Morningstar Investment Adviser India has rolled out a discretionary portfolio management service for investors in the south Asian country.
Available through financial advisers, Morningstar managed portfolios are designed to offer advisers in India solutions to help clients meet their goals.
There are four long-term focused and risk-aligned mutual funds in the active range which are created by combining asset allocation research and independent fund selection.
The range includes:
- Morningstar Active Balanced Portfolio;
- Morningstar Active Growth Portfolio;
- Morningstar Active Aggressive Portfolio; and
- 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.
Kapadia said: “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.”
