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.
REGISTER NOWThe 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 10.
Prem Khatri
Founder & CEO, Cafemutual
Beyond Mutual Funds 2026 is curated for advisors and financial experts who want to stay ahead of market shifts, broaden product strategies, and construct robust, multi-asset portfolios.
For MFDs looking to diversify income streams, move into PMS/AIF segments, and deliver higher value propositions to top-tier clients.
For RIAs who want to access high-conviction alternate products and build holistic, custom portfolios for sophisticated investors.
For private bankers and wealth managers seeking specialized insights into alternate debt, real estate funds, and GIFT City vehicles.
For leaders managing multi-generational wealth, looking to optimize asset allocation across traditional and non-traditional investments.
Wealthy Indians want multi-asset, multi-strategy exposure Mutual funds remain core – but no longer sufficient alone Demand for differentiated returns and risk profiles is risingLower entry thresholds make PMS & SIFs accessible to more clients Distributors who stay mutual-fund-only risk losing relevance SIFs are new – most distributors lack practical clarity PMS vs AIF vs SIF comparisons remain confusing Client conversations around alternatives feel complex Model allocation frameworks are rarely sharedEarly adopters are already capturing the opportunityGet in touch with Anita Sutrave, Co-Founder & Dy. CEO
