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 Hyderabad on August 1.
We address areas where Morningstar products can strengthen client relationships. The content is aimed at empowering you with the key operating principles of portfolio construction and portfolio monitoring.
Morningstar’s experts will show you how to create, analyze 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.
Besides, Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, will illustrate how Morningstar analyses and rates its funds and how advisers can use these ratings to enable them to make the right portfolio decisions.
Venue
Courtyard by Marriott Hotel, Tank Bund Road, Opposite Hussain Sagar Lake, Hyderabad, 500080, India.
Agenda
- 3:00-3:30 PM Registration
- 3:30-3:45 PM Introduction to Morningstar
- 3:45-4:30 PM Managing the managers- Picking the right funds for your portfolio
- 4:30-5:15 PM Advisor Workstation Demo
- 5:15 PM Onwards Networking hi tea
* Agenda is subject to change
Registration
To book a place for your colleagues, please register here by filling a short form. Registration is free.
