Why Morningstar Investor Summit is a must-attend for investors

By Morningstar |  25-05-22 | 

Morningstar is bringing its first edition of the Morningstar Investor Summit to India. The event is designed to help investors make the right investment choices while building their portfolios.

This summit, aimed specifically at individual investors, is yet another opportunity to drive our mission at Morningstar – to empower investor success in everything we do. The summit allows everyday investors to hear from and connect with industry professionals, as we as try to recognize lessons from the past and find a path toward long-term success.

The digital event is scheduled for June 4, 2022, which begins at 10 am. Register here.

Take a look at some of the topics and speakers:

  • Veteran Fund Manager Madhusudhan Kela, Founder, MK Ventures, will talk about how investors can navigate this turbulent market when we are seeing multiple headwinds like the rising crude, inflation, Russia-Ukraine war, supply chain issues, among others.
  • Sagneet Kaur, Associate Director of Behavioural Research at Morningstar, will take us through the various biases investors face many biases while investing and how can they direct attention thoughtfully while curbing impulsive behaviour.
  • Three seasoned investment experts Dan Kemp, Chief Investment Officer, Morningstar Investment Management, Nilesh Shah, Managing Director, Kotak Mahindra AMC, and Sankaran Naren, Executive Director and Chief Investment Officer, ICICI Prudential AMC, will share their perspective on where they are finding value in the current market.
  • Kavitha Krishnan, Senior Analyst - Manager Research, Morningstar Investment Adviser India, will guide investors on how to build a sound portfolio through mutual funds and the key parameters to look at while analysing and filtering funds.
  • Chintan Mehta, Associate Director - Capital Markets, Morningstar Investment Management, will talk about how investors can build diversified portfolios to weather all kinds of volatility.
  • Morningstar experts will answer your queries relating to portfolio construction, asset allocation, diversification, and investing strategies. Post your questions live and we will address them.

If you still haven’t registered to attend, we recommend that you do so quickly as we expect it’s going to be an exciting one.


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Viswanath Nagarajan
Jun 3 2022 07:21 PM
 In this summit, will Morningstar include a session on the front running incident at Axis Mutual and share its views? Independent research outfits are expected to speak on the incident.
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