Format- Virtual-Live
Bootcamp on
INVESTOR RELATIONS (IR)
Building Corporate Value and Navigating Stakeholder Engagement
Duration- 12 Hours
Overview of Investor Relations
Investor Relations (IR) function has seen a tremendous shift in its relevance and role with increased investor engagement, enhanced shareholder participation, and emergence of proxy advisory firms; all on the back of an enhanced focus on corporate governance. In line with this shift, the role of the Investor Relations Officer (IRO) has also undergone a change.
Not only is the IRO responsible for the correct messaging to the investors and the financial community at large, he/she is also increasingly expected to provide industry insights due to his/her outward-facing role and access to the investors.
These developments demand that the IROs act as the internal counsel for the C-suite executives at their respective companies further increasing their responsibilities and broadening their profile. The IR function has the potential to significantly enhance a company’s profile in the financial markets if backed by the right business performance and intent. A highly effective IR function can truly operate as the steward of optimum value for all stakeholders.
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90%of the participating companies have a dedicated Investor Relations Officer
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59%of these companies have an annual IR budget in the range of INR 1 million to INR 10 million
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18%of the companies have a budget of INR 10 million or more which highlights the companies’ focus on IR
Top Three Goals of IR
Enable better compliance and corporate governance
Enhance shareholder engagement
Improve disclosures and overall credibility
Top Three Challenges for IR
Successful articulation of equity story to investors & analysts
Positioning IR as a strategic function in the organisation
Guidance/expectation from management
Program Overview
The Bootcamp in Investor Relations (IR), delivered in collaboration with KPMG in India, is an intensive program designed to provide participants with comprehensive insights into the multifaceted functions of Investor Relations (IR).
Operating at the intersection of communication, research, analysis, and compliance, IR team plays a pivotal role in aligning corporate strategies with the expectations of investors and other key stakeholders.
This bootcamp will be facilitated by seasoned professionals from KPMG India, covering all aspects of IR team responsibilities—from gathering and analysing financial and operational data to creating effective disclosures and following regulatory standards.
Participants will gain insights into critical areas of IR, including equity narratives, regulatory disclosures, ESG integration, IR tools, and crisis and stakeholder management. The program emphasizes practical applications through discussions based on real-world challenges.
Program Highlight
Virtual-Live
Training
Training
Additional
Certificates
Certificates
Comprehensive
Curriculum
Curriculum
Capstone
Project
Project
Seasoned Practitioners from
KPMG in India
KPMG in India
Certificate of
Participation
Participation
Ideal For
The Bootcamp is ideal for those aiming to strengthen their skills in IR strategy, disclosure, practices, and stakeholder value creation
Professionals early into Investor
Relations, Corporate Finance,
Corporate Communications Teams,
Public Relations, Media and Legal
Finance Professionals & Analysts
exploring capital markets, equity stories,
and disclosures and professionals
looking to transition into IR
Professionals looking to transition
into Investor Relations
Program Curriculum
Various Participants | Various Instruments | Various Markets
Objective of IR | Creating IR Strategy | ESG Converging with IR
Understanding business dynamics | Databook & Financial models | SWOT Analysis
| Developing Equity story
Investor Presentations | Earnings Release | Annual Report / Integrated Reporting | BRSR
Earnings Call | Investor Conference | Investor Roadshows
SEBI LODR | Industry specific disclosures
IR website | IR policy | Effective IR collaterals
Shareholder Activism | Increased Focus on ESG and SDGs | Embracing Technology and
Innovation in IR function
Introduction | Focus areas | The essentials | How to manage the situation? | Case examples
Participants to work in teams to conduct an Investor Relations Health Check for a
selected listed corporate entity. This encompasses key areas such as IR strategy, IR
Collaterals, IR Communications etc. The assignment will enable participants to assess
their understanding of the applicability of all the topics covered during the bootcamp.
Program Council
Karan Marwah
Partner, CFO Advisory & Head, Capital Markets, KPMG in India
Karan leads the Capital Markets Advisory at KPMG in India and has over 28 years of professional experience supporting companies with IPO readiness, financial reporting, M&A, Deal structuring & Investor Relations. He also leads the firm’s engagement with start-ups and emerging growth companies in the North.
He has worked extensively with some of the largest Indian and Global companies advising them on matters related to financial reporting under Indian GAAP, IFRS & US GAAP & regulatory compliance with the Companies Act, 2013, SEBI, SEC and other similar regulatory requirements. Prior to joining KPMG in India 2013, he worked with PricewaterhouseCoopers’s Capital Markets practice in U.S., India and Hong Kong. Additionally, Karan holds accreditation as a trainer with IIRC and has conducted various training sessions covering topics such as ESG, BRSR, IR & Corporate Governance. His expertise also extends to managing several large & complex financial reporting projects including IPOs, conversions & other accounting advisory projects.
Meenakshi Sharma
Technical Director, CFO Advisory, KPMG in India
Meenakshi leads Investor Relations service line and has over 22 years of experience across industries and sectors with rich work experience spanning across Investor Relations, Capital Markets, IPO's, ESG, Corporate Governance, Strategy, Research, Financial Analysis, and trainings. An avid speaker and a trainer, Meenakshi holds accreditation as a trainer with IIRC and regularly imparts training to the Board level, CXO’s and others.
She also frequently addresses the internal and external forums on a range of topics related to regulatory areas, ESG, BRSR, Capital Markets, Corporate Governance among other areas. She manages client work related to Companies Act 2013, LODR, ESG, Investor relations and IPOs amongst others.
Sanjita Ghosh
Manager, CFO Advisory, KPMG in India
Sanjita has 11+ years of experience across capital markets, service & manufacturing companies spanning across Investor Relations, Strategy, Financial Analysis, Supply Chain functions.
She has led Investor Relations for Listed Mid and Small Cap Corporates with market capitalization from INR 100 Crores to INR 4,000 Crores across Chemicals, Auto Ancillary, Chemicals, Retail. Beginning from developing an IR Strategy, Investment thesis, managing earnings results process, including drafting presentations, press release and other materials collaborating with Business divisions, Finance and Secretarial teams.
She has also led development of Key Performance Indicators (KPIs), creation of Prospectus & other collaterals for IPO bound companies. She has collaborated with the CFO as well as C-suite exes on company’s various initiatives. She has hands-on experience in supporting client during crisis by ways of effective crisis communications.
Program Fee
Program Fee: ₹ 40,000PLUS TAXES
About NSE Academy
NSE Academy Ltd. is a wholly owned subsidiary of the National Stock Exchange of India Ltd. (NSEIL). NSE Academy enables the next generation of BFSI and FinTech professionals with industry-aligned skills through capacity-building programs and certification courses, powered by an online examination and certification system. The courses are well researched and carefully crafted with inputs from industry professionals.
NSE Academy works closely with reputed universities and institutions across India in building a competent workforce for the future of BFSI & FinTech. NSE Academy also promotes financial literacy as an essential life skill among youngsters - a contribution towards financial inclusion & wellbeing.
About KPMG in India
KPMG entities in India are professional services firm(s). These Indian member firms are affiliated with KPMG International Limited. KPMG in India was established in India in August 1993. Our professionals leverage the global network of firms, and are conversant with local laws, regulations, markets and competition. KPMG has offices across India in Ahmedabad, Bengaluru, Chandigarh, Chennai, Gurugram, Hyderabad, Jaipur, Kochi, Kolkata, Mumbai, Noida, Pune, Vadodara and Vijayawada.
KPMG entities in India offer services to national and international clients in India across sectors. We strive to provide rapid, performance-based, industry-focused and technology-enabled services, which reflect a shared knowledge of global and local industries and our experience of the Indian business environment.
Disclaimer
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- Investor relations – A strategic enabler’ survey