Shahid Shaikh, Customer Success Manager, Morningstar India Pvt. Ltd.
About this talk
This workshop mainly covers –
o Presentation Studio module to learn how to create professional, custom-branded product note on a fund’s performance, risk, and portfolio breakdown.
o How to create a product note on a fund from scratch.
o How to create a batch and automate product note creation for multiple funds.
In-depth investment research and analysis. Follow emerging market trends in India. Our regular webinars cover regulations, investment opportunities, and tools for financial professionals. …