Save time and get instant help — ask Ava! 🚀

The quickest way to resolve your queries is by asking Ava, our new AI-powered Adviser Virtual Assistant. Ava is here 24/7 to provide instant answers, guide you through common tasks, and simplify your support experience.

When you contact us for support, your call will be answered by one of our highly trained Morningstar Product Consultants. Our AdviserLogic support team operates across three locations: Morningstar Sydney, Morningstar Delhi, and Morningstar Mumbai. Meet the Team.

Together, we work as one global team to provide you with the best possible service.

Our phone lines are open from 9 am to 8 pm (Sydney time), Monday to Friday (excluding public holidays), ensuring we can cater to regional time zones across Australia.

To handle high call volumes, we have the flexibility to bring additional team members online, ensuring your urgent issues are addressed without delay.

At the end of your interaction with Ava or one of our agents, you'll have the opportunity to fill out a Customer Satisfaction Survey. Whether you chat, call, or email us, your feedback helps us continue to improve and deliver a world-class experience.

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Adviser Virtual Assistant

Ava has you covered

Say hello to Ava, AdviserLogic’s new virtual assistant! Ava is designed to provide quick and intelligent answers to your queries. While Ava is here to deliver faster assistance, you can still ask to speak to our team or use the search bar to explore our Help Centre for in-depth articles and resources created by our Content Team.

If Ava can't assist you or your issue requires human intervention, our friendly support team is ready to help. Our team is structured into specialised sub-teams, ensuring you receive expert assistance tailored to your needs.

​Robin Babu
​Associate Director, Customer Support-International Wealth Software

With over 15 years as a Senior Manager in International Wealth Software, Robin brings a wealth of experience in fostering client relationships built on trust and collaboration. His proactive approach ensures that Morningstar solutions are optimised for maximum efficiency, while his team leadership inspires continuous improvement and operational excellence. Robin stays attuned to the latest industry trends, enabling him to deliver top-tier services that provide clients with a competitive edge. Beyond his professional commitments, Robin enjoys expressing his creativity in the kitchen, engaging in strategic trading, and staying active with racquet sports. His ability to balance a dynamic career with personal passions reflects his dedication to both excellence and well-roundedness.

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​Shruti Chawla
​Manager, Customer Support

Shruti has been with the company for over nine years, with the past three devoted to her impactful role at Morningstar. Her exemplary leadership and in-depth knowledge of the AdviserLogic program, particularly the Cashflows module, have established her as a go-to expert within the team. Shruti’s commitment to delivering value and her ability to manage complex client needs with precision make her an indispensable resource. Outside of work, Shruti channels her creativity into decorating, showcasing her flair for design. She also enjoys unwinding with Bollywood films, indulging in a world of vibrant storytelling and culture.
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​Nimit Agarwal
​Product Support - Team Leader

Nimit has been with Morningstar for four years and is a recognised expert in the Digital Advice Module. His diligence and commitment to excellence ensure that support operations consistently function at the highest level, making him a crucial part of the team. Nimit’s ability to address technical challenges and deliver solutions efficiently reflects his expertise and dedication to client success. In his personal time, Nimit loves immersing himself in music, embarking on road trips, and exploring new destinations. His passion for adventure and discovery complements his professional drive, creating a balance that keeps him motivated and engaged.
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Laxmi Nayak
​Senior Product Consultant AdviserLogic/Paylogic

Laxmi has been with Morningstar for four years and is deeply committed to delivering effective and efficient solutions for our customers. Her expertise as both our PayLogic Champion and SME for the Compliance module makes her a critical asset to the team. Her multifaceted insights into both modules make her the go-to resource for addressing complex queries and providing seamless support. When she’s not at work, Laxmi finds joy in reconnecting with nature, losing herself in music, and embarking on long, scenic drives. Her love for exploration and serenity mirrors her professional drive, bringing balance and inspiration to everything she does.
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​Aditi Khanna
​Senior Product Consultant AdviserLogic/Paylogic

Aditi has been with Morningstar for just under five years and is known for her enthusiasm and dedication to delivering an extraordinary client experience. A true double threat, she brings a wealth of expertise in both AdviserLogic and PayLogic, making her an invaluable resource for solving client issues efficiently and effectively. Beyond work, Aditi channels her curiosity and creativity into exploring new places, experimenting with cooking new dishes, and enjoying her favourite music. Her passion for learning and trying new things shines through in all that she does.

​Kapil Rana
​Senior Product Consultant

Kapil has been with Morningstar for the past three years, during which he has demonstrated a strong commitment to resolving client queries with efficiency and precision. His genuine interest in understanding client needs and providing solutions has made him an invaluable part of the team. Kapil's dedication to delivering outstanding service reflects his proactive and problem-solving approach, ensuring clients receive the support they need. Outside of work, Kapil enjoys immersing himself in the world of books, honing his skills through gymnastics, and spending quality time with his playful Pomeranian, Tipsy.

​Ashish Malik
Senior Product Consultant

Ashish has been with Morningstar for two years and takes immense pride in delivering a positive and seamless customer experience for our users. With his strong analytical skills and years of industry experience, Ashish is a true support superstar, adept at resolving complex queries and ensuring client satisfaction. His dedication to understanding user needs and providing tailored solutions makes him a cornerstone of the support team.

When it’s time to unwind, Ashish enjoys the thrill of football, immersing himself in music, and heading out on long drives to relax and recharge. His commitment to excellence and his passion for life shine through in everything he does.
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​Daniel John
Senior Product Consultant

Joining Morningstar two years ago, Daniel brings a wealth of client management experience from his previous role, which he channels into providing exceptional support for our users. His dedication to helping customers navigate AdviserLogic ensures a seamless and positive experience, making him a valued member of the support team.

When he’s not assisting clients, Daniel loves to travel, dive into suspense thrillers, and spend time swimming. His adventurous and curious spirit complements his professional drive, creating a well-rounded approach to work and life.

​Charu Laddha
Product Consultant

Charu has been with Morningstar for two years and has developed a genuine passion for resolving customer queries with efficiency and care. Her attentive listening skills and eagerness to learn enable her to truly understand client needs, ensuring every interaction is positive and productive. Charu’s approachable nature and dedication to finding the best solutions make her a valued member of the support team.

Outside of work, Charu enjoys unwinding by catching the latest movies and exploring new places. Her love for entertainment and social outings reflects her vibrant personality and balanced approach to work and life.

Sankalp Srivastava
​Product Consultant

Starting at Morningstar - International Wealth, with extensive experience in product consulting. He has recently started working for AdviserLogic, where he applies his analytical skills and ability to simplify complex financial concepts to deliver impactful solutions. Sankalp excels in addressing business challenges through structured problem-solving and clear communication. He thrives in multicultural team environments, leveraging his emotional intelligence to understand diverse perspectives and deliver effective outcomes.

Passionate about finance, Sankalp has been actively studying and investing in the stock market for four years. Outside of work, he enjoys travelling, photography, and sharing market insights on social media.

Anil Jangid

Senior Product Consultant

Anil Jangid joined Morningstar two years ago, bringing with him extensive experience in client management. His expertise, combined with a strong commitment to delivering exceptional support, empowers users to maximise their AdviserLogic experience. Anil’s dedication, problem-solving abilities, and focus on user success make him an invaluable member of the support team.

Outside of work, Anil enjoys exploring new destinations, immersing himself in captivating books, and staying active through sports. His passion for discovery and continuous growth aligns seamlessly with his professional approach, showcasing a well-rounded and dynamic outlook on both work and life.

Gurjeet Singh Tetra

Product Consultant

Gurjeet Singh, a dynamic member of the AdviserLogic Product Consulting team, joined Morningstar in January 2024. With a strong background in managing client trades and investments, Gurjeet leverages his deep understanding of financial markets to help advisers optimise their clients' financial planning. His exceptional interpersonal skills allow him to build trust-based relationships, delivering meaningful support and solutions.

Outside of work, Gurjeet channels his creativity through music, particularly beatboxing, and finds adventure and growth in trekking and travel. His passion for exploring new cultures and his love for dogs reflect his compassionate and curious nature.

Priyanka Chenani

Product Consultant

Priyanka is a dedicated Product Consultant at Morningstar, bringing a strong foundation in finance and a passion for continuous learning. Having successfully cleared CFA Level 1, she is committed to expanding her expertise in financial planning and investment strategies. Priyanka focuses on delivering tailored solutions to clients, ensuring their needs are met with precision and care.

Outside of work, Priyanka enjoys cooking and baking, often experimenting with new recipes as a creative outlet. Her blend of financial knowledge, problem-solving skills, and enthusiasm for growth makes her an invaluable member of the team.

Shriya Arora

Product Consultant

Shriya has been with Morningstar for over six months, bringing with her a strong background in economics and finance. With experience in client-facing roles, she excels at solving problems efficiently and creatively. Her empathetic communication style and critical thinking skills allow her to connect with clients, understand their needs, and deliver tailored solutions that drive results.

Outside of work, Shriya enjoys reading and staying informed on the latest trends in economics and finance. A passionate golfer and pistol shooter, she values an active lifestyle and balances her dynamic approach to life with fitness and social events. Her enthusiasm and well-rounded skillset make her a valuable member of the team.

Our Level II Team specialises in swiftly resolving technical issues with expertise and efficiency. Equipped with deep technical knowledge, they ensure your support tickets are handled promptly, minimising disruptions and keeping your systems running smoothly.

​Aman Saini
​Associate Manager - Level II Customer Support

Aman has been with Morningstar for three years and has quickly become a cornerstone of the support team. Known for his strong analytical skills and a relentless commitment to resolving technical issues, he takes great pride in ensuring your bugs are resolved promptly. Leading the team that resolves your technical concerns, Aman is dedicated to ensuring that every query is addressed quickly and effectively. His problem-solving approach and deep understanding of the product make him a true support superstar.

When he’s not working, Aman enjoys staying active by playing cricket, unwinding with music, and spending quality time with his beloved dog. His passion for teamwork and attention to detail shine through in both his professional and personal life.

​Kshetiz Gairola
​Product Specialist - Level II Customer Support

Kshetiz has been with the company for six years, including four and a half years at Morningstar, where he thrives on resolving customers' technical queries. As our Datafeeds superstar, he's the go-to expert for tackling datafeed issues, often resolving them personally or supporting others to do so. If you have a Datafeed issue, he’s likely the one solving it or guiding others to a resolution. His expertise in this area has made him a key asset to the team.

In his downtime, Kshetiz enjoys playing cricket, hiking, and driving through the scenic hills of his locality.
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​Rajat Suryawanshi
Product Specialist - ​Level II Customer Support

Rajat has been with Morningstar for three years and is driven by his passion for delivering the best quality support to our clients. A true superstar in support, his in-depth knowledge of the product earned him a well-deserved promotion to the Level 2 team. Now, he collaborates with Aman to resolve technical issues swiftly and efficiently, your concerns are promptly addressed.

In his downtime, Rajat enjoys staying active by playing a variety of sports and embarking on long rides to explore new and exciting places. His adventurous spirit and dedication shine through both in and outside of work.

Our Content Team plays a crucial role in shaping Ava’s knowledge and effectiveness. We create and maintain the information Ava uses to provide accurate and relevant answers to your queries. By continuously updating product documentation, FAQs, and troubleshooting guides, we ensure Ava is equipped with the latest insights to assist you efficiently.

Additionally, our team analyses your interactions with Ava to identify gaps and improve responses, refining Ava’s ability to deliver precise, helpful, and timely support.

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​Maria Iglesias
​Content Lead and AI Manager

Maria has been with Morningstar for almost five years, starting her journey on the support desk, where she spent two years helping users navigate the software. Her passion for guiding users, paired with her deep understanding of AdviserLogic, has propelled her into her current role, where she focuses on creating content that helps the widest audience of users. Her ability to simplify complex concepts and anticipate user needs makes her work invaluable to the AdviserLogic community.

Based in Sydney, Maria finds joy in gardening, hiking, and experimenting in the kitchen. Her love for the outdoors and creativity mirrors her dedication to supporting others, both professionally and personally.

​Nihit Gupta
​Product Consultant - Content

Nihit has been with Morningstar for over three years and is dedicated to enhancing the client experience through his expertise and attention to detail. As the Subject Matter Expert (SME) for login and admin issues, Nihit is the go-to person for resolving these queries efficiently, ensuring seamless access and smooth operations for clients. His commitment to problem-solving and proactive approach make him an integral part of the support team.

In his downtime, Nihit enjoys diving into light novels, immersing himself in the timeless charm of classic songs, and occasionally exploring his creative side through poetry. His appreciation for literature, music, and creative expression adds a thoughtful balance to his professional dedication, making him a well-rounded and valued member of the team.
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​Morningstar operates in 27 countries, maintaining consistent titles, training, onboarding, and performance standards across all Customer Support teams worldwide. Our AdviserLogic Support team is committed to providing speedy, confidential resolutions. Along with our newest addition, Ava, our AI Adviser Virtual Assistant. Our human-focused approach ensures personalised support based on your preferences.

We may ask detailed questions to fully understand your concerns, allowing us to address them effectively. If an immediate solution isn't possible, we’ll coordinate with relevant teams and keep you informed every step of the way, always striving to go the extra mile.
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