Investor Awareness Programs or better known as IAPs are great ways to build product awareness, brand awareness, address investors and their needs. Now IAPs are conducted for corporate employees for their personal portfolio, associations for their members or an open house program is conducted for any potential investor – direct clients or otherwise. These offered programs fit very well for into the objective of the investors.
We conduct programs to make a significant impact. Along with the subject discussed, we make sure to engage the audience through stories, case studies, Q&As – that way we make the programs interactive and engaging and educating. The motive is to tap you on three fronts – awareness on goal-based investments, term insurance and most definitely starting SIPs. We also offer one-to-one meetings post the sessions to discuss the financial plan or financial health checkup or risk profiling or something like an existing portfolio review.