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.
3 Questions To Open Up Clients
Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
December 28, 2021
Reading Time: 4 minutes The journey to a lifelong relationship with a client begins with our first interaction, just as in a marriage, both parties– prospect and planner – evaluate each other with the objective of establishing a lifelong relationship. Typically, in product sales, it is said that sales happen in the first 5 seconds whereas in our profession […]
Read More3 Factors to consider while constructing an Asset Allocation framework
Dhaval Kapadia
Director, Portfolio Specialist Morningstar Investment Adviser India
December 21, 2021
Reading Time: 5 minutes Several studies have praised the virtues of asset allocation in driving portfolio performance over the long term. What’s less appreciated is that an asset allocation model is as good as the process followed to create it! An incorrect or inappropriately constructed asset allocation may not serve its intended purpose of generating superior risk-adjusted returns and […]
Read MorePlanning For Women Clients
Amit Trivedi and Kiran Telang
December 14, 2021
Reading Time: 2 minutes A woman working in the private sector decides to stand on her own feet (financially) before getting married. A young girl starts working for an NGO immediately after completing her studies. Seeing the suffering, she decides to devote her entire life towards serving the underprivileged while staying single. She also wants to be financially […]
Read MoreDon’t Redeem, Lien Mark (Loan Against Mutual Funds)
C.R. Chandrashekhar
Founder & CEO, DhanLAP
December 7, 2021
Reading Time: 4 minutes Scenario 1: Ritu Sharma is a 30-year-old working woman from Gurgaon, earning a decent salary, and taking care of her parents. She has a new apartment, and she is servicing her home loan. She has invested in a post office time deposit scheme, Gold, and mutual funds. Her mutual fund investments provide an average annual […]
Read MoreMarried Women’s Property Act
Chhaya Kothari
Founder, CK Financial Advisory
November 30, 2021
Reading Time: 4 minutes Let me begin this article with an ancient story from Mahabharata written by Maharshi Ved Vyas. This story helps us understand how to tackle the uncertainties of life. When Yudhisthir was king of Indraprastha, one day, some needy person visited him for help. He was occupied so he told him to come the next day. […]
Read MoreHappy Money: Japanese Art Of Making Peace With Money
Dipin Chachlani
Asst. Manager - Knowledge Management, Network FP
November 23, 2021
Reading Time: 3 minutes For the last few years, many people have started talking about the behavioral side of investing and managing money. I was always fascinated by this topic. One can be a great stock picker, do all the research, and have all the skills, but if the behavior isn’t right it’s of little to no use. A […]
Read MoreIndia’s Growth Story Towards $10 Trillion Economy
Sandeep Sahni
Co-founder & Partner, Sahayak Associates
November 16, 2021
Reading Time: 5 minutes India was one of the largest economies in the world from the end of the 1st millennium BC till the beginning of British rule in India. India was called the ‘Sone Ki Chidiya’ or the Golden bird as India used to command a 24% share of the World Economy. India’s share of global industrial output […]
Read MoreEngaging clients beyond portfolio
Rohit Shah
Founder, Getting You Rich
October 26, 2021
Reading Time: 3 minutes Once upon a time, many advisors used to be worried that clients would abandon me if they are not happy with the portfolio returns. Because of that the advisors were paranoid and would focus only on returns, returns & returns. Because of that, the clients would also focus only on returns, returns & returns. Until […]
Read MoreAligning 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 […]
Read MoreLetter 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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