Targeted exclusively at IFAs, CIFA aims to bring cutting edge ideas and concepts to IFAs to help them grow their business.




8.30 to 9.00


9.00 to 9.05

Welcome address

Prem Khatri, Cafemutual

9.05 to 9.25

Equity & debt markets outlook

Prashant Jain, Executive Director & Chief Investment Officer, HDFC Mutual Fund

9.25 to 10.00

Storytelling  for advisors

Aashish Somaiyaa, Managing Director & Chief Executive Officer, Motilal Oswal Mutual Fund

10.00 to 10.35

How to leverage social media to strengthen your practise

Sanjay Mehta, Joint CEO, Social Wavelength

10.35 to 10.55

Coffee Break

10.55 to 11:15

Why should investing styles matter to IFAs

Sankaran Naren, Chief Investment Officer, ICICI Prudential Mutual Fund

11.15 to 11:35

Indian Equities - An Asset Allocation Perspective

Ravi Gopalakrishnan, Head - Equities, CanaraRobeco Mutual Fund

11:35 to 12:10

Lifecycle planning

Gaurav Mashruwala, Founder, A Cutting Edge

12.10 to 12.55

Tarakki Karein: Successful IFAs to be profiled

Session to be moderated by Raghav Iyengar, EVP & Head – Retail & Institutional Business, ICICI Prudential Mutual Fund

12.55 to 1.55


1.55 to 2.30

How to grow business through customer education

Uma Shashikant, Managing Director, Centre for Investment Education & Learning

2.30 to 3.10

Building your business for a better tomorrow

Nirmal Jain, Founder & Chairman, India Infoline Ltd

3.10 to 3.45

How to get wealthy clients

Vishal Dhawan, Founder and Chief Financial Planner, Plan Ahead Wealth Advisors

3.45 to 4.05

Coffee Break

4.05 to 4.25

Developing business partnerships/alliances


4.25 to 5.00

Turning client data into insights

Amit Trivedi, Founder, Karmayog Knowledge Academy

Topics/Speakers subject to change