LET'S TALK BUSINESS!

Date: February 23, 2018 (Friday) Venue: Sahara Star, Mumbai

5th Cafemutual IFA (CIFA) is back!


The foremost knowledge event for individual advisors, RIAs and distributors is back!

Themed, ‘Let’s talk business’, you will see the most progressive distributors from across the country come together to share knowledge at CIFA 18.

You will learn, retain and apply ideas from over 20 individual sessions of expert speakers who will deliver knowledge nuggets in a unique and interesting format.

So, block your date to experience this one of a kind event that aims to bring effective ideas, fresh concepts and actionable points to help you grow your business.




Who must attend?


With a theme, ‘Let’s talk business’, this is a ‘must attend’ event for individual advisors, RIAs and distributors interested in practical ideas and deep insights to grow their business.

Ideal event for the AMC folks interacting with distributors at all levels

Tentative Agenda

  • Success stories that inspire and give insights
  • Dealing with the wealthy
  • Succession planning for IFAs
  • Increasing wallet share from existing clients
  • Who is the ideal advisor?
  • On boarding Young India: millennials
  • Just how many products are right?
  • Fallacies in financial planning
  • Overcoming behavioral biases

Speakers

A galaxy of speakers comprising Indian’s industry captains, policy experts, MF industry’s most celebrated CIOs, top CEOs and best regarded advisors will speak on relevant topics

What to look forward to at CIFA 18


  1. Immersive sessions from expert speakers that will lead to invaluable insights and actionable points
  2. Take part in conversations with the movers and shakers of the industry
  3. Get inspired by successful peers
  4. Discover modern practices, trends and technologies
  5. Meet & greet leading advisors from all parts of the country

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 seven 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 12 clients are 5 of the top 10 AMCs.

Events

Cafemutual conducts two widely acclaimed events, Cafemutual Confluence and Cafemutual IFA every year for mutual fund distributors.

Learning & Development

Many of the top fund houses have long term engagements with us to train their distributors and conduct investor education programs.

Past Partners