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Network FP has designed and created a range of useful tools, formats, calculators and templates which can be used by Personal Financial Advisors in their practice. This collection of tools can be accessed and downloaded by Network FP ProMembers by logging in with their username and password on this website.

Network FP keeps adding new tools and calculators on a regular basis. There is no fixed interval to it. We add tools whenever we develop something internally or one of ProMembers contributes some tool to the community.

The current set of tools which are available for ProMembers are as follows;

List of Files in Network FP ToolBox

SN File Name Format Purpose / How to Use File
1 AMFI Questionnaire for Due Diligence Word Big MF Distributors are supposed to fill this questionnaire and get their Practices audited by AMFI. All MF Advisors can voluntarily fill this and check if they are following MF Advisory best practices.
2 Assets, Liabilities & Networth Statement Excel Use this Template & Calculator to capture and organize assets and liabilties of clients and calculate the Networth. This is one fo the best ways to help clients get started with advisors.
3 Checklist for Setting Up Successful Advisory Practice Excel Use this checklist while you are setting up your practice or want to transition yourself to the level of a successful financial advisor
4 Data Collection Sheet for Making Will Excel Use this Data Collection Sheet in making a Will for your client. The data captured here will help you to draft a Will without missing on critical points. Contributed by Archana Bhingarde
5 Emergency Funds Calculator Excel Generate a quick one page report of Emergency fund requirements for your clients
6 Emergency Kit Template Excel Prepare a Kit for your clients or let them do it themselves – a kit containing all important information required for other family members in case of a emergency.
7 Existing Investments Review Format Excel Use this template to capture and review all past investments and insurance policies. It is one of the best ways to onboard new clients. Can also be offered as a standalone service.
8 Family Vision Statement Template Word Enter your shared vision in each of the areas. Discuss it with your spouse. Write down your family’s ideal scenario in each area, what you want to accomplish in each of the area
9 Financial Goals Articulator Template Excel A checklist of possible goals of your client. Help them recognize and articulate their goals and dreams in life
10 Financial Wellbeing Checkup Questionnaire Excel A questionnaire which you can give to your clients to help them and you know where they stand in terms of financial wellbeing.
11 Goal & Dreams List & Matrix Word Get a deeper understanding of client’s goals and dreams in terms of priority and time-horizon. An excellent tool during data gathering meeting or first time meeting.
12 Goal Planning Calculator Excel Calculate Future Value of any goal and calculate SIP or Lumpsum investments required to meet that goal.
13 House Purchase Calculator Excel Calculate the future value of house, home loan eligibilty, ideal loan/down payment combination and investments required to purchase a house at a future date
14 Income Tax Calculator FY 2016-17 Excel One of the most popular calculators of Network FP since 2011. Use this calculator or share it with your clients to calculate income tax liability and also income tax ratio.
15 Income Tax Expemtions & Deductions Word Plan for your client’s taxes in April using this user-friendly tool. Help your clients make the best use of all the exemptions and deductions available by running through this checklist.
16 Letter by Priya_Things I Learnt after Mithun Word A Real Life Case Study – A finely drafted letter by Priya on Importance of and getting invloved in managing family finances by Women. Share it with all women, great impact.
17 Life Insurance Need Calculator Excel Calculation of Total Life Insurance Cover required based on Need based Analysis, the most logical way of arriving at Term Life Insurance requirement
18 Loan Amortisation Calculator Excel Calculate the EMI for the loan, the calculator automatically shows the repayment schedule. One can use this to understand cashflows and check possibilities of part payment
19 Master XLFP Lite Excel Create one page financial plan in under 1 Hour. Short, simple & effective!
20 Monthly Expense Tracker & Budgeting Excel Prepare annual and monthly cash flows for your client in quick time. Or share this with your clients to help them prepare and track monthly budgeting.
21 Retirement Corpus Building Calculator Excel Calculate how much retirement corpus is required by the client and how much SIP or Lumpsum investments are requirement be needed to build that corpus.
22 Retirement Corpus Utilization Calculator Excel This Calculator shows the Graph and Cashflows table of Utilization of Retirement Corpus from Retirment Date to Life Expectancy. Very useful for Retiring and retired clients.
23 Revenue Required Per Client Calculator Excel Calculate approximate costs of  running your financial advisory practice. Then calculate how much should be average revenue per client. Contributed by Hemant Beniwal on NFP.
24 Risk Profiling Questionnaire and Calculator Excel Use this Excel tool to do risk profiling of clients. This comes with both a questionnaire and a calculating score with interpretation. Contributed by Anil Gulrajani on NFP.
25 SEBI Investment Advisor Regulations 2013 PDF Read the Original draft of SEBI Investment Advisor Regulations 2013. First step towards becoming a SEBI RIA.
26 SEBI RIA Filled Registration Form Sample PDF Go through this Sample of filled SEBI RIA Application Form. And use this as a guide while filling your own application form
27 SEBI RIA Framework and Checklist Excel A very comprehensive checklist of systems & processes to have to comply by SEBI RIA regulations. Useful for those who are considering to register or already a SEBI RIA.