# 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. [Book a demo](https://sociana.in/contact/)[See customer stories](#stories) Teams we have worked with ![Nippon India Mutual Fund logo](https://sociana.in/brand/clients/nippon-india-mf.png) ![Dark red strategy meet splash with the client logo, an Unstoppable wordmark, event dates and venue and an Enter to Login button](https://sociana.in/screens/unstoppable-nami-2026/2026-10-05-15-07-51.webp) ![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) ## 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. The modules that matter ## What fund houses and industry bodies use. [![Agenda with Day 0 to Day 3 pills and a day list of arrival, lunch, hi-tea and dinner with times and venues](https://sociana.in/screens/unstoppable-nami-2026/2026-10-05-15-08-19-1.webp)Agenda by dayArrivals, conference days and the gala, each with its venue.Screen from Unstoppable NAMISee the feature](https://sociana.in/features/agenda-and-show-flow/)[![Live polls with a question about the growth journey showing four options with vote percentages and a nine votes count and a second question below](https://sociana.in/screens/unstoppable-nami-2026/2026-10-05-15-08-16-1.webp)Leadership pollsQuestions from the stage with live percentages.Screen from Unstoppable NAMISee the feature](https://sociana.in/features/live-polls-and-voting/)[![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)Paid meeting roomsMembers book and pay for room slots within a cap.Screen from APMI ConferenceSee the feature](https://sociana.in/features/meeting-room-and-slot-booking/)[![Sponsor panel with nine platinum sponsor logo tiles from financial firms and one gold sponsor tile on a blue background](https://sociana.in/screens/apmi-annual-conference/2026-10-06-20-21-00-2.webp)Sponsors by tierPlatinum and gold partners on Home.Screen from APMI ConferenceSee the feature](https://sociana.in/features/sponsors-and-partners/) 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. [![Dark red strategy meet splash with the client logo, an Unstoppable wordmark, event dates and venue and an Enter to Login button](https://sociana.in/screens/unstoppable-nami-2026/2026-10-05-15-07-51.webp)![Your Details hospitality form with Upload and Camera buttons for ID documents front and back and a Stay Details section starting with arrival date](https://sociana.in/screens/unstoppable-nami-2026/2026-10-05-15-08-31.webp)Annual strategy meet · Lonavala · 3–5 Apr 2026Unstoppable NAMI 2026Three days at Aamby Valley with ID collection, a resort guide, the Nippon Quiz and live polls the leadership could trigger.AgendaLive pollsQuizzesRead the story](https://sociana.in/case-studies/unstoppable-nami-2026/)[![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)Association conference · Mumbai · 30 Sep 2026APMI Annual Conference 2026Members booked and paid for meeting-room slots inside the conference app, alongside agenda, polls and networking.Room bookingRazorpayNetworkingRead the story](https://sociana.in/case-studies/apmi-annual-conference-2026/) ### 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. … A ApoorvPine Tree (event agency for APMI) > Splendid job. The event ran very smoothly. A big thanks and gratitude to everyone in the team S SubhashishPine Tree (event agency for APMI) ## Occasions we run for fund houses [Annual & strategy meets](https://sociana.in/event-types/corporate-annual-meets/)[Sales kickoffs & R&R nights](https://sociana.in/event-types/sales-kickoffs/)[Dealer & partner meets](https://sociana.in/event-types/dealer-and-partner-meets/)[Conferences & summits](https://sociana.in/event-types/conferences/) Pricing ## Recommended: Event & Hospitality Strategy meets and distributor conclaves usually sit on Event & Hospitality. Paid room booking comes with Participation & Rewards. ### Launch Your own branded app, fast. From₹65,000 per event, plus GST Up to 300 people7–10 days to go live [Get a quote](https://sociana.in/contact/)[See what’s included](https://sociana.in/pricing/launch/) Recommended ### Event & Hospitality Everything your guests need, and nothing your team has to chase. From₹1,40,000 per event, plus GST Up to 500 people10–14 days to go live [Get a quote](https://sociana.in/contact/)[See what’s included](https://sociana.in/pricing/event-and-hospitality/) ### 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 [Get a quote](https://sociana.in/contact/)[See what’s included](https://sociana.in/pricing/participation-and-rewards/) 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. [Book a demo](https://sociana.in/contact/)[Talk on WhatsApp (opens WhatsApp in a new tab)](https://wa.me/919145897433?text=Hi%20Sociana%2C%20I%20am%20planning%20an%20event%20for%20a%20fund%20house%20%2F%20industry%20body.%20Type%3A%20%E2%80%A6%20Dates%3A%20%E2%80%A6%20Attendees%3A%20about%20%E2%80%A6%20%28from%20%2Findustries%2Fasset-management%2F%29 "WhatsApp · replies Mon–Sat, 10:00–19:00 IST") --- Canonical: https://sociana.in/industries/asset-management/ Publisher: Sociana by Alien Brains Private Limited (https://sociana.in/)