For years, Indian investors have built their wealth largely within domestic markets. But conversations across the industry are now revealing something unmistakable: Indian investors are curious, increasingly global in their aspirations and keen to understand opportunities beyond India.
Yet the moment they try to explore global investments, they face a maze—multiple routes, complex regulations, tax ambiguity, unfamiliar products and a lack of reliable guidance. Despite the rising appetite, there is no single platform in India that brings clarity, structure and direction to outbound investing.
That is why we are launching Beyond Borders: Crossborder investments for Indians — the first Indian conference designed exclusively to decode, demystify and simplify global investing for Indian audiences.
This event brings together the people who shape global investing—international fund managers, Indian wealth experts, LRS specialists, GIFT City leaders, product manufacturers, compliance professionals and platform providers—to create a unified understanding of how Indians can invest globally with confidence.
My hope is simple: that this conference becomes the reference point for global investing in India and serves as a catalyst for better advice, better portfolios and better long-term outcomes for Indian investors.
I look forward to welcoming you.
Regards,
Prem Khatri
Founder & CEO,Cafemutual
India’s First & Only dedicated forum on Crossborder Investing
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| Time | Topic | Speakers |
|---|---|---|
| 8:45am - 9:00am | Registration | |
| 9:00am - 9:05am | Welcome Address | Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual |
| 9:10am - 9:25am | Unlocking global investing: The next growth opportunity for advisors & distributors. | Prem Khatri, Founder & CEO, Cafemutual |
| 9:30am - 9:50am | The Rise of Global Investing Among Indian Households | Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers |
| 9:55am - 10:25am | Keynote Address: Fund management reforms in the IFSC | Pradeep Ramakrishnan, ED, IFSCA* |
| 10:30am - 10:50am | Geo-political risks & Indian economy | Dharmakirti Joshi, Chief Economist,CRISIL |
| 10:50am - 11:10am | Networking Break | |
| 11:10am - 11:50am | Mutual funds, direct stocks or ETFs- which is the best route to global markets?/td> | Ketul Sakhpara, Founder, BayFort Capitall |
| Pratik Dodhia, Founder & CEO, Alphabet Investment | ||
| Vishal Dhawan, Founder & CEO, Plan Ahead Wealth Advisors | ||
| Moderator: Prem Khatri, Founder & CEO, Cafemutual | ||
| 11:55am - 12:10pm | Immigration by Investment: Evolving Role of Financial Advisors | Rajneesh Pathak, Founder & CEO, GlobalNorth |
| 12:15pm - 12:30pm | Fireside chat: GIFT-IFSC: Unlocking Cross-Border Capital Flows | Pavan Shah, GM, IFSCA |
| 12:35pm - 1:15pm | Building a global proposition for clients | Aashwin Dugal, Dy. Head - Nippon India Alternative Investments* |
| Arpita Vinay, Senior Managing Director & CEO, Spark Capital PWM | ||
| Somnath Mukherjee, CIO & Senior Managing Partner, ASK Private Wealth | ||
| Moderator: Prem Khatri, Founder & CEO, Cafemutual | ||
| 1:15pm - 2:15pm | Lunch | |
| 2:15pm - 2:30pm | Importance of Asset Allocation and Opportunities in Global Equities | Pramod Gubbi, Co-Founder, Marcellus Investment Managers |
| 2:35pm - 2:55pm | Compliance tight rope: navigating taxation & regulation in cross border investments | Neha Bagri, Partner, PWC |
| 3:00pm - 3:15pm | Gift City- The game changer for cross border investments | Parimal Deuskar, Head-Compliance and Legal, Marcellus Investment Managers |
| 3:20pm - 4:00pm | Demystifying global products- what wealth managers need to know to guide Indian investors | Ankit Garg, Wealthy Nivesh |
| Ashish Joshi, Founder & CMD, TridentBay Asset Managers | ||
| Munish Randev, Founder & CEO, Cervin Family Office | ||
| Rikesh Mirchandani, Founder, Ocean City Capital | ||
| Moderator: Nishant Patnaik, Associate Editor, Cafemutual | ||
| 04:20pm onwards | Networking Hi-Tea | |
| Category | Registration Fee |
|---|---|
| Individual MFD/RIA | ₹ 5999 |
|
Others (AMC employees, Wealth managers, Family office, National distributors, Fintechs and Media) |
₹ 7999 |
If you would like to recommend a speaker or explore speaking opportunities
Contact- Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual