Thursday, July 2, 2020

Rajesh Sodhani shares some useful tips for IFAs on the importance of having a team.

How to build and retain a great team

Read on to find out from Abhimanyu Sharma on what it takes to build a practice catering to HNIs.

How this adviser wins the trust of high net worth clients

Focus on research driven advice, build your brand and be in touch with clients.

Build a robust practice post this pandemic

During these times, it is important for advisers to be in touch with clients and communicate proactively.

5 tips to communicate effectively with clients

Getting to know your client in advance helps in fostering a long-term relationship.

Questions you should ask prospects

Around 87% of investors with an adviser say that they have a fair opportunity to profit by investing, finds a CFA study.

Retail investors trust humans more than robos

Viral Bhatt of Money Mantra shares some useful tools for advisers to help manage their day-to-day work smoothly.

6 tools to improve your productivity

How best to bill advisory clients has been, and continues to be, a controversial topic-for good reason.

What fee model should advisers adopt

Create valuable content specific to what is happening now.

Times are different - do you need to pivot your message?

Referrals remain the easiest way of acquiring clients for many advisers.

The most effective marketing tool for advisers

A look at the flows in various categories of funds year-to-date as on April 2020.

India domestic fund flows 2020

Rajasthan-based adviser Rajesh Sodhani shares his success mantra.

How Rajesh Sodhani built Rs 140 crore MF assets in 6 years

A team can help you focus your energy in building your business.

How advisers gain by having a team

Siliguri-based adviser Prabin Agarwal manages assets worth Rs 150 crore in mutual funds.

This adviser spends 20% of his revenue on advertisements

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Schedule of Events/Webinars

Date Event Name Location Register
03/07/2020 Webinar on Fixed Income Investing – Challenges and Opportunities with Suyash Choudhary, Head - Fixed Income at IDFC Mutual Fund Online at 4:00 p.m. Register

Past Events

Date Event Name Location
25/06/2020 What will it take to kickstart the Indian economy? Find out in this interactive webinar Online
09/06/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors (Part 2) 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
08/05/2020 Markets Observer - April 2020 and Managed Portfolios Positioning 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
09/04/2020 Webinar: Investing in Turbulent Times - Building a Resilient Portfolio Online
03/04/2020 Webinar: Deciphering Fund Manager Styles Online
26/03/2020 Rewarding Excellence in Fund Management 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
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

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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Compare performance of your Mutual Funds new

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