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.
Indian Investors are Good at Making Foreigners Richer
Aashish Sommaiyaa
MD, Motilal Oswal AMC
July 5, 2014
Reading Time: 5 minutes Aashish Somaiyaa observes that Achche Din will just pass by unless the small investors increase their exposure to Equity. We are good in contributing to the growth but not in participating in the same. He quotes several examples where we contribute to 100% of the consumption growth but hardly participate in profits.
Read MoreThe Secret Recipe for Success of Investor Awareness Workshops
Gajendra Kothari
MD & CEO, Etica Wealth Management Pvt Ltd
July 3, 2014
Reading Time: 4 minutes Gajendra Kothari, MD & CEO at Ética Wealth Management Private Limited shares his experience of conducting over 100 investor education seminars. His recipe is simple. This approach now helps his firm acquire more than 70% of their new business. Read on to know his secret recipe.
Read MoreFive Key Gaps in Advisory Practice that Advisors have to Overcome for Success
Rajendra Kalur
Chief Executive Officer
June 19, 2014
Reading Time: 4 minutes Rajendra Kalur, Director & CEO of TurstPlutus Wealth Managers says that post the new SEBI Advisor Regulations, we should reshape our business models and mirror the client expectations. He analyzes what went wrong with advisory practice and how the focus has shifted on investment advisers post 2008. Based on his observation, here are 5 key gaps that exist in the current advisory model with most financial advisors and shares the secrets of how to overcome these gaps.
Read MoreApplication of Radner Equilibrium Theory to Financial Planning
Bhavin Shah
Director
June 16, 2014
Reading Time: 2 minutes According to Radner Equilibrium theory, if economic decision makers had access to unlimited computational capacity, they would be able to make an optimal allocation of resources based on economic equilibrium even in the face of uncertainty. How this theory can be used by Financial Planners to help clients meet their goals? Bhavin Shah shares insights on how Financial Planning can help to attain Equilibrium under uncertainty. The Equilibrium for financial planners can be achieved if plans drawn are consistent and in line with individual goals, argues Bhavin.
Read MoreCFPs, Let’s Stop the Blamegame and Take the Lead !
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
May 13, 2014
Reading Time: 5 minutes Suresh Sadagopan analyzes challenges being faced by CFPs and offers his thoughts on how we should go about establishing the CFP profession. He questions the fraternity – It is strange to see the amazing reluctance of those in Financial Planning community to participate wholeheartedly & evangelize the merits of the profession and communicate the benefits to the public at large… What are we waiting for?
Read MoreGet this Cancer Insurance Policy for Yourself & Your Clients – Gaurav Mashruwala
Gaurav Mashruwala
Financial Planner, Author, Speaker, Columnist
May 12, 2014
Reading Time: 2 minutes Cancer Insurance Policy from Cancer Patients Aid Association is available for a One time Premium of Rs. 8000 with Rs. 2 Lakhs Sum Assured for Comprehensive Coverage. Mr. Gaurav Mashruwala who was diagnosed with Cancer a few years back says this policy came very handy for treatment of his ailment. He highly recommends this policy to his clients and friends. He shares the details and brochures with Financial Planners.
Read More5 Changing Trends in Financial Advisory that will Impact You
Sadique Neelgund
May 6, 2014
Reading Time: 3 minutes The financial advisory business is expected to witness changes in the days to come on various counts. Clients are expected to give more importance to unbiased advice compared to advisers who work solely on commissions earned from products sold. Specialised service, client focus, certifications and client confidentiality are some other aspects on which both clients and the regulator are likely to stress on.
Read MoreDo you want to write a will? Here are my tips for you
Sadique Neelgund
April 15, 2014
Reading Time: 4 minutes For financial planners, It is not very difficult to write a clear and effective will. One should keep some simple things in mind and preferably take help of an expert. While writing the will, one should maintain simplicity and clarity of the language to avoid any kind of confusions after death.
Read MoreShould You Stay as a ‘Single Advisor’ or Scale Up as a ‘Full Service Firm’
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
April 8, 2014
Reading Time: 5 minutes Suresh Sadagopan summarizes good and not so good parts of two popular business models for investment advisers i.e. Practicing Professionals vs. Full Service Firms. Whether you are an Individual adviser or a firm, he has tips for you. Read On!
Read MoreDummy’s Guide to SEBI Investment Advisers Regulations 2013
Deepak Jain
March 27, 2014
Reading Time: 8 minutes This article provides an overview of SEBI Investment Advisory Regulations 2013. Deepak Jain gives us the insights on the applicability and requirements of this regulations. This is an executive summary of the regulation and can help you to quickly understand and plan necessary actions at your end
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