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
- Understand the impact of inflation and market volatility
- Protect your financial future with informed choices
2. Smart Investing Basics
- Mutual Funds: The what, why, and how
- SIP vs. Lump Sum Investments
- The magic of compounding
- Selecting the right fund
3. Avoiding Common Investment Mistakes
- Busting myths around investing
- Steering clear of emotional investing
- Understanding over-diversification
- Staying patient and disciplined
4. Retirement Planning Essentials
- Start early, retire wealthy
- Understanding EPF, PPF, NPS, and Mutual Funds
- Creating a ₹1-10 crore corpus
5. Children’s Future Planning
- SIPs for education and marriage
- Beat inflation in child planning
- Fund and insurance selection
6. Understanding Risk and Asset Allocation
- Assessing your risk appetite
- Balancing equity, debt & hybrids
- Why rebalancing matters
7. Tax Planning Through Investments
- Sections 80C, 80D, 10(10D) explained
- Using ELSS, NPS, and insurance to save tax
8. Digital Tools for Investors
- Track your portfolio online
- Use mobile apps and dashboards
- Access transparent and real-time data
9. Live Q&A & Personal Guidance
Each session concludes with live Q&A, doubt resolution, and optional one-on-one expert consultation.
Who Can Attend?
- Working professionals
- NRIs
- Homemakers
- Retired individuals
- First-time investors
- Students & young earners
Key Takeaways
- Confidence in making your own investment decisions
- Understanding do’s and don’ts of finance
- Steps to secure your financial future—starting today
Ready to Take Control of Your Financial Future