A big part of managing investor’s wealth is to stay informed via credible and expert sources.

Our team members Bhargav Vattam and Shatabdi Das had a great opportunity to experience thoughts, discussions and analysis of successful and eminent personalities of various fields talking about the investments and investors of the economies around the world. Morningstar hosted its third Investment conference in India and our team had a great experience listening to valuable opinions and analyses of the speaker roster.

It is always great to listen and look up to eminent and respectable personalities like Amitabh Kant CEO of NITI Ayog, Gurudev Sri Sri Ravi Shanker, Nilesh Shah MD of Kotak AMC, Mr. Motilal Oswal, Hiren Ved of Alchemy Capital, Rahul Rathi of Purnartha Investment Advisers, Shankar Sharma of First Capital.

Morningstar and its speakers Jeffery Ptak, Madison Sargis, Sarah Newcomb, Dhaval Kapadia have put a great platform for companies and teams like us to see how the alphas of our industry think and speak.

The biggest learning for us from this year’s conference was how to think and communicate with clients when markets are volatile and how important is it to have someone professional to manage investors’ wealth.

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Registered Investment Advisor with SEBI INA200012683

Registered Investment Advisor with SEBI INA200012683