Morningstar India hosts complimentary events across the country to help advisers prepare their businesses for success in today's environment. The next event will be held in Mumbai on June 29, 2022.
How do you ensure that your client’s money is invested in the right fund? Vetri Subramaniam, Chief Investment Officer, UTI Mutual Fund, will tell us what questions advisers need to ask fund managers while evaluating their strategy and funds.
Research has shown that focusing on an investor’s goals can both increase total returns and help motivate the investor for the long haul. Sagneet Kaur, Associate Director, Behavioural Research, Morningstar India, will help uncover the art of assessing clients’ needs and share research-led tips to mine meaningful and durable goals of your clients.
Two leading advisers - Mukesh Jindal, Founder, Alpha Capital, and Hemant Rustagi, Founder, Wiseinvest Advisors, will share their secret sauce for building a sustainable advisory practice.
So join us to learn, interact and network with your peers.
Register here.
When
Wednesday, June 29, 2022 (2:30 PM onwards)
Where
Agenda:
2:30-3:00 PM Registration & Networking
3:00-3:45 PM Building a future-ready advisory practice
3:45-4:30 PM Questions you need to ask the fund managers
4:30-5:15 PM Mining The Meaningful Goals--Uncovering the art of assessing client’s needs
5:15 PM Onwards Networking hi tea
*Agenda is subject to change
