# APMI 3rd Annual Conference 2026: Paid meeting-room slots inside a conference app The Association of Portfolio Managers in India held its 3rd Annual Conference on 30 September 2026 at Jio World Convention Centre, Mumbai, delivered by the agency Pine Tree. Its Sociana app let delegates book and pay for private meeting-room slots through Razorpay with GST billing and a per-person cap, beside the agenda, dignitaries, sponsors, live polls, networking and QR attendance. Mumbai30 Sep 2026[Association conference](https://sociana.in/event-types/conferences-with-room-booking/) Client: **Association of Portfolio Managers in India** · Agency: **Pine Tree** ![Association conference splash with the logo, the tagline about the future of the portfolio management landscape, the date and venue and an Enter Conference button](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-51.webp) ![Book Your Meeting Room page with a booked count progress card and hourly slot grids for two rooms with one slot selected and a Proceed button](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-59.webp) ![Review your booking sheet with one selected slot, a quantity, a total payable, a Pay button and a note that payments are processed securely by a payment gateway](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-59-2.webp) 179 votes on a single live poll At a glance Client Association of Portfolio Managers in India Agency Pine Tree When 30 Sep 2026 Venue Jio World Convention Centre, Lotus Ballroom 2 and 3, BKC, Mumbai Sign-in Phone or email OTP; only numbers and emails on the delegate list get in Who used it Member delegates and invitees · Dignitaries and speakers · Sponsors · Event managers (Pine Tree and APMI team) ## The occasion in two lines The Association of Portfolio Managers in India held its 3rd Annual Conference on Wednesday, 30 September 2026, at Jio World Convention Centre, Lotus Ballroom 2 & 3, BKC, Mumbai, under the theme “The future of India’s PMS landscape.” The event agency Pine Tree delivered the conference, and Sociana built its delegate app. ## What the client needed APMI is the industry body for portfolio managers in India; its About Us page in the app explains that it was incorporated on 31 December 2021 as a Section 8 company. A conference for this audience is as much a day of private meetings as a day of keynotes, so the brief went beyond an agenda app. - **Members only.** Only people on the delegate list could get in. - **Paid meeting rooms, sold inside the app.** Delegates had to book private rooms by the slot, pay securely and receive a GST-correct invoice, with a cap per person so a few firms could not take every room. - **A programme worthy of the guests.** Agenda, dignitaries by category, sponsors by tier and the association’s own story. - **The room in the conversation.** Live polls during sessions, a delegate directory with chat, and a feed and gallery. - **Control for the event team.** Attendance by QR for sessions and rooms, and scheduled announcements. ## What we built ### A closed front door The splash carried the APMI mark and the theme line, with one **Enter Conference** button. Delegates typed their phone number or email, pressed **Send OTP** and entered a five-digit code. Anyone not on the delegate list saw **Access Not Available**. On first arrival, an animated card greeted the delegate by name with the conference date, and a tip pointed to the personal QR in the Profile tab. ![Conference splash with the association logo, the theme about the future of the portfolio management landscape, the date and venue and an Enter Conference button](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-51.webp) The splash states the theme, date and venue before the delegate signs in. ![First-time welcome card with the conference logo greeting the delegate and naming the conference date](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-53.webp) The first-time welcome greets each delegate by name. ### Home that leads with the booking Home stacked the greeting and **About Us**, an event banner with a **Map** button, a countdown to 9:00 am, a large **Book Your Meeting Room** button, Live Polls, Quick Actions for Networking, Feed and Gallery, and the sponsors. The bottom bar held Home, Dignitaries, Agenda and Profile. ### Book Your Meeting Room This was the heart of the build. Delegates opened the booking screen, saw how many of their allowed rooms they had used, and picked from a grid of 50-minute slots across the meeting rooms, from 10:00 am to 6:50 pm. **Proceed** opened **Billing details**: the State was required because it decides the GST on the invoice, while company name, GSTIN and address were optional for individuals, and the details locked once paid. **Review your booking** showed each slot, quantity and the total payable, and how many more rooms the delegate could still add. **Pay** handed over to Razorpay, and the delegate returned to a **Booking Confirmed!** screen with the details also sent by email. Each delegate had a maximum booking limit; in the configuration shown it was two rooms. ![Book Your Meeting Room page with a booked count card and hourly slot grids for two rooms with one slot selected and a Proceed button](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-59.webp) Choosing slots: the card at the top shows how much of the personal limit is left. ![Billing details sheet with a required State field and optional company name, GSTIN and address fields](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-59-1.webp) Billing details: State sets the GST, company fields are optional, all lock on payment. ![Review your booking sheet with one selected slot, a quantity, a total payable and a Pay button processed by a payment gateway](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-20-59-2.webp) Review and pay: the summary before the delegate hands over to Razorpay. ![Payment gateway contact details step showing the total amount with mobile and blurred email fields and a Continue button](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-00.webp) Razorpay checkout opens inside the app. ### Live polls in the room During sessions, questions appeared on Home; delegates chose an answer and pressed **Submit**. One poll asked what will most influence an investor’s choice of a portfolio manager: investment performance, trust and reputation, transparency or client experience. ![Live poll asking what most influences an investor's choice of portfolio manager with four options, 179 votes and a Submit button above Quick Actions](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-00-1.webp) A live poll during the sessions, above the Quick Actions for networking, feed and gallery. ### Programme, dignitaries and sponsors The **Agenda** ran session by session through the day: setting up, the welcome, welcoming the Chief Guest and dignitaries, the Chief Guest’s address, the launch of APMI initiatives, the Guest of Honour’s speech on PMS industry trends and a panel discussion. **Dignitaries** showed photos, names and designations under category headings, with the Chairman of SEBI profiled as Chief Guest. Sponsors appeared by tier: platinum logos from Actlogica, HDFC Bank, KFintech, Kotak, NSE Indices, Nuvama, Rupeeflo and WealthSpectrum, and ICICI Bank as gold sponsor. **About Us** told the association’s story and introduced its office bearers. ![Agenda for 30 September with expandable session cards from setting up to the chief guest address, initiatives launch and guest of honour speech](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-02-1.webp) The day’s agenda, each session expandable for details. ![Sponsor panel with nine platinum sponsor logos from financial firms and one gold sponsor](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-00-2.webp) Sponsors grouped by tier at the foot of Home. ### Networking that respects people **Networking** had two tabs, All Guests with search and My Chats. A first message arrived as a chat request that the other delegate could accept or reject, and **Block this user** stopped unwanted messages. Profile kept a Blocked Users list in two groups: blocked everywhere, or limited to posts, comments, discussion, group messages or messages. The **Feed** took posts with photos or a video and hashtags, with likes, comments, sharing and saving. ### Attendance and announcements for the event team Event managers saw two extra buttons on Profile. **Take Attendance** listed every session, and here every meeting-room slot too, so the team could open a room’s list, filter All, Present and Absent, and scan a delegate’s Event QR to see “Attendance marked successfully!” with name, company and designation, or add someone by email or phone. **Trigger Notifications** scheduled announcements to everyone or to selected groups, with edit and delete while upcoming. ![Profile with the event QR code blurred above organiser shortcuts for Take Attendance and Trigger Notifications](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-03-2.webp) Organiser shortcuts sit under the personal Event QR. ![Take Attendance list of meeting room slots across five rooms, each with a tap to view attendees prompt](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-04.webp) Meeting-room slots double as attendance lists, so the team sees who used each room. ## How it ran The app was on the App Store from late August, a month before the conference. The delegate list acted as the gate, so only members and invitees could sign in. Rooms, slots, the per-person cap and the GST rules were set in the Sociana admin panel before booking opened, and the guide told delegates to go to the help desk if a payment ever went through without a confirmation. On the day, the event team scanned Event QRs at sessions and rooms, opened polls as sessions began and sent announcements from their phones. ## What came out of it The live poll shown above had 179 votes. The conference ran on its date with meeting-room booking, payment and invoicing live inside the same app delegates used for the programme, and the agency’s feedback after the event follows. ## What the agency said > “Praveen Bhai, a big thank you to you and your entire team for doing such a great job and helping make the event a success. I really appreciate the support you and your team gave me throughout the event. Everyone’s efforts, coordination and dedication truly made a difference. Thank you once again to each and every one of you for pulling it off so smoothly. I really appreciate it!” > > — Apoorv, Pine Tree (event agency for APMI) > “Splendid job. The event ran very smoothly. A big thanks and gratitude to everyone in the team” > > — Subhashish, Pine Tree (event agency for APMI) ## What we would do again - **Sell scarce resources inside the event app.** Delegates booked rooms where they already were, and the invoice details were right first time. - **Cap bookings per person.** A visible limit kept rooms fair across member firms. - **Use the delegate list as the gate.** A members’ conference stays a members’ conference. - **Turn each room slot into an attendance list.** The team could see not just who booked but who came. What we built ## Modules switched on for this app [OTP login](https://sociana.in/features/otp-login/)[Room booking](https://sociana.in/features/meeting-room-and-slot-booking/)[Tickets](https://sociana.in/features/tickets-and-payments/)[Agenda](https://sociana.in/features/agenda-and-show-flow/)[Speakers](https://sociana.in/features/speakers-and-dignitaries/)[Sponsors](https://sociana.in/features/sponsors-and-partners/)[Info pages & FAQs](https://sociana.in/features/information-pages-and-documents/)[Notices & countdown](https://sociana.in/features/notices-banners-and-countdown/)[Live polls](https://sociana.in/features/live-polls-and-voting/)[Delegate directory](https://sociana.in/features/delegates-directory-and-qr-contact-exchange/)[Social feed](https://sociana.in/features/timeline-feed/)[Albums](https://sociana.in/features/gallery-albums-and-download-controls/)[Entry pass](https://sociana.in/features/entry-pass-and-personal-qr/)[QR attendance](https://sociana.in/features/qr-attendance-and-activities/)[Announcements](https://sociana.in/features/scheduled-announcements/) Related stories ## More events on Sociana [![Home header with a next up event card, an action in countdown, a company facts ticker, a hotel offer strip and a movie ticket styled banner](https://sociana.in/screens/hccb-partners-meet-2026/2026-10-07-14-16-29-2.webp)Partner meet · Goa · Jul 2026HCCB Partners Meet 2026Hindustan Coca-Cola BeveragesA two-day partners meet built like a film premiere, with travel per guest, awards, games and partner-only content.Read the story](https://sociana.in/case-studies/hccb-partners-meet-2026/)[![Home with a days, hours and minutes countdown, tiles for My Stay, Jaipur Bazaar, Help Desk, Venue Map, People, Moments, Connect, Live Poll and Gallery, a View My Journey button and a priority update card](https://sociana.in/screens/gcoo-conclave-2026/2026-10-06-17-29-04-1.webp)Executive conclave · Jaipur · 9–11 Oct 2026GCOO Conclave 2026GCOO ConclaveSenior delegates across two Jaipur hotels found their stay, journey and help desk first, before the agenda.Read the story](https://sociana.in/case-studies/gcoo-conclave-2026/)[![SAREX-26 home with a welcome line, a Your Story prompt, a pinned welcome strip, the event poster and a Hospitality card with Cab, LO and Hotel tabs and a red SOS button](https://sociana.in/screens/sarex-26/2026-10-06-15-08-09.webp)Government workshop · Bhubaneswar · 6–8 Oct 2026SAREX-26Indian Coast GuardDelegates signed in with an ID and PIN and found their hotel, cab, liaison officer and help in one place.Read the story](https://sociana.in/case-studies/sarex-26/) ## Planning something similar? 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