Investor Education -

Associate

Torch Bearers for tomorrow’s Financially Literate India

Financial Literacy | Investor Awareness

 Our Objective

• To Spread Financial Literacy across India and empower citizens with

basics of finance to protect them against fraudulent practices in the
Finance field.

• To make investors aware about different asset classes and avenues of

investments.
Let’s Know the Product…

Investor Awareness Program

What is Financial Literacy ?
It is the possession of the set of skills and knowledge that allows an individual to
make informed and effective decisions with all of their financial resources.
Financial literacy also involves the proficiency of financial principles and
concepts such as financial planning, compound interest, managing debt,
profitable savings techniques and the time value of money.
Why is there a need for
Financial Literacy and
Investor Awareness ?
The lack of financial literacy may lead to making poor financial choices that can
have negative consequences on the financial well-being of an individual. As per
a global survey by Standard & Poor's Financial Services LLC (S&P) only 25 per
cent of adults or less are financially literate in South Asian countries. For an
average Indian, financial literacy is yet to become a priority.
India is home to 17.5 per cent of the world's population and nearly 76 per cent
of its adult population does not understand even the basic financial concepts.
What is SEBI ?
The Securities and Exchange Board of India (SEBI) is the designated regulatory
body for the finance and investment markets in India. The board plays a vital
role in maintaining stable and efficient financial and investment markets by
creating and enforcing effective regulation in India's financial marketplace.
India's SEBI is similar to the U.S. Securities and Exchange Commission (SEC).

It plays a key role in ensuring the stability of the financial markets in India, by
attracting foreign investors and protecting Indian investors. SEBI was built by
the government of India. Its headquarters is located at the Bandra Kurla
Complex Business District found in Mumbai.
What is NISM ?
National Institute of Securities Markets (NISM) is an Indian public trust and an
educational institute and staff college of SEBI established in 2006 by
the Securities and Exchange Board of India (SEBI) the regulator for the
securities market in India. The institute offers academic programmes, training
programmes, capacity building and skill development programmes in securities
markets. The institute also provides financial education and standards to
improve financial literacy in the country. The institute is located
in Vashi, Navi Mumbai, India.
What is an
Asset Management Company
(AMC) ?
An asset management company (AMC) is a company that invests its
clients' pooled funds into securities that match declared financial
objectives. Asset management companies provide investors with
more diversification and investing options than they would have by
themselves. AMCs manage mutual funds, hedge funds and pension
plans, and these companies earn income by charging service fees or
commissions to their clients.
There are total of 43 Asset Management Companies(AMCs) in India.
Nevertheless, an interesting point to note here is that the total number
of mutual fund schemes is over 2599 in India.
Our associations
Our Journey So Far…
In our short journey, We
have impacted lives of:
 2000+
Faculty Members

Notable Colleges / Schools Covered:

• Army Public School – Mumbai

• H R College – Mumbai
• SIES College – Mumbai
• Raj Memorial School – Solapur
• Bharti Vidyapeeth - Pune
 1500+
Army Officers

Notable Army Establishments Covered:

• Armed Forces Clinic, Delhi

• DHQ – Delhi
• Armed Forces Dental Clinic, Delhi
• Military Hospital – Pune, Meerut
• 32 Infantry Brigade - Meerut
• 330 Infantry Brigade – Pune
 2000+
Doctors

Notable Police Stations Covered:

• Sion Hospital, Mumbai

• Galaxy Hospital, Varanasi
• Indian Medical Association – Juhu
• Indian Medical Association – Thane
• Indian Medical Association – Haji Ali
• Criticare Hospital – Ullhasnagar
• Central Hospital - Ullhasnagar
 500+
Police Officers

Notable Police Stations Covered:

• Sion Police Station

• Borivali Police Station
• Ullhasnagar Police Station
• Thane Police Station
• Traffic Police
• RTO – Panvel, Thane, Kandivali
 500+
Corporates

Notable Corporates Covered:

• WNS Global Services

• Durian Industries
• Crompton & Greaves
• Crisil
• Worksquare (Co – Working Space)
• Asian Paints
• Schbang Digital Solutions
 1000+
Working Professionals

Notable Workplaces Covered:

• Ramada Hotel
• Yuva Parivartan
• Western Railways
• Hotel Minerva
• NMSA, Vashi
• Hotel Citi Corner – Navsari
• Hotel Embassy - Surat
World Investor Week -2017
 The Solapur
Project
As part of our investor awareness
program, we adopted Solapur
district wherein we conducted
financial literacy programs in 20
schools.
Way Ahead: We also covered the Parents of these students and Faculties of Schools
In this short span
of One year We 10,000+
has Impacted Investors
many Lives
Process Flow
 Fixing an Investor
Executing the IAP IAP Successful
Awareness Program

STEP I STEP II STEP III STEP IV STEP V

Getting the Approval Reporting the IAP

from AMC
Fixing an Investor Awareness Program
• Map the Location where you want to do it

• Research a bit about the organisation

• Approach the Concerned Person – The Decision Maker of the

Organisation

• Pitch them the Idea and tell them about its need and benefits

• Take down the necessary details once they confirm

Please Note: There shall be a gap of 4-5 Working Days between the date of fixing the IAP
and Execution Date
Necessary details needed for a successful fix

• Name and Address of the Organisation

• Date and Time of the IAP

• Contact Persons Name and Contact No.

• Participant Profile and Number of Participants

• Dully Filled Performa A to be mailed to work.biap@gmail.com

keeping ujjwal@biap.in & founder@biap.in in CC
 Executing the IAP
• Reminder Message or Call must be made to the Organisation where the
IAP is scheduled.

• Speaker for the Session must be reminded and briefed about the
organisation and its location

• Coordinator must reach the organisation 20 minutes in advance.

• Projector must be checked and setup should be done for a flawless

program

• Attendance Sheet, RM form (if necessary), feedback form must be filled

and photographs must be taken.
 Important Points for Execution

• Attendance sheet must be filled by all the participants present.

• RM form must be filled by the AMC representative.

• Photographs should be taken in a manner that covers the Audience from

front to back, from back to front, featuring the first slide-speaker-audience.

• Feedback form should be distributed 15 minutes prior to the end of the

session.
 Reporting of IAP

• Picture of the Attendance Sheet, RM Form and Photographs clicked must

be mailed to work.biap@gmail.com keeping ujjwal@biap.in &
founder@biap.in in CC on the day of the event itself.

• Attendance sheet must be typed in an excel sheet and saved as

Attendance sheet_Name of the Organisation_Date and mailed within 2
working days.

• All the Hard Copies must be submitted to the office after the event
completion.
Trainers empaneled with us:
 Trainers

• Dr. Navin Punjabi

• Prof. Rahul Mishra
• Prof. Atul Sathe
• Prof. Jaydeep Jadhav
• Dr. Burla Natrajan
• Prof. Yogesh Bhawnani
• Prof. Nainesh Thakkar

There are many other reputed trainers from different parts of the Country.
Who are you ?
 You are an Investor Awareness Associate
empaneled with Board of Industry – Academia
Partnerships which is doing Investor Awareness
Activities on Behalf of various Asset
Management Companies and Stock Exchanges
Where all can we do this
Investor Awareness
Program ?
Schools

For Faculties

Decision Maker: Principal

College

1. For Faculties
2. For Students

Decision Maker: Principal

Police Stations

Police Jawans

Decision Maker: Senior Inspector (For

individual Police Station
Or
DCP (For cluster of Police Station)
 Fire Brigade

For Firemen

Decision Maker: Chief Fire Officer

 Companies

For Employees

Decision Maker: Human Resource

Manager
Associations

For Members

Decision Maker: President

 Clubs

For Members

Decision Maker: President

Senior Citizen
Association

For Members

Decision Maker: President

 Women
Associations

For Members

Decision Maker: President

Defence Sector

For Jawans / JCO / Officers

Decision Maker: Commanding Officer

Indian Railways

For Railway Employees

Decision Maker: Executive Officer /

Union Leader
 Other Places
• Municipal Corporation Office
• Taxi Drivers
• BEST
• Hotels
• Youth Organisations
• NGOs
 The golden rule
We can do an investor awareness activity anywhere, if we follow this

• Minimum audience of 30

• Closed room

• Projector to use a PowerPoint presentation

• Working professionals
Meeting essentials
 Must do’s
Success of a meeting matters on how you present yourself and your idea…

• Be formally dressed
• Be properly groomed
• Keep a diary and a pen always
• Greet and meet people
• Introduce yourself well
Remuneration
1. Lump-sum Amount of Rs. 1,000/- will be given per IAP

2. This amount covers the Travelling Allowance per IAP

3. Timely Incentive will also be given based on the performance

4. Incentive can be Monetary or Non – Monetary

5. Performance Appraisal will be done on completion of the contract period

6. The task can be completed Individually or in Team in both the cases

Amount mentioned in point 1 will only be given.
Target
• An Individual or a Team should target at least 12 IAPs in a months time.

• IAPs should be targeted for different target audiences.

• College student IAP will get limited approval. This should be kept in mind while
planning the target.

• Tip: If 3 places are visited in a day, keeping in mind you have worked for only 15
days in a month, out of 45 places 25 places should be confirmed with strong
follow-up and interpersonal skills
 We hope the Product
Knowledge and Procedure
is now clear…
Learn the Art to pitch your
Product

Contact – Ujjwal Bahal – 9967072442

 Thank You

For Queries, Contact Us:

www.biap.in

support@biap.in

+91 79000 76079 - BIAP Office

+91 997072442 – Ujjwal Bahal (Co-founder & Head Training)