FP Study Circle is a Mumbai based closed group of professionals, who are connected with  financial advisory businesses, with an inclination towards financial planning

The Study Circle has been in existence for the last 6+ years, and is a small, yet self-sustaining community of members who can contribute to each other’s work by building robust & ethical practices, and providing thought leadership to the community. We currently have more than 65 members, including many leading lights from the fraternity.

The FP Study Circle Committee organizes monthly meetings every 2nd Thursday for its members, where we have both, internal and external speakers sharing their views, thoughts, and best practices for members to learn, discuss and apply to their practice.

Our members are primarily financial planners, advisors and personal finance professionals who believe in and practice the philosophy of keeping the clients’ interest first. Some of our members are accomplished authors and some are active in print, online, digital, audio and television media around the year. We meet once a month, on the 2nd Thursday of every month, physically, at Indian Merchants’ Chamber, Churchgate, Mumbai with one purpose - 'Enriching Knowledge Together'.

Below are the kinds of sessions we conduct:

1
Knowledge Sharing
2
Business growth & enhancement
3
Use of technology & tools
4
Areas of the members’ expertise
We encourage each member to deliver at least one session during any of the meetings, in the year.
As mentioned earlier, we conduct our meetings at IMC in Mumbai. However, considering the lockdown, we are conducting our monthly meetings online.However, this is primarily a group that believes in meeting physically. The online sessions are add-on sessions.
Apart from these monthly meetings, we also conduct various other activities:

Monthly Meetings

Covid-19 threw all our plans for 2020 out of the window, but at FP Study Circle, we were quick to improvise and switched to virtual sessions that our members enjoyed thoroughly. We have been able to get on board a bigger range of amazing speakers due to this and our learnings have only increased at great speed during this time.

Special Sessions

For the Financial Year 2020 -2021, we also intend to conduct separate Ad-hoc online sessions which are separate from the monthly meets we conduct.

Today’s Read

Twice a week, under an initiative called “Today’s read”, we share articles and blogs written by various national or international experts. Under this initiative, we also share articles written by our group members.

Off-site Meeting

We aim to conduct one or two off-site meetings, where the members travel to a destination closer to Mumbai. Various business and fun sessions are conducted there over a period of two days.

Recreational Activities

We also conduct a recreational activity in order to increase the bonding among the members of the group.

"Find A Group Of People Who Challenge And Inspire You, Spend A Lot Of Time With Them, And It Will Change You Life Forever"
- Amy Poehler