Monday, May 23, 2022

How Hitesh Jain built a successful sub-broking distribution model in Kolkata.

Ritesh Tibrewal shares his learnings as a long-time participant of equity markets.

Read on to find out how this Mumbai-based MFD is using research to differentiate himself.

The correction provided an opportunity for investors to enter the equity market.

Rajat Dhar of Finogent Advisory talks about the evolving goals of high-net-worth individuals.

How adopting Life Value Financial Planning (LVFP) approach has helped Vikas Sharma's clients find the real purpose of money.

Kavita Narsimhan shares her journey in financial advisory and how she is empowering women investors.

Alok Maheshwari realized that he needs to focus on liquidity and wealth creation for his clients.

Nirav Panchmatia of AUM Financials lives and breathes Buffett's investing philosophy.

It has received a funding of Rs 2.6 crore from 99 advisers/MFDs to build this platform.

How this husband-wife duo is reaching out to first-time MF investors in Kerala.

Anup Bhaiya has built assets under advisory of Rs 2,500 crore across products.

Delhi-based MFD Sanjay Durgan of AbunDanze shares his learnings and journey.

Madhav Kumar L. R., founder, InvestCart.in, talks about the benefits of opting for Morningstar Managed Portfolios.

Import client's consolidated account statement directly into AWS in a few seconds.

It can give you more time for client-facing activities and help your business.

How these MFDs/advisers are adding value to their client portfolios.

Outsourcing investment management is cost-effective and frees up bandwidth for advisers.

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Schedule of Events/Webinars

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
13/05/2022 Family Office: Changing Investment Approaches Online at 4 PM
12/05/2022 Morningstar Advisor Forum, Bangalore On-ground at 2:30 PM
05/04/2022 Morningstar Advisor Forum, Surat On-ground
21/03/2022 Rewarding Excellence in Fund Management | Morningstar India Awards, 2022 Online at 12:00 PM IST
15/03/2022 Riding Volatility Through Asset Allocation Online at 4:00 PM IST
11/03/2022 Morningstar Advisor Forum, Delhi On-ground at 2:30 PM IST
22/02/2022 Morningstar Advisor Forum, Pune On-ground at 2:30 PM IST
16/02/2022 Leveraging Factor Investing in your portfolio to generate alpha Online at 4:00 PM IST
02/12/2021 Building a sound portfolio Online at 4:00 PM IST
28/10/2021 Morningstar Investment Conference 2021 - 28th & 29th Oct Online at 10:00 AM IST
14/10/2021 Secrets of Practice Management Success Online at 04:00 PM IST
23/09/2021 Making the Transition from Managing Assets to Managing Wealth Online at 04:00 PM IST
09/09/2021 Enhance your research capability through Morningstar Advisor Workstation Online at 04:00 PM IST
04/09/2021 Vivek Rege on how to build a niche practice Online at 4:00 p.m.
25/08/2021 Morningstar Webinar: Sustainable Investing Online at 3:30 PM IST
10/08/2021 Post Pandemic Recovery: How to Capitalize Online at 04:00 PM IST
29/07/2021 Equity Investment Framework and a Behavioral Edge Online at 4:00 PM IST
15/07/2021 Building a 100% fee only practice in India Online at 4:00 PM IST
05/07/2021 Thriving in an era of disruption Online at 4:00 p.m.
18/06/2021 Morningstar ESG Conclave 2021 Online at 3:30 PM IST
28/05/2021 Scaling up your practice Online at 4:00 p.m.
02/05/2021 Markets Observer: Q4-2020 and Managed Portfolios Positioning Online at 4:00 p.m.
23/04/2021 Webinar-Power of collaboration: Amit Bivalkar and Dhruv Mehta on why they joined hands Online at 4:00 p.m.
18/03/2021 Rewarding Excellence in Fund Management | Morningstar India Awards, 2021 Online at 12:00 p.m.
08/03/2021 Markets Observer Q2-2021 and Managed Portfolios Positioning Online at 4:00 PM IST
03/03/2021 How to nudge clients to save for retirement with Vishal Dhawan Online at 4:00 p.m.
18/02/2021 Role of Regulations in shaping the Industry Online at 4:00 p.m.
21/01/2021 Webinar: Fund Disclosures - Bedrock to efficient fund selection and portfolio construction Online at 4:00 p.m.
26/10/2020 Webinar: Markets Observer Q3-2020 and Managed Portfolios Positioning Online at 4:00 p.m.
18/09/2020 Webinar on Traversing through turbulent market environment with Rajeev Thakkar, CIO, PPFAS Mutual Fund Online at 4:00 p.m.
06/09/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors (Part 2) Online
04/09/2020 Webinar: Investing in Turbulent Times - Building a Resilient Portfolio Online
27/08/2020 Beyond Greed & Fear: How stories shape our responses to market volatility - Sarah Newcomb, Director of Behavioral Science, Morningstar, Inc. Online at 5:30 p.m.
05/08/2020 Markets Observer - April 2020 and Managed Portfolios Positioning Online
24/07/2020 Webinar on Portfolio Planning in a Post-Pandemic World with Christine Benz, Director of Personal Finance, Morningstar Inc. Online
17/07/2020 Webinar: Markets Observer Q2-2020 and Managed Portfolios Positioning Online
07/07/2020 Webinar on Fears of a Second Downturn-Latest Developments with Daniel Needham, President and Global Chief Investment Officer, Morningstar Investment Management Online
25/06/2020 What will it take to kickstart the Indian economy? Find out in this interactive webinar Online
22/05/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors Online
20/05/2020 Understanding Equity Investment Frameworks and Market Outlook Online
30/04/2020 Webinar : Evaluating Funds Through Morningstar's Qualitative Lens Online
17/04/2020 Webinar : Lowering Risk Through ESG Indexing Online
13/04/2020 Webinar : Staying the course versus Timing the market Online
26/03/2020 Rewarding Excellence in Fund Management Online
11/03/2020 Morningstar Investment Conference 2020 - 3rd & 4th Nov Online
07/03/2020 Webinar on Fixed Income Investing – Challenges and Opportunities with Suyash Choudhary, Head - Fixed Income at IDFC Mutual Fund Online
04/03/2020 Webinar: Deciphering Fund Manager Styles Online
25/02/2020 Morningstar Adviser Forum 2020 Surat
19/02/2020 Morningstar Adviser Forum 2020 Bangalore
16/01/2020 Morningstar Adviser Forum 2020 Mumbai
17/12/2019 Morningstar Adviser Forum 2019 Chennai
26/11/2019 Morningstar Adviser Forum 2019 Pune
13/06/2019 Morningstar Adviser Forum 2019 Jaipur
30/05/2019 Morningstar Adviser Forum 2019 Mumbai
16/05/2019 Morningstar Adviser Forum 2019 Bangalore
02/05/2019 Morningstar Adviser Forum 2019 Cochin
26/04/2019 Morningstar Adviser Forum 2019 Delhi
07/04/2019 Morningstar Adviser Forum 2019 Ahmedabad
07/03/2019 Morningstar Adviser Forum 2019 Vadodara
30/01/2019 Morningstar Adviser Forum 2019 Rajkot
08/01/2019 Morningstar Adviser Forum 2019 Hyderabad
19/12/2018 Morningstar Adviser Forum 2018 Varanasi
27/11/2018 Morningstar Adviser Forum 2018 Coimbatore
07/10/2018 Morningstar Adviser Forum 2018 Kolkata
04/10/2018 Morningstar Adviser Forum 2018 Delhi
27/06/2018 Morningstar Adviser Forum 2018 Chennai
06/06/2018 Morningstar Adviser Forum 2018 Mumbai
24/05/2018 Morningstar Adviser Forum 2018 Jaipur
20/03/2018 Morningstar Adviser Forum 2018 Pune
23/02/2018 Morningstar Adviser Forum 2018 Nashik
05/01/2018 Morningstar Adviser Forum 2018 Bangalore
06/12/2017 Morningstar Adviser Forum 2017 Nagpur
28/11/2017 Morningstar Adviser Forum 2017 Ahmedabad
17/11/2017 Morningstar Adviser Forum 2017 Surat
16/11/2017 Morningstar Adviser Forum 2017 Vadodara
23/08/2017 Morningstar Adviser Forum 2017 Navi-Mumbai
19/08/2017 Morningstar Adviser Forum 2017 Hyderabad
19/07/2017 Morningstar Adviser Forum 2017 Bhopal
18/07/2017 Morningstar Adviser Forum 2017 Indore
20/06/2017 Morningstar Adviser Forum 2017 Mumbai
24/05/2017 Morningstar Adviser Forum 2017 Chennai
23/05/2017 Morningstar Adviser Forum 2017 Bangalore
27/04/2017 Morningstar Adviser Forum 2017 Pune
18/04/2017 Morningstar Adviser Forum 2017 Delhi
22/03/2017 Morningstar Adviser Forum 2017 Lucknow
21/03/2017 Morningstar Adviser Forum 2017 Kanpur
15/02/2017 Morningstar Adviser Forum 2017 Chandigarh
18/01/2017 Morningstar Adviser Forum 2017 Jaipur
14/12/2016 Morningstar Adviser Forum 2016 Kolkata
24/11/2016 Morningstar Adviser Forum 2016 Nashik
08/11/2016 Morningstar Adviser Forum 2016 Mumbai
05/11/2016 Morningstar Adviser Forum 2016 Pune
06/09/2016 Morningstar Adviser Forum 2016 Vadodara
31/08/2016 Morningstar Adviser Forum 2016 Hyderabad
30/08/2016 Morningstar Adviser Forum 2016 Bangalore
23/08/2016 Morningstar Adviser Forum 2016 Goa
12/08/2016 Morningstar Adviser Forum 2016 Ahmedabad
12/07/2016 Morningstar Adviser Forum 2016 Surat
07/05/2016 Morningstar Adviser Forum 2016 Chennai
26/04/2016 Morningstar Adviser Forum 2016 Delhi

Adviser Newsletter Archive

Demystifying investment adviser regulation

23/09/2020

How Bhavesh Khetan built Rs 250 crore MF assets in Nagpur

09/09/2020

How I transitioned from MFD to RIA

26/07/2020

How to build and retain a great team

05/08/2020

What fee model should advisers adopt

01/07/2020

How to ace online meetings

08/04/2020

Market turmoil is an opportunity to assess your own practice

02/04/2020

Consolidation is key for IFAs seeking efficiencies of scale

26/02/2020

Writing has helped me build my practice

17/02/2020

Advisers are not facing competition from robos

03/02/2020

6 top traits of successful financial advisers

08/01/2020

Equity flows drop 78% in November 2019

24/12/2019

3 IIT batchmates who disrupted the Indian MF distribution

18/12/2019

India will have 1,186 millionaires by 2024

04/12/2019

Knowledgeable investors trust advisers the most

28/11/2019

Adviser Survey: What clients value from their adviser

28/08/2019

What advisers like about Morningstar Investment Conference

21/08/2019

Share your success mantra with Morningstar

31/07/2019

Credit risk funds continue to see outflows in May

17/06/2019

Will ESG find acceptance among Indian investors?

29/05/2019

SEBI floats consultation paper on SRO for distributors and RIAs

09/04/2019

Morningstar India launches Discretionary Managed Portfolios

15/04/2019

Blogging is a great way to acquire clients

06/03/2019

Women should take charge of their finances

20/03/2019

I want IFAs to get a positive energy when they meet me

10/10/2018

I aim to buy my Rolls Royce before I turn 50

27/09/2018

My business grew after SEBI came up with direct plans

12/09/2018

How advisers can use Google Analytics

24/08/2018

The uncomfortable truth about success

14/08/2018

What your clients told me about your website

25/07/2018

Why stock brokers should get into mutual fund advisory

18/07/2018

11 tips to master LinkedIn

04/07/2018

Now, execute transactions through Morningstar Advisor Workstation

25/04/2018

21 must-have tools for IFAs to boost productivity

04/04/2018

Advisers wear the coaching hat

21/03/2018

How advisers should deal with media

14/03/2018

How to deal with sudden money

07/03/2018

Why should financial advisers care about our body language?

21/02/2018

Does removal of additional commission impact IFAs?

06/02/2018

Fintech: revolutionizing wealth management

09/01/2018

New distributors flocking to mutual funds

22/08/2017

Why do clients break up with their adviser?

22/08/2017

6 steps to create a better strategic plan

01/08/2017

What benchmarks do you use for success?

03/07/2017

Love for numbers

19/06/2017

College dropout Shailesh strikes gold in MF advisory

06/06/2017

Turning adversity into success

10/05/2017

Understanding client anxiety during market swings

25/04/2017

Why Vivek is moving to fee-only advisory

22/05/2017

How advisers Vinod & Rajesh built 600 crore AUM in MFs

22/02/2017

Skeptics had written us off, today we advise Rs 10,000 crore AUA

07/03/2017

How WhatsApp is helping advisers bond

20/03/2017

4 success mantras from Nilesh Shah of Kotak MF for advisers

10/04/2017

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