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
No other event in India brings together the entire global investing value chain—manufacturers, distributors. regulators. platform providers and investors—in one place.
As more Indians look outward, early movers will build expertise, trust and differentiated value. This conference will help you become one of them.
| 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 | |
| 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.
If you would like to recommend a speaker or explore speaking opportunities
Contact- Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual