SIP investments help average out market volatility over time·ELSS funds offer tax savings up to ₹1.5L under Section 80C·Start early — the power of compounding grows exponentially·Diversify your portfolio across equity, debt, and hybrid funds·Review your investment portfolio at least once every 6 months·Emergency fund tip: Keep 6–12 months of expenses in liquid funds·AMFI Registered Distributor — ARN-179226·SIP investments help average out market volatility over time·ELSS funds offer tax savings up to ₹1.5L under Section 80C·Start early — the power of compounding grows exponentially·Diversify your portfolio across equity, debt, and hybrid funds·Review your investment portfolio at least once every 6 months·Emergency fund tip: Keep 6–12 months of expenses in liquid funds·AMFI Registered Distributor — ARN-179226·
Events & Programs

Enhancing Financial
Knowledge & Skills

Investor Awareness Programs, Financial Literacy Programs, and Masterclasses each play a crucial role in enhancing financial knowledge and skills.

Financial Literacy Programs (FLPs)

Interactive workshops designed to promote financial literacy among students, professionals, and organizations. We break down complex financial concepts into accessible, actionable knowledge.

Past Venues

  • GirlUp Fembots Coimbatore (UNICEF)
  • CMS Jain College, Bangalore
  • Buzz Women — Grassroots Women Empowerment
  • Kumaraguru Institutions (FLICK)

Investor Awareness Programs (IAPs)

Comprehensive programs focused on educating investors about market risks, investment strategies, and how to identify and avoid financial scams and mis-selling. Organized in collaboration with leading fund houses.

Past Venues

  • The Ramee Grand Hotel, Pune
  • Ibis Hotel, Coimbatore (with Franklin Templeton)
  • The Grand Magrath Hotel, Bangalore

Master Classes

In-depth educational sessions featuring expert speakers covering advanced investment topics, market analysis, and wealth-building strategies. These sessions go beyond basics to provide actionable expertise.

Past Venues

  • Barrocco Bubble Tea Cafe
  • Soch by Mohak Mangal's team
Event Gallery

Investor Awareness Program

Highlights from our IAP conducted in collaboration with HDFC Mutual Fund at The Grand Magrath Hotel, Bangalore.

September 2023
Bangalore
Speaker presenting at HDFC Mutual Fund Investor Education and Awareness Programme

HDFC Mutual Fund Investor Education Programme

The Grand Magrath Hotel, Bangalore

Full audience at IAP event

Engaged audience at the awareness session

Speaker presenting investment options

Investment options overview

Attendees taking notes during presentation

Participants actively taking notes

Speaker presenting with audience in foreground

Retirement planning session

Attendees listening at the investor awareness program

Attendees at the IAP session

Speaker presenting financial planning with projector

Financial planning deep-dive session

50+

Attendees

3

Expert Speakers

4hrs

Of Content

HDFC MF

In Partnership With

Event Gallery

IAP — Coimbatore

Investor Awareness Program conducted in collaboration with Franklin Templeton at Ibis Hotel, Coimbatore.

September 2023
Coimbatore
Audience at IAP Coimbatore — Ibis Hotel

Full house at the Ibis Hotel, Coimbatore

Speaker explaining Lifetime Return formula

Lifetime Return = Investment Return + Investor Behavior

Wide angle of IAP session at Ibis Hotel

Packed hall at the investor awareness session

Presentation on power of SIP and compounding

The magic of compounding

Franklin Templeton speaker addressing audience

Franklin Templeton speaker session

Full hall view of attendees at IAP Coimbatore

Attendees at the investor education session

IFS team at the Coimbatore IAP event

The IFS team at Ibis Hotel, Coimbatore

60+

Attendees

2

Expert Speakers

3hrs

Of Content

Franklin Templeton

In Partnership With

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