Morningstar India hosts complimentary events across the country to help financial advisers prepare their businesses for success in today's environment. In 2016, we hosted adviser forums in Ahmedabad, Bengaluru, Chennai, Pune, Goa, Hyderabad, Mumbai, Nashik, Surat, Vadodara and Kolkata. We flag off this year's schedule with an event in Jaipur.
We address areas where Morningstar products can strengthen client relationships. The content is aimed at empowering advisers with the key operating principles of portfolio construction and portfolio monitoring.
Morningstar’s experts will show you how to create, analyse and track customized client portfolios using Morningstar® Advisor WorkstationSM. In just a few simple steps, you can create a well-allocated portfolio, produce a comprehensive array of compelling reports that demonstrate the strength of your investment selections, and compare an investment strategy with a prospective client’s existing portfolio, amongst other things.
We will also talk about the most optimal way to construct a sensible asset allocation model that meets a client’s investment objectives.
The director of fund research will illustrate how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them make the right portfolio decisions.
Registration is free. CFP certificants attending these events can expand their expertise while earning 2 Continuous Education (CE) points.
Do join us for 2017's first event to be held in Jaipur.
Date: January 18
Time: 2pm onwards
Venue: Radisson Blu Jaipur, Pinnacle Banquet, Durgapura, Tonk Road, Jaipur 302018.