Real

Date: October 23, 2019 (Wednesday) | Venue: Taj Lands End, Mumbai | Time: 08:30 AM - 5:20 PM

India's best MF event is back and it is getting more Real!

Ultimately, it is the verdict of the end consumer that determines the success of any business, In mutual funds, whether as distributors or fund houses, it is finally the investor’s acceptance which we covet the most.

And that’s precisely what we will focus at Cafemutual Confluence 2019.

With the theme, Real people. Real stories. Real success, CC19 will feature investors who will share their expectations and experiences with mutual funds and distributors. Insights drawn from these conversations will help us understand where we need to ramp up our efforts to achieve inclusive growth. And there’s lots more.
Expect to hear from a galaxy of industry’s top CEOs and CIOs as well as acclaimed outside experts on relevant topics.

  • Cafemutual Confluence 2019 is the eighth in the widely acclaimed Cafemutual Confluence series.
  • Expect to listen to four category of investors - millennials, HNIs, retired and the underprivileged. Discover what impacts them, get insights into who they want and how they choose funds and advisors.
  • Get insights on the underlying changes in Indian society from a marketing guru.
  • Hear a leading economist on steps that the government will take for the economy.
  • Network with people who matter at quality gathering representing leadership across all stakeholders – IFAs, banks, NDs, AMCs, media, eco-system (rating agencies, R & Ts etc.).
  • Participate in deliberations that will set the agenda for AMCs and distributors to work together to expand the business and set new standards.

In short, come to Cafemutual Confluence 2019 to get Real value out of your time and money spent!

Everyone who is interested in a strategic view of what is going to shape the future of his or her business or career.

You cannot miss the event if:
  • You are a distributor/advisor working on your own or with a bank/ND
  • You work with an AMC
  • You work with a company that conducts business with AMCs or distributors e.g. R & Ts, research & analytics company, software or applications company
  • You are in the MF ecosystem – media, regulator, NISM, AMFI etc.
prem khatri

prem khatri

Founder & CEO, Cafemutual

Dear Friend,

Most of us in the eco-system of the investment management industry, whether as distributors or manufacturers tend to be number oriented and rightly so. After all, any objective measure of performance will necessitate an analysis of numbers. However, achieving results that are measured in numbers (performance, rankings etc.) tend to be the end goal for distributors and manufacturers.

This is where there is a huge disconnect between the consumers of investment products and on the other hand, their manufacturers and distributors.

How?

To the investor, these numbers are merely the means to an end.

While the investors are concerned with real goals such as wealth creation/preservation, saving for children’s education, their own retirement etc., most of us tend to focus on the abstract - how ABC fund is the top ranking fund etc.

Addressing the real needs and concerns of the consumers is the route to success!

To bridge the gap between the real and abstract, we have kept the theme of Cafemutual Confluence 2019 - Real people, Real stories, Real success, we will showcase actual client concerns covering a wide spectrum - from HNIs to Underprivileged, Millennials to the Retired!

Plus there will be a galaxy of experts from inside and outside the industry to talk about markets, trends in the industry and evolving needs of the investors.

I invite you to be a part of this unmissable event!

See you then on October 23 at Taj Lands End, Mumbai!

Warm regards,

Prem Khatri
Founder & CEO
Cafemutual

Tentative Agenda

CC 2019 will have a line-up of top investment gurus, economists, leading distributors and business heads, marketing gurus who will share insights that impact your business

  • Key drivers of change in Indian society
  • Reading the mind of investors
  • Attracting the Millennials
  • What the retired need in their golden years
  • How to woo the rich?
  • Modi 2.0 - Economic priorities and challenges
  • The top 5 drivers of growth
  • Serving the underserved
  • Using the power of persuasion to increase adoption of mutual funds
  • The battle between hope and despair
*Please Note: Topics could change without prior notice

Yes, I’m interested in knowing more


Take a glimpse of our last event

Get to know our speakers

SOME OF THE PAST EXTERNAL SPEAKERS

  • Abizer Diwanji, EY

    Alex Birkin, EY Partner, Global Advisory Leader - Wealth and Asset Management

    Anand Lunia, India Quotient

  • Ashish Patil, ex-Business & Creative
    head at Y Films (Yash Raj Films)

    Bobby Pawar, Publicis Worldwide

    Devinjit Singh, Managing Partner, Xponentia

  • Vivek Law, senior journalist

    John Praveen, Prudential International
    Investments Advisors, USA

    M J Akbar, ex-Union Minister

  • Michael Lipper, President
    Lipper Advisory Services

    Nirmal Jain, India Infoline Ltd

    Raj Raghunathan, Professor,
    University of Texus, Austin

  • Rajdeep Sardesai, noted journalist

    Rajesh Jain, netCORE Solutions

    Rashesh Shah, Edelweiss Group

  • Robert Stammers, CFA Institute, USA

    Robert. F. Baur, CGE, Principal Global

    Rolf Hermans, Robeco

  • Sanjay Nath, Blume Venture Advisors

    Santosh Desai, Future Brands

    Swaminathan Aiyer Anklesaria,
    Noted economics journalist

  • Tarun Rai, CEO, JWT South Asia

Who we are

Cafemutual is a business built around distributors and mutual fund professionals. So whether you are an individual advisor or a hot-shot private banker with a big bank or a CEO of an AMC or a back office person, we have something for you.

Our focus is on the people engaged in the mutual funds – everyone involved in the chain of manufacturing or distribution of mutual funds.

What businesses does Cafemutual run

Media

Our web site www.cafemutual.com gives news and knowledge to mutual fund and investment professionals.This site is among the top in the category globally. Launched eight years back, it is the most trusted source of news and knowledge because of its integrity and independence.

Research & Consulting

With an in-depth understanding of the mutual fund and distribution space, we offer bespoke solutions to our clients in the areas of sales, business development and marketing. Among our 20 clients are 7 of the top 10 AMCs.

Events

Cafemutual conducts two widely acclaimed events, Cafemutual Confluence which is a thought leadership event for the entire mutual fund eco-system and Cafemutual IFA every year for mutual fund distributors.

StreetsAhead (Learning & Development)

www.streetsahead.in

Many of the top fund houses engaged us to trained their distributors, employees and conduct investor education programs.

Meet the team

Anita Sutrave

Dy. Chief Executive Officer

Bhakti Makwana

Correspondent

Dipti Parab

Senior Accounts Manager

Fouzia Syed

Assistant Vice President

Gaurav Kulkarni

Vice President-Sales

Meera Huckoo

Co-Founder

Monika Karotiya

Sales Support Executive

Nishant Patnaik

Associate Editor

Prem Khatri

Founder & CEO

Sonam Dhadda

Senior Graphic & Web Designer

SRIDHAR kUMAR SAHU

Correspondent

Anita Sutrave

Anita Sutrave is Dy. Chief Executive Officer and has extensive experience in media sales with leading media houses such as Indian Express, Outlook magazines and Publicitas. She has also handled corporate communication for a division of Forbes Gokak.

Bhakti Makwana

Bhakti is a Correspondent at Cafemutual. Prior to this, she was covering equity markets for Cogencis, a business news wire agency. She has completed her PG Diploma in Business Journalism from India Institute of Journalism and New Media (IJ&NM), Bangalore and BMM from Mumbai University.

Dipti Parab

Dipti Parab is Senior Accounts Manager and takes care of all accounts and administrative work. She is a Commerce graduate and has experience of 12 years in all.

Fouzia Syed

Fouzia Syed is an Assistant Vice President. She has earlier worked with CRISIL and holds a PGDFM degree from Welingkars Institute of Management.

Gaurav Kulkarni

Gaurav has recently joined us as the Vice President-Sales. He has over 16 years’ experience in media business and has previously worked with media houses like Gujarat Samachar, The Times of India, Hindustan Times, Mid-Day & Star Network. His last stint was as DGM – Media Marketing with Hindustan Times handling advertising businesses for HT, Hindustan & Mint.

Meera Huckoo

Meera Huckoo is the Co-Founder of Cafemutual and looks at HR, Finance, Legal and Branding issues at Cafemutual. A management post-graduate from Jamnalal Bajaj, Meera has worked for 20 years in Sales, Events, Marketing & Corporate Communications.

Monika Karotiya

Monika is Sales Support Executive at Cafemutual. She is an Economics graduate from KC College of Management Studies and is pursuing Master’s Degree in Economics from SNDT University. She has previously worked with IIFL & Karvy.

Nishant Patnaik

With close to six years of experience in journalism, Nishant Patnaik is a part of Cafemutual since February 2013. Currently, he is Associate Editor of Cafemutual. Prior to this, he has worked with a few media houses such as The Hitavada and National Herald. He holds a Master’s degree in Economics (Hons.) from DAVV Indore and is a Certified Financial Planner (CFP) from FPSB India.

SRIDHAR KUMAR SAHU

Sridhar is a Correspondent at Cafemutual. He has over 2 years of experience in financial journalism. Prior to joining Cafemutual, he was reporting on money markets for Cogencis, a business news wire. He holds PG Diploma in English Journalism from Indian Institute of Mass Communication, Delhi and BTech from Biju Patnaik University.

Prem Khatri

Prem Khatri is the Founder & CEO of Cafemutual. He has been involved with mutual funds (Kothari Pioneer), banking (SBI, Bank of Baroda), wealth management (ASK Raymond James) and broking (Motilal Oswal). He holds a PGDM from IIM, Bangalore.

Sonam Dhadda

Sonam Dhadda is Senior Graphic & Web Designer and designs all creative and marketing collateral for Cafemutual and its clients. Besides B.Com, she has done a diploma in Digital Interactive Media.

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