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Investor educational properties as engaging as TED Talks? Turn to ZiWorks!

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One of our investor education campaign bagged a Gold award under Best Financial Education Program category.

Challenge

“How can we effectively educate investors to help build a comprehensive portfolio with passive funds?” This was the key challenge posed by our clients at Motilal Oswal.

Solution

When Motilal Oswal approached us with the challenge, we knew we had to create an intellectual property that is engaging and educational. We decided to leverage the expertise of Pratik Oswal, positioning him as a trusted voice in the world of passive funds. Here’s how we did it:

  1. Concept Development: We envisioned a series that would guide individuals through their investment journey with passive funds.
  2. Engaging Content: Each of the 10 episodes, lasting 10 minutes, featured insightful conversations with Pratik Oswal, breaking down complex financial concepts into easily digestible segments.
  3. Trust Building: Pratik’s deep understanding and clear explanations helped build trust with the audience, making them feel confident in their investment decisions.
  4. Execution: We produced high-quality content that was both informative and captivating, making complex information accessible and engaging.
  5. Sustained Engagement: We ensured that the series provided enough content to run for over 6 months, maintaining audience interest and trust.
  6. Supporting Teams: This series aided all teams—from relationship managers and onboarding staff to MFDs and sales—by providing them with crucial information to help individuals invest.
  7. Self-Sustaining Property: Ultimately, this series became a self-sustaining property for Motilal Oswal, continuing to educate and engage investors long after its initial launch.

Results

The educational series bagged a Gold Award at the Finnix Awards 2024 for Best Financial Education Program. It focused on improving investor understanding and engagement by breaking down complex topics into easily digestible content, empowering investors to make informed decisions, and thereby enhancing their confidence and trust in Motilal Oswal.

Impact

The ‘Investment Blueprint’ became a cornerstone resource for Motilal Oswal AMC, reinforcing our commitment to offering tailor-made solutions to address the unique challenges of simplifying complexities and driving meaningful investor outcomes. This newly established standard for investor education caught the attention of Axis MF and Bajaj Finserv AMC, who were inspired to collaborate with us to create similar innovative properties for their fund categories.

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