Morningstar Investment Adviser India has launched Morningstar Managed Portfolios™, a discretionary portfolio management service for investors in India.
Available through financial advisers, Morningstar Managed Portfolios are a complete portfolio management service designed to offer advisers in India a holistic investing solution to help clients meet their financial goals.
Within the Morningstar Managed Portfolios offering are Morningstar Managed Active Portfolios. The Morningstar Managed Active Portfolios are created by combining our renowned asset allocation research and independent fund selection. These four risk-aligned multi-asset portfolios are built with mutual funds for the long term and managed with a keen eye on risk:
- Morningstar Active Balanced Portfolio
- Morningstar Active Growth Portfolio
- Morningstar Active Aggressive Portfolio
- Morningstar Active Aggressive Plus Portfolio
They are led and managed by Dhaval Kapadia, Director and Portfolio Specialist for Morningstar Investment Adviser India, along with a team of research and investment analysts.
“With a variety of risk-tolerance profiles, our managed portfolios reflect our valuation-driven asset allocation and investment selection expertise. We leverage Morningstar’s depth of resources, proprietary research, and investment expertise to build investment strategies designed to deliver great investment outcomes for investors,” said Kapadia.
For more information, please write to us at pmsindiasales@morningstar.com