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.

Switching careers to become a second generation financial consultant.

Saanika Bhingarde
Partner, Prospero Wealth
February 9, 2021

I am a second-generation personal finance practitioner who switched to this field after spending a few years in the corporate world as a CA. My journey and experience so far has been a rollercoaster. While I am very happy and grateful for having had the opportunity and courage to make this transition, I write today, […]

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Industry feedback on the prospects of the practice.

Mohini Mahadevia
Founder at SOLUFIN
January 19, 2021

In December 2020, IFANOW published the findings of its “Practice Management in the New Age Study” where 524 advisors all over the country were surveyed to get an understanding of the various problems that affect the advisory and personal finance professional community and what the community had in mind as a way forward. While the […]

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Do you have an Investment Philosophy for your practice?

Arijit Sen
SEBI Registered Investment Adviser
January 12, 2021

From very early on in life, we have all been taught not to follow a herd mentality. I’m sure we all have been asked “if we’d jump into a well if someone else did!” by our elders. The focal point of both these aspects is to have our own judgment and thinking process. We cannot […]

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Key Takeaways and Learnings from BRING IT ON (BIO) 2021!

Ninad Mondkar
AVP, Network FP
January 5, 2021

Network FP organized Bring It On 2021 on Wednesday 30th December 2021. It was attended by over 800 personal finance professionals. Here are the key takeaways and learnings from the event. Here’s hoping that this motivates our readers to implement these learnings into their “Professional New Years’ Resolutions”. Panel – 1 Col. Sanjeev Govila (Retd.) […]

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Should you make your client invest internationally?

Neil Parikh
CEO, PPFAS Mutual Fund
December 29, 2020

We are currently grappling with a global pandemic of colossal proportions. Job losses, business closures, and high mortality rates have wrecked the social and economic landscape in varying degrees worldwide. Investors are seeking to hedge against such uncertain times by shedding their ‘home-bias and avidly seeking to add foreign stocks to their portfolio. With no […]

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Importance Of Credit Score To Financial Health

Aditya Damani
Founder & CEO, Credit Fair
December 15, 2020

Consistent savings and investing are key building blocks for your financial health.  But building and maintaining a good credit history is equally important. This blog explains why you should advise your clients to monitor their credit scores as closely as their investment portfolios. But first, let’s understand what is a credit score? A credit score […]

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How to choose equity funds that can do well?

Shailesh Saraf
Managing Director, Dynamic Equities Pvt. Ltd.
December 8, 2020

Traditionally all the analysis on Equity Mutual Funds are done on the basis of past returns and risk ratios only. This might lead to a query whether the past performance of a fund guarantees future success. Generally, people glance at the holdings of the Equity Mutual Funds, but they do not select schemes on the […]

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How can Personal Finance Professionals boost their mental health?

Puja Roy
Practicing Psychologist, Safe Space
December 1, 2020

The Covid-19 pandemic has taken a toll on everyone’s mental health. Fear of contracting the virus and the mortality from the infection, to the fear of being unemployed and facing financial hardship. Fear of losing the family home; fear of falling living standards; fear of isolation and loneliness at home for months; fear of being […]

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Here are 4 ways to delegate tasks to your team

Amit Trivedi
Owner, Karmayog Knowledge Academy
November 24, 2020

“I do not know how to get work done from my team.” said Mr. Struggler. “Some of my team members make some silly mistakes.” quipped Ms. Perfectionist. “It is easier and less time-consuming to do things myself than to teach someone to do the same thing.” argued Mr. Doer. Mr. Struggler, Ms. Perfectionist, and Mr. […]

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Self-Care for Personal Finance Experts in Times of the Coronavirus Pandemic

Rashi Bhargava
Personal Finance Expert
November 17, 2020

Key Takeaways from this 07 minute read: 1. Self-assessment tips to see if the body is showing any red flags. 2. Understanding the concept of self-care. 3. Lifestyle problems pertaining to our job role. 4. My journey of problem assessment and how we can deal with the pandemic crisis 5. Quick tips for self-care and […]

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