Insights
 

KOTAK MUTUAL FUND Investor Education Series

Kotak Asset Management Company, one of the large players in the Mutual fund industry.

Objectives included popularising Mutual Fund investments in various states.

 

Challenges

To identify HNIs, Investors in Tier 2 /3 cities

To educate them on benefits of investing in a Mutual Fund vis a vis other options such as equity/fixed deposits.

Ensure that the TG has a memorable experience while establishing a strong emotional bond with them.

 

Solution

Created a format called Investor Education series across Maharashtra for the IntelligentInvestor.

Easy to connect format with Maharashtrian speakers and interactive learning over a 2 hour session.

Tie up with Local Newspaper and local agencies to generate maximum participation.