March 5, 2025 | 9.00 am to 4:30 pm
Sahar Star, Mumbai

  • Days
  • Hours
  • Minutes
  • Are you excited ?

"Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and
most of all, love of what you are doing or learning to do."
Pelé

Dear Friend,

After 3 decades in investments and wealth management, one topic continues to fascinate me – what makes an MFD super successful?

We would have all seen instances where one MFD makes it big while some other MFD does not despite similar efforts.

Clearly, luck, intelligence, charming personality, hard work, all play a role.

Lady Luck doesn't do our bidding. However, when she sends opportunities our way, it is up to us to seize them or fritter them away.

While we inherit the genes that determine intelligence & personality, one can always polish them and work hard to overcome any bad hand that one has been dealt.

Guided by this maxim, my colleagues and I listed down all the qualities and aspects of a MFD that determine success. Once we identified them, we built the agenda of our forthcoming Cafemutual Ideas Fest 2025 around 'Decoding the Secrets of Success'.

At this conference, we will expose you to powerful, high value practices and activities to grow your business. The focus will be on actionable ideas and points that set you on course to achieve new heights of success!

See you then on March 5 at Sahara Star, Mumbai

Warm regards,

Prem

Why Attend?

Perfect Timing
Cafemutual Ideas Fest 2025 is taking place right before the new financial year, making it a unique opportunity to kickstart 2025-26 with valuable action points and insights that will drive your success and sets the tone for the year.

Networking
Connect with peers from across the country and engage with influential industry leaders and professionals. Exchange insights and build meaningful relationships that can drive your success.

'Putting our money where our mouth is'
Our experienced speakers will share insights that will lead you to the path of success. It is here that you will be able to equip yourself with practical strategies that will help you grow your business.

Celebrate
Create unforgettable moments of inspiration and celebration as we raise a toast to honor MFDs for their exceptional achievements at the Sanjeevani MFD Awards.

Tentative Agenda

  • What are the key success factors for an MFD?
  • AI and machine learning for business growth
  • Attracting clients through social media
  • Alternates- The Big Picture
  • How to become a product expert
  • How to become a referral magnet
  • Generating/Engineering trust and rapport with clients
  • Building an optimum product bouquet
  • How to leave a lasting impact in the first meeting
  • Grow business through retirement planning
  • Developing a niche practice
  • Retaining clients for life
  • Your GST compliance made easy
  • How to conduct review meetings with clients
  • How to plan succession for your business

Excited about these topics?
Hit the register button and reserve your spot for Cafemutual Ideas Fest 2025!

Who should attend?

  • Seasoned Individual MFDs/RIAs
  • New Individual MFDs/RIAs
  • Software providers/Service providers/Fintech catering to the business of
    mutual funds

Who spoke at our earlier events?

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Morgan Housel

Author of 'The Psychology of Money
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Daniel Crosby

Behavioural Scientist, Brinker Capital, USA
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Danielle Howard

Wealth by Design, USA
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Abizer Diwanji

Ey
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Alex Birkin

EY Partner, Global Advisory Leader - Wealth and Asset Management
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Niro Sivanathan

Associate Professor, Organisational behavior, London Business School
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Bobby Pawar

Publicis Worldwide
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John Praveen

Prudential International Investments Advisors, USA
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Lulu Raghavan

CEO, Landor
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Anand Lunia

India Quotient
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M J Akbar

Union Minister
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Michael Lipper

President, Lipper Advisory Services
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Nirmal Jain

India Infoline Ltd
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Raj Raghunathan

Professor, University of Texus, Austin
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Rajdeep Sardesai

Noted Journalist
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Rajesh Jain

netCORE Solutions
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Rashesh Shah

Edelweiss Group
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Thomas Curran

Perfectionism
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Robert. F. Baur

CGE, Principal Global
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Rolf Hermans

Robeco
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Santosh Desai

Future Brands
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Swaminathan Aiyer Anklesaria

Noted economics journalist
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Tarun Rai

CEO, JWT South Asia
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Carl Richards

Author, Behavior Gap

How do we contribute to your growth?


Website
Our website www.cafemutual.com gives news, knowledge and content to distribution & investment professionals.
This site is among the top in the category globally. Launched 14 years back, it is the most trusted source of news & knowledge because of its integrity & independence.

Events
We conduct five events annually:

  • Cafemutual Confluence: Cafemutual Confluence is our flagship thought-leadership event that has an overarching theme and looks at future growth opportunities for the industry. It is meant for everyone interested in a strategic view of the business of mutual funds – progressive MFDs/RIAs, product and sales teams at banks and NDs, senior teams at manufacturers, and eco-system.
  • Cafemutual Ideas Fest: Targeted exclusively at individual MFDs, Cafemutual Ideas Fest provides actionable insights to leverage the opportunities by the MFD community thereby accelerating their growth.
  • Cafemutual Passives Conference: Industry's only independent event that focusses on 'Passives' as a product category and provide the much needed clarity on the emerging trends in the world of Passives.
  • CafeAlt Conference: This day long event aims to bring together stakeholders- wealth managers, boutique MFD firms, institutional distributors & investors, family offices and banks/NDs to deliberate on ways to grow the Alternatives pie
  • Cafemutual India Investment Summit: This event aims to promote the opportunities in India. Held in Dubai, this conference brings best in class experts from the world of mutual funds and alternates to share their insights with banks, external asset managers, wealth managers and UHNIs.

Training and Development
Many of the top fund houses engage us on investor outreach and to train their distributors and employees programs. Among our 26 clients are the top 13 AMCs in India

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.

Registration Fee



Category Registration fee
(Till February 21, 2025)
Registration fee
(From February 22, 2025)
Individual MFD/RIA ₹ 3999 ₹ 5999
Others (AMC employees,
National distributors,
Fintechs and Media)
₹ 5999 ₹ 7999

Once you register, you will receive an auto-generated confirmation mail.
Should you face any difficulty while registering, please call Fouzia on +91-99300 77117