is here

February 23, 2024 | Taj Lands End, Mumbai

I am interested
I am certainly coming!

“The future depends on what you do today.”

- Mahatma Gandhi

With the passage of time, things change. This remains true for our business where so many factors shape and influence our world. To name a few, the markets, technology, client needs and tastes impact our business in a way we cannot fully fathom.

What we can do, however, is to prepare for it.

I am happy to share with you that the theme of Cafemutual Ideas Fest 2024 is ‘Shaping your future- Ideas, Insights, practices’. It will be entirely devoted to making you and your business futureproof.

You will learn, retain and apply ideas from over 20 individual sessions by our expert speakers.

So, block your date to experience this one-of-a-kind event that aims to bring effective ideas, deep insights and best-in-class practices to help you grow business.

Be prepared to witness yet another spectacular gathering on February 23, 2024 at The Taj Lands End, Mumbai!

See you then!

The only event that brings together the
industry stakeholders

MFDs attend to ideate, meet with their peers, and celebrate the community achievements. MFDs will get actionable insights that take their business a notch ahead.

AMCs participate to connect with the most progressive partners and gain visibility among the movers & shakers of the distribution community.

Fintechs will showcase their innovative products that can help MFDs build efficient businesses and stay ahead of the curve.

Content creators or media professionals flock to connect with thoughtleaders.

Here's a glimpse of our last event

Agenda:

Time Topic Speaker
09:00-09:15 Welcome Address Prem Khatri, Founder & CEO, Cafemutual
09:15-09:30 Crystal gazing - Outcome of 2024 elections on markets I V Subramaniam, MD and Group Head – Equities, Quantum Advisors Pvt Ltd
09:35-09:55 5 reasons I like this profession Gajendra Kothari, MD & CEO, Etica Wealth Private Limited
Vishal Dhawan,Founder & CEO, Plan Ahead Wealth Advisors
10:00-10:15 5 trends to watch out for in 2024 Dhimant Shah, Senior Fund Manager- Equity, ITI MF
10:20-10:30 Book launch - The Mutual Advantage - Why are mutual fund 'sahi' for you Nilesh Shah, MD & CEO, Kotak MF
Prem Khatri, Founder & CEO, Cafemutual
Nishant Patnaik, Associate Editor, Cafemutual
10:30-10:40 How mfds can futureproof their business Nilesh Shah, MD & CEO, Kotak MF
10:45-11:10 How to make tomorrow better Hal Hershfield, Prominent Author, Speaker, Psychologist, Professor at UCLA
11:10-11:30 Coffee Break
11:30-11:35 Quiz
11:35-11:50 Macro trends impacting investment outcomes Chirag Mehta, CIO & Fund Manager, Quantum MF
11:55-12:10 How MFDs can lead with purpose Prem Khatri, Founder & CEO, Cafemutual
12:15-12:30 How to enhance your earnings Amit Shah, Founder & CEO, Wylth
12:35-12:55 Meri Kahani, Meri Zubani Satish Pandey, Managing Director, Imperial Value Services &
Santosh Pardeshi, Founder-Money Lancer Investments
12:55-13:55 Lunch
13:55-14:00 Quiz
14:00-14:40 What lies ahead for equities Chirag Mehta, CIO & Fund Manager, Quantum MF
Mihir Vora, CIO, Trust MF
Rahul Singh, CIO- Equities, Tata MF
Santosh Singh, Fund Manager, MOAMC
Moderator – Prem Khatri, Founder & CEO, Cafemutual
14:45-15:00 Managing client expectations Senthil Gunasekaran, Chief Business Development Officer - India & Global Business, KFintech
15:05-15:20 Long term as a series of short terms Harshad Patwardhan, CIO, Union MF
15:25-16:05 Sanjeevani Awards Moderated by B. Gopkumar,MD & CEO, Axis MF
16:05- 16:25 Coffee Break
16:25-16:30 Quiz
16:30- 16:45 Make your own value proposition, Why do I deserve you? Ganesh Mohan, CEO, Bajaj Finserv MF
16:45-16:50 Thank you Note Anita Sutrave, Dy. CEO, Cafemutual
16:50- 17:20 Laughter Riot Shridhar Venkataramana, Standup Comedian

Stay up-to-date with all things
Cafemutual Ideas Fest 2024.

(Request to get added
to our mailing list)

Who will benefit from
Cafemutual Ideas Fest 2024

  • Seasoned Individual MFD/RIA
  • New Individual MFD/RIA
  • Software providers/Service providers/Fintech catering to the
    business of mutual funds

Registration

Category
hiden

Individual MFD/RIA



Others
(AMC employees, National distributors, Fintechs and Media)

Registration fee
(after Feb 02, 2024)

₹3999/-



₹5999/-

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

Who spoke at our earlier events

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Morgan Housel

Author of 'The Psychology of Money
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Daniel Crosby

Behavioural Scientist, Brinker Capital, USA
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Danielle Howard

Wealth by Design, USA
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Abizer Diwanji

Ey
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Alex Birkin

EY Partner, Global Advisory Leader - Wealth and Asset Management
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Niro Sivanathan

Associate Professor, Organisational behavior, London Business School
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Bobby Pawar

Publicis Worldwide
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John Praveen

Prudential International Investments Advisors, USA
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Lulu Raghavan

CEO, Landor
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Anand Lunia

India Quotient
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M J Akbar

Union Minister
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Michael Lipper

President, Lipper Advisory Services
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Nirmal Jain

India Infoline Ltd
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Raj Raghunathan

Professor, University of Texus, Austin
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Rajdeep Sardesai

Noted Journalist
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Rajesh Jain

netCORE Solutions
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Rashesh Shah

Edelweiss Group
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Thomas Curran

Perfectionism
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Robert. F. Baur

CGE, Principal Global
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Rolf Hermans

Robeco
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Santosh Desai

Future Brands
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Swaminathan Aiyer Anklesaria

Noted economics journalist
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Tarun Rai

CEO, JWT South Asia
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Carl Richards

Author, Behavior Gap

Who we are?

Cafemutual is a business built around people involved in the mutual fund distribution business. So whether its news and industry updates or providing learning opportunities or conducting training programs – we have you covered.



How do we contribute to your growth?


Website
Our website www.cafemutual.com gives news, knowledge and content to mutual fund & 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 three events annually:

  1. Cafemutual Confluence: Cafemutual Confluence is our flagship thought-leadership event that provides an overarching view on the global trends that shape the MF industry and is meant for everyone involved in the business of mutual funds - MFDs/RIAs, banks and NDs, employees of fund houses and eco-system.
  2. Cafemutual Ideas Fest: Targeted exclusively at Individual MFDs, Cafemutual Ideas Fest provides actionable insights to challenges faced by the MFD community that help them accelerate their growth.
  3. Cafemutual Passives Conference: Industry’s only event that focusses on ‘Passives’ as a product category and provide the much needed clarity on the emerging trends in the world of Passives.

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 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.

Meet the team

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Anita Sutrave
Dy. Chief Executive Officer

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Dipti Parab
AVP - Finance & HR

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Fouzia Syed
Assistant Vice President

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Meera Huckoo
Co-founder

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Muzammil Bagdadi
Correspondent

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Nishant Patnaik
Associate Editor

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Poonam Sawant
Senior manager-Business development

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Riddhima Bhatnagar
Correspondent

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Prem Khatri
Founder & CEO

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Vartika Pahuja
Senior Graphic Designer

Partners

Title Partner

Award Partner

Gold Partners

Silver Partners

Gifting Partners

Stall Partner