Objective Of IAP

• To provide an open house forum to understand rationale way of financial investment decision.
• Platform for interaction with industry experts.
• Cohesive learning environment for all generations.
• Spread awareness among mass.

Assurance Of IAP

• These sessions are purely for concept clarity.
• No product selling.
• Our foremost priority is to make it a learning value-add session.
• No nuisance follow up calls.

Myth Of IAP

• Open house forms are like multi-level marketing activities.

Topic For Discussion in IAP

Typical the following topics / contents gets covered in each programme. But we can tailor-make the sessions based the audience category;

• Why & How to Invest – General Aspects
• Benefits of Early Investment & Financial Planning
• Inflation & its Effects
• Mutual fund & its Benefits
• Avoiding common mistakes of savings and investments
• Explore Tax Saving options
• Being Prepared to face any Financial Shocks – Job Loss, Accidental Disability, Medical Emergencies, Death in Family, Natural Disasters
• Making the best use of Financial Resources – Income, Expenditure, Assets, Liabilities
• Comparison of Investment Options available for Retail Investors – Risk, Return, Tax, Duration, Liquidity, Suitability etc.

All or few of the above topics might be covered during discussion due to time constraints. Around 20 to 80 participants actively participate in the 90 minutes IAP.

Venue for hosting the Program

Investor Awareness Program are usually organized at the in-house training centers / conference halls of a company or meeting halls / community halls of the clubs / associations / housing societies.

You are cordially invited to attend the IAP at a location near to you. The seats for each location are limited and available on a first-come-first served basis & You Can also participate in this program though online webinar/google meet app.

Reserve your seat Now!(Free of Cost)

To register yourself for the above event, please fill up the form below:

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