For years, the Indian wealth story has been largely about investing in India. That is changing.

As Indian households become wealthier and more financially sophisticated, their investment aspirations are becoming global. They want access to global companies, new asset classes, international opportunities and diversification beyond Indian markets.

This creates a significant new opportunity for mutual fund distributors and wealth managers. But taking clients global is not simply about opening the door to overseas investments. Advisors need to understand the different routes available, the products they can use, the regulatory and tax implications, and—most importantly—how to build a meaningful global proposition for their clients.

That is the conversation we want to have at Beyond Borders in Pune.

We will explore the rise of global investing among Indian households, examine how GIFT City is changing the cross-border investment landscape, and debate the merits of mutual funds, direct stocks and ETFs as routes to global markets. We will also demystify global products and address the practical, regulatory and taxation issues that advisors need to navigate.

But beyond products and regulations, the larger question is this: How can advisors move from simply facilitating global investments to building a compelling global investment proposition for their clients?

At Cafemutual, we believe that the next phase of wealth management will be shaped not only by what Indian investors own, but increasingly by where they invest.

We look forward to bringing this conversation to Pune on October 31.

Prem Khatri
Founder & CEO, Cafemutual