An event that promises
to provide MFDs and
RIAs with insights and
ideas to grow their
business.


FEBRUARY 16, 2023

The Lalit, Mumbai

"Strength and growth come only through continuous effort and struggle."

- Napoleon Hill -visibili

Dear Friend,

Backed by a buoyant market and AMFI’s Mutual Funds Sahi Hai campaign, the hard work and intensive efforts of MFDs have paid off handsomely. A noble profession has become immensely rewarding.

The future looks equally bright. Sure, there will be both ups and downs but given the optimism in our economy, the ups will be more numerous and extend much longer than the downs. The fact that India is a bright spot in an otherwise gloomy global scenario validates our faith and confidence in the Indian economy.

So, this is clearly the time when we need to step on the gas and capitalise on the immense opportunities facing each one of us.

I am happy to share with you that the theme of the forthcoming Cafemutual Ideas Fest 2023 is 'Accelerating the Growth.' The entire event will be curated such that it leads to stimulating and practical ideas for you to build on the momentum and scale glorious heights.

As always, look forward to a galaxy of speakers, both global and Indian, an immersive experience and great networking. All in all, it will be a rewarding and energizing event. An event you cannot miss!

See you at Cafemutual Ideas Fest 2023 on February 16!

Warm regards,
Prem Khatri
Founder & CEO, Cafemutual

What is Cafemutual Ideas Fest 2023?

  • Our 20+ speakers will share razor sharp insights and actionable ideas to help you grow by leaps and bounds.
  • An event where you can pick up ideas, new tools, opportunities and above all a great place to learn from the best in your field.
  • A great platform to help you build your professional network.
  • Over 600 of the most progressive MFDs are expected to attend the day-long event in Mumbai.

Who should attend?

Cafemutual Ideas Fest 2023 is a ‘must attend’ event for individual MFDs and RIAs interested in gaining deep insights and practical ideas to expand their client base, provide superior experiences to their clients and manage their business optimally through technology.

How attending Cafemutual Ideas Fest 2023 will help you:

Learn

This is your opportunity to learn from the best-in-class speakers.

Connect

Whether you are a new MFD or a seasoned professional, Cafemutual Ideas Fest is your gateway to connect and build network with over 600 attendees from across the country.

Re-energise

You will be stimulated by expert speakers and experienced peers and walk away refreshed and re-energised with some great learnings.

Find out how to tell stories that can win you clients and grow your business

Leveraging the right technology to make your business more productive and profitable

Create a happy and energetic workplace

Master the art of getting new clients through referrals

Understand the future of equity markets through the lens of an expert

Get hold of top tips to innovate your client acquisition strategy

Get expert tips on identifying and tapping opportunities in the debt space

Felicitating eight MFDs/RIAs who through their exceptional work have created a significant difference in clients' lives

The goal of this session is to highlight the opportunities that will be available to MFDs in a 5 trillion economy

In this session, you will get tips and advice on how to deal with the moods and emotions of your clients

Leveraging technology and using it to your business advantage

It is easier and more profitable to get business from existing clients than new clients. Learn how to engage your clients and make them more profitable

Celebrating outstanding stories of courage & determination

When and how will the Indian economy reach the 5 trillion mark?
Find out the catalysts and impediments as India marches towards this important landmark

This session will help you discover why this is the best time for your clients to invest in fixed income & how you can pitch debt to them

In this session, you will discover how to sharpen your marketing axe for effective outcomes

Registration Fees

Rate
Individual MFD/RIA

₹3999/-

Non-MFD

₹4999/-

Once you register, you will receive an auto-generated confirmation mail.
Should you face any difficulty while registering, please call Fouzia on +91-9930077117.

Register now!

Past Speakers

Who we are

Cafemutual is a business built around distributors and mutual fund professionals. So whether you are a MFD/RIA or a hot-shot private banker with a big bank or a CEO of an AMC or a back office person, we have something for you.
Our focus is on the people engaged in the mutual funds – everyone involved in the chain of manufacturing or distribution of mutual funds.

What Businesses Does Cafemutual Run?

Media

Our website www.cafemutual.com gives
news and knowledge to mutual fund and
investment professionals. This site is among the
top in the category globally. Launched 12
years back, it is the most trusted source
of news and knowledge because of
its integrity and independence.

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. Among our 22 clients
are 8 of the top 10 AMCs.

Events

Cafemutual conducts 3 widely acclaimed events every year:

  • Cafemutual Confluence
  • Cafemutual Ideas Fest
  • Cafemutual Passives Conference
Learning & Development

Many of the top fund houses engage us to
train their partners, employees and conduct investor
education programs.

Meet the team


Boat on Calm Water

Anita Sutrave
Dy. Chief Executive Officer

Wintry Mountain Landscape

Dipti Parab
Senior Accounts Manager

Wintry Mountain Landscape

Fouzia Syed
Assistant Vice President

Wintry Mountain Landscape

Karishma Gagwani
Senior Correspondent

Boat on Calm Water

Meera Huckoo
Co-founder

Wintry Mountain Landscape

Nishant Patnaik
Associate Editor

Wintry Mountain Landscape

Poonam Sawant
Sales Co-ordinator

Wintry Mountain Landscape

Prem Khatri
Founder & CEO

Wintry Mountain Landscape

Vartika Pahuja
Senior Graphic Designer

Partners