Seasoned Individual MFDs/RIAs- New Individual MFDs/RIAs
- Software providers/Service providers/Fintech catering to the business of
mutual funds
March 5, 2025 | 9.00 am to 4:30 pm
Sahara Star, Mumbai
- Days
- Hours
- Minutes
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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
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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.
Agenda:
| Time | Topic | Speaker |
|---|---|---|
| 9:00 am - 9:10 am | Welcome Address | Anita Sutrave, Co-founder & Dy. CEO, Cafemutual |
| 9:15 am - 9:30 am | What are the key success factors for an MFD? | Prem Khatri, Founder & CEO, Cafemutual |
| 9:35 am - 9:50 am | AI and machine learning for business growth | TBA |
| 9:55 am - 10:10 am | Understanding market moves with supply and demand forces | Harshad Patwardhan, CIO, Union MF |
| 10:15 am - 10:45 am | Morgan Housel | Morgan Housel, Author,'The Psychology of Money' |
| 10:45 am - 11:15 am | Coffee Break | |
| 11:15 am - 11:30 am | How to become a product expert | TBA |
| 11:35 am - 11:55 am | Success stories | TBA |
| 12:00 pm - 12:15 pm | Engineering trust and rapport with clients | Kailash Kulkarni, CEO, HSBC MF |
| 12:20 pm -12:35 pm | Your GST compliance made easy | Nishant Patnaik, Associate Editor, Cafemutual |
| 12:40 pm - 12:55 pm | Going against the crowd | Nimesh Chandan, CIO, Bajaj Finserv MF |
| 12:55 pm - 1:55 pm | Lunch | |
| 1:55 pm - 2:30 pm | Sanjeevani awards | Moderated by Rohit Mattoo, National Head – Retail Sales, Axis MF |
| 2:35 pm - 2:50 pm | Building an optimum product bouquet | TBA |
| 2:55 pm - 3:10 pm | How to leave a lasting impact in the first meeting | TBA |
| 3:15 pm - 3:30 pm | TBA | |
| 3:35 pm - 3:50 pm | Grow business through retirement planning | |
| 3:55 pm - 4:10 pm | TBA | Karan Mehra, Founder & CEO, Amplio Invest |
| 4:15 pm - 4:30 pm | Developing a niche practice | TBA |
| 4:35 pm - 4:50 pm | Acquiring a Business Owners clientele | TBA |
| 4:55 pm - 5:25 pm | Laughter Riot | Karunesh Talwar, Stand up Comedian |
Excited about these topics?
Hit the register button and reserve your spot for Cafemutual Ideas Fest 2025!
Who should attend?
Who spoke at our earlier events?
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
Partners
Awards Partner
Gold Partner
Silver Partner
Technology Partner
Stall Partner
