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.

Should you make your client invest internationally?

Neil Parikh
CEO, PPFAS Mutual Fund
December 29, 2020

Reading Time: 3 minutes We are currently grappling with a global pandemic of colossal proportions. Job losses, business closures, and high mortality rates have wrecked the social and economic landscape in varying degrees worldwide. Investors are seeking to hedge against such uncertain times by shedding their ‘home-bias and avidly seeking to add foreign stocks to their portfolio. With no […]

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Importance Of Credit Score To Financial Health

Aditya Damani
Founder & CEO, Credit Fair
December 15, 2020

Reading Time: 3 minutes Consistent savings and investing are key building blocks for your financial health.  But building and maintaining a good credit history is equally important. This blog explains why you should advise your clients to monitor their credit scores as closely as their investment portfolios. But first, let’s understand what is a credit score? A credit score […]

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How to choose equity funds that can do well?

Shailesh Saraf
Managing Director, Dynamic Equities Pvt. Ltd.
December 8, 2020

Reading Time: 3 minutes Traditionally all the analysis on Equity Mutual Funds are done on the basis of past returns and risk ratios only. This might lead to a query whether the past performance of a fund guarantees future success. Generally, people glance at the holdings of the Equity Mutual Funds, but they do not select schemes on the […]

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How can Personal Finance Professionals boost their mental health?

Puja Roy
Practicing Psychologist, Safe Space
December 1, 2020

Reading Time: 5 minutes The Covid-19 pandemic has taken a toll on everyone’s mental health. Fear of contracting the virus and the mortality from the infection, to the fear of being unemployed and facing financial hardship. Fear of losing the family home; fear of falling living standards; fear of isolation and loneliness at home for months; fear of being […]

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Here are 4 ways to delegate tasks to your team

Amit Trivedi
Owner, Karmayog Knowledge Academy
November 24, 2020

Reading Time: 4 minutes “I do not know how to get work done from my team.” said Mr. Struggler. “Some of my team members make some silly mistakes.” quipped Ms. Perfectionist. “It is easier and less time-consuming to do things myself than to teach someone to do the same thing.” argued Mr. Doer. Mr. Struggler, Ms. Perfectionist, and Mr. […]

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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
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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