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.

Self-Care for Personal Finance Experts in Times of the Coronavirus Pandemic

Rashi Bhargava
Personal Finance Expert
November 17, 2020

Reading Time: 6 minutes Key Takeaways from this 07 minute read: 1. Self-assessment tips to see if the body is showing any red flags. 2. Understanding the concept of self-care. 3. Lifestyle problems pertaining to our job role. 4. My journey of problem assessment and how we can deal with the pandemic crisis 5. Quick tips for self-care and […]

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How can I help my client manage credit cards?

Aditya Singhania
Financial Coach @PlanRich
November 10, 2020

Reading Time: 6 minutes Credit cards are now becoming increasingly popular in India due to swiftly rising digital transactions and increased consumption. Did you know that India currently has more than 58 lakh credit card users and the market is expected to increase by 25% p.a for next 5 years in India (as per research by Outlook India). This […]

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What are the new Health Insurance Regulations by IRDA?

Mahavir Chopra
Founder, Beshak.org
November 3, 2020

Reading Time: 4 minutes I recently received a call from a friend, a seasoned financial planner, frantically worried about his upcoming hospitalization claim. As I helped him gain some clarity on how things would work, I couldn’t help but wonder – if this is the situation of someone helping so many people on their financial decisions, what in fact, […]

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3 ways to retain the best talent in your team

Jayanth Nanjappa
Investment strategist, 90-10 Financial Planners Pvt Ltd.
October 27, 2020

Reading Time: 3 minutes Talented individuals, that is The Special Ones are a mystery; they are a statistical outlier. How could a Tiger at the young age of 3 shoot 48 over nine holes at the Navy course …?? How could Sachin aka The God play for 24+ years & score truckloads of runs…?? Sports Captains, Industry Titans at […]

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RIA regulations: 5 ways to move forward

Amit Trivedi
Owner, Karmayog Knowledge Academy
October 20, 2020

Reading Time: 6 minutes The last week of September, 2020 saw a sudden rise in a certain activity that many mutual fund distributors were not prepared for – changing the names of their respective firms. This was triggered by a letter sent by AMFI (Association of Mutual Funds in India) to all the AMFI Registered mutual fund distributors. Suddenly, […]

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Personal Finance Professionals are extremely underpriced: The Apple connection

Jinay Savla
Partner, Circle Wealth Advisors
October 13, 2020

Reading Time: 6 minutes If you’re an Apple fan, then September 15, 2020 would have been one of the coolest things that has happened this year amidst the Coronavirus crisis. The company just continues to surprise us. At 10:30 pm IST Tim Cook went live to showcase their upcoming products for the year. Apple Watch, iPad and the highly […]

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Introduction – Digital Gold – Have you pocketed everything you need to know?

Akruti Agarwal
Wealth Cafe Financial Advisors Private Limited
October 6, 2020

Reading Time: 4 minutes Digital Gold is considered as one of the best and most convenient way to invest in gold for us gold love-stuck Indians. In the past one year every other payment app like Paytm, Google Pay and now even Amazon Pay has joined the players who offer Digital Gold. Even many stock brokers have joined the […]

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The return on life – the new paradigm for advisors

Suresh Sadagopan
Founder, Ladder7 Financial Advisories
September 29, 2020

Reading Time: 4 minutes Life is what we make it to be – it is really in our hands. In some cases, it is a true roller coaster ride. Many times, the events overtake us and we have no option but to pick up the pieces and move on. That is easier said than done though. Preeti would agree […]

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Driving Meaningful Review Conversations

Shailendra Kumar
Co-founder - FinAtoZ.com
September 22, 2020

Reading Time: 2 minutes Honestly speaking, handling reviews with most of our clients, in the recent times, has been challenging. Markets hitting various highs, clients’ portfolios not reflecting the same growth, uncertainties of today’s times and a new surprise every few days thrown by this year at us. To make matters worse, for a few clients it had been […]

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18 things to know before you recommend a health insurance policy

Nisha Sanghavi
Founder, Fynomics and Co-founder, Promore Fintech Private Limited
September 15, 2020

Reading Time: 6 minutes The core of any insurance plan, as we all know, is protection. Offering protection and alleviating your risk is the simple motive of an insurance plan. Making that small investment in any health insurance plan, will enable you and your clients to be tension-free and offer security in advance. Especially when we are facing the […]

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