Prem Khatri,
Founder & CEO,
Cafemutual
New Strategies. New Clients. New Revenues.
Over the past decade, investors and distributors have become comfortable with mutual funds, PMS and AIFs — each serving a distinct need. Yet, in between these well-established categories, a clear gap has existed, for a regulated, transparent structure that allows more sophisticated strategies without the complexity or high entry barriers of traditional alternatives.
Specialised Investment Funds (SIFs) are designed to fill that gap.
They allow more flexibility in strategy, sharper positioning and better portfolio outcomes - while staying within a regulated, transparent framework. For investors and distributors, this creates a very real opportunity- new solutions to offer, new clients to engage and new revenue streams to build.
But a new category also brings questions
This conference has been designed to answer those questions in a practical way.
Through the day, we will break down the structure and rules of SIFs, explain the various strategy options across equity, debt and hybrid approaches and hear directly from fund managers and CIOs on how these strategies behave in real markets. We will also focus heavily on application — model portfolios, real-life case studies, client conversations and the operational aspects of running this as a business.
The objective is simple- you should walk out with clarity and conviction knowing which clients to approach, how to position SIFs and how to use them effectively.
If you advise serious investors, SIFs deserve your attention. We hope you will join us for a day of learning, discussion and actionable insights.
SIF Summit 26 is curated for professionals who want to stay ahead of emerging investment opportunities and
expand their offerings.
This event is ideal for:
Individual Mutual Fund Distributors
(MFDs)
Registered Investment Advisers
(RIAs)
Employees of Banks &
National distributors
This summit will offer insightful information and useful takeaways for everyone who works with investors and wants to know how SIFs may enhance current investing options.
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).
At the summit, you will gain-
This is a focused learning platform to prepare distributors and advisors for the next evolution in investment products.
| Time | Topic | Speaker |
|---|---|---|
| 9:30 am - 9:40 am | Curtain Raiser | Prem Khatri, Founder & CEO, Cafemutual |
| 9:45 am - 10:05 am | Sketch, Structure, Scale — Your SIF Guide to the Next ₹5 Lakh Crore | Syed Hassan, Chief Program Officer, CAMS |
| 10:10 am - 10:35 am | Why SIFs, Why Now | Sid Swaminathan, CEO, Jio BlackRock AMC |
| 10:40 am - 11:25 am | Mutual Fund vs PMS vs AIF vs SIF — A Practical Comparison | JP Singh, CEO, ITI MF Manish Gupta, Senior Fund Manager – Equity, Aditya Birla Sun Life AMC Ltd. Onkarpreet Singh Jutla, CIO, Nuvama Private Somnath Mukherjee, CIO & Senior Managing Partner, ASK Private Wealth Suranjana Borthakur - Head of Distribution & Strategic Alliances, Mirae Asset Investment Managers (India) Pvt. Ltd. Moderator - Prem Khatri, Founder & CEO, Cafemutual |
| 11:30 am - 11:50 am | Fireside Chat: SIF Decoded: Structure, Regulation & Investor Safeguards | Rishi Kohli, Chief Investment Officer, Jio BlackRock AMC in conversation with Amit Bivalkar, Founder, Sapient Finserv |
| 11:50 am - 12:10 pm | Networking Break | |
| 12:10 pm - 12:55 pm | How SIF Strategies Perform Across Market Cycles | Joydeep Sen, Author & Columnist Kiran Dutta, Founder, SIF Prime Prasheel Shah, VP - Research & Strategy, SNS Mutual Fund Distributors Sahil Kapoor, Head - Wealth Products, 360 One Wealth Moderator - Nishant Patnaik, Associate Editor, Cafemutual |
| 12:55 pm - 1:55 pm | Lunch | |
| 1:55 pm - 2:15 pm | Inside the SIF Toolbox: Understanding All Strategy Variants - Hybrid | Radhika Gupta, MD & CEO, Edelweiss MF |
| 2:20 pm - 2:40 pm | Inside the SIF Toolbox: Understanding All Strategy Variants - Equity | Sandeep Tandon, Founder & CIO, Quant MF |
| 2:45 pm - 3:30 pm | Client Conversations That Work — Selling SIFs Without Complexity | Gajendra Kothari, MD and CEO, EticaWealth Komal Narang, Chief Client Officer, Jio BlackRock AMC Vishranth Suresh, Co-founder & CEO, AssetPlus Moderator - Prem Khatri, Founder & CEO, Cafemutual |
| 3:35 pm - 4:20 pm | Case Studies: How Early Adopters Are Using SIFs | Alpesh Jain - Individual MFD, @ixginvestmentbanker Salil Kothari, Founder & CEO, Cyclo Investments Sandeep Seth, & CEO, SIF360 Moderator - Nishant Patnaik, Associate Editor, Cafemutual |
| 4:20 pm - 4:50 pm | The Inspiring Tale of Mumbai Dabbawala | Dr. Pawan Agrawal, , International Motivational Speaker, Author and Educationist |
| 4:50 pm onwards | Networking Break | |
| Category |
Registration Fee |
|---|---|
| Individual MFD/RIA | ₹ 6999 |
|
Others (AMC employees, Wealth managers, National distributors, Fintechs and Media) |
₹ 8999 |
If you would like to recommend a speaker or explore speaking opportunities
Contact- Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual