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Wednesday, July 28, 2021
ADVISER PERSPECTIVES

This MFD built close to 400 crore AUM in less than 3 years!

Sridhaba Mahapatro started his practice in 2018 in Hyderabad.

ADVISER

Check out this new tool in Morningstar Advisor Workstation

Import client's consolidated account statement directly into AWS in a few seconds.

ADVISER PERSPECTIVES

Why this adviser quit his job at the age of 30!

Fascinating journey of Bengaluru-based adviser Anil Rego.

ADVISER

How this start up is helping students pursue their overseas education goals

Edufund is an app that helps you build a corpus for funding foreign education.

ADVISER

The power of Systematic Withdrawal Plan

How SWP can help your clients get regular cash flows and at the same time grow wealth.

ADVISER PERSPECTIVES

Why this MFD is focusing on bottom of the pyramid

Vipin Madaan has a lot of clients from the unorganised sector.

ADVISER

RIAs have to register with BSE Administration & Supervision Ltd

The total fees payable by IAs (to SEBI plus BASL) will be the same.

ADVISER

How Morningstar Managed Portfolios have performed

Morningstar Managed Portfolio completes 2 years.

ADVISER

5 ways outsourcing portfolio management can grow your practice

It can give you more time for client-facing activities and help your business.

ADVISER

How to identify your niche

Vivek Rege of V R Wealth Advisers shares how he has built a niche advisory practice.

ADVISER

Differentiate yourself with research based advice

How these MFDs/advisers are adding value to their client portfolios.

ADVISER

How to introduce your practice to prospects

You want something to highlight what sets you apart.

ADVISER

Many advisers are outsourcing portfolio management

Outsourcing investment management is cost-effective and frees up bandwidth for advisers.

ADVISER

5 tools to add value to client's portfolio

What will differentiate you from others is your research backed advice.

ADVISER

Add a professional edge to your practice

How these advisers are growing their business by enhancing their research capabilities.

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Schedule of Events/Webinars

Date Event Name Location Register
29/07/2021 Equity Investment Framework and a Behavioral Edge Online at 4:00 PM IST Register

Past Events

Date Event Name Location
15/07/2021 Building a 100% fee only practice in India Online at 4:00 PM IST
18/06/2021 Morningstar ESG Conclave 2021 Online at 3:30 PM IST
28/05/2021 Scaling up your practice Online at 4:00 p.m.
07/05/2021 Thriving in an era of disruption Online at 4:00 p.m.
23/04/2021 Webinar-Power of collaboration: Amit Bivalkar and Dhruv Mehta on why they joined hands Online at 4:00 p.m.
09/04/2021 Vivek Rege on how to build a niche practice Online at 4:00 p.m.
18/03/2021 Rewarding Excellence in Fund Management | Morningstar India Awards, 2021 Online at 12:00 p.m.
03/03/2021 How to nudge clients to save for retirement with Vishal Dhawan Online at 4:00 p.m.
18/02/2021 Role of Regulations in shaping the Industry Online at 4:00 p.m.
05/02/2021 Markets Observer: Q4-2020 and Managed Portfolios Positioning Online at 4:00 p.m.
21/01/2021 Webinar: Fund Disclosures - Bedrock to efficient fund selection and portfolio construction Online at 4:00 p.m.
03/11/2020 Morningstar Investment Conference 2020 - 3rd & 4th Nov Online
26/10/2020 Webinar: Markets Observer Q3-2020 and Managed Portfolios Positioning Online at 4:00 p.m.
18/09/2020 Webinar on Traversing through turbulent market environment with Rajeev Thakkar, CIO, PPFAS Mutual Fund Online at 4:00 p.m.
27/08/2020 Beyond Greed & Fear: How stories shape our responses to market volatility - Sarah Newcomb, Director of Behavioral Science, Morningstar, Inc. Online at 5:30 p.m.
24/07/2020 Webinar on Portfolio Planning in a Post-Pandemic World with Christine Benz, Director of Personal Finance, Morningstar Inc. Online
17/07/2020 Webinar: Markets Observer Q2-2020 and Managed Portfolios Positioning Online
07/07/2020 Webinar on Fears of a Second Downturn-Latest Developments with Daniel Needham, President and Global Chief Investment Officer, Morningstar Investment Management Online
03/07/2020 Webinar on Fixed Income Investing – Challenges and Opportunities with Suyash Choudhary, Head - Fixed Income at IDFC Mutual Fund Online
25/06/2020 What will it take to kickstart the Indian economy? Find out in this interactive webinar Online
09/06/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors (Part 2) Online
22/05/2020 Investing is 'Simple But Not Easy': A walk-through of behavioral toolkit for advisors Online
20/05/2020 Understanding Equity Investment Frameworks and Market Outlook Online
08/05/2020 Markets Observer - April 2020 and Managed Portfolios Positioning Online
30/04/2020 Webinar : Evaluating Funds Through Morningstar's Qualitative Lens Online
17/04/2020 Webinar : Lowering Risk Through ESG Indexing Online
13/04/2020 Webinar : Staying the course versus Timing the market Online
09/04/2020 Webinar: Investing in Turbulent Times - Building a Resilient Portfolio Online
03/04/2020 Webinar: Deciphering Fund Manager Styles Online
26/03/2020 Rewarding Excellence in Fund Management Online
25/02/2020 Morningstar Adviser Forum 2020 Surat
19/02/2020 Morningstar Adviser Forum 2020 Bangalore
16/01/2020 Morningstar Adviser Forum 2020 Mumbai
17/12/2019 Morningstar Adviser Forum 2019 Chennai
26/11/2019 Morningstar Adviser Forum 2019 Pune
01/08/2019 Morningstar Adviser Forum 2019 Hyderabad
04/07/2019 Morningstar Adviser Forum 2019 Ahmedabad
03/07/2019 Morningstar Adviser Forum 2019 Vadodara
13/06/2019 Morningstar Adviser Forum 2019 Jaipur
30/05/2019 Morningstar Adviser Forum 2019 Mumbai
16/05/2019 Morningstar Adviser Forum 2019 Bangalore
26/04/2019 Morningstar Adviser Forum 2019 Delhi
05/02/2019 Morningstar Adviser Forum 2019 Cochin
30/01/2019 Morningstar Adviser Forum 2019 Rajkot
19/12/2018 Morningstar Adviser Forum 2018 Varanasi
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

Demystifying investment adviser regulation

23/09/2020

How Bhavesh Khetan built Rs 250 crore MF assets in Nagpur

09/09/2020

How I transitioned from MFD to RIA

26/07/2020

How to build and retain a great team

05/08/2020

What fee model should advisers adopt

01/07/2020

How to ace online meetings

08/04/2020

Market turmoil is an opportunity to assess your own practice

02/04/2020

Consolidation is key for IFAs seeking efficiencies of scale

26/02/2020

Writing has helped me build my practice

17/02/2020

Advisers are not facing competition from robos

03/02/2020

6 top traits of successful financial advisers

08/01/2020

Equity flows drop 78% in November 2019

24/12/2019

3 IIT batchmates who disrupted the Indian MF distribution

18/12/2019

India will have 1,186 millionaires by 2024

04/12/2019

Knowledgeable investors trust advisers the most

28/11/2019

Adviser Survey: What clients value from their adviser

28/08/2019

What advisers like about Morningstar Investment Conference

21/08/2019

Share your success mantra with Morningstar

31/07/2019

Credit risk funds continue to see outflows in May

 17/06/2019

Will ESG find acceptance among Indian investors?

 29/05/2019

SEBI floats consultation paper on SRO for distributors and RIAs

 09/04/2019

Morningstar India launches Discretionary Managed Portfolios

 15/04/2019

Blogging is a great way to acquire clients

 06/03/2019

Women should take charge of their finances

 20/03/2019

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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