Thursday, April 25, 2019

We address areas where Morningstar products can strengthen client relationships.

Join us in Delhi for a half day event

Morningstar Managed Portfolios are designed to offer advisers in India a holistic investing solution to help clients meet their financial goals.

Morningstar India launches Discretionary Managed Portfolios

Morningstar's director of investor education Karen Wallace discusses with Michael Kitces about the likeability of advisers by their clients.

Do you need to like your financial adviser?

Gorakhpur-based Ashish Agarwal of AR Wealth Advisory shares his success mantra.

Father-son duo from Gorakhpur are striking it big in mutual funds

A number of studies have shown that the advice advisers give does differ by gender.

Where might biases creep into investment advice?

Sometimes, you may need to help a client get through an urgent need to give them the space to appreciate the value of what you do.

Solve their current problem

The total SIP folios have increased from 2.11 crore in March 2018 to 2.62 crore in March 2019.

SIP inflows reach Rs 92,693 crore last fiscal

Healthy inflows in equity, ETFs and liquid funds helped the industry's asset base clock 8% growth last fiscal.

How the mutual fund industry fared last fiscal

Pure equity funds received Rs 9,014 crore as Sensex was up 8% in March.

Equity flows bounce back in March 2019

Shweta Jain, Founder, Investography, chats about her entrepreneurial journey and more.

'Social media is not merely for generating leads'

The revised guidelines came into effect from April 1, 2019.

AMFI issues uniform norms for tagging B30 transactions

SEBI has invited suggestions on SRO till April 21, 2019.

SEBI floats consultation paper on SRO for distributors and RIAs

The norms came into effect from April 1, 2019.

AMFI revises best practices circular on AUM transfer

A goals-based approach to financial planning can yield substantial results.

3 steps to helping your clients set financial goals

Here are five ways advisers are engaging with millennials.

How advisers are tapping millennials

You have ten seconds or less to engage a prospective client and establish credibility. Telling them your qualifications won't work.

What a hostage negotiator can tell you about introducing yourself to a new client

Asking for referrals can be tricky unless you adopt a right approach.

Should you ask for referrals?

Bengaluru-based adviser Santosh Joseph shares his team's success mantra.

'We crossed Rs 1 crore SIP book within 27 months'

Nagpur-based Registered Investment Adviser Swapnil Kendhe talks about his journey from LIC agent to becoming fee-only RIA.

LIC agent turned fee-only RIA

T. Srikanth Bhagavat, founder of Hexagon Wealth, talks about his journey in advisory.

'Barriers are in advisers mind and not in the market'

Schedule of Events

Date Event Name Location Register
26/04/2019 Morningstar Adviser Forum 2019 Delhi Register

Past Events

Date Event Name Location
05/02/2019 Morningstar Adviser Forum 2019 Cochin
30/01/2019 Morningstar Adviser Forum 2019 Rajkot
19/12/2018 Morningstar Adviser Forum 2018 Varanasi
27/11/2018 Morningstar Adviser Forum 2018 Coimbatore
10/07/2018 Morningstar Adviser Forum 2018 Kolkata
27/06/2018 Morningstar Adviser Forum 2018 Chennai
06/06/2018 Morningstar Adviser Forum 2018 Mumbai
24/05/2018 Morningstar Adviser Forum 2018 Jaipur
01/05/2018 Morningstar Adviser Forum 2018 Bangalore
10/04/2018 Morningstar Adviser Forum 2018 Delhi
20/03/2018 Morningstar Adviser Forum 2018 Pune
23/02/2018 Morningstar Adviser Forum 2018 Nashik
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
12/06/2017 Morningstar Adviser Forum 2017 Nagpur
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
08/12/2016 Morningstar Adviser Forum 2016 Ahmedabad
07/12/2016 Morningstar Adviser Forum 2016 Surat
24/11/2016 Morningstar Adviser Forum 2016 Nashik
31/08/2016 Morningstar Adviser Forum 2016 Hyderabad
30/08/2016 Morningstar Adviser Forum 2016 Bangalore
23/08/2016 Morningstar Adviser Forum 2016 Goa
11/08/2016 Morningstar Adviser Forum 2016 Mumbai
05/07/2016 Morningstar Adviser Forum 2016 Chennai
09/06/2016 Morningstar Adviser Forum 2016 Vadodara
11/05/2016 Morningstar Adviser Forum 2016 Pune
26/04/2016 Morningstar Adviser Forum 2016 Delhi

Adviser Newsletter Archive

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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Compare performance of your Mutual Funds new

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