Cafemutual Events

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

  • What exactly is an SIF?
  • How is it different from what we already sell?
  • Which strategies work?
  • Where does it fit in a client portfolio?
  • And most importantly — how do you explain and sell it confidently?

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.

Who Should Attend

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.

Why Attend

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-

  • Clear understanding of SIFs - their structure, regulatory framework and investor safeguards
  • Practical comparisons between Mutual Funds, PMS, AIFs and SIFs
  • Deep insights into SIF strategies across equity, debt and hybrid approaches
  • Portfolio positioning ideas to understand where SIFs may fit in a client’s allocation
  • Real-world perspectives from industry experts and early adopters
  • Actionable communication strategies to explain SIFs to clients with clarity and confidence

This is a focused learning platform to prepare distributors and advisors for the next evolution in investment products.

Agenda

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

Registration Fee

Category Registration Fee
Individual MFD/RIA ₹ 6999
Others
(AMC employees, Wealth managers,
National distributors, Fintechs and Media)
₹ 8999

Want to gain visibility at this event?

If you would like to recommend a speaker or explore speaking opportunities

Contact- Anita Sutrave, Co-Founder & Dy. CEO, Cafemutual

anita@cafemutual.com

Partners