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


I aim to buy my Rolls Royce before I turn 50


My business grew after SEBI came up with direct plans


How advisers can use Google Analytics


The uncomfortable truth about success


What your clients told me about your website


Why stock brokers should get into mutual fund advisory


11 tips to master LinkedIn


Now, execute transactions through Morningstar Advisor Workstation


21 must-have tools for IFAs to boost productivity


Advisers wear the coaching hat


How advisers should deal with media


How to deal with sudden money


Why should financial advisers care about our body language?


Does removal of additional commission impact IFAs?


Fintech: revolutionizing wealth management


New distributors flocking to mutual funds


Why do clients break up with their adviser?


6 steps to create a better strategic plan


What benchmarks do you use for success?


Love for numbers


College dropout Shailesh strikes gold in MF advisory


Turning adversity into success


Understanding client anxiety during market swings


Why Vivek is moving to fee-only advisory


How advisers Vinod & Rajesh built 600 crore AUM in MFs


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


How WhatsApp is helping advisers bond


4 success mantras from Nilesh Shah of Kotak MF for advisers


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