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 flagged off this year’s events in Jaipur and Chandigarh. The next events will be held in Kanpur on March 21 and Lucknow on March 22.
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 in Kanpur and Lucknow on the following days:
Where: Kanpur
Date: March 21
Day: Tuesday
Time: 2pm onwards
Venue: The Landmark Hotel, Plot No. 10, The Mall, Kanpur.
Register here.
Where: Lucknow
Date: March 22
Day: Wednesday
Time: 2pm onwards
Venue: Renaissance Lucknow, Topaz, Vipin Khand, Gomti Nagar, Lucknow
Register here.