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 the world.

The hunt for a coach

Jinay Savla
Partner, Circle Wealth Advisors
August 3, 2021

Reading Time: 6 minutes India’s run at the Tokyo Olympics 2020 has been satisfying so far. With 1 Silver medal and 1 Bronze medal won by Saikhom Mirabai Chanu and P V Sindhu respectively, it has given much-needed happiness in times when India battles with the possibility of a third wave of covid-19. As I write this, more athletes […]

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An insightful Q&A with the smallcase team

Team smallcase
July 27, 2021

Reading Time: 4 minutes Network FP had recently conducted an UpSkill session on 7th July 2021 with Vasant Kamath, CEO, smallcase on the topic “The smallcase investing for retail investors & financial advisors”. During this insightful session, many of our ProMembers had queries revolving around the platform and its mechanisms. Understanding the relevance, we have got your queries addressed […]

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Enjoy the journey as much as the destination!

Prathiba Girish
Founder at Finwise Personal Finance Solutions
July 20, 2021

Reading Time: 3 minutes Have you noticed how most of us put away celebrations and wait with bated breath to reach a particular milestone before we feel its worthy of celebrating? I spent quite a few years doing the same, only to awaken to the fact that giving myself a pat on the back every now and then actually […]

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5 pillars of special needs planning

Jitendra P.S. Solanki
Founder - JS Financial Advisors & Special Needs Estate Planners Pvt. Ltd
July 6, 2021

Reading Time: 4 minutes Special Needs Planning is unique as it concerns life issues and not just financial projections. Right from childbirth to adolescence to parents’ retirement years, these issues actually express the life struggles of a special needs family. For any investment adviser considering advisory to special needs children’s families, it is important that the life concerns are […]

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Top Up vs Super Top Up Plans

Nisha Sanghavi
Founder, Fynomics and Co-founder, Promore Fintech Private Limited
June 29, 2021

Reading Time: 3 minutes Top-Up Plan A top-up plan is a regular health insurance policy that covers hospitalization costs but only after a threshold limit (i.e. deductible), is crossed. It gives additional coverage, beyond the threshold limit of the existing health insurance policy in a single bill. The threshold limit can be met by a health insurance policy or […]

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Creating a brand for our business

Priyanka Ketkar
Director, Purple Finch
June 22, 2021

Reading Time: 4 minutes “Products are made in a factory but brands are created in the mind” – Walter Landor It is seldom that financial professionals think about creating a brand for their business. Most of the time the owners themselves are the brand whom the clients trust and seek help from. However, as we scale up and the […]

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Objection Handling of Clients

Kalpesh Ashar
Founder, Full Circle Financial Planners & Advisors
June 1, 2021

Reading Time: 6 minutes “Tujhse naaraz nahi zindagi, hairaan hoon main… …Tere masoom sawaalon se pareshan hoon main”…   These relevant lines from the evergreen song always resonate with personal finance professionals whenever there is an investor grievance/complaint, don’t they? Investment advisory is about a lot more than merely telling people what to do with their money. In fact, […]

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Dematerialisation Of Shares: How, What and Why?

Neeraj Bahal
Founder, Fasttrack Financial Planners
May 18, 2021

Reading Time: 9 minutes Being personal finance professionals, we come across a variety of queries and documents from our clients. One of the most common documents clients come to us with is old share certificates. These are often excavated from the “pre-Demat” era and are sometimes a false alarm if the company is delisted, etc., or a sudden lottery […]

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What I realised from my hospitalisation due to Covid-19

Pankaj Gera
Founder, Gera Wealth Creators Pvt. Ltd.
May 11, 2021

Reading Time: 6 minutes Mr. Pankaj Gera kindly shared with us a very personal experience of himself and his family with Covid-19 and shared some learnings that he was able to draw to the situation and related to his practice too that has not only made him think about what truly matters in life and work, but will also […]

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Can you create champions?

Balvir Chawla
Director, Finnovators Services Pvt. Ltd
May 4, 2021

Reading Time: 4 minutes People see the champions and always mention that it is the hard work or skills of the sportsperson, but there is always a coach who has worked behind the scenes to prepare this champion. Patrick Mouratoglou – Well this name will not be familiar with many of us. He is the coach of Serena Williams […]

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