Tag: Tata Mutual Fund

  • Tata Mutual Fund’s ‘Sahi Investment Plan’ campaign champions smart investing

    Tata Mutual Fund’s ‘Sahi Investment Plan’ campaign champions smart investing

    MUMBAI: Investing can be confusing. Markets rise, markets fall, and panic often follows. But Tata Mutual Fund has a simple mantra for financial success—stick to the plan! With its latest campaign, ‘S.I.P – Sahi Investment Plan’, Tata Mutual Fund aims to educate investors on the power of systematic investment plans (SIP) and how staying consistent, no matter the market mood swings, is the key to long-term wealth creation.

    According to AMFI data, SIP registrations have surged by 26 per cent between April and December 2024, proving that more investors are warming up to mutual funds. However, while enthusiasm is great, discipline is even better. Many investors let short-term market fluctuations shake their confidence, often leading them to abandon SIPs at the worst possible time. Tata Mutual Fund wants to change that by reinforcing one golden rule—stay invested and trust the process.

    To drive home the message, Tata Mutual Fund has launched three lighthearted ad films, each featuring relatable characters facing investment doubts but ultimately realising that SIPs are their financial best friend. Whether it’s planning for a child’s future, dealing with stock market stress, or worrying about market ups and downs, the campaign’s tagline—‘Sahi Investment Plan matlab SIP in mutual funds for different market conditions’—encourages investors to commit to their financial journey, rain or shine.

    Tata Asset Management CBO Anand Vardarajan said, “The increase in SIP registrations is encouraging, but market volatility often makes investors second-guess their decisions. Our campaign is designed to reassure them that SIPs work best when they’re left to do their job over time. The benefits of rupee cost averaging and compounding are too powerful to ignore.”

    Tata Asset Management head of marketing Ashish Pawar added, “We wanted this campaign to be fun, engaging, and relatable. Many investors hesitate when markets fluctuate, so we created stories that reflect these real-life dilemmas in an entertaining way. The message is clear—SIP is the ‘Sahi Investment Plan’ for achieving long-term financial goals.”

    Produced by Broomsticks Productions, the campaign is tailored for millennials and gen-z investors—a growing audience seeking financial stability with minimal fuss. The films are being broadcast across social media, OTT platforms, and digital channels to ensure maximum reach and impact.

    With ‘S.I.P – Sahi Investment Plan’, Tata Mutual Fund continues its commitment to investor education and financial literacy, ensuring individuals make informed decisions that lead to a secure financial future.

    Watch the Campaign in Action

     
     

  • Tata Mutual Fund leverages CTV advertising for “Index Funds Simple Hai” campaign

    Tata Mutual Fund leverages CTV advertising for “Index Funds Simple Hai” campaign

    Mumbai: Tata Mutual Fund leverages the growing popularity of connected TV (CTV) advertising to reach potential investors and educate the existing customer base with its ‘Index Funds Simple Hai’ campaign. As a part of its ‘Desh Kare Nivesh’ initiative, the campaign demystifies the Index Funds category for investors through light-hearted everyday situations and relatable characters.

    Through a series of three short ad films, the campaign uses humor and daily scenarios to convey a straightforward message: Life may be complicated, but investing doesn’t have to be. By comparing confusing academic theories, weight-loss jargon, and intricate recipes with the simplicity of investing through index mutual funds, Tata Mutual Fund shows that while life can be complicated, investing doesn’t have to be. For example, one video compares solving a complex mathematical equation in a classroom to investing in an index fund, highlighting the ease of the latter.

    The core idea of the campaign is the ease and simplicity of investing in index funds. Further, it sheds light on key attributes, such as lower fees, quick and hassle-free investment option and effortless mimicking of the market. Through this campaign, Tata Mutual Fund targets diverse range of audiences, from young professionals to seasoned individuals.

    Tata Asset Management CEO and MD Prathit Bhobe said, “At Tata Mutual Fund, we are helping individuals make informed investment choices. Index funds are one of the smart option for investors of all backgrounds, offering the potential benefit of mirroring market indices with lower expense ratios. As per the latest available data, last year, index funds saw remarkable growth, with Average Net Assets under Management soaring from Rs. 1.69 lakh crore (April 2023) to over Rs. 2.18 lakh crore (April 2024), making them a prudent option for a well-rounded portfolio” (Source: AMFI)

    The brand harnesses the power of CTV, complemented by social media and targeted online advertising, effectively addressing the evolving viewing habits, especially among younger demographics.

    Tata Mutual Fund has collaborated with Hotstar for the campaign’s debut as part of the ICC Men’s T20 World Cup tournament starting on 3 June.

    On the campaign launch, Tata Asset Management head-marketing Ashish Pawar said, “We’re thrilled to harness the power of CTV and other digital platforms to demystify index funds. Our campaign aims to inspire a new generation of investors to invest in Index Funds aiming for long-term growth and success.”

    The series of films have been conceptualized and produced by Adsto Media House.

  • Tata Mutual Fund’s campaign simplifies index fund investing

    Tata Mutual Fund’s campaign simplifies index fund investing

    Mumbai: Tata Mutual Fund, as a part of its ‘Desh Kare Nivesh’ initiative, has launched a digital-first campaign titled ‘Index Funds Simple Hai’. This campaign aims to demystify the Index Funds category for Gen-Z and Millennials, using a relatable mix of metaphors focused on everyday experiences.

    Featuring a series of 9 videos, the campaign utilizes a unique creative approach, using cricket analogies, relatable visuals of day-to-day activities like making noodles or smoothie, and humorous content to highlight the message of simplicity associated with Index Funds. For example, one video compares scoring runs in a cricket match during a power play to investing in an index fund. It showcases that investing in an index fund is quick and hassle-free.

    Through this campaign, Tata Mutual Fund encourages new-to-market retail investors, typically Gen-Z and Millennials, to invest in index funds. It highlights the benefits of index funds, especially their cost-effectiveness, and how they aim to replicate market returns, making it a clear and achievable investment option for young adults when considering their financial future.

    Tata Asset Management CEO and managing director Prathit Bhobe said, “Index funds offer investors a unique opportunity by mirroring the composition and performance of financial market indices while maintaining lower expense ratios, making it a smart choice for investors. In recent years, the index fund category experienced remarkable growth, with Average Net Assets Under Management soaring from Rs. 1.44 lakh crore to over Rs. 2.11 lakh crore in FY 2023- 24, marking a notable 46% increase. Building on this momentum, index funds are evolving beyond traditional market trackers. Fund Houses are introducing new products that include sectoral funds and precious metals. This innovation expands the index fund universe, catering to diverse investor needs. Whether a seasoned investor or a newcomer, index funds offer a compelling path to a well-rounded portfolio.” (Source: AMFI).

    Adding to the same, Tata Asset Management Head-Marketing Ashish Pawar said, “We know that the young investors are interested in taking charge of their finances, but navigating the world of investing can feel daunting. Our campaign uses the familiar language of cricket, alongside relatable everyday activities to explain about Index Funds to Gen Z and Millennials.”

    The campaign leverages the power of digital platforms where young investors spend most of their time. Content will be primarily created in a vertical format, perfectly optimized for mobile consumption. Short, informative explainer videos like Reels and thumb-stoppers, along with social media posts, will delve into the concept of Index Funds.

    The brand campaign will go live across various digital and social media platforms for targeted reach based on audience demographics and custom intent signalled through online behaviour. For instance, the creative approach might be tailored differently for those who are entirely new to investing compared to those who have already begun researching investment options.

    The series of films has been conceptualized and produced by Brooomsticks Productions and target a broad audience of Millennials and Gen-Z.

    Disclaimer: • An Investor Education & Awareness Initiative by Tata Mutual Fund • To know more about KYC documentation requirements and procedure for change of address, phone number, bank details etc., please visit: https://www.tatamutualfund.com/investor-education. • Please deal only with registered Mutual Funds, details of which can be verified on the SEBI website under ‘Intermediaries / Market infrastructure institutions. • All complaints regarding Tata Mutual Fund may be directed to service@tataamc.com and/or https://www.scores.gov.in (SEBI SCORES portal) • Nomination is advisable for all folios opened by an individual, especially with sole holding as it facilitates an easy transmission process. • This communication is a part of the investor education and awareness initiative of Tata Mutual Fund.

    The views expressed in this article are personal and in is no way trying to predict the markets or to time them. The views expressed are for information purposes only and do not construe to be any investment, legal or taxation advice. Any action taken by you based on the information contained herein is your responsibility alone and Tata Asset Management Pvt. Ltd. will not be liable in any manner for the consequences of such action taken by you. Please consult your Mutual Fund Distributor before investing. The views expressed in this article may not be reflected in the scheme portfolios of Tata Mutual Fund. The views expressed are based on the current market scenario and the same is subject to change. There are no guaranteed or assured returns under any of the schemes of Tata Mutual Fund.

    Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

  • Tata Mutual Fund launches nationwide campaign ‘Jab Life Maange More, Badho Mutual Funds Ki Ore’

    Tata Mutual Fund launches nationwide campaign ‘Jab Life Maange More, Badho Mutual Funds Ki Ore’

    Mumbai: Tata Mutual Fund, as a part of its ‘Desh Kare Nivesh’ initiative, has launched a multi-lingual national campaign titled ‘Jab Life Maange More, Badho Mutual Funds Ki Ore’, which is designed to raise awareness about the significance of investing in Mutual Funds through Systematic Investment Plans (SIP). It aims to highlight the life-changing potential of regular Mutual Fund investments via SIPs, empowering individuals to take charge of their financial well-being and achieve their life goals.

    The ad film features multiple characters who aspire to achieve their goals, be it a grand wedding, buying a car or even kickstarting a startup – the film aims to convey that such aspirations can easily be achieved with the power of SIPs in Mutual Funds.

    On the campaign launch, Tata Asset Management MD & CEO Prathit Bhobe said that, “The Mutual Fund industry has experienced substantial growth, with SIP accounts reaching Rs. 7.30 crore and a cumulative collection of Rs. 16,928 crore as of October 2023. These numbers portray the growing popularity of SIPs among Indian investors. Through our campaign, ‘Jab Life Maange More, Badho Mutual Funds Ki Ore,’ we aim to cultivate awareness and provide guidance to potential investors in taking their first step towards Mutual Fund investments, particularly through SIPs. We firmly believe that investing in mutual funds is a way of life that empowers people to take charge of their financial well-being and achieve their life goals.”

    Tata Asset Management marketing head Ashish Pawar added, “Gone are the days when a single income stream sufficed to meet the growing needs of individuals. Our campaign is grounded in this consumer insight and leverages the potency of life stage-based storytelling. The objective is to motivate and encourage individuals to consider investing in mutual funds, particularly through Systematic Investment Plans (SIP). Whether one is planning a dream wedding, launching a startup, securing quality education for loved ones, or purchasing a car, these financial aspirations can be realized through regular investments in mutual funds via SIP. With Desh Kare Nivesh, our Investor Education initiative, we aspire to disseminate financial awareness and equip individuals with the tools to achieve financial independence.”

    The film has been conceptualised and produced by Broomsticks Productions, and targets a broad audience, specifically those aged 25-50. With an estimated spend of Rs 10 crores, the campaign will be executed in two phases, starting with digital and social media, followed by OOH and TV advertising on GEC, business channels, in addition to national and regional news channels.

  • Posterscope India executes an innovative campaign for TATA Mutual Fund

    Posterscope India executes an innovative campaign for TATA Mutual Fund

    Mumbai: In its most recent innovative campaign, Posterscope, an OOH (out-of-home) specialist agency from dentsu India, has executed an ambush advertising strategy for TATA Mutual Fund. Drawing inspiration from the ICC Cricket World Cup’s tagline, ‘It takes ONE DAY’, the brand announced ‘ONE DAY’ as the slogan for its new campaign – emphasising the power of investing through SIP to realise one’s financial goals.

    Located next to a massive 120×120 billboard at Bandra ROB (Road Over Bridge) in Mumbai, the campaign cleverly capitalises on ICC’s communication to highlight TATA Mutual Fund’s core messaging of achieving dreams through strategic and dedicated investment. It effectively conveys the brand’s ideology in a manner that resonates with the public, while remaining compliant with legal and ethical standards.

    Speaking on the campaign, Posterscope India MD Imtiyaz Vilatra said, “The execution was possible only because TATA Mutual Fund trusted us. The strategic placement was facilitated by our extensive industry network.”

    TATA Mutual Fund head of marketing Ashish Pawar added, “Our campaign stems from this insight that every individual has that dream of achieving their goals One Day, be it a secured retirement, or funding for their child’s future. In the current context, with One Day cricket being the talk of the town, we knew we had to leverage this opportunity through various mediums, to make people realise the importance of investing today, to get closer to their ‘One Day’. That is where our campaign thought comes in – ‘Karo Apne #OneDayInnings ki shuruwaat, SIP ke saath’. With this campaign, we aim to urge people to take the first step towards investing in TATA Mutul Funds through SIP.”

  • Tata Mutual Fund launches a new Digital Campaign: #TakeCharge – Women must invest!

    Tata Mutual Fund launches a new Digital Campaign: #TakeCharge – Women must invest!

    MUMBAI: Tata Mutual Fund launches “#TakeCharge – Women must invest.”, an educative initiative on occasion of Women's Day. The campaign is aimed encouraging women across the country who straddle multiples roles across home, work and their own goals. Being financially stable and independent is most critical. Mutual Funds will help them create wealth over the long term.

    The campaign showcases an insight that even in 2020, women in India still have men in their lives taking investing decisions on their behalf. So, the basic tenet of the #TakeCharge – Women must invest campaign is to encourage and educate women to know more about investing. Listen to all advice but take charge of making investing decisions.

    Tata Mutual Fund's ad seeks to help women make their own investment choices. MVS Murthy, Head – Digital & Marketing, Tata Asset Management said, #TakeCharge – Women must invest is an intelligent nudge to women. The nudge to "Human Intelligence” is brought in from "Artificial Intelligence" which has voices of women protagonists – Siri, Alexa and Cortana being on the dot with solutions to all questions. If those who design path-breaking technologies recognize the trust and persuasive power of a Woman's voice, women too must be cognizant of this power and take charge. Anyone who sees the ad or is forwarded the same should share it onwards and give tail-wind to "self-belief in motion.”

    Arunima Singh, Executive VP, Social Beat (the digital agency who worked on the video) said that, “As a member of the leadership team at Social Beat, I have some of the brightest women minds working with us. It is recognized by my own team and even our clients appreciate the insights, strategies and value we bring for the business. Tata Mutual Fund is amongst our progressive clients who backed the idea of show-casing examples of “Artificial Intelligence“ to get women to recognize their super powers. The world today looks up to them for answers. It is only natural that they took charge of their investments and be answerable to themselves for their successes. We are working on reaching out to as many women across all digital platforms.”

    The campaign is launched on Women's Day as an ode to women as problem solvers. The creative agency Social Beat will amplify the videos and posts via use of various social media platforms. By using platforms like Facebook and Instagram as its amplification tool, Social Beat intends to drive the message via Linked-In and Youtube as well.