Monday, December 10, 2018

Net inflows in pure equity funds dipped to Rs 7,579 crore in November 2018.

Equity flows decline in November 2018

Kunal Bajaj, Head of Head Wealth Management at MobiKwik shares his views about the role of technology in financial advisory.

Technology has commoditized execution and KYC service

Sadique Neelgund of Network FP shares his views on the Investment Adviser model.

Why the RIA model has not picked up in India

Nicholas VanDerSchie, Head of Operational Excellence at Morningstar, shares his views on the evolving trends in financial advisory.

The term 'robo adviser' is misunderstood

So are we in the same place as we were 13 years ago?

Past drivers of success are now table stakes

Securities and Exchange Board of India has issued a note which lists the dos and don'ts while dealing with Investment Advisers.

Do's and Don'ts while dealing with Investment Advisers

Samir Vora of Ocean Finvest aims to have 100 branch offices by 2022.

This 35-year-old IFA manages Rs 1,000 crore AUA

KishorKumar B, Founder of mymoneysage, talks about how his platform is helping RIAs acquire clients.

A marketplace for Registered Investment Advisers

Killol Ringwala of Safe Assets talks about his journey in advisory, his fund selection methodology and more.

'Fund manager skills are more important than AMC processes'

Radhika Gupta, CEO, Edelweiss Mutual Fund, on the importance of good financial advice.

'Great advice can change your life'

Anoop Nasa of My Finkart shares a list of 12 websites that will help you organize yourself.

12 useful web-based resources

The industry's systematic investment plan folio base has touched 2.49 crore in October 2018.

Average monthly SIP inflow is at Rs 7,500 crore in FY18-19

Distributors share their opinion on sales driven trips organized by fund companies.

Are all mutual fund junkets fun and frolic?

On the auspicious day of Dhanteras, Sachin initiated 302 systematic investment plans worth Rs 5.50 lakh.

Sachin Kharate creates highest SIP record in Nashik

Shiney Sebastian has become a catalyst for helping women take the lead in managing their finances.

Meet the most influential distributor in Kerala

The transition to full-trail benefits industry in the long run; impacts new mutual fund distributors.

Distributors divided over move to full-trail model

D Muthukrishnan shares his secret sauce and talks about the evolving trends in the industry.

'As alpha shrinks, the cost of distribution will come down further'

Bengaluru-based adviser Srikanth Matrubai shares his journey in financial advisory.

'I want IFAs to get a positive energy when they meet me'

We chronicle the journey of Mumbai-based adviser Gajendra Kothari of Etica Wealth.

'I aim to buy my Rolls Royce before I turn 50'

Here's how advisers can use the professional networking site to build credibility and find prospects.

11 tips to master LinkedIn

Here's how financial advisers can increase their reach and engage with prospects on the microblogging site.

Tips to master Twitter

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
27/11/2018 Morningstar Adviser Forum 2018 Coimbatore
10/07/2018 Morningstar Adviser Forum 2018 Kolkata
27/06/2018 Morningstar Adviser Forum 2018 Chennai
06/06/2018 Morningstar Adviser Forum 2018 Mumbai
24/05/2018 Morningstar Adviser Forum 2018 Jaipur
01/05/2018 Morningstar Adviser Forum 2018 Bangalore
10/04/2018 Morningstar Adviser Forum 2018 Delhi
20/03/2018 Morningstar Adviser Forum 2018 Pune
23/02/2018 Morningstar Adviser Forum 2018 Nashik
28/11/2017 Morningstar Adviser Forum 2017 Ahmedabad
17/11/2017 Morningstar Adviser Forum 2017 Surat
16/11/2017 Morningstar Adviser Forum 2017 Vadodara
23/08/2017 Morningstar Adviser Forum 2017 Navi-Mumbai
19/08/2017 Morningstar Adviser Forum 2017 Hyderabad
19/07/2017 Morningstar Adviser Forum 2017 Bhopal
18/07/2017 Morningstar Adviser Forum 2017 Indore
20/06/2017 Morningstar Adviser Forum 2017 Mumbai
12/06/2017 Morningstar Adviser Forum 2017 Nagpur
24/05/2017 Morningstar Adviser Forum 2017 Chennai
23/05/2017 Morningstar Adviser Forum 2017 Bangalore
27/04/2017 Morningstar Adviser Forum 2017 Pune
18/04/2017 Morningstar Adviser Forum 2017 Delhi
22/03/2017 Morningstar Adviser Forum 2017 Lucknow
21/03/2017 Morningstar Adviser Forum 2017 Kanpur
15/02/2017 Morningstar Adviser Forum 2017 Chandigarh
18/01/2017 Morningstar Adviser Forum 2017 Jaipur
14/12/2016 Morningstar Adviser Forum 2016 Kolkata
08/12/2016 Morningstar Adviser Forum 2016 Ahmedabad
07/12/2016 Morningstar Adviser Forum 2016 Surat
24/11/2016 Morningstar Adviser Forum 2016 Nashik
31/08/2016 Morningstar Adviser Forum 2016 Hyderabad
30/08/2016 Morningstar Adviser Forum 2016 Bangalore
23/08/2016 Morningstar Adviser Forum 2016 Goa
11/08/2016 Morningstar Adviser Forum 2016 Mumbai
05/07/2016 Morningstar Adviser Forum 2016 Chennai
09/06/2016 Morningstar Adviser Forum 2016 Vadodara
11/05/2016 Morningstar Adviser Forum 2016 Pune
26/04/2016 Morningstar Adviser Forum 2016 Delhi

Adviser Newsletter Archive

I want IFAs to get a positive energy when they meet me

10/10/2018

I aim to buy my Rolls Royce before I turn 50

27/09/2018

My business grew after SEBI came up with direct plans

12/09/2018

How advisers can use Google Analytics

24/08/2018

The uncomfortable truth about success

14/08/2018

What your clients told me about your website

25/07/2018

Why stock brokers should get into mutual fund advisory

18/07/2018

11 tips to master LinkedIn

04/07/2018

Now, execute transactions through Morningstar Advisor Workstation

25/04/2018

21 must-have tools for IFAs to boost productivity

04/04/2018

Advisers wear the coaching hat

21/03/2018

How advisers should deal with media

14/03/2018

How to deal with sudden money

07/03/2018

Why should financial advisers care about our body language?

21/02/2018

Does removal of additional commission impact IFAs?

06/02/2018

Fintech: revolutionizing wealth management

09/01/2018

New distributors flocking to mutual funds

22/08/2017

Why do clients break up with their adviser?

22/08/2017

6 steps to create a better strategic plan

01/08/2017

What benchmarks do you use for success?

03/07/2017

Love for numbers

19/06/2017

College dropout Shailesh strikes gold in MF advisory

06/06/2017

Turning adversity into success

10/05/2017

Understanding client anxiety during market swings

25/04/2017

Why Vivek is moving to fee-only advisory

22/05/2017

How advisers Vinod & Rajesh built 600 crore AUM in MFs

22/02/2017

Skeptics had written us off, today we advise Rs 10,000 crore AUA

07/03/2017

How WhatsApp is helping advisers bond

20/03/2017

4 success mantras from Nilesh Shah of Kotak MF for advisers

10/04/2017

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