“Change is inevitable, and the disruption it causes often brings both inconvenience and opportunity.”
- Robert Scoble

You would agree that this quote from the well-known tech blogger is prescient and accurate in describing the situation today.

We are all trying to figure out

  • What will the post pandemic world be like?
  • How will it be different from the pre-pandemic world?
  • What changes are here to stay? And finally,
  • What do I need to do to grow and prosper in the future?

I am greatly excited to share with you that our forthcoming conference Cafemutual Ideas Fest 2021 will seek to bring clarity and perspective to you. Themed ‘New Realities, New Possibilities’, the 2-day conference will see a lineup of some of the best minds in the business from India and overseas share fresh ideas and deep insights.

As with any Cafemutual event, be prepared for something unique - an unparalleled digital experience.

I urge you to take advantage of the attractive Early Bird offer and register immediately.

Remember the dates - February 10 & 11, 2021!

See you then!

Warm regards

Prem Khatri
Cafemutual

What to look forward to at
the Cafemutual Ideas Fest 2021

  • Practical advice from industry leaders and practitioners, both Indian and international regarding future success
  • Carefully curated agenda that will deliver fresh ideas and solid learning over 2 days
  • Join from wherever you are. While CIF 21 will be conducted virtually, you will find it to be interactive
    with opportunities to take part in conversation with the movers and shakers of the industry

Who must attend

This is a ‘must attend’ event if you are a MFD or RIA interested in practical ideas
and deep insights to grow your business.

If you are from an AMC or part of mutual fund eco-system and interested in
getting the pulse of financial intermediaries at all levels

Tentative Agenda

  • In-depth perspective on the state of the Indian economy and where it is headed by Sanjeev Sanyal, Principal Economic Adviser in the Ministry of Finance, Government of India
  • Achieving success in the midst of opposing forces by P. Gyanvatsal Swami
  • Time to turn over a new leaf? - Changing the advisor-client conversations by Danielle Howard, USA
  • Laughter session by Vipul Goyal
  • MFD Heroes Awards - recognizing self less acts of heroism from the MFD community
  • How I grew my business - Inspiring stories of achievers (MFDs)
  • How to set up your virtual office
  • Indian equities - time to buy, hold or exit? Where are Indian equities headed?
  • Revisiting the case for active fund management
  • Rediscovering the relevance of debt funds/Why do your investors need to look at debt funds
  • What to expect from debt markets
  • Mastering client acquisition in the ‘new normal’
  • Being a friend, philosopher & guide to your clients (helping clients transition through life stages & disruptions)
  • A guide to international investing
  • Business plan to future proof your practice
  • Roadmap to become successful MFDs by 2025

Speakers over
the years

Abizer Diwanji

EY

Alex Birkin

EY Partner, Global Advisory Leader - Wealth and Asset Management

Anand Lunia

India Quotient

Bobby Pawar

Publicis Worldwide

John Praveen

Prudential International Investments Advisors, USA

Lulu Raghavan

CEO, Landor

Maria Marsala

Internationally renowned business coach & CEO, Elevating Your Business

M J Akbar

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

Santosh Desai

Future Brands

Swaminathan Aiyer Anklesaria

Noted economics journalist

Tarun Rai

CEO, JWT South Asia

View
2020 Speakers

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 entire chain of mutual funds – from manufacturing to distribution.

WHAT BUSINESSES DOES
CAFEMUTUAL RUN?

Media
MEDIA

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

Events
EVENTS

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

Research & Consulting
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 22 clients are 8 of the top 10 AMCs.

Streetsahead
LEARNING & DEVELOPMENT

Many of the top fund houses engage us to train 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

Meera Huckoo

Co-Founder

Nishant Patnaik

Associate Editor

Prem Khatri

Founder & CEO

Sonam Dhadda

Senior Graphic & Web Designer

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.

Meera Huckoo

Meera Huckoo is the Co-Founder of 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 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.

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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