The first one kicks off in Kolkata on January 11 & 12.
Over
1000 investors are expected to congregate at the investor awareness camp in Kolkata
on January 11 and 12, the first in a series of nation-wide camps. Similar camps
will be organized in 23 other cities in different parts of the country through
the year.
Explaining the rationale of these events, Kanak Jain of Nirvana said “We plan for everything in life but many a time the hows and whys of our lives and goals are not so clear. My humble request and motivation to all the people of our city is to become a part of the investor camp and get a financial plan and risk profiling done for themselves.”
Kanak Jain aims to write at least 25000 financial plans through this initiative. Through this camp, advisors get to acquire new clients. “We are inviting households that earn Rs. 10 lakh and above in these camps. We have developed an interesting game which will teach about volatility to investors. We will share the details of prospective clients with the participating IFAs,” said Kanak.
A number of desks will be put up to help investors resolve their queries on tax, do risk profiling and financial planning, and get them to understand various investment options. Fund managers and sales heads from the mutual fund industry will also address investors concerns. Also, there will be games and tools to help investors understand the importance of asset allocation.
The organizers – Nirvana will conduct these events by associating with rotary clubs, chartered accounts and other such groups in different cities across India.
The event is supported by Birla Sun Life MF, ICICI Prudential MF and Reliance MF. Cafemutual is the media partner for this event.
