'Consolidation is key for IFAs seeking efficiencies of scale'
SIP Champions
Singapore-based advisory platform iFAST established its business in India in 2009. In FY 18-19, it had assets worth over Rs 2,800 crore across its B2C and B2B platform. Erik Hon, Managing Director, iFAST Financial India, chats with Morningstar about the advisory landscape in India.
'People think estate planning is only for the rich'
Retail Practice
Mumbai-based adviser Priyesh Sampat talks about the challenges of estate planning and how advisers can help their clients prepare a Will.
Building niche among HNIs
Retail Practice
Hailing from small town Varanasi, Satish Pandey worked his way up to establish himself in his corporate career and as an entrepreneur. Today, his firm manages assets worth Rs 500 crore in mutual funds.
Getting return call from clients
Retail Practice
If clients are not responsive, that's important information. Dwelling on the behaviour and the frustration it causes misses an important sign. Consider what it might be telling you.
5 AMCs which received the largest inflows in 2019
Retail Practice
Morningstar's manager research team has come out with India Domestic Fund Flows report which provides insights into flows, asset trends, and performance for open ended domestic funds focused in the Indian equity and debt markets.
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