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View the status of complaints, Investor Charter and Disclosure Document for Morningstar Investment Adviser India Private Limited. In compliance with the SEBI (Portfolio Managers) Regulations, 2020, we offer investors the option of investing with us directly.

Morningstar® Managed PortfoliosTM

Professionally managed portfolios designed to help investors stay on track
to reach their financial goals.

Valuation-Driven Portfolios from Morningstar

Morningstar® creates its own forward-looking views for different global asset classes. Using these Morningstar® delivers professional portfolio management services titled 'Managed Portfolios' which help investors meet their financial goals. Our Investment management and support teams are ready to keep you up-to-date on our latest thinking.

Latest Investment Insights

Our investment management and support teams are ready to keep you
up-to-date on our latest thinking.

ASSET ALLOCATION

Filtering out the market noise.

Backed by an institutional investment team, we hold a distinct view on valuations across all asset classes—to go beyond market noise. Our patient approach to discretionary fund management helps investors take advantage of true opportunities.

PORTFOLIO CONSTRUCTION

Access to deep resources and insights.

From idea generation to risk management, our investment professionals construct detailed investment strategies, harnessing the depth of Morningstar’s experience.

INVESTMENT SELECTION

A meticulous search
for value.

We believe that an investment’s performance is heavily influenced by its manager. We use our extensive data, global research and face-to-face interviews to find fund managers who are able to contribute to the goals of each portfolio.

Resources

Advisor Brochure

Discretionary portfolios built with investors' diverse needs in mind.

Active Bifold

Core strategies designed to capture the strengths of active management.

Investor Brochure

Professionally managed investments to help investors achieve their financial goals.

Our Multi-Asset Mutual Fund Portfolios

Our Multi-Asset Mutual fund portfolios are backed by our Global Investment Insights and Portfolio construction methodologies. Globally we manage USD 265 billion AUM under management and advisement, which reflects the trust thousands of financial market participants have placed in the Morningstar brand.

As on 30th June 2022

Active

  • Multi-asset portfolios
  • Valuation driven asset allocation
  • Available through financial advisers

    A Dedicated Support Team

    Our discretionary fund management team provides all-round support, including a dedicated service team for questions, quarterly updated performance information, and Investor-ready communications.

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    © 2022 Morningstar. All rights reserved. The Morningstar name is a registered trademark of Morningstar, Inc. in India and other jurisdictions. The information contained here: (1) includes the proprietary information of Morningstar, Inc. and its affiliate, Morningstar Investment Adviser India Private Limited (“Portfolio Manager”); (2) may not be copied, redistributed or used, by any means, in whole or in part, without the prior, written consent of the Portfolio Manager; (3) is not warranted to be complete, accurate or timely; and (4) may be drawn from data published on various dates and procured from various sources. No part of this information shall be construed as an offer to buy or sell any security or other investment vehicle. Neither Morningstar, Inc. nor the Portfolio Manager nor any of their officers, directors, employees, associates or agents shall be responsible or liable for any trading decisions, damages or other losses resulting directly or indirectly from the information.

    The Portfolio Manager is a wholly owned subsidiary of Morningstar Investment Management, LLC, and is part of Morningstar’s Investment Management Group, which comprises Morningstar’s regulated entities worldwide. The Portfolio Manager is registered with SEBI as a portfolio manager (registration number INP000006156), investment adviser (registration number INA000001357), and research entity (registration number INH000008686). The Portfolio Manager has not been the subject of any disciplinary action by SEBI or any other legal/regulatory body.

    For the complete disclaimers, please refer the section, 'Regulatory Disclosures', the link to which appears below. Please note: (1) investors who wish to invest directly with us may ignore all references to advisors that appear on this website; (2) the minimum amount for investing in the Portfolios is INR 50 Lakh; (3) ‘Portfolio(s)’ may be regarded and mean the same as ‘Investment Approach(es)’ and (4) The term ‘Advisers’/’Advisors’ used through this website may be read as ‘Distributors’ of portfolio management services products, and effective October 01, 2020, they have to either be certified by the National Institute of Securities Market (NISM) or hold an AMFI Registration Number (ARN).