Join us for a half day event in Vadodara and Surat

We address areas where Morningstar products can strengthen client relationships.
By Morningstar Analysts |  08-11-17 | 
 

Morningstar India hosts complimentary events across the country to help financial advisers prepare their businesses for success in today's environment. In 2016, we hosted adviser forums in Ahmedabad, Bengaluru, Chennai, Pune, Goa, Hyderabad, Nashik, Surat, Vadodara and Kolkata. The next event will be held in Vadodara and Surat on November 16 and November 17 respectively.

We address areas where Morningstar products can strengthen client relationships. The content is aimed at empowering you with the key operating principles of portfolio construction and portfolio monitoring.

Morningstar’s experts will show you how to create, analyse and track customized client portfolios using Morningstar® Advisor Workstation. In just a few simple steps, you can create a well-allocated portfolio, produce a comprehensive array of compelling reports that demonstrate the strength of your investment selections, and compare an investment strategy with a prospective client’s existing portfolio, amongst other things.

We will also talk about the most optimal way to construct a sensible asset allocation model that meets a client’s investment objectives. Your clients tend to hold multiple assets, but rarely, if at all, are they held in an optimal fashion in a single portfolio. To help you provide the best solutions to clients, Morningstar Investment Adviser India offers a range of model portfolios which are built for the long term, with a keen eye on risk and asset allocation, and created to help meet your clients' need at each stage of their life. The construction process is based on more than 30 years of ground-breaking research on long-term strategic asset allocation. We examine the challenges of meeting client risk and return objectives and tell you why portfolios are designed to be the foundation of your clients' investing experience.

Besides, our senior analyst will illustrate how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them make the right portfolio decisions.

Registration is free. CFP certificants attending these events can expand their expertise while earning 2 Continuous Education (CE) points.

Do join us in Gujarat on the following days:

Vadodara

When: November 16, 2017

Time: 3:30 pm – 7:00 pm

Venue: Welcom Hotel, R. C. Dutt Road, Alkapuri, Vadodara

 Register here.

Surat

When: November 17, 2017

Time: 3 pm – 6.30 pm

Venue: The Gateway Hotel Athawalines, Ambika Niketan, Surat Dumas Road, Surat.

Register here.

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