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.

Can you please not?

P V Subramanyam
Author & Trainer, Subramoney.Com
April 30, 2020

Reading Time: 2 minutes In our grind to improve services and touch as many lives as possible, we often consciously or subconsciously prepare a “pitch”. This is a culmination of our beliefs and way of working. While we always believe it portrays the best of our capabilities, sometimes there are things that may need reconsideration. And since we keep talking about it so often, we don’t see any flaws in it even if there are. Today’s read has the ever-so-candid Mr. P V subramanian share a satirical take on some things that we really maybe should reconsider saying..go on, read this piece, chuckle with relatability and see which of these points you’d want to change..

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Portfolio Review and Health Check-Ups: Similar Check-points

Sadique Neelgund
June 13, 2017

Reading Time: 4 minutes Do you really need to review your clients Portfolio? We all review plans at pre-designed intervals. It is something which is so intrinsic to our practice that one does not go into the whys and whens of this process? Joydeep Sen, Managing Partner, Sen & Apte Consulting Services LLP gives an interesting analogy between health check ups and portfolio reviews and some suggested best practices for client hand-holding.

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