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From First SIP to Lasting Loyalty: Building Long-Term Investor Engagement


23rd July | 4:00 PM IST

 

Everyone's welcome here 
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Meet the panel


Anand Chila
National Manager - B2B Distribution
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Dharmang Shah
Head – Digital Sales
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Ashish Gupta
Director - Presales
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Vikrant Dale
Chief Growth Officer
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Shailesh Mehta
Head - Business Development
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WHY THIS CONVERSATION

India's monthly SIP inflows are at record highs, aren't they?

A large share comes from first-time investors who started in a rising market and haven't seen a real correction yet. The inflow story is strong. Retention is where it gets tested: rising SIP stoppages, quiet disengagement, first SIPs that never become a habit. This is a working conversation between industry experts on what it takes to turn first SIPs into long-term relationships.
Join us!

KEY DISCUSSION POINTS

What we're getting into

1
Using SIP and transaction behaviour to reach out at the right moment, without turning into push-notification noise
2
 How acquisition-led RM incentives shape investor experience, and what needs to change for retention to matter
3
What keeps investors loyal beyond returns, and how cross-sell deepens that relationship
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