PGIM India Mutual Fund launches Money And Me website, an investor education and outreach initiative


Rolls out its new #AapkaHappinessPlanned campaign

Mumbai, India, August 29, 2022 /PRNewswire/ — PGIM India Mutual Fund today announced the launch of a new investor education and outreach website: MoneyAndMe – The MoneyAndMe website has extensive content on various aspects of personal finance, including household budgeting, protection, saving, and investing. The company also announced the launch of a consumer awareness campaign – “Aapka HappinessPlanned” to promote the MoneyAndMe initiative.

The MoneyAndMe initiative builds on a key idea that different consumer personas have different information and awareness needs, which allows it to heavily personalize content to make it more useful for the respective consumer personas. . To help investors meet various financial challenges in a changing world, by providing them with financial information that improves their financial well-being.

PGIM’s client insights identified six distinct personalities when it comes to managing financial challenges and planning. These include Gen-z Seekers and Dreamers (18-24), Ambitious & Every-ready (25-30), Begin & Soar (31-40), Family First & Forever (41-50), Seasoned & Secure (51-60), Proud & Determined (61+). The website offers a multitude of content formats such as blogs, lists, infographics, calculators, FAQs and glossary, etc., for each of these characters, allowing investors to better identify and understand themselves. access them in familiar formats.

PGIM India believes that this personalityapproach based on the single connection with investors and will greatly contribute to improving investor awareness across India. With proper guidance, everyone, regardless of life stage, can plan for their future. The MoneyAndMe initiative guides consumers in following the right sequencing based on their life stages – typically involving household budgeting, buying protection through insurance, followed by savings (which includes an emergency corpus) and finally, an investment (which includes tax optimization) to imbibe discipline and achieve financial independence at every stage of life. At the investment stage, it is also necessary to prioritize retirement planning, as this is the only financial goal for which one cannot obtain a loan.

“Aapka Happiness Planned” Campaign

To promote the MoneyAndMe initiative, PGIM India Mutual Fund rolled out its “Aapka Happiness Planned” marketing campaign with a film:

The film shows a stand-up conveying the true meaning of happiness through a lyrical song. It reminds people that life is not just about tirelessly chasing money and that the real investments in life go beyond finances. It makes people realize that life can be easier when they or they plan ahead, and they or they can be free to pursue their dreams and invest in ourselves, their health and their relatives.

The idea for the “Aapka Happiness Planned” campaign came from the fact that the pursuit of happiness is what drives most people to make choices in life. Happiness levels off after a certain level of wealth and according to a study by Princeton in 2010, happiness is influenced more by a sense of purpose, habits, social connections, gratitude, and experiences.

Speaking about the launch, Sakshi Dalela, Director and Head of Marketing and Communications, said, “We believe it is behaviors and habits that impact most outcomes for investors. With the ‘Aapka Happiness’ campaign Planned”, PGIM India is helping investors connect with this exciting information. Our MoneyandMe initiative provides people-centric content and insights to empower consumers to make financial decisions, pursue their passion and achieve their goals of life by following the correct sequencing of budgeting, protecting, saving and investing.With this initiative, we hope to help consumers imbibe the financial discipline to achieve financial independence at every stage of life.”

Rakesh MenonNational Creative Director, FCB Interface, says, “Usually investment advertising is a bit heavy. Our idea of ​​’Aapka Happiness Planned is exactly the opposite. So the execution, with a stand-up delivering the message in a lyrical song, has a certain levity while remaining under the skin.”

This campaign designed by FCB Interface is running on multiple platforms such as YouTube, Facebook, Twitter, Instagram, and LinkedIn and is expected to create waves with its empowering message for people.

Money and Me –


Client: PGIM India Mutual Fund
Agency: Interface FCB
National Creative Director: Rakesh Menon
Production company: Working I films
Link to the movie:

About PGIM Indian Mutual Fund

PGIM India Mutual Fund is acompany owned by PGIM, the global investment management company from the United StatesPrudential Financial, Inc. (PFI). PGIM India Asset Management is the full-service investment manager of PGIM India Mutual Fund, providing a wide range of equity and fixed income solutions to retail and institutional investors across the country. We manage 22 open funds managed by 14 investment professionals. In addition to managing our investors’ assets through domestic mutual funds, we also offer offshore funds and portfolio management services. The fund house draws on the strength and stability of PGIM’s 145-year legacy to build on its decade-long history in India.

Based at BombayPGIM India Mutual Fund has a presence in 27 cities nationwide including branches in Ahmedabad, bangalore, Chennai, delhi, Hyderabad, Kolkata and Pune. PGIM India Mutual Fund brings a rich blend of global resources, intellectual insight and local investment expertise and is committed to designing superior and meaningful wealth creation solutions for our investors. PGIM India offers unique training and education programs to develop exceptional capabilities and best business practices for its business associates. For more information, please visit

**Calculated at the highest tax bracket for FY 21-22 under the old u/s 80C investment regime. The surcharge has been ignored for ease of calculation. ©2022 Prudential Financial, Inc. (PFI) and its related entities. PGIM, the PGIM logo and the Rock symbol are service marks of Prudential Financial, Inc. and its affiliated entities, registered in many jurisdictions throughout the world. Investments in mutual funds are subject to market risk, read all plan documents carefully.

SOURCE PGIM India Mutual Fund


About Author

Comments are closed.