INTERVIEW
'Writing has helped me build my practice'
SIP Champions
Dev Ashish, SEBI Registered Investment Adviser and Founder, Stable Investor, talks about his decision to become an RIA and how writing articles on personal finances has helped him convert clients. Dev has authored more than 500 articles on his website StableInvestor.com.
BUSINESS DEVELOPMENT
'Choose what you want to be - UBER or Black & Yellow Taxi'
Retail Practice
At the Network FP Conference held in Mumbai, Nilesh Shah, Managing Director, Kotak Mutual Fund, talked about why Independent Financial Advisers (IFAs) are losing market share in mutual fund industry and what they can do to participate in the growth of the industry.
How conversation triggers increase referrals
Retail Practice
Referral opportunities happen in the moment, as part of a conversation about real issues and challenges.
8 ways to help clients achieve their financial goals
Retail Practice
Jimmy Patel, MD and CEO, Quantum Mutual Fund, on how advisers can help clients stick to their financial goals.
Testimonials
Performance
TREND
New IFA ARN registrations drop by 55%
Retail Practice
New Independent Financial Advisers (IFA) ARN registrations have dropped by 55% from 14,311 during April-December 2018 to 6,431 in April-December 2019.
©2020 Morningstar. All Rights Reserved. The Morningstar name and logo are registered marks of Morningstar, Inc. The information, data, analyses and opinions contained herein ("Information"): (1) include the confidential and proprietary information of Morningstar Inc. and/or Morningstar Investment Adviser India Private Limited; (2) may not be copied, redistributed or used, by any means, in whole or in part, without prior, written consent of Morningstar; (3) are not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources. The Information or any part thereof may not be construed as an offer to buy or sell any particular security or any other financial instrument. Morningstar Investment Adviser India Private Limited, its affiliates, and its officers, directors and employees are not liable/do not take any responsibility for any trading decisions/damages/other losses related to the Information or its use. Morningstar Investment Adviser India Private Limited is registered with SEBI (Registration no. INA000001357) and provides investment advice and research. Morningstar Investment Adviser India Private Limited has not been the subject of any disciplinary action by SEBI or any other legal/regulatory body. Morningstar Investment Adviser India Private Limited is a wholly owned subsidiary of Morningstar Investment Management LLC, which is a part of the Morningstar Investment Management group of Morningstar, Inc. In India, Morningstar Investment Adviser India Private Limited has only one associate, Morningstar India Private Limited, which provides data related services, financial data analysis, and software development. For disclaimers on any articles on the research or investment advice provided by Morningstar Investment Adviser India Private Limited, please refer to the relevant page in the newsletter.please click here to Unsubscribe.