Cafemutual Events

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

Who Should Attend

  • Private bankers & wealth managers
  • Family office advisors
  • Top Mutual fund distributors (MFDs)
  • Registered Investment Advisers (RIAs)
  • PMS & AIF distributors
  • Compliance & product teams of AMCs, PMS, AIFs and banks
  • GIFT City fund platforms
  • Fintech platforms enabling global investing
  • Financial services ecosystem providers

Why Attend

India's First & Only dedicated forum on Crossborder Investing

No other event in India brings together the entire global investing value chain—manufacturers, distributors. regulators. platform providers and investors—in one place.

Actionable insights you can use immediately

  • The best global asset allocation strategies
  • Routes for outbound investing (LRS, GIFT, feeder funds, custodial accounts)
  • Taxation, compliance and risk frameworks
  • Performance of global indices, themes and sectors
  • How to advise clients on international diversification

Discover new Products & Partnerships

Stay ahead of the curve

As more Indians look outward, early movers will build expertise, trust and differentiated value. This conference will help you become one of them.

Agenda

Time Topic Speakers
8:45am - 9:00am Registration
9:00am - 9:05am Welcome Address Prem Khatri, Founder & CEO, Cafemutual
9:10am - 9:30am Rise of global investing among Indian residents Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers
9:35am - 10:05am Keynote Address Pradeep Ramakrishnan, ED, IFSCA
10:10am - 10:50am Building a global proposition for clients Aashwin Dugal, Dy. Head - Nippon India Alternative Investments
Lovaii Navlakhi, MD & CEO, International Money Matters
Sudhendra Rao, Founder & CEO, Finozone Investment Services
Moderator: Prem Khatri, Founder & CEO, Cafemutual
10:55am - 11:10am Gift City- The game changer for cross border investments Parimal Deuskar, Head-Compliance and Legal, Marcellus Investment Managers
11:10am -11:30am Networking Break
11:30am - 11:45am Unlocking global investing: The next growth opportunity for advisors & distributors. Viram Shah, Founder & CEO, Vested
11:50am - 12:30pm Demystifying global products- what wealth managers need to know to guide Indian investors Akash Gupta, Director- Marketing, Vested
Parth Srivastava, Quant Analyst, 9Point Capital
Srikanth Matrubai, Founder, SriKavi Wealth Advisors
Srikanth Matrubai, Founder, SriKavi Wealth
Moderator: Nishant Patnaik, Associate Editor, Cafemutual
12:35pm - 12:50pm International investment solutions for India Bhairav Mehta, Head of Sales, Interactive brokers
12:50pm - 1:40pm Lunch
1:40pm - 2:00pm Compliance tight rope: navigating taxation & regulation in cross border investments Vishal M. Krishnam, Partner, PW India
2:00pm - 2:15pm Inside the US Market: Signals, Stories & Strategy Arindam Mandal, Global Equities, Marcellus Investment Managers
2:20pm - 2:40pm Accessing Private Equity, Overseas! Mihir Upadhyay, GM, IFSCA
Siddharth Pai, Founding Partner, CFO & ESG Officer, 3one4 Capital
2:45pm - 3:00pm Addressing the practical concerns of cross-border investor Sonu Jain, Chief Risk & Compliance Officer, 9Point capital
3:05pm - 3:45pm Mutual funds, direct stocks or ETFs- which is the best route to global markets? Jayanth Nanjappa, Investment Strategist, 90-10 Financial Planners
Ketul Sakhpara, Founder, BayFort Capital
Santosh Joseph, Founder, Germinate Wealth Solutions
Sharath Mascarenhas, Founder, MishMash Finserve
Moderator: Prem Khatri, Founder & CEO, Cafemutual
3:50pm - 4:05pm Immigration strategies for Indian HNIs Rajneesh Pathak, Founder & CEO, GlobalNorth
04:10pm onwards Networking over Tea
*Topics and speakers subject to change

Registration Fee

Category Registration fee
Individual MFD/RIA ₹ 5999
Others (AMC employees, Wealth managers, Family office, National distributors, Fintechs and Media) ₹ 7999

*Taxes Extra

Once you register, you will receive an auto-generated confirmation mail.
Should you face any difficulty while registering, please call Fouzia on +91-99300 77117.

Who to contact for Sponsorship & Speaking Opportunities?

If you would like to recommend a speaker or explore speaking opportunities
Contact- Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual

anita@cafemutual.com

Partners

Title Partner

Platinum Partner

Gold Partner

Platform Partner

Community Partner