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.
Summary of SEBI Consultation Paper to RIA Regulations – June 22
Sadique Neelgund
June 23, 2017
Reading Time: 10 minutes SEBI released yet another consultation paper on proposed amendments to RIA Regulations (The Paper is published below after these highlights) . SEBI for sure now wants both RIAs and MFDs to exist in the market and serve different kinds of investors. But want clear segregation between both. Below are some of the highlights from the paper for your quick understanding.
Read MorePortfolio Review and Health Check-Ups: Similar Check-points
Sadique Neelgund
June 13, 2017
Reading Time: 4 minutes Do you really need to review your clients Portfolio? We all review plans at pre-designed intervals. It is something which is so intrinsic to our practice that one does not go into the whys and whens of this process? Joydeep Sen, Managing Partner, Sen & Apte Consulting Services LLP gives an interesting analogy between health check ups and portfolio reviews and some suggested best practices for client hand-holding.
Read MoreInvestor Expectations – A Risk That Nobody Talks About
Amit Trivedi
Owner, Karmayog Knowledge Academy
June 5, 2017
Reading Time: 4 minutes There are various different types of risk & return expectations by investors. Seth Klarman writes that risk is: “Described by both the probability and the potential amount of loss.” Risk is perceived in the eye of beholder. Amit Trivedi shares his thoughts on Risk & Returns with instances of investor expectations and what advisors should do for it.
Read More$ The Dollar Dream – Does it make sense to invest in Dollars?
D V Suresh
Certified Financial Planner
May 29, 2017
Reading Time: 5 minutes Rupee is weak against a US dollar and holding money or investment in Dollar terms fetches more is a thought we hear day in day out. So digging out deeper to understand if it really makes sense to hold on to Dollar investments. He shares his thoughts on how NRI’s can benefit if they invest in India with proper guidance of financial advisors and repatriate the investment proceeds and still make decent returns. We feel Indian currency to be weak and do not value holding it. But what if i say that Indian rupee is more valuable than the dollar. Cant believe it right! Read this knowledgable article by DV Suresh, where he makes a case with proper illustrations & the history of Rupee Devaluation against US dollars.
Read MoreWhy IFAs should read books? Suggested Books for IFAs
Brijesh Dalmia
Founder, Dalmia Advisory Services Pvt Ltd
May 22, 2017
Reading Time: 2 minutes Have you always wanted a ready list of books to get started on to help you grow your business? Reading does to mind what exercise does to your body. Brijesh Dalmia shares his thoughts on being an effective reader and how it helps IFAs. Brijesh Dalmia has compiled a small list to get you started, do add your own choices in the comments.
Read MoreDirect Plans are Good for Intermediaries
Renu Maheshwari
SEBI Registered Investment Adviser
May 15, 2017
Reading Time: 5 minutes Lot has been spoken about how the ‘direct plans’ are better for investors and a lot has been discussed how these plans will devour a flourishing industry (though a small one) of IFAs. If they are good for investors, how can they not be good for advisors? This small article will focus on that – How Direct Plans Are Good For The Intermediaries…At least in this battle between David (Direct) vs Goliath ( Regular) there in no one winner. Let’s read the perspective shared by Renu Maheshwari sharing her point of view in this article.
Read More9 Elements Of Your Online Presence!
Sadique Neelgund
May 11, 2017
Reading Time: 2 minutes We have numerous examples of people amongst us who have used social media effectively to reap rich dividends. It is also true that many of us shy away from using it consistently, putting it off to another day thereby missing a valuable opportunity. We asked Viral Bhatt who follows social media actively and has used it effectively to build brand recall (Followers on FB- 2183 & Twitter-742) to pen down what goes into the making of an effective strategy for Financial advisors.
Read MoreHow I Grew My Sales By Over 100 Times By Asking Crazy Questions?
Yogesh Chabria
Founder, The Happionaire®
May 2, 2017
Reading Time: 4 minutes Have you ever asked yourself a crazy question? How did it feel? What happened to you when you asked yourself a crazy question? Did it make you think better? Did it exercise your mental muscles? Or did you stop because of people around you? Read on to know more, experience of Yogesh Chabria by asking craziest questions actually helped in increasing sales to unbelievable levels.
Read MoreThe Basics of Alternative Investment Funds!
Sadique Neelgund
April 25, 2017
Reading Time: 4 minutes We have always tried to make sense of Alternative Investments and wished that someone would simplify it for our ready consumption. Who better than Aditya Gadge to explain the basics & difference between AIF’s and Mutual Funds, look out for part 2 soon.
Read MoreTime to change our Informative Communications!
Amit Trivedi
Owner, Karmayog Knowledge Academy
April 21, 2017
Reading Time: 4 minutes A lot of information comes to us on Social media, Whats app, Facebook etc. which we share with our clients too, Sometimes, we get half-truths or complete lies. Often, the sender of the information or even the originator of the same does not do so with mala fide intention. It is just that one has not spent enough time to thoroughly go through the same. Lets understand one such information shared in this rising market and demystified by Amit Trivedi.
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