Wednesday, June 26, 2019

There are three basic levels of feedback you can gather: surveys, interviews, and groups or boards.

The problem with individual feedback

The content is aimed at empowering you with the key operating principles of portfolio construction and portfolio monitoring.

Join us in Vadodara and Ahmedabad for a half day event

Advisers are asking clients to shift to low risk schemes like liquid and money market funds.

How advisers are handling the debt fund crisis

Here's what investors value most when selecting a financial adviser.

Do advisers know what clients want?

We present some key areas in distribution that should be focused upon to maintain the momentum.

Strengthening distribution to maintain the momentum

In four years, the husband wife duo have built assets under advisory of close to Rs 300 crore across 500 clients.

How this Indore-based adviser built Rs 300 crore assets

Take your practice to the next level by using these five features of Morningstar Advisor Workstation.

5 tools to add value to client's portfolio

Shirish Patel, CEO, Prudent Corporate, chats with Morningstar about his company's journey in mutual fund industry.

How Prudent became the second largest mutual fund B2B platform

Amit Trivedi shares how the advice given to clients for their investments apply to an IFA's own business.

Lessons for the IFA from the advice given to clients

Do advisers have a financial plan in place for themselves?

Do advisers practice what they preach?

If you're contemplating making the switch to using professional portfolio management services, consider these factors before you take the first steps.

Preparing your practice for portfolio management services

Here are six ways financial advisers can create a good website.

6 ways to create a great website

Outsourcing portfolio management can help you spend more time with clients, build stronger relationships and increase your assets under management.

5 ways portfolio outsourcing can grow your practice

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

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
13/06/2019 Morningstar Adviser Forum 2019 Jaipur
30/05/2019 Morningstar Adviser Forum 2019 Mumbai
16/05/2019 Morningstar Adviser Forum 2019 Bangalore
26/04/2019 Morningstar Adviser Forum 2019 Delhi
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

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

Do an Instant X-Ray of your holdings new

Compare performance of your Mutual Funds new

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