Join us in Chennai for a half day event

We address areas where Morningstar products can strengthen client relationships.
By Morningstar |  14-06-18 | 
 

Morningstar India hosts complimentary events across the country to help financial advisers prepare their businesses for success in today's environment. The next event will be held in Chennai on June 27, 2018.

We address areas where Morningstar products can strengthen client relationships. The content is aimed at empowering you 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 Workstation. 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. Your clients tend to hold multiple assets, but rarely, if at all, are they held in an optimal fashion in a single portfolio. To help you provide the best solutions to clients, Morningstar Investment Adviser India offers a range of model portfolios which are built for the long term, with a keen eye on risk and asset allocation, and created to help meet your clients' need at each stage of their life. The construction process is based on more than 30 years of ground-breaking research on long-term strategic asset allocation. We examine the challenges of meeting client risk and return objectives and tell you why portfolios are designed to be the foundation of your clients' investing experience.

Besides, Morningstar’s 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 Chennai on the following day:

Date: June 27, 2018

Day: Wednesday

Time: 2 pm onwards

Venue: Hyatt Regency Chennai– 365, Anna Salai, Rostrevor Garden, Teynampet, Chennai, Tamil Nadu 600018.

 View agenda

Register here

Add a Comment
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Ravi Samalad
Jun 21 2018 01:01 PM
Hi Anant,

We will keep you posted if we are holding any event in Vapi or Mumbai.

Thanks
Ravi Samalad (Editorial, Morningstar)
ANANT SWAIN
Jun 21 2018 12:57 PM
Is there any programme in Vapi or shortly in Mumbai.I am very much interested.
AshaKanta Sharma
Jun 17 2018 12:06 PM
Also plan similar events at North East India if feasible.
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