IT'S ALL ABOUT
CLIENTS
ACQUIRING THEM. KEEPING THEM. GROWING WITH THEM
February 28, 2020 (Friday) | Taj Lands End, Mumbai
February 28, 2020 (Friday) | Taj Lands End, Mumbai
The most important determinant of success for an advisor is understanding and dealing With the clients effectively. And to help you with this aspect, the theme of CIFA 2020 is ‘It’s all about clients. Acquiring them. Keeping them. Growing with them’
Participate in CIFA 2020 to get ideas on attracting the right clients, managing their expectations and nurturing relationships from over 20 expert speakers who will deliver knowledge nuggets in a unique and interesting format.
Be prepared to witness yet another spectacular gathering on February 28, 2020 at Taj Lands End, Mumbai
New ideas and concepts from our 20+ speakers
Learn and share with 500+ peers from across the country
Greet and meet some of the biggest names from the industry - CEOs, CIOs, influential advisors and thought leaders
With a theme, ‘It’s all about clients. Acquiring them. Keeping them. Growing with them’, this is a ‘must attend’ event for individual advisors, RIAs and distributors interested in practical ideas and deep insights to grow their business.
EY
EY Partner, Global Advisory Leader - Wealth and Asset Management
India Quotient
Publicis Worldwide
Prudential International Investments Advisors, USA
CEO, Landor
Internationally renowned business coach & CEO, Elevating Your Business
Union Minister
President, Lipper Advisory Services
India Infoline Ltd
Professor, University of Texus, Austin
noted journalist
netCORE Solutions
Edelweiss Group
CFA Institute, USA
CGE, Principal Global
Robeco
Future Brands
Noted economics journalist
CEO, JWT South Asia
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.
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 nine years back, it is the most trusted source of news and knowledge because of its integrity and independence.
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.
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.
Many of the top fund houses engage us to train their distributors, employees and conduct investor education programs.
www.streetsahead.in
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 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 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 is an Assistant Vice President. She has earlier worked with CRISIL and holds a PGDFM degree from Welingkars Institute of Management.
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 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.
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.
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 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 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.