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 the world.

Aligning client’s interests with yours

Diya Thommy
Financial Planner at Northward, A branch of iFast Global Markets
October 19, 2021

Reading Time: 4 minutes Offering the widest range of financial services seems like a good way to keep our clients happy. Offering services to every client who crosses your path seems like an altruistic way to build the business. Can this be good for your clients or for yourself? When we started out, we had an idea of what […]

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Letter To My 2019 Self

Mohini Mahadevia
Founder at SOLUFIN
October 12, 2021

Reading Time: 6 minutes Dear Mohini, Hope this letter finds you in a stable headspace. Why am I using such words? You will know soon. Just remember to keep that bottle of hand sanitizer that has been lying sealed on your dresser with you all the time. Keep washing your hands more often. You may not realize it now, […]

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How to build a strong SIP Book to grow your business

Deepesh Mehta
Founder & Chief Consultant, Happy Investor Finserv LLP
October 5, 2021

Reading Time: 3 minutes A professor wanted to explain the concept of simplicity to his students. The professor asked, “how do you eat an elephant?” The students were divided into groups to discuss this problem and find a solution for the question asked by the professor. A different group of students had different views. Some questioned the professor,” How […]

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Decoding 0% Interest Loans

Seema Kakade
Qualified Personal Finance Professional
September 28, 2021

Reading Time: 4 minutes A few days back I got a call from an unknown number. Without waiting for my response, the tele-caller started off giving me a zero-interest loan for whatever I needed to buy. I was tempted to ask her for a “ZERO EMI” loan but was already eyes deep in work and was in no mood […]

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Implementing the MoSCoW Technique in Personal Finance

Arijit Sen
SEBI Registered Investment Adviser
September 21, 2021

Reading Time: 4 minutes Friends and colleagues are supposedly enjoying their lives to the fullest – tripping frequently, buying expensive gadgets, booking properties, buying high-end cars, and what not! So many things are happening around, enough to distract us. Thanks to social media as well for fueling instant gratification every other second. On the contrary, we are guiding our […]

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Compounding Beyond Finances

Aditya Singhania
Financial Coach @PlanRich
September 14, 2021

Reading Time: 6 minutes We all know how compounding is said to be the 8th wonder of the world. Even an average person who consistently invests over the long term can build a sizable wealth with the magic of compounding. But most people (including us) just know the compounding and how it works. But, we don’t really understand the […]

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Rule-Based Active Investing: Bringing Method to the Market

Rajiv Shastri
Director & Chief Executive Officer, NJ Asset Management Private Limited
September 7, 2021

Reading Time: 3 minutes   Traditional investment portfolios are constructed using a combination of indexing and discretionary investing. Indexing refers to the replication of popular indexes through Index Funds or Exchange Traded Funds. The composition of these indexes is typically based on market capitalization and indexing allows investors to acquire a “market” portfolio and benefit from “market” returns in […]

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Potential Risk Class Matrix

Amit Trivedi
Owner, Karmayog Knowledge Academy
August 31, 2021

Reading Time: 3 minutes We all are aware of the two primary risks associated with debt mutual funds, viz., interest rate risk and credit risk. The fund managers embrace these risks in varying proportions in line with the investment objectives of the respective schemes. The goal is to take these risks in a calculated manner in order to enhance […]

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What I have learned in the past year about Content Marketing?

Roshni Nayak
Founder, Goalbridge
August 24, 2021

Reading Time: 5 minutes The biggest cardinal virtue (fundamental) required in our advisory profession is great communication skills. And not just oral but written communication as well. Here, I am specifically talking about content marketing i.e. sharing relevant content with an intent to educate, coach, persuade, act and inspire prospects and clients in their financial lives. It is an […]

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Understanding Technical & Fundamentals can generate Alpha for your clients

Venkatesh Puthige
Founder, Go Financial Plan
August 17, 2021

Reading Time: 3 minutes We always have a conversation around “Higher the Risk Higher the Returns”. Sometimes, returns should be attributed to taking higher risks; it need not be true always. I would like to share 3 instances where we understood some key factors in technical and fundamentals and took a call for our clients to generate better returns […]

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