Alwar, January, 2026.
In line with the Association of Mutual Funds in India’s (AMFI) guidelines mandating investor awareness programmes, Navi MFsuccessfully conducted an Investor Awareness Program (IAP) in Shahjahanpur, Alwar, Rajasthan, on January 9, 2026, at the Ramada by Wyndham. Approximately 58 participants from diverse professional backgrounds attended the educational session, personally led by Aditya Mulki, CEO of Navi AMC Limited,a rare occurrence where senior AMC leadership directly engages with retail investors in semi-urban locations.
The program focused on practical investment education tailored for first-time investors. Participants learned how inflation reduces the value of money kept in savings accounts, and how mutual funds can help grow long-term savings in a regulated way. A key highlight was explaining that mutual funds are accessible to everyone, with investment options starting as low as Rs. 100, making wealth creation possible for investors at all income levels.
The session also addressed widespread myths about mutual funds-that they are complex, risky, or require long-term commitments. Through interactive discussions, participants gained clarity on how mutual funds work, the different investment options available, and how to choose funds based on financial goals.
This IAP has been undertaken as part of Navi MF’sfinancial literacy initiatives in semi-urban and rural markets. The initiative comes at a time when India’s mutual fund industry is experiencing strong growth. Recent data shows that Systematic Investment Plan (SIP) inflows, a popular way for retail investors to invest regularly, grew 16 percent year-on-year, reaching Rs. 29,445 crore in November 2025, compared to Rs. 25,320 crore in November 2024. This growth reflects growing investor confidence in mutual funds despite market volatility.
Focus on Financial Literacy:
The session followed the standardized educational framework prescribed by the Association of Mutual Funds in India (AMFI). The core objective was to simplify mutual fund investing for an audience with limited market exposure.
Key highlights:
- Inflation and Savings: Addressing how traditional bank savings are often depleted by inflation and how regulated mutual funds offer an easy alternative towards meeting long term financial goals.
- Lowering Barriers: Emphasizing that professional investment is now accessible to all, with ticket sizes starting as low as Rs. 100.
- Debunking Myths: Clarifying common misconceptions regarding the complexity of mutual funds and the perceived high risk of losing principal capital.
The event concluded with an interactive Q&A session where participants sought clarifications on risk profiling and digital investing. Rajasthan has consistently demonstrated strong adoption of market-linked investment products, with cities like Jaipur, Udaipur, Jodhpur, Ajmer, and Kota remaining among India’s top 100 cities by mutual fund assets under management for over a decade.
This program reflects Navi MF’sstrategy to help investors in smaller cities understand and access mutual fund investments more easily through direct on-ground engagement, low-cost investment solutions, and partnerships with local Mutual Fund Distributors and Registered Investment Advisors.
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