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.
Creating Content? Never Run Out of Ideas…
Sadique Neelgund
April 10, 2017
Reading Time: 3 minutes Who would dispute the reach and hence the importance of digital media has come up. We all are looking to write good content and curate relevant ones. How exactly does one go about doing this? This mind map by Yogin Sabnis will be a ready reckoner for all your content needs!
Read MoreAnnual Health Retreat… Jindal is an option you will love!
Sadique Neelgund
April 3, 2017
Reading Time: 7 minutes Those of us who are in business/profession, April is a time when we look back to review previous year’s performance and set some goals for the upcoming year. For many in our industry – January, February & March also happens to be busiest period of the year. Before you once again start running and chasing your life and career goals, you might want to consider going for a good health retreat to reward yourself for all the hard work and re-energize yourself for the coming year. Last year, I tried the world famous Jindal Naturecure Institute in Bangalore. I liked it so much that I repeated it this year also. Read on to know more about my experience at Jindal Naturecure Institute in Bangalore.
Read MoreHumans are Pattern-Seeking Animals!
Amit Trivedi
Owner, Karmayog Knowledge Academy
March 27, 2017
Reading Time: 2 minutes ”To understand is to perceive patterns” – Isaiah Berlin
A very common trait in human behavior is we are addicted to analysis everything which results in an abandonment of common sense. Analyzing Human Behavior, instead of accepting it for what it is, often blurs our senses to the obvious and unquestionable facts which are staring us in the face. Read on to Amit Trivedi sharing his view on Patterns
Read MoreIs Life only about being a Financial Advisor? Or is there more?
Yogesh Chabria
Founder, The Happionaire®
March 20, 2017
Reading Time: 4 minutes Is life only about being a financial planner, earning money, growing your business? Or is there more? Is true success only increasing sales and revenues? Or does life have a deeper meaning and purpose? True success is a life filled with happiness. Read on to know more about Yogesh Chabria Life Experience.
Read MoreNot just Investors, even Advisors need to be Disciplined!
Jinay Savla
Founder, Indigenous Investors
March 10, 2017
Reading Time: 6 minutes It’s season of cricket and we just witnessed one of the finest win by India in a test. Financial advisors can learn a lot from cricket, one of the finest Indian cricketer Rahul Dravid can teach us a lot and Jinay Savla shares his three learnings in the context of finance.
Read MoreDoing IAPs? Give Audience Your Best !
Sadique Neelgund
March 6, 2017
Reading Time: 4 minutes The effectiveness of Investor Awareness programs and its importance to our business is rarely disputed. Reason for not getting started could be, its difficult to get an opportunity. Why put so much effort and time for a social cause! Khyati Mashru tells us how customizing offering and walking the extra mile has helped her get good business from this activity. Read on to know more what she has to say about seven ways to ensure the effectiveness of Investor Awareness Programs & What we do Post IAP.
Read MorePlanning to Launch a Fee-Only Practice? Watch Out…
Amit Kukreja
Family Wealth Advisor
February 22, 2017
Reading Time: 6 minutes Are you confused about fee-based advisory or AUM based advisory? You should watch this before taking final decision. Here are the wonderful insights from Rick’s Kahler interview & list of learnings as a fee-only practitioner by Amit Kukreja Founder, WealthBeing Advisors. Don’t miss the radio interview of Rick Kahler by Michael Kitces in the article and one exercise at the end of the article.
Read MoreThe First RIA Summit Experience!
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
February 16, 2017
Reading Time: 5 minutes SEBI had brought in a new participant four years ago and it has caused euphoria or heartburn depending on whom you asked.. Network FP decided to decode this new animal & organised RIA Summit. Animal Spirit did get unleased there! If you were not there and want to know more about the electric atmosphere in the room & what sent the adrenaline coursing through the veins, read Suresh Sadagopan’s account here.
Read MoreDownload Income Tax Calculator FY 2017-18 in Excel
Sadique Neelgund
February 3, 2017
Reading Time: < 1 minute Download, check out & use our popular Income Tax Calculator FY 2017-18 in Excel which incorporates the recent changes in Union Budget 2017 by FM Arun Jaitley.
Read MoreFee for Advice is the journey which needs to be completed – SEBI
Sadique Neelgund
January 16, 2017
Reading Time: 3 minutes SEBI after its Board Meeting on January 14th released a Press Release which has brought a great relief to IFAs and Mutual Fund Distributors. Through this press release; regulator has acknowledged several ground realities like a need for co-existence of both advisory & distribution models, need for financial viability of advisory model, etc. Read on to know more about what might be the next step of SEBI and what next IFA’s should do by Sadique Neelgund, Founder of Network FP.
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