Cafemutual Events

Prem Khatri,

Founder & CEO,
Cafemutual

New Strategies. New Clients. New Revenues.

Over the past decade, investors and distributors have become comfortable with mutual funds, PMS and AIFs — each serving a distinct need. Yet, in between these well-established categories, a clear gap has existed, for a regulated, transparent structure that allows more sophisticated strategies without the complexity or high entry barriers of traditional alternatives.

Specialised Investment Funds (SIFs) are designed to fill that gap.

They allow more flexibility in strategy, sharper positioning and better portfolio outcomes - while staying within a regulated, transparent framework. For investors and distributors, this creates a very real opportunity- new solutions to offer, new clients to engage and new revenue streams to build.

But a new category also brings questions

  • What exactly is an SIF?
  • How is it different from what we already sell?
  • Which strategies work?
  • Where does it fit in a client portfolio?
  • And most importantly — how do you explain and sell it confidently?

This conference has been designed to answer those questions in a practical way.

Through the day, we will break down the structure and rules of SIFs, explain the various strategy options across equity, debt and hybrid approaches and hear directly from fund managers and CIOs on how these strategies behave in real markets. We will also focus heavily on application — model portfolios, real-life case studies, client conversations and the operational aspects of running this as a business.

The objective is simple- you should walk out with clarity and conviction knowing which clients to approach, how to position SIFs and how to use them effectively.

If you advise serious investors, SIFs deserve your attention. We hope you will join us for a day of learning, discussion and actionable insights.

Who Should Attend

SIF Summit 26 is curated for professionals who want to stay ahead of emerging investment opportunities and
expand their offerings.


This event is ideal for:


Individual Mutual Fund Distributors
(MFDs)

Registered Investment Advisers
(RIAs)

Employees of Banks &
National distributors



This summit will offer insightful information and useful takeaways for everyone who works with investors and wants to know how SIFs may enhance current investing options.

Why Attend

The aim of this event is to provide clarity to distributors and advisors on one of the most talked about new investment categories in the industry, Specialized Investment Funds (SIFs).


At the summit, you will gain-

  • Clear understanding of SIFs - their structure, regulatory framework and investor safeguards
  • Practical comparisons between Mutual Funds, PMS, AIFs and SIFs
  • Deep insights into SIF strategies across equity, debt and hybrid approaches
  • Portfolio positioning ideas to understand where SIFs may fit in a client’s allocation
  • Real-world perspectives from industry experts and early adopters
  • Actionable communication strategies to explain SIFs to clients with clarity and confidence

This is a focused learning platform to prepare distributors and advisors for the next evolution in investment products.

Agenda

Takeaway: Understand the opportunity & discover how SIFs can help you engage clients looking for more than traditional products. before everyone else does.

Takeaway: Get a simple, clear understanding of how SIFs work — without technical complexity.

Takeaway: Learn how SIFs compare with existing products across risk, return and suitability & make better recommendations

Part A — Equity Strategies
Takeaway: Discover new ways to approach equity investing beyond traditional long-only funds. Identify which strategies suit different client needs and market conditions.

Part B — Debt Strategies
Takeaway: Explore income opportunities that go beyond conventional fixed income products. Learn how to position these strategies for clients seeking better yield or stability.

Part C — Hybrid Strategies
Takeaway: Understand how combining different asset classes can improve portfolio outcomes. Offer clients smoother, more balanced return experiences.

Takeaway: See how different strategies perform in rising, falling and volatile markets.

Takeaway: Get practical lessons from advisors - what worked, what didn’t, and what to avoid.

Takeaway: Pick up practical ideas to convert interest in SIFs into investments and grow your business.

Registration Fee

Category Early Bird
(Till 10th June, 2026)
After Early Bird
(10th June 2026)
Individual MFD/RIA ₹ 1999 ₹ 2499
Others
(AMC employees, Wealth managers,
National distributors, Fintechs and Media)
₹ 3499 ₹ 3999

Want to gain visibility at this event?

If you would like to recommend a speaker or explore speaking opportunities

Contact- Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual

anita@cafemutual.com