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Union Mutual Fund has launched a campaign #BeOnTheSamePage to highlight the importance of inclusivity in financial planning for couples.
In the audio-visual campaign, couples demonstrate clarity in their financial goals but interestingly, they have differing opinions when quantifying these goals.
The campaign sends a strong message: "Living as equals means planning as equals". This means communicating about financial goals, assessing the current financial position and risk appetite and creating a step-by-step plan to achieve those goals.
The campaign ends with the message that couples can achieve their financial goals more easily when they possess the same financial information. To achieve this, couples should start a conversation as soon as possible and seek the help of a mutual fund distributor/financial advisor for proper guidance and smooth allocation of funds.
Saurabh Jain, Chief Marketing Officer, Union MF, said, "Although there are numerous financial products in the market, many couples struggle to reach their financial goals due to a lack of communication and alignment on their objectives. Our campaign - #BeOnTheSamePage emphasizes the significance of discussing financial positions and goals prior to pursuing them."
Click here to watch this campaign.
