Top Tweets for #CoFP
At the COFP Knowledge Session, practitioners explored how Gift City can unlock global investment and advisory opportunities, alongside practical frameworks for stronger HNI client relationships.
Insights from Mr. Abhin Shah and Mr. Senthil K.
#COFP #GiftCity #GlobalAdvisory
Great portfolios aren't defined by returns alone—they're built to deliver resilience, simplicity, peace of mind, and help clients stay invested through changing markets. A key takeaway from the Portfolio Design session at #COFPAnnualRetreat2026.
#COFP #FinancialPlanning
Scaling an advisory practice isn't just about acquiring more clients—it's about building the right team, culture, and systems. A key takeaway from the Team Building & Practice Scalability session at #COFPAnnualRetreat2026.
#COFP #PracticeManagement #Leadership
#COFPAnnualRetreat2026 featured the PIP on Product Selection & Product Architecture. The key takeaway: product selection isn't where financial planning begins—it's the outcome of a disciplined process focused on client goals, risk, and thoughtful advice. #FinancialPlanning #COFP
What an incredible 3 days! Thank you to our delegates, event supporters, knowledge partner, community partners, speakers, panellists, mentors and volunteers for making the #COFPAnnualRetreat2026 a memorable success. We couldn’t have done it without you.
#COFP #FinancialPlanning
Influence isn't about authority—it's about trust, credibility, and relationships. At #COFPAnnualRetreat2026, Akash Narendra and Asim Siddiqui of NavGati led an engaging workshop on ethical influence, stakeholder mapping, and effective communication.
#COFP #Leadership
A new chapter for learning at #COFPAnnualRetreat2026. Former President A. Suresh and Deepak Iyengar launched the COFP Learning Management System, a platform for learning resources, expert sessions, webinars, and member engagement.
#COFP #FinancialPlanning
Cross-border financial planning is rarely straightforward.
At the #COFPAnnualRetreat2026, Lovaii Navlakhi’s interactive India–US case study explored tax, estate planning, investments, inheritance, compliance, and the value of planning early.
#COFP #CrossBorderPlanning
At #COFPAnnualRetreat2026, Dr. Kotresh Patil and the Academy of Experiential Learning engaged 130+ financial professionals through fun, hands-on games that built leadership, teamwork, trust, and communication.
#COFP #FinancialPlanning #Leadership #ExperientialLearning
The #COFPAnnualRetreat2026 is underway!
COFP President Avneet Arora opened the event, highlighting the power of community.
Mentee stories showcased how mentorship strengthens financial planning practices.
#COFP #FinancialPlanning
The countdown begins!
From 9–11 July, the #COFPAnnualRetreat2026 brings financial professionals together for three days of learning, insights, networking, and collaboration. Registrations are now closed, and we're excited to welcome a full house!
#COFP #FinancialAdvisors #AI
We’re delighted to announce Shyam Srinivasan as a speaker at the COFP Annual Retreat 2026.
We’re also excited to share that the COFP Annual Retreat 2026 is now fully booked!
We look forward to welcoming our members for many engaging sessions!
#COFP #COFPAnnualRetreat2026
COFP Monthly Meet (10 Jun 2026):
Strong opportunities in India’s broader equity markets and a reminder that successful advisory practices are built on trust, discipline, and consistent value creation.
#COFP #FinancialPlanning #IndianEquities #WealthManagement
The #COFPAnnualRetreat2026 is back with a more hands-on and interactive experience focused on practice management, implementation, and real-world insights for financial planning professionals.
Plus, earn 5 CPD points recognized by #FPSBIndia.
#COFP #FinancialPlanning #CFP #CPD
COFP Monthly Meet -May 2026
Discussions covered the growing importance of global diversification, AI’s impact on global markets, and why disciplined selling, risk management, and position sizing are critical for long-term investing success.
#COFP #GlobalInvesting #Investment
At the COFP Women’s Day initiative on 11 March, Deepesh Mehta led “Housie Quizy Prizey,” a fun housie-style quiz on mutual funds and personal finance.
An engaging way to build financial literacy through participation.
#COFP #WomensDay #FinancialLiteracy
At a COFP session, Amisha Sethi of Financial Planning Standards Board India spoke on “The Power of 6 Fs: The New Woman’s Code.”
From financial empowerment to fearless ambition, the session highlighted how modern women define their own paths.
#COFP #WomenInFinance #WomenLeadership
At the COFP Monthly Meet on 11 Mar, Anita Reddy spoke on The Architecture of Resilience — why small daily rituals beat motivation, growth lives at the edge of discomfort, and “not yet” is more powerful than “I can’t.”
Part of COFP’s Women’s Day initiative.
#COFP #WomenEmpowerment
At the COFP Monthly Meet on 11 Mar, Sharmila D Mello spoke on Top-Down Investing, exploring global macro trends, business cycles, sectors, and stocks.
Part of COFP’s Women’s Day initiative featuring leading women from the finance industry.
#COFP #WomenInFinance #InvestingInsights
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