Empowering You to Make Smarter Financial Decisions
What is IAP?
The Investor Awareness Program by Reydiv Finmart LLP is an educational initiative designed to equip individuals and families with the right knowledge, tools, and mindset to make informed financial decisions. Whether you are just starting your investment journey or seeking to optimise your current portfolio, these sessions are crafted to help you grow with confidence.
1. Why Financial Awareness Matters
Learn why understanding basic financial concepts is crucial in today’s world—especially with rising inflation, market volatility, and lifestyle expenses.
2. Smart Investing Basics
- What are mutual funds?
- SIP vs. lump sum investments
- Compounding & goal-based investing
- How to select the right fund
3. Avoiding Common Investment Mistakes
- Myths vs. reality in investing
- Emotional investing traps
- Over-diversification and mis-selling
- Importance of patience and discipline
4. Retirement Planning Essentials
- Power of early retirement planning
- Role of NPS, EPF, PPF & Mutual Funds
- How much should you save?
- Creating a retirement corpus of ₹1 crore to ₹10 crore
5. Children’s Future Planning
- SIPs for education and marriage
- Inflation-proofing child goals
- Choosing the right mix of funds and insurance
6. Understanding Risk and Asset Allocation
- How to assess your risk appetite
- Balancing equity, debt, and hybrid options
- Portfolio rebalancing and diversification
7. Tax Planning Through Investments
- Section 80C, 80D, 10(10D), and other benefits
- ELSS, NPS, and insurance-based tax saving
- Smart strategies to reduce tax liability legally
8. Digital Tools for Investors
- Tracking investments online
- Mobile apps & dashboards
- Importance of transparency and real-time data
9. Live Q&A & Personal Guidance
Every session ends with a live interaction where attendees can ask questions, clarify doubts, and even request a free one-on-one consultation with our experts.
Who Can Attend?
- Working professionals
- NRIs
- Homemakers
- Retired individuals
- First-time investors
- Students & young earners
Key Takeaways
- Confidence in making your own investment decisions
- Awareness of do’s and don’ts in the financial world
- Steps to secure your financial future—starting today!
