Marketing Primary Issues & Mutual Funds 1995
Bombay, 4th & 5th August 1995

"Inaugural Session"
Session 01 - 3rd August, 1995
9.30 am to 1.20 pm

Panelists
Mr. M.R. Mondkar, Dr. B. Sen, Mr. S.M. Singhvi

Theme & Address
Issues & Mutual Fund Marketing : Past, Present and Future
Mr. Prithvi Haldea
Advisor, Invest India Economic Foundation

Inaugural Address
Mr. N.J. Jhaveri
Chairman, ICICI Securities and Finance Company Limited


Information & Disclosures - Investor Perspective
Analysis of prospectus - contents and shortcomings
Suggestions on improvements
Prof. Manubhai Shah
Managing Trustee, Consumer Education and Research Centre

Panel Views and Open Discussion

Conclusions
Mr. N.J.Jhaveri
Mr. Prithvi Haldea
Prof. Manubhai Shah

"Role and Responsibility of Media"
Session 02 - 3rd August, 1995
2.10 pm to 6.00 pm

Panelists
Mr. V.S. Fernando, Mr. N.K. Jain, Mr. Nirmal Suchanti

Introduction of Session
Role of Analysis & Journalists in investor protection
Ms. Ritu Gupte
Investment Startegist for India, Jardine Fleming India Securities Private Limited

Rating of Primary Issues
Authenticity and procedures for rating
Role and responsibility for investor decisions
Mr. Deepak Sahijwala
Executive Editor, Dalal Street Investment Journal

Stock Market Publications
Role and responsibility for investor decisions
Authenticity of information & recommendations
Mr. S.P. Tulsian
Editor & Publisher, Premium Investments



Responsibility of Media-Investor Perspective
Impact of media reports on investor decisions
Validity and checks for press releases
Suggestions on accountability
Prof. Manubhai Shah
Managing Trustee, Consumer Education and Research Centre


Conclusion
Ms. Ritu Gupte
Prof. Manubhai Shah
Mr. Prithvi Haldea

"Marketing Mutual Funds"
Session 03 - 4th August, 1995
9.00 am to 11.00 am

Panelists
Mr. Sunil Gautam

Introductory Remarks
Steps to increase investor awareness, confidence and participation in mutual funds
Mr. Pratip Kar
Executive Director, Securities and Exchange Board of India

Key aspects of marketing of mutual funds
Generic marketing and awarenss of mutual funds
Positioning and packaging of mutual funds
Mr. S.K. Mitra
Managing Director, Birla Global Finance Limited

Trends in marketing mutual funds
The future of mutual funds in India
Mr. Mahesh M Gandhi
Managing Director, Jardine Flemming India Asset Management Private Limited

Mutual Funds - The Investor perspective
Investor expectations and confidence
Prof. Manubhai Shah
Managing Trustee, Consumer Education and Research Centre

"Marketing Primary Issues"
Session 04 - 4th August, 1995
11.30 am to 1.30 pm

Panelists
Prof. Manubhai Shah

Introduction of Session
Mr. P.V. Narasimham
General Manager, Industrial Development Bank of India

Trends in marketing of primary issues
Corporate communication & pre-issuevisibility
Innovative advertising strategies and media usage
Mr. Harindra Singh
Managing Director, Percept Advertising

Open Discussion

Conclusions
Mr. P.V. narasmham
Prof. Manubhai Shah

"What Works - A Debate"
Session 05 - 4th August, 1995
2.30 pm to 6.20 pm

Panel views on the role, comparitive significance & weightage of the various factors that influence the marketing of primary issues & mutual funds. Interspaced with brief open discussion sessions.

Pricing and Structuring
Mr. R. Sankaran
Managing Director, Ind Global Financial Trust Limited

Open Discussion
Broker network & retail marketing
Mr. P. Sudhir Rao
Director, Karvy Securities Private Limited

Open Discussion
The corporate perspective
Mr. S. Padmanabhan
Director, Videocon Group of Companies

Open Discussion
Timing and market sentiment
Mr. U.R. Bhat
Managing Director, IndFund Management Limited

Open Discussion

Advertising & Investor relations
Mr. Madhukar Kamath
Executive Director, Mudra Communications Limited

Open Discussion
The analysts & press perspective
Mr. Mudar Patherya
Journalist

Open Discussion
The Investor perspective
Prof. Manubhai Shah
Managing Trustee, Consumer Education & Research Centre

Conclusions
Mr. R. Sankaran
Prof. Manubhai Shah