The wealth management industry is at a point where regulatory and disruptive technological forces are rewriting the rules of the game. Succeeding in this environment requires advisers to exceed client expectations by adapting to change.
India Markets Observer 2018 brings together experts who discuss these challenges, the likely changes and expansions moving forward, and the immense opportunities abounding.
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Investing Insights
Some of the best professionals in the industry share their views on smart investing strategies and how to build wealth.
- Anand Radhakrishnan, Chief Investment Officer, Franklin Equity, Franklin Templeton Investments – India
- Ankit Jain, Fund Manager, Mirae Asset Mutual Fund
- Anuradha Rao, Managing Director and Chief Executive Officer, SBI Mutual Fund
- Bekxy Kuriakose, Head – Fixed Income, Principal Pnb AMC
- Kalpen Parekh, President, DSP BlackRock Mutual Fund
- Neelesh Surana,CIO – Equities, Mirae Asset Mutual Fund
- Neil Parikh, Chairman and Chief Executive Officer, PPFAS Mutual Fund
- Rajnish Narula, Chief Executive Officer, Canara Robeco Mutual Fund
- Ritesh Jain, Chief Investment Officer, BNP Paribas Asset Management India Pvt Ltd
- Russel Kinnel, Director, Mutual Fund Research, Morningstar
- Tushar Pradhan, Chief Investment Officer, HSBC Global Asset Management India
Fund Insights
This section has updated analysis of funds reviewed by Morningstar’s analysts. We also advise you on how to use Morningstar’s ratings to ensure that your fund selection is apt.
Advisory Insights
This section is primarily aimed at the financial adviser. A very key focus is on the use of technology and how it can enhance the adviser’s offering. The contributors are:
- Himanshu Vyapak, Deputy CEO, Reliance Nippon Life Asset Management Ltd
- Julie Littlechild, Speaker, Writer and Founder, AbsoluteEngagement.com
- Michael Leung, Behavioral Associate, Morningstar
- Sanjay Sapre, President, Franklin Templeton Investments – India
- Sarah Newcomb, Behavioural Economist, Morningstar
- Stephen Wershing, President, The Client Driven Practice
- Susan Bradley, Founder, The Sudden Money Institute
- Steve Wendel, Head of Behavioral Science, Morningstar
All in all, India Markets Observer 2018 promises to be an interesting read.
