India Markets Observer 2019

By Morningstar |  07-06-19 | 

The investment management and financial advisory space continues to evolve amid fast-paced regulatory changes, increasing competition and evolution of new business models that are challenging the incumbents. To gain a complete understanding of the current trends in wealth management and what lies ahead, this year’s India Markets Observer is packed with rich insights covering various aspects.

This year’s India Markets Observer covers a wide array of subjects ranging from behavioral finance, advisory insights, portfolio construction, fund ratings and analysis, to a special report on what lies ahead for the mutual fund industry.

Here’s a look at the topics and insights from industry experts covered in India Markets Observer 2019:

Asset Management: Is Growth Sustainable?

  • Mutual Fund Penetration: A Long Road Ahead
  • The Catalyst
  • Fund Flows Across Categories
  • The Recategorization of Funds: An Independent Perspective
  • A Shift in Dynamics
  • A New Paradigm – TER
  • A New Paradigm – Direct Plans
  • A New Paradigm – Active vs. Passive
  • Global Regulations
  • Wealth Management Redefined
  • The Rise of Machines
  • New Drivers of Growth

Morningstar Research

This section contains ratings synopsis of funds covered by Morningstar analysts and our views on funds spanning different categories, why we like valuation driven investing and more.

  • Fund Ratings
  • Fund Analyst reports
  • How to use the Morningstar ratings
  • Why we favor valuation-driven investing
  • 7 tips for valuation-driven investing
  • Conviction Update: After the recent market falls
  • 5 ways portfolio outsourcing may help grow your practice

Investing Perspectives

This section features some thought-provoking investing perspectives by Morningstar’s global experts.

  • 3 investing mistakes to avoid
  • Beware of the one-metric approach to investing
  • Dealing with Investment Regret
  • How to de-risk your portfolio
  • How to view volatility
  • How to spot a financial bubble

Investing Insights

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

  • Pankaj Murarka, Founder, Renaissance Investment Managers
  • Nimesh Chandan, Head of Equity, Canara Robeco Mutual Fund
  • Neelesh Surana, Chief Investment Officer (CIO), Mirae Asset Mutual Fund

Advisory Perspectives

This section contains behavioral insights and business development tips for financial advisers to help them be ahead of their game.

  • Social comparisons affect financial well being
  • Navigating clients through market swings
  • Robo advisers vs. Human advisers
  • How advisers can leverage SM

All in all, this year’s edition of India Markets Observer is packed with valuable insights to help you stay abreast of latest investing trends. Download your copy of the India Markets Observer now.

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