We are a Wealth and Investment Management firm catering to HNI's. We also manage the mutual fund corpus of charitable trusts and NGO's as per the government regulations.
For the trusts part of the business, we need to create 2-3 marketing collaterals to pitch our services and superlative performance. These will be sent to prospective trusts for creating a positive image of our organisation in their minds. Post these, telephonic calls and meetings will take place.
I am uploading our performance for last 3 and half years, which is far better than the market performance.