Taj Lands End, Mumbai
60
Days 12
Hours 10
Minutes 05
Seconds
Days 12
Hours 10
Minutes 05
Seconds
Taj Lands End, Mumbai
Dear Friend,
The rules of wealth creation are changing.
For years, portfolios in India were built largely around traditional products. That model worked well in an era when investment choices were limited and wealth creation itself was still evolving. But today, India is witnessing an unprecedented rise in affluent investors, entrepreneurial wealth and financial awareness.
Across PMS strategies, private credit, venture capital, long-short funds, structured opportunities and specialised AIFs — what was once considered niche is steadily becoming mainstream.
CafeAlt Conference 2026 is built around this shift. With the theme "Where Smart Money Is Moving", the conference will explore how alternatives are reshaping the future of wealth management in India. More importantly, it will focus on what this means for the people guiding investors every day — mutual fund distributors, private bankers and wealth managers who now need to navigate a rapidly expanding investment universe.
Our objective is simple: move beyond product conversations and understand where the industry is headed. Which alternative strategies are gaining traction? What are sophisticated investors looking for? How should financial distributors evaluate risk, liquidity and suitability? And how can alternatives be integrated thoughtfully into client portfolios?
Develop insights into how alternative investment products work, where they invest and the attendant risk-reward
Learn how sophisticated investors and HNIs are allocating their portfolios
Learn how to position PMS/ AIFs in client conversations
Hear practical insights from leading wealth managers, PMS and AIF experts
Discover new revenue and business growth opportunities in alternatives
Network with top distributors, wealth managers, banks and family offices
Gain clarity on suitability before recommending products
| Time | Topic | Speaker |
|---|---|---|
| 9:00am -9:10 am | Curtain Raiser | Prem Khatri, Founder & CEO, Cafemutual |
| 9:15 am - 9:35 am | The New Engines of Alpha | Rajesh Saluja, Co-Founder & CEO, ASK |
| 9:40 am-10:20 am | How the Ultra-Rich Actually Invest | Moderator- Ashutosh Bishnoi, Industry Veteran |
| Arpita Vinay, Senior Managing Director & CEO, Spark Capital | ||
| Vikaas Sachdeva, Chief Executive Officer, FitDelta India | ||
| 10:25 am-11:05 am | Beyond Equity & Debt: The New Alternative Asset Classes Emerging in India | Moderator - Nishant Patnaik, Associate Editor, Cafemutual |
| Akshat Pandya, Fund manager, ABSL | ||
| Mrinal Singh, Chief Investment Officer - Alternates, Bandhan AMC | ||
| Nishad Khanolkar, Director, Founding Member and Fund Manager, TWC AMC | ||
| 11:10 am-11:30 am | Coffee break | |
| 11:30 am-11:45 am | TBA | |
| 11:50 am - 12:05 pm | Private Credit, Structured Debt & Special Situations: The Rise of Category II AIFs Panel | Hemant Daga, MD & CEO, Neo Asset Management Pvt. Ltd. |
| 12:10 pm-12:25 pm | Fireside Chat: Selling Sophisticated Products to Sophisticated Investors | Payal Singhal, Indian designer In conversation with Prem Khatri, Founder & CEO, Cafemutual |
| 12:30 pm-12:45 pm | The Trinity smart money cannot ignore: Rethinking fixed income allocation | Bhupendra Meel, Head- PMS & Alternates, Bandhan AMC |
| 12:50 pm-1:50 pm | Lunch break | |
| 1:55 pm-2:35 pm | Family Offices: Wealth, Succession and the Next Generation | Kalpesh Dave, Global Wealth Leader, Groww |
| Family office of Ruia | ||
| Family office of Waaree | ||
| 2:40 pm-2:55 pm | How AI is disrupting Wealth Management | Munish Randev, Founder & CEO, Cervin |
| 3:00 pm- 3:15 pm | Navigating the Tax landscape of Alternative Investments | Rajesh Gandhi, Partner, Deloitte |
| 3:15 pm-3:35 pm | Coffee Break | |
| 3:35 pm-4:05 pm | The Great Convergence: Mutual Funds, PMS & AIFs Are Starting to Look Alike - Panel | Moderator - Prem Khatri, Founder & CEO, Cafemutual |
| Girish Sankar, Chief Strategy Officer and Business Head - Alternatives & Account Aggregator, CAMS | ||
| Saurabh Agarwal, Partner, Spark | ||
| 4:10 pm-4:25 pm | Inside the Mind of the Indian Entrepreneur-Investor | Anuj Kapoor, JM Private Wealth, MD & CEO |
| 4:30 pm-4:45 pm | Case Study Session Inside a Winning Alternative Portfolio | Naveen Kulkarni, CIO - PMS and Listed Equity Alternates, Axis |
| 4:50 pm-5:30 pm | PMS in a Mutual Fund World: Where Can PMS Still Create Real Differentiation? - Panel | Moderator - Biharilal Deora - Director, Abakkus Asset Management Pvt. Ltd. |
| Bhavin Shah- Founder and CIO, Sameeksha Capital | ||
| Sushant Bhansali- CEO, Ambit Private Limited | ||
| Ritesh Sampat, National Head, HDFC Bank wealth | ||
Please note - Agenda and Speakers are subject to change.
*Confirmation awaited.
A business built around mutual fund distribution professionals — delivering news, knowledge, events and training to the community for over 15 years. One of the top mutual fund information websites globally.
Our website www.cafemutual.com gives news and knowledge to mutual fund & investment professionals. This site is among the top in the category globally. Launched 15 years back, it is the most trusted source of news & knowledge because of its integrity & independence.
Cafemutual conducts six events every year.
Targeted exclusively at individual MFDs, Cafemutual Ideas Fest provides actionable insights to individual distributors to grow and flourish.
The summit is designed to educate, upskill and empower distributors with practical knowledge and insights, enabling them to confidently recommend Specialised Investment Funds (SIFs) to their clients and capitalize on the emerging opportunity.
Industry's only event that focusses on 'Passives' as a product category and provides clarity on the emerging trends in the world of Passives
A gathering of stakeholders- PMS & AIF players, wealth managers, boutique MFD firms, institutional distributors, family offices and banks/NDs to deliberate on ways to grow the Alternatives pie.
Industry's only dedicated event focused on cross-border investing, enabling deeper understanding of global investment opportunities, structures and regulatory considerations.
This event aims at catalyzing investments from UAE to India. This conference brings best in class experts to share their insights with banks, external asset managers, wealth managers and UHNIs.
Many of the top fund houses engage us to train their distributors, employees and conduct investor education programs.
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. Among our 20 clients are 7 of the top 10 AMCs.
