Adviser Success Stories
The SIP champions
SIP Champions
Starting with championing the cause of SIPs in 2001, Vinod Jain and Rajesh Jha have since forayed into fund management by launching a PMS and an offshore India focused fund called Assetica India Equity Fund. Read More.
Business Development
8 tips to build a retail practice
Retail Practice
Always wanted to establish a retail business? Here are eight ways to lay the foundation for building a robust retail practice. Read More.
Practice Management
A powerful tool to build your business
IFAs today have a plethora of software to automate their processes and offer online transactions to clients but there was no software which could help advisers while prospecting. Keeping this in mind, Morningstar launched Adviser Workstation (AWS), a powerful tool which helps advisers make a case for investing in mutual funds and do much more. Read More.
Adviser Forums
IFAs bond and learn at Morningstar Adviser Forum in Chandigarh
Morningstar India held this year’s second Adviser Forum on February 15 in Chandigarh. Our experts shared how advisers can optimize their client's portfolio, select the right funds for clients and how to demonstrate their value through Morningstar Adviser Workstation (AWS). Read more.
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