Morningstar India held this year’s third Adviser Forum in Delhi on April 18 which was attended by 143 advisers.
Our experts shared how you can optimize client's portfolio, select the right funds for clients and how you can demonstrate your value through Morningstar Adviser Workstation (AWS).
Given the plethora of options out there, it's difficult for an adviser to pick the right set of funds for a client's portfolio. Himanshu Srivastava, Senior Investment Analyst at Morningstar India illustrated how Morningstar's Fund Analysis & Ratings can go a long way in helping advisers pick the most suitable funds from the wide fund universe. He also spoke about how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them to make the right portfolio decisions.
The asset allocation decision is one of the most important factors driving the performance of a portfolio. There are various ways of constructing an asset allocation model. Dhaval Kapadia director of investment advisory for Morningstar India delved deep on the method of creating the right asset allocation for maximizing returns for clients. He also spoke about how Morningstar Model Portfolios can enhance your investment offerings, strengthen client relationships and streamline your business.
Our experts also showed how Morningstar Advisor Workstation helps advisers demonstrate their value add to clients. Read more.
Besides, Anoop Bhaskar, Head of Equities at IDFC MF shared his perspective on markets.
Registration was free. CFP certificants who attended this event earned 2 Continuous Education (CE) points. Watch this space for more.