Why Investor Awareness Matters
Every year, thousands of Indians lose their savings to financial fraud, mis-selling, and uninformed decisions.
PlanUrDream's Investor Awareness Programmes are aligned with SEBI's national investor education mandate and AMFI's mutual fund awareness initiatives. Our sessions are designed to reach first-time investors, senior citizens, women, students, and rural communities — the groups most vulnerable to financial misinformation.
Topics Covered
Fraud & Scam Prevention
Identifying Ponzi schemes, fake investment apps, unauthorised advisors, and social media investment fraud. Learn the SEBI-prescribed warning signs.
KYC & Documentation
Why KYC matters, how to complete it correctly, and how it protects investors. Includes Aadhaar-based eKYC and the importance of keeping nominee details updated.
Understanding Mutual Funds
How mutual funds work, SIP investing, risk categories, reading a fund factsheet, and avoiding common misconceptions about NAV and past returns.
Insurance Awareness
The difference between term insurance and investment-linked products (ULIPs), how to file claims correctly, and why mis-selling is harmful.
Digital & UPI Safety
Safe practices for UPI payments, online banking, recognising phishing attempts, and what to do if you become a victim of digital fraud.
Investor Rights & Grievance Redressal
Your rights as an investor, how to file complaints with SEBI (SCORES portal), AMFI, IRDAI, and the Banking Ombudsman. SMARTODR for online dispute resolution.
Fixed Deposits & Bonds
Understanding DICGC insurance (up to ₹5 lakh per bank), credit ratings for corporate bonds, and avoiding unregistered deposit schemes.
Goal-Based Investing
Why random investing fails and how to align every investment to a specific life goal with the right time horizon and asset allocation.
Remember: SEBI-Registered Advisors Never Guarantee Returns
If someone promises guaranteed high returns, pressures you to invest quickly, or asks you to transfer money to a personal account — it's a red flag. Always verify the registration of your advisor on SEBI's website and report suspicious activity on SEBI SCORES or call the SEBI helpline: 1800 22 7575.
How We Deliver
Invite Us for an Investor Awareness Session
We conduct sessions for investor groups, schools, colleges, NGOs, cooperative societies, and corporate teams. Fill in your details and we'll customise a programme for your audience.