Share your success mantra with Morningstar

Four winners will be featured on our website and social media platforms.
By Ravi Samalad |  25-07-19 | 
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About the Author
Ravi Samalad is Assistant Manager - Editoral for

Maruti Suzuki Cars, Dell Laptops, and Nike Shoes – Do you see a common thread here? They’re tangible products that meet your demands. Products that you can pick up off the shelf based on ‘positive ratings’ and your own ‘experience with the brand’. Do the same concepts of marketing and product promotions apply in the intangible world?

Financial advisers take on the tough job of selling dreams – helping clients save for retirement, help them buy a house or fund their education. And all that without sounding too pushy! As an adviser, you have helped many of your clients tide out of expensive debts and witnessed their financial success stories unfold. It’s a massive achievement when you watch their lives unfold in the way that they’ve imagined it to be! And we would love to hear how you did it!

Give your peers and clients an opportunity to hear your success story through the leading investment research portal

We are all ears! Share your story with us in any of the following categories:

1) Your unique prospecting techniques

2) Client success story

3) How you acquire/engage clients on social media

4) The Best Advice received by you which has helped you in your business

All you have to do is send us your entries at by August 30, 2019 in up to 1,200 words. Your entry should address the following areas : 1) Problem Statement 2) Strategy/Solution 3) Implementation. If we find your idea/story interesting, we will get in touch with you to understand more about your practice and 4 winners will get a chance to be featured on and our social media platforms. You will also have the opportunity to have an exclusive coffee with Dr. Sarah Newcomb, Director - Behavioral Science, Morningstar Inc, at the Morningstar Investment Conference 2019. Registration cost for the 4 winners will be waived off.

Terms & Conditions:
  • Individual mutual fund distributors and RIAs who have registered themselves for the Morningstar Investment Conference 2019 by August 30, 2019 and having a valid ARN/RIA are eligible to participate. Please mention your ARN/RIA number while sending your entries.
  • Selection of winners will be at the sole discretion of Morningstar India.
  • The shortlisted nominations would be required to share additional details as required by Morningstar to evaluate the concept.
  • The story/idea presented should be real success story and should be something which is regularly practiced by the MFD/RIA.
  • Morningstar India reserves the right to modify or terminate the contest at its sole discretion.
  • Registration cost, if any, for the 4 winners will be waived off and the actual amount paid by the winner, if any, will be credited to his/her bank account. Expenses incurred for travel and stay will not be borne by Morningstar India.
  • Winners will be informed by email or phone by September 9, 2019.

We are currently having an early bird offer till August 8, 2019 which will help you save Rs 4,000. Make the most of this opportunity. Register here.

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