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Network with 600+
Industry Delegates
Event Speakers
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Achin Goel, CFA
Fund Manager, Bonanza Portfolio Ltd
Abhishek Tiwari
Executive Director & Chief Business Officer, PGIM India Asset Management
Alok Agarwal
Head - Quant and Portfolio Manager, Alchemy Capital Management
Amit Roy
Partner & Leader- Insurance & Allied Businesses, PWC India
Amisha Vora
Chairperson and Managing Director, Prabhudas Lilladher Group & Director, APMI Board
Anunaya Kumar
President, Sales & Distribution, 360 ONE Asset
Aniruddha Chaudhuri
Business Head, Bajaj Finserv Asset Management Ltd.
Aparna Maheshwari
Head - Alternate Sales, Alternates by Axis AMC
Ashish Ahluwalia
Director - Private Equity, Alternates by Axis AMC
Ajay Kedia
Director & Head of Research, Kedia Capital Services Pvt. Ltd
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Bharat Shah
Whole-time Director, ASK Asset & Wealth Management Group
Biharilal Deora
Chairman APMI and Director, Abakkus Asset Manager LLP
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Chirag Mehta
Chief Investment Officer, Quantum MF
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Dr. Deepak Jain
Co-Founder & Director, NexGen Estate Planning Solutions
Devina Mehra
Chairperson, Managing Director and Founder, First Global
Inderbir Jolly
CEO- Wealth Management, Prabhudas Lilladher Group
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Kalpesh Dave
Deputy CEO, Bajaj Capital Ltd
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KS Rao
Executive VP & Head - Investor Education & Distribution Development, ABSL AMC
Maneesh Dangi
Founder & CEO, Mosaic Asset Management
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Mohit Bhatia
Chief Executive Officer, Bank of India Mutual Fund
Nagesh Pai
National Sales Head, Emkay Investment Managers Limited
Nirali Shah
Director, Kunvarji Group
Nilesh Shah
Managing Director, Kotak Mahindra AMC
Nimesh Mehta
Director & Head Sales, BD & Products, ASK Investment Managers
Parag Thakkar
Head - Fund Manager, Fort Capital
Piyush Kothari
Executive Director, Shivalik Investment Fund
Rajiv Gupta
President - PB Fintech Ltd (Policybazaar & Paisabazar)
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Raghav Iyengar
CEO, 360 One AMC
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Rohan Mehta
CEO & Fund Manager, Turtle Wealth
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Romit Barat
Non-Executive Director, AAFM® India
Dr. Radhakrishnan Pillai
Teacher of Chanakya Neeti, Tedx and Josh Talks Speaker
Samir Satyam
Director-AIF, Prabhudas Lilladher Group
Sachin Shah
Executive Director and Fund Manager, Emkay Investment Managers Ltd.
Sanjay Panday
Chief Executive Officer, Bharat Batuk (Gold Reimagined)
Soumya Ranjan
Chief Operating Officer, BFSI Sector Skill Council of India
Sidharth Damani
Head - Business Enablement & Marketing, Aditya Birla Sun Life AMC Ltd
Shibani Kurian
Head of Research & Portfolio Manager, Kotak Mahindra AMC
Shrinivas Khanolkar
Head - Products, Marketing & Corporate Communications, Mirae Asset Investment Managers (India) Pvt. Ltd.
Siddharth Vora
Head - Quantitative Investment Strategies & Fund Manager, PL Asset Management & Executive Director, PL Capital - Prabhudas Lilladher Group
Surrjit Singh Arora
Portfolio Manager - Portfolio Management Services, PGIM India Asset Management
Vaibhav Shah
Head -Business Development, Strategy and International Sales, Mirae Asset Investment Managers India Pvt Ltd
Agenda
Inaugural Ceremony & Lighting of the Lamp
By : Ms. Dimple Mittal, Head - Business Development, AAFM® India
Topic : The Blue Ocean Concept for Mutual Fund Distributors (MFDs)
Topic : Emerging Landscape in India - Opportunities for Wealth Managers
Topic : CONVOCATION
Topic : MOU SIGNING & EXCHANGE
Topic : Charting the Future of Real Estate through AIFs
Topic : Why and how to build Alternates Business for your clients?
Topic : Myths vs. Reality- A Mutual Fund
NETWORKING TEA — 1215 Hrs – 1235 Hrs
Topic: Shikshit Advisor Development, For Viksit Bharat"
PANEL DISCUSSION
Topic - Uncovering Investor DNA - Psychological and Behavioural Keys to Investing Success
NETWORKING LUNCH — 1345 Hrs – 1430 Hrs
Topic - Gold reimagined: unlocking the potential of digital gold
Topic - MACROS, MARKETS AND TOP PICKS
Topic - Behavioural Biases
PANEL DISCUSSION
Topic - The Next Frontier in Wealth Management: Asset Protection and Succession Planning
PRESENTATION
Topic - Gift City: an Interesting Investment Opportunity for NRIS
PRESENTATION
Topic - Opportunities vs Risks: Thriving in Unpredictable Markets
TED TALk
Topic - Chanakya Neeti for Success in Life
Close Of Session
Head - Business Development, AAFM®India
NETWORKING TEA — 1810 Hrs Onwards
Inaugural Ceremony & Lighting of the Lamp
By : Ms. Dimple Mittal, Head - Business Development, AAFM® India
Topic : Bharat: The Vision Ahead
Topic : The Rise of Alternates - Future Ahead
Topic : Future-Ready BFSI Workforce: Cost-Effective Paths to Develop Talent
Topic : Fresh Ideas in the Room: Outsider' Insights on the Business of Advice and Distribution
Topic : Sustainable and Impactful Investing
Topic : Power of Alternates
HIGH TEANETWORKING TEA BREAK
PANEL DISCUSSION
Alternative Investments - Trends and Innovations": What Wealth Professionals Need to Know
Topic : Why and how to invest in Private Equity Alternatives
NETWORKING LUNCH
Topic : Quant - A New Paradigm in India’s Investment Landscape
Topic : Craft of NON-CONSENSUS Investing
Topic : JOIN INDIA'S GROWTH STORY THROUGH DOLLAR INVESTMENTS
Topic : The Magic of Quant Investing
Topic : The Art & Science Of Modern Day Equity Investing
Topic : Commodities: The Untapped Opportunity in Diversified Portfolios
Topic : Economy and Market Outlook
Vote of Thanks
Head - Business Development, AAFM®India
NETWORKING TEA — 1800 Hrs Onwards
EVENT SPONSORS
PLATINUM SPONSOR
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GOLD SPONSOR
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EXHIBITORS
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