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 Delhi on April 26, 2019.
The content is aimed at empowering you with the key operating principles of portfolio construction and portfolio monitoring.
We understand the crucial role a financial advisers plays in guiding investors in their journey of wealth creation. Managing an adviser practice involves multiple tasks - sourcing clients, understanding their needs, assessment of risks, investment research, portfolio analysis and investment planning and the most crucial is managing their emotions. We are dedicated to this community with investment choices designed to help them serve their clients at each stage of their life and the latest offering is Morningstar Managed Portfolios.
Besides, 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.
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 Delhi on the following day:
- Date: April 26, 2019
- Day: Friday
- Time: 11 am onwards
- Venue: The Royal Plaza Hotel, 19, Ashoka Road, New Delhi – 110 001, India.
Register here.
Agenda
- 11:00-11:30 AM - Registration
- 11:30-11:45 AM - Introduction to Morningstar
- 11:45-12:30 PM - Introduction to Morningstar Managed Portfolios
- 12:30-1:00 PM - Managing the managers- Picking the right funds for your portfolio
- 1:00-1:45 PM - Advisor Workstation Demo
- 1:45 PM - Networking Lunch
