India Markets Observer 2017

Morningstar India's annual report contains insights and perspectives from experts on investing, advisory, behavioural finance and mutual funds.
By Larissa Fernand |  16-02-17 | 
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About the Author
Larissa Fernand is Website Editor for She would like to hear from you and welcomes your feedback.

We are at a time when regulatory change is driving business strategy. Those in the financial advisory business who emerge successful will be the ones with a client focus who keep their strategic radar on the disruptive plays happening across the financial advisory industry.

India Markets Observer 2017 brings together experts who discuss these challenges, the likely changes and expansions moving forward, and the immense opportunities abounding.

But the report is not just targeted at advisers. In fact, we have conceptualized it in a manner that should engage even the serious investor.

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Content and Contributors

Investing Insights: Some of the best professionals in the industry share their views on smart investing strategies and how to build wealth.

  • Anoop Bhaskar - Head of Equities, IDFC AMC
  • Dhaval Kapadia - Director - Portfolio Specialist, Morningstar
  • Maneesh Dangi - Co-CIO, BSL Mutual Fund
  • Nimesh Shah – MD & CEO, ICICI Prudential Mutual Fund
  • Prashant Jain - ED & CIO, HDFC AMC
  • Raamdeo Agarwal - Joint MD, Motilal Oswal Financial Services
  • Santosh Kamath - CIO & MD, Local Asset Management, Fixed Income at Franklin Templeton Investments, India
  • Shankar Sharma - Vice Chairman & Joint MD, First Global
  • Suresh Soni – CEO, DHFL Pramerica Asset Managers

Behavioural Insights: Experts tell you how not to let disruptive behaviour patterns ruin your wealth creation plan.

  • Carl Richards – Behavior Gap
  • Larissa Fernand – Editor of
  • Neil Parag Parikh - Chairman & CEO, PPFAS Mutual Fund
  • Sarah Newcomb - Behavioural Economist, Morningstar Inc.
  • Steve Wendel - Head of Behavioural Science, Morningstar Inc.

Fund Insights: This section has updated analysis of a dozen funds with our fund analysts sharing their views on fund selection.

  • Kavitha Krishnan - Senior Fund Analyst, Morningstar
  • Himanshu Srivastava - Senior Fund Analyst, Morningstar

Advisory Insights: This section is primarily targeted at the financial adviser. However, investors who wish to employ the services of an investment professional can also gain an understanding of the industry and what to expect from one.

  • Ajit Dayal – Founder, Quantum Advisors
  • Anthony Heredia – CEO, Baroda Pioneer AMC
  • Harsha K - Head – Digital Platforms, Axis AMC
  • Kunal Kapoor – CEO, Morningstar Inc.
  • Larissa Fernand – Editor of
  • Michael Kitces - Financial planner, speaker and educator
  • Morgan Housel – The Collaborative Fund
  • Nilesh Shah – MD, Kotak Mutual Fund
  • Ravi Menon – CEO, HSBC Global Asset Management India

Advisory Success Story: Ravi Samalad, Assistant Manager – Editorial, of, writes about Srikanth Meenakshi of FundsIndia and Mimi Partha Sarathy of Sinhasi Consultants.

All in all, India Markets Observer 2017 promises to be an interesting read.

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