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.
Financial Planning For The Masses Works – As Long As You Can Really Reach The Masses!
Sadique Neelgund
May 5, 2013
Reading Time: < 1 minute It has long been a criticism of financial planning that it is focused too far up the wealth scale. Financial planning firms in the US at best only start serving the “mass affluent” (typically defined as $100,000 to $1 million in investment assets), and the elite independent firms often have minimums of one or several million dollars.
Read MoreDo the current technology platforms match upto the advisor needs?
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
April 29, 2013
Reading Time: 6 minutes Platforms and Technology is very important to doing business today. The tech providers should understand their role and assist advisors in their business, instead of thinking they are partnering with them and are business co-owners.
Read MoreHuman Resource Strategies & Challenges of Financial Planners in India
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
March 26, 2013
Reading Time: 3 minutes India’s leading financial planners based out of Mumbai have come to form a Professional Study Group wherein they meet second Friday of every month for 3 hours. I am also part of this study group and we had our debut meeting on Friday, March 8, 2013. For the first meeting the agenda for discussion was “HR Strategies and Team Building by a Financial Planning Firm”. The knowledge, information and ideas sharing was fantastic. The willingness of senior planners to share and learn from each other was very encouraging.
Read MoreDirect Plans are not a threat to genuine Financial Planners/Advisors
Lovaii Navlakhi
Founder & CEO, International Money Matters Pvt. Ltd
March 13, 2013
Reading Time: 4 minutes Industry estimates put the difference in expenses of the two plans – direct plan and regular plan anywhere between 0.5% to 1% p.a. for equity funds, 0.1% to 0.4% p.a. for debt funds and 0.05% to 0.15% p.a. for liquid funds. Hence Direct plans are likely to give a return higher by that much year on year when compared to regular plans; and with compounding over a long period of time, this difference could be significant. So is this benefit big enough for your investor to want to forego your services?
Read MoreThe Best Gift You Can Give Yourself – An Annual Weeklong Yoga Vacation!
Sadique Neelgund
March 4, 2013
Reading Time: 4 minutes Priti and I recently visited and stayed at Kaivalyadham, spread across 182 acres with fresh air in the Hill Station Lonavala which is around 100 Km from Mumbai. Life has been very hectic since last year with FPA Study Tour to San Antonio in October, Network FP Annual Conference in December, all India tour of Financial Plan Construction Workshop in January and then Roundtable on SEBI Investment Advisor Regulations.
Read MoreLife of Advisor = Life of Pi who had to live with Richard Parker
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
February 5, 2013
Reading Time: 5 minutes With new Investment Advisor Regulations kicking in, instead of being in denial, advisors should move forward and embrace change. This is just the beginning. It is like Pi finding himself with Richard Parker in the boat. We have a long journey ahead and storms to face and survive in future. Pi had remarked –“Richard Parker – it is because of you I’m alive. You keep me alert day and night and ensure that I lived all these days”.
Read MoreViews on Upcoming SEBI’s Investment Advisor Regulations
Sadique Neelgund
December 19, 2012
Reading Time: 5 minutes 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.
Read MoreDownload Services Menu Card of a Financial Planner from USA – Excellent Clarity!
Sadique Neelgund
November 30, 2012
Reading Time: < 1 minute 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.
Read MoreDownload Mind-Maps of FPA Conference 2012 Learnings – by Hemant Beniwal
Hemant Beniwala
November 5, 2012
Reading Time: < 1 minute 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.
Read MoreSuresh Sadagopan’s Diary from FPA San Antonio 2012
Suresh Sadagopan
CEO, Ladder7 Wealth Planners Pvt. Ltd.
October 25, 2012
Reading Time: 5 minutes 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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