Tuesday, March 28, 2023

Improving client engagement is key to establishing yourself as an astute financial adviser.

Trust is a financial adviser's most important asset.

Knowing the mindset of potential clients is extremely crucial. These questions will help figure out if the relationship will be a good fit.

The perception around money is fascinating. And advisers should never downplay the emotional element of money.

Is it true that there is so much passive indexing that the market is getting more inefficient?

Managing money is easy. Managing clients is hard.

Just being a professional will earn you plenty of referrals without asking clients.

Techie turned mutual fund distributor Saroj Kumar Mishra is going strength to strength.

Apurva Singhi, Founder of Siddhanam Capital, on how he is catering to the evolving goals of high-net-worth individuals.

After acquiring over 5,000 sub-broking clients, Haresh Shah made foray in mutual funds and now has SIP book of Rs 1 crore.

Ravi Shankar Agarwal of Swaraj Shares and Securities says that advisers can add alpha by handholding investors during bad times.

How four ex-bankers are catering to the changing aspirations of high-net-worth individuals.

Hemant Dighe entered the mutual fund industry way back in 1990s.

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.

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Schedule of Events/Webinars

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
16/03/2023 Morningstar Adviser Forum 2023, Mumbai On-ground at 03:30 PM IST
04/03/2023 Morningstar Investors Summit 2023 Online at 10:00 AM IST
29/11/2022 Morningstar Advisor Forum, Hyderabad On-ground at 02:00 PM IST
17/11/2022 Morningstar Advisor Forum, Nashik On-ground at 03:00 PM IST
21/09/2022 Morningstar Investment Conference 2022 - 20th & 21st Sept Hotel Sahara Star, Mumbai
14/07/2022 Morningstar Advisor Forum, Ahmedabad On-ground at 3:00 PM IST
13/07/2022 Morningstar Advisor Forum, Vadodara On-ground at 3:30 PM IST
29/06/2022 Morningstar Advisor Forum, Mumbai On-ground at 2:30 PM IST
09/06/2022 Morningstar Advisor Forum, Chennai On-ground at 2:00 PM IST
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


How Bhavesh Khetan built Rs 250 crore MF assets in Nagpur


How I transitioned from MFD to RIA


How to build and retain a great team


What fee model should advisers adopt


How to ace online meetings


Market turmoil is an opportunity to assess your own practice


Consolidation is key for IFAs seeking efficiencies of scale


Writing has helped me build my practice


Advisers are not facing competition from robos


6 top traits of successful financial advisers


Equity flows drop 78% in November 2019


3 IIT batchmates who disrupted the Indian MF distribution


India will have 1,186 millionaires by 2024


Knowledgeable investors trust advisers the most


Adviser Survey: What clients value from their adviser


What advisers like about Morningstar Investment Conference


Share your success mantra with Morningstar


Credit risk funds continue to see outflows in May


Will ESG find acceptance among Indian investors?


SEBI floats consultation paper on SRO for distributors and RIAs


Morningstar India launches Discretionary Managed Portfolios


Blogging is a great way to acquire clients


Women should take charge of their finances


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


I aim to buy my Rolls Royce before I turn 50


My business grew after SEBI came up with direct plans


How advisers can use Google Analytics


The uncomfortable truth about success


What your clients told me about your website


Why stock brokers should get into mutual fund advisory


11 tips to master LinkedIn


Now, execute transactions through Morningstar Advisor Workstation


21 must-have tools for IFAs to boost productivity


Advisers wear the coaching hat


How advisers should deal with media


How to deal with sudden money


Why should financial advisers care about our body language?


Does removal of additional commission impact IFAs?


Fintech: revolutionizing wealth management


New distributors flocking to mutual funds


Why do clients break up with their adviser?


6 steps to create a better strategic plan


What benchmarks do you use for success?


Love for numbers


College dropout Shailesh strikes gold in MF advisory


Turning adversity into success


Understanding client anxiety during market swings


Why Vivek is moving to fee-only advisory


How advisers Vinod & Rajesh built 600 crore AUM in MFs


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


How WhatsApp is helping advisers bond


4 success mantras from Nilesh Shah of Kotak MF for advisers


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