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.

Views on Upcoming SEBI’s Investment Advisor Regulations

Sadique Neelgund
December 19, 2012

Indian Merchants Chamber (IMC) held a seminar in collaboration with Bombay Stock Exchange (BSE) on Regulatory Changes for Investment Advisors on December 18 in Mumbai. I was invited to be on the Panel Discussion to share my views on upcoming advisor regulations… I am sharing the same as Q & A with Network FP community.

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Download Services Menu Card of a Financial Planner from USA – Excellent Clarity!

Sadique Neelgund
November 30, 2012

Here is a Complete Menu Card of a Financial Planner which he gives to prospects and clients before soliciting financial planning & wealth management assignments. This kind of service description along with rate card gives excellent clarity to both clients and planners and brings transparency in client-planner relationship. Download it and draft your own services card.

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Download Mind-Maps of FPA Conference 2012 Learnings – by Hemant Beniwal

Hemant Beniwala
November 5, 2012

Sadique Neelgund, Founder, Network FP was giving live updates of learnings from recently held FPA Annual Conference 2012 in San Antonio through Twitter & Facebook. Hemant Beniwal has collated all these learnings in mindmap formats categorizing the updates.

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Suresh Sadagopan’s Diary from FPA San Antonio 2012

Suresh Sadagopan
Founder, Ladder7 Financial Advisories
October 25, 2012

Suresh Sadagopan, Founder of Ladder 7 Financial Advisories accounts his experience of recent visit to San Antonio (Texas) to attend FPA’s Annual Conference and Network FP’s Study Tour.

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8 Killer Myths that Financial Planners Believe in and its killing their Business

Nandish Desai
Partner-jagoinvestor.com

This article will talk about some of the myths, which most financial planners believe in ! These myths are destroying their business and stopping them from growing their advisory practice. Lets talk about them one by one.

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Introducing Jagoadvisor Blog – 10 Inspiring Ways to Become a True Financial Planner!

Nandish Desai
Partner-jagoinvestor.com
October 24, 2012

This article was first published on JagoAdvisor, a blog for helping financial advisors run by Manish Chauhan & Nandish Desai of Jagoinvestor fame. Kindly visit JagoAdvisor to read more articles and subcribe to blog.  Network FP wishes Nandish & Manish all the very best for Jagoadvisor initiative! If you are a personal finance professional, ask yourself – […]

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Share with Clients – Confessions of a Bank’s Relationship Manager

Sadique Neelgund
October 23, 2012

Here is an article which got published in Business Standard yesterday. It speaks about mis-selling that happens in banks and role of a relationship manager in the same. Altough we all know it, seeing it in black and white in a leading newspaper is quite revealing. Have a glance through it, you can also download the article in PDF just in case you feel like sharing it with your clients and prospects who should be aware of such things.

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SEBI Investment Advisor Regulations – The Draft

Sadique Neelgund
September 23, 2012

The Draft – SEBI Investment Advisor Regulations

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ORGANIZE – either make your clients do it or offer it as a service!

Sadique Neelgund
August 17, 2012

We came across this nicely compiled list/article in a leading newspaper and thought of sharing it with you. Most of the clients are bad with organizing financial documents and securing them. This is either because they find it boring or don’t understand these documents or simply by human nature, they procrastinate.

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Finally regulations are coming! Now let’s get ready without wasting time…

Sadique Neelgund

SEBI has issued a circular yesterday with respect to measures its taking to revive mutual fund industry and introducing regulations for investment advisors. Here is the gist of what SEBI is trying to say and how we as financial planners should get ready for the new regulatory environment. I would like to thank Lovaii Navlakhi, MD, International Money Matter, Bangalore for offering his insights on the circular.

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