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.
5 Point Checklist for IFA’s Growth and Success
Nandish Desai
Partner-jagoinvestor.com
May 11, 2018
Reading Time: 3 minutes When was the last time you looked into your mirror and saw yourself as a successful entrepreneur? If you haven’t, the time is now. Read on to the article by Nandish Desai on making the checklists of your growth and success.
Read MoreWhy your Professional Competence Matters very Little to the Clients?
Sanjeev Govila
CEO, Hum Fauji Initiatives
May 4, 2018
Reading Time: 3 minutes The best of the financial product, returns or technical prowess cannot beat the element of human touch and hand-holding that financial planners add to the life of their client. Read on to an insightful article by Col Sanjeev Govila on how you can maintain a relationship with your client.
Read MoreBook Review – Personal Finance Lessons From The ICU by Amit Trivedi
Kiran Telang
April 27, 2018
Reading Time: 3 minutes Hospital ceilings are boring to see. While there’s nothing one can do, our veteran Mr. Amit Trivedi could take a positive leaf out of it too and turned his experience into a wonderful book named Personal Finance Lessons From The ICU. To add to the books ‘ glory here we have its essence captured in the review written by our senior member Kiran Telang. Spare 2 minutes to read the review and maybe a day or 2 to read the book itself! Both would be worth your time!
Read MoreHow to choose a Client?
Saurabh Bajaj
Founder & CEO at Nidhi Investments
April 20, 2018
Reading Time: 3 minutes We are suddenly seeing a deluge of investors coming to invest in Mutual Funds. As IFAs we might be tempted to onboard them all. But this article gives you some insights on why we should be little selective and how to select the right clients for us authored by Saurabh Bajaj, Founder & CEO of Nidhi Investments
Read MoreCommunicate with Clients Irrespective of Bear or Bull
Aashish Sommaiyaa
MD, Motilal Oswal AMC
April 12, 2018
Reading Time: 2 minutes It’s not the returns that one promises, its the hand holding backed by effective written communication in all market scenario that helps you sustain a healthy and long-term relationship with your clients. Read on to an insightful article by Aashish P Sommaiyaa on Communicate with Clients Irrespective of Bear or Bull.
Read MoreHere’s How Investment Risk and Cricket are Similar…
Amit Trivedi
Owner, Karmayog Knowledge Academy
February 14, 2018
Reading Time: 3 minutes Cricket is much loved and celebrated sport in India, anything explained with reference to the game makes for a good read and the understanding is simpler. Author Amit Trivedi Share his views on How Investment Risk and Cricket are Similar
Read MoreRecency Bias: More Relevant in Today’s Context
Joydeep Sen
WiseInvestor
February 7, 2018
Reading Time: 3 minutes When the markets are doing well, we forget about volatility. When there is a sudden correction like yesterday, for example, we eventually have a short-term memory loss(Gajani) and there is a prediction of doomsday everywhere. Why do we do this? Is it even normal? Joydep Sen explains recency bias. Good to remind ourselves of the same time and again.
Read MoreRIAs vs MFDs – Relax and Focus
Sadique Neelgund
January 3, 2018
Reading Time: 2 minutes SEBI has yesterday, on January 02, 2018 released yet another (3rd) consultation paper on the way forward for RIA regulations and MFDs. Here are the thoughts of Sadique Neelgund on the 3rd consultation paper and the way forward for MFDs, RIAs & IFAs.
Read MoreWhat is Bitcoin and How does it Work?
Amit Trivedi
Owner, Karmayog Knowledge Academy
November 10, 2017
Reading Time: 4 minutes The buzz around the investment community “Bitcoins”. What is bitcoin? Should I Invest in Bitcoins? Amit Trivedi goes to nuts and bolt of bitcoin and shares his thoughts which will help advisors to understand bitcoins in a more better way and same can be delivered to your clients.
Read MoreRelevance of Diwali & Finance, as conceived by our Sages
Gaurav Mashruwala
Financial Planner, Author, Speaker, Columnist
October 17, 2017
Reading Time: < 1 minute Financial literacy and sensitization as a concept is a legacy handed over to us for generations. Unfortunately most of us are unaware of the significance of our celebrations. Gaurav Mashruwala explains the sequence of Diwali celebrations which is an eye-opener. Do feel free to share the link with clients if you see it fit.
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