Thursday, October 24, 2019

India currently has 759 millionaires which is projected to grow by 56% to 1,186 in 2024, shows Credit Suisse Global Wealth Report 2019.

India will have 1,186 millionaires by 2024

Divya has achieved five Million Dollar Round Table (MDRTs), one Court of the Table (COT) and four Top of Table (TOTs) since 2008.

From homemaker to an internationally acclaimed insurance adviser

Of Rs 8,263 crore collected through SIPs in September 2019, inflows from regular plans SIPs stood at Rs 7,147 crore.

86% of SIP inflows came via distributors in September 2019

What hinders advisers from reaching these business goals?

What advisers want to achieve

In September 2019, 31.62% of new ARN registrations were from Maharashtra, followed by Tamil Nadu (11.45%), Gujarat (8.16%) and Uttar Pradesh at 5.85%.

Maharashtra dominates in new distributor enrollment

Here are six ways to help you drive traffic to your website.

How to attract traffic to your website

Redemptions from equity funds increased from Rs 7,750 crore in August 2019 to Rs 9,444 crore in September 2019.

Equity inflows drop in September

Ever been frustrated because a client didn't do what they should? Maybe it's the "should" that's the problem.

Don't should all over your clients

Gaurav Rastogi, CEO, Kuvera, on how they are riding the digital wave in the mutual fund industry.

'Only a handful of robo advisers have been able to scale up'

Association of Registered Investment Advisers (ARIA) will work towards growing the RIA community by mentoring new aspirants and transitioning mutual fund distributors.

A common voice for RIAs

Millennials who are familiar with investing are more than 2X as likely to have an adviser than their less knowledgeable peers, finds an Investopedia survey.

Knowledgeable investors trust advisers the most

Prashanth Prabhu of 29k Investment Advisers talks about how they are trying to differentiate.

'Advisers need to broaden their expertise'

How do you decide who to give special treatment to? Who to pay special attention to? Who are your best clients?

How do you define your best client

Bengaluru-based RIA Ratnasri Karra, founder of Her-Mony, talks about her journey in advisory.

Advisers should achieve their own financial goals before coaching others

Ask for feedback on the things you are willing to change and avoid those areas you won't.

Don't ask for feedback if you're not willing to change

Prateek Jain has created a new record of 113 SIP logins in a single day in Guwahati.

A Chartered Accountant, musician and an adviser

Rishiraj Maheshwari of Rich Wealth believes that advisers need to focus on their core competencies.

Why this adviser is gung-ho about outsourcing investment management

Morningstar Advisor Workstation can take your practice to the next level.

5 tools to add value to client's portfolio

SEBI-registered Investment Adviser Indresh Malik on how life planning has helped his clients.

'Life planning helps shift focus from returns to life'

Suresh Sadagopan of Ladder 7 Financial Advisories on why adviser alpha is irrelevant for an advised client.

Is adviser alpha dead?

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
01/08/2019 Morningstar Adviser Forum 2019 Hyderabad
04/07/2019 Morningstar Adviser Forum 2019 Ahmedabad
03/07/2019 Morningstar Adviser Forum 2019 Vadodara
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

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

Do an Instant X-Ray of your holdings new

Compare performance of your Mutual Funds new

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