Asset management & mutual funds

Strategy meets and distributor conclaves for fund houses.

From the annual strategy meet to a portfolio managers’ conference: a branded app with the agenda by day, polls and quizzes the leadership can trigger, venue and dress-code guidance, members-only sign-in and paid meeting rooms.

Teams we have worked with

Dark red strategy meet splash with the client logo, an Unstoppable wordmark, event dates and venue and an Enter to Login button
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

Who it is for

  • Fund houses running annual strategy meets and sales conferences.
  • Distributor and IFA conclaves with travel and stay.
  • Industry bodies running members-only conferences.

How it runs

How a Sociana strategy meet runs

  1. Before

    • We load attendees; only people on your list can sign in.
    • Agenda, venue, weather and dress code go into the app.
  2. On the day

    • Leadership triggers polls and quizzes from the stage.
    • Members book rooms and are scanned in at each door.
  3. After

    • You get attendance, poll results and bookings as exports.
    • Highlights stay in the app for the year.

Customer stories

Asset-management events we have run.

What clients said

…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. …
ApoorvPine Tree (event agency for APMI)
Splendid job. The event ran very smoothly. A big thanks and gratitude to everyone in the team
SubhashishPine Tree (event agency for APMI)

Pricing

Recommended: Event & Hospitality

Strategy meets and distributor conclaves usually sit on Event & Hospitality. Paid room booking comes with Participation & Rewards.

Participation & Rewards

Make people play, score and come back.

From₹2,25,000

per event, plus GST

Up to 1,000 people14–21 days to go live

FAQ

Questions fund houses ask

Can we keep it to invited people only?

Yes. Sign-in is checked against your list; anyone else sees that access is not available.

Can the leadership run polls themselves?

Yes. At NAM India’s Annual Strategy Meet, polls and a quiz were triggered from organisers’ phones.

Can members pay for meeting rooms?

Yes. APMI members booked and paid for room slots through Razorpay, with GST invoices.

What about compliance teams?

Content is limited to people on your list, and attendance and polls export for your records. The compliance decision stays with your team.

Planning a strategy meet or conclave?

Tell us the venue, the dates and roughly how many attendees. We will show you an app set up for it.