June 25, 2026
Chancery Pavilion,
Bengaluru
June 25, 2026
Chancery Pavilion,
Bengaluru
Dear Friend,
As investor expectations evolve, distributors must look beyond traditional products to deliver sharper, more flexible and outcome-oriented solutions, without the complexity and high-ticket barriers of PMS and AIFs.
This is where Specialised Investment Funds (SIFs) are attracting attention.
SIFs offer the flexibility of advanced investment strategies within a regulated and transparent structure. For distributors, they represent a powerful opportunity to deepen client relationships, engage sophisticated investors and build a future-ready practice.
Naturally, a new category raises important questions:
The Cafemutual SIF Summit is designed to provide clear, practical answers.
On June 25, 2026 at Chancery Pavilion, Bangalore, we will simplify SIF structures, regulations and strategies while focusing on real-world application, identifying suitable clients, effective positioning and seamless portfolio integration across market conditions.
You will leave with greater clarity, confidence and immediately actionable ideas to strengthen your business.
We look forward to welcoming you for a day of high-impact learning and meaningful conversations.
Warm regards,
Prem Khatri
Founder & CEO
Cafemutual
The aim of this event is to provide clarity to distributors and advisors on one of the most talked-about new investment categories in the industry, Specialized Investment Funds (SIFs).
| Time | Topic | Speaker |
|---|---|---|
| 9:30 am - 9:40 am | Curtain Raiser | Prem Khatri, Founder & CEO, Cafemutual |
| 9:45 am - 10:05 am | Lessons MFDs can learn from the early evolution of SIFs | Senthil Gunasekaran, CBDO, KFintech |
| 10:10 am - 10:30 am | Why SIFs, Why Now | Kailash Kulkarni, CEO, HSBC MF |
| 10:35 am - 11:20 am | Mutual Fund vs PMS vs AIF vs SIF — A Practical Comparison | Ankur Thakore, CBO, HSBC MF Atul Singhal, CEO, Scripbox 1 Senior AMC Representative- TBA 1 Leading Distributor- TBA Moderator - Prem Khatri, Founder & CEO, Cafemutual |
| 11:20 am - 11:40 am | Networking Break | |
| 11:45 am - 11:55 am | Where do SIFs fit into client portfolio | Jayanth Nanjappa, 90-10 Financial Planners |
| 12:00 pm - 12:45 pm | How SIF Strategies Perform Across Market Cycles | Bharat Lahoti, President & Co-Head – Factor Investing, Edelweiss MF Kiran Datta, CEO, SIFPrime Rishi Kohli, CIO, Jio BlackRock AMC 1 Leading Distributor-TBA Moderator - Nishant Patnaik, Associate Editor, Cafemutual |
| 12:45 pm - 1:45 pm | Lunch | |
| 1:50 pm - 2:10 pm | Inside the SIF Toolbox: Understanding All Strategy Variants - Equity | TBA |
| 2:15 pm - 2:35 pm | Hybrid Long-Short Funds: A True Asset Allocator | Shriram Ramanathan, CIO - Fixed Income, HSBC MF |
| 2:40 pm - 3:25 pm | Client Conversations That Work — Selling SIFs Without Complexity | Aditya Agarwal, Founder, Wealthy Ashish Sethiya, Head-Business Development, AssetPlus Srikanth Matrubai, Founder, SriKavi Wealth Moderator - Prem Khatri, Founder & CEO, Cafemutual |
| 3:30 pm - 3:50 pm | Case Studies: How Early Adopters Are Using SIFs | Aditya Prabhu, Founder, Neuokosh Capital Deepesh Mehta, Founder, Happy Investor Finserv LLP Moderator - Nishant Patnaik, Founder, Neuokosh Capital |
| 3:50 pm onwards | Networking Break | |
| Category | Registration Fees |
|---|---|
| Individual MFD/RIA | ₹ 2499 |
|
Others
(AMC Employees, Wealth Managers, Family Office, National Distributors, Fintechs and Media)
|
₹ 3999 |
Get in touch with Anita Sutrave, Co-Founder & Dy. CEO