
Reading Time: 4 minutes Maintaining clients means understanding them. That’s why it’s vital to learn how to deal with all kinds of clients. This article may act as a guide for you on how you can handle different types of clients. Rude Clients Stay calm, don’t react – When your client is being rude, remember to remain calm. A […]
Read MoreImportance Of Life Planning In Financial Planning
George Kinder
Founder & President, Kinder Institute Of Life Planning
February 22, 2022
Reading Time: 4 minutes You can’t do financial planning without doing life planning. Life planning puts the client first. It is the relationship-building methodology that enables a financial planner to truly be a fiduciary to their clients. The process allows time for discovery and room to build the trust that most consumers lack for financial advisers. As financial life […]
Read MorePost-Retirement Options in NPS
Ravinder Singh Chawla
Founder and Managing Partner, RSC Skillbuilding and Consulting Solutions LLP
February 15, 2022
Reading Time: 6 minutes National Pension System (NPS) is one of the best solutions for voluntary retirement planning. It fulfills all the checkboxes, be it from a regulatory perspective, expense ratios, tax benefits, returns, or flexibilities. It is an irony that the NPS’ awareness level amongst the citizens is very low, despite the Retail NPS scheme has been in […]
Read MoreFinancial Compatibility Between Couples
Kalpesh Ashar
Founder, Full Circle Financial Planners & Advisors
February 8, 2022
Reading Time: 4 minutes Times have changed and today both the partners i.e the husband and wife are responsible for the family’s finances in their day-to-day life and in planning for their future financial goals as well. It is very important to understand that in today’s time, there are lots of FINANCIAL expectations a couple has from each other […]
Read MoreHandling Objections While Discussing Child’s Education
Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
February 1, 2022
Reading Time: 3 minutes Most families believe that their biggest dream is to do their best for their children! As parents, the birth of a child is special, and through the child’s entire growing period, distinct memories delight them. They care for their child, right from the first crawl to his or her confident walk. These moments bring joy […]
Read MoreRegulatory Changes Needed To Support Advisory Profession
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
January 25, 2022
Reading Time: 3 minutes We can utmost be a jack of many trades and can be a master at just a couple of them. That means it makes sense to focus on where our core competence lies and take professional help on all the rest. In fact, most of us are doing just that. For medical issues, we consult […]
Read MoreExpanding Client Base vs Increasing Wallet Share
Srikala Bhashyam
Director, Vithadwaitha Financial Services Pvt. Ltd.
January 18, 2022
Reading Time: 3 minutes If we were to look back at 2021, I am sure the year gone by will bring a smile to our faces. Our AUMs have swelled, our clients are happy and we have turned more knowledgeable, attending webinars and conference calls. In the last 12 months, we have learned to do business from anywhere—from our […]
Read MoreEmpowering Women Personal Finance Professionals
Rashida Roopawalla
Chief Operating Officer, Edelweiss Asset Management Limited
January 11, 2022
Reading Time: 4 minutes Properly managing your investments and making the right financial decisions takes time, skill, and effort. The decisions we make and the actions we take along the way can heavily influence one’s financial future – It pays to make well-considered decisions. Working with a knowledgeable financial adviser who takes a genuine interest in helping to improve […]
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