Mutual funds, PMS and AIFs each solved a distinct need. Between them sat a gap — a regulated, transparent structure for sharper strategies, without the complexity or high entry barriers of traditional alternatives. SIFs were built to fill it.
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24th Oct, 2026
Crowne Plaza, AhmedabadThe Next Chapter of Wealth Management Goes Beyond Mutual Funds
The mutual fund industry has transformed the way India invests. But the wealth management opportunity ahead is bigger than mutual funds alone.
As clients become more sophisticated and portfolios become more diverse, SIFs, PMS and AIFs are moving from the periphery to the mainstream of wealth conversations. The question is no longer whether alternatives have a place in portfolios. The more important question is: where can they genuinely add value?
That is the question we will explore at Beyond Mutual Funds.
Can SIFs bring new strategy possibilities to mainstream investors? Where does Category III AIFs fit? Is private credit emerging as a compelling new source of yield? Are PMS strategies still capable of creating meaningful differentiation in an increasingly sophisticated mutual fund world? And as mutual funds, SIFs, PMS and AIFs increasingly converge, what are the differences that really matter?
We will also hear directly from successful alternative managers and family offices, understand how SIF strategies behave across market cycles, and explore how distributors and wealth managers can have simpler, more meaningful conversations with clients about these products.
At Cafemutual, we believe the future is not about choosing mutual funds or alternatives. It is about building the right portfolio using the right vehicle for the right client and the right objective.
That is the conversation we want to start in New Delhi.
I look forward to seeing you at Beyond Mutual Funds on October 24.
Prem Khatri Founder & CEO, Cafemutual
Beyond Mutual Funds 2026 is curated for professionals who want to stay ahead of emerging invest-ment opportunities and expand their offerings.
Individual MFDs looking to expand their product shelf and serve clients seeking higher-ticket, specialised solutions.
Fee-only advisers seeking clarity on structure, regulation, suit-ability and client conversations around alternative products.
Professionals managing high-net-worth portfolios who need practical frameworks to allocate across SIFs, PMS and AIFs.
Advisers to affluent families who want to position SIFs and PMS as core building blocks alongside mutual funds.
Wealthy Indians want multi-asset, multi-strategy exposureMutual funds remain core – but no longer sufficient aloneDemand for differentiated returns and risk profiles is risingLower entry thresholds make PMS & SIFs accessible to more clientsDistributors who stay mutual-fund-only risk losing relevanceSIFs are new – most distributors lack practical clarityPMS vs AIF vs SIF comparisons remain confusingClient conversations around alternatives feel complexModel allocation frameworks are rarely sharedEarly adopters are already capturing the opportunity
Once you register, you will receive an auto-generated confirmation mail.
Should you face any difficulty while registering, please call Anuj on +91-99300 77117