12:00 PM to 6:00 PM for two days
The Golden Decade of India, The 3rd Largest Economy
Welcome to AIF & PMS Conclave 1.0 Summit, a premier event for HNI, Ultra HNI, Fund Managers, Family Offices, and Investment officials in the industry. Please join this event and grab the opportunity to interact with professional Fund Managers online. This year’s summit will be held entirely online, with a lineup of expert speakers and interactive breakout sessions designed to provide attendees with valuable insights and networking opportunities.
We have brought together a group of highly professional Investment Tycoons and fund managers, amazingly experts in Finance and the Economic Industry. They are:
- Mr. Vikas Agrawal, Founder, AIF & PMS Experts India
- Mr. Navin Agarwal, CEO, Motilal Oswal Asset Management Company
- Mr.Aashish P. Somaiyaa, Chief Executive Officer, WhiteOak Capital Asset Management
- Mr. Anand Shah, Head- PMS & AIF Investments at ICICI Prudential AMC Ltd
- Mr. Rajesh Kothari, Founder & Managing Director AlfAccurate Advisors Pvt Ltd
- Mr. Sunil Singhania, Founder, Abakkus Asset Management
- Mr. Anunaya Kumar, Head- Sales and Distribution at IIFL Asset Management
- Mr. Kshitiz Mahajan, CEO and Managing Partner, Complete Circle Wealth
- Mr. Raamdeo Agrawal – Chairman, Motilal Oswal Financial Services Limited (MOFSL)
- Mr. Mrinal Singh, CEO & CIO of InCred Asset Management
- Mr. Gurmeet Chadha, CIO & Managing Partner, Complete Circle Wealth Solutions LLP
- Mr. Neil Bahal, Founder and Director of Negen Capital
- Mr. Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers
- Mr. Sameer Narayan, Head – Alternate Investment Equity ABSLAMC
- Mr. Nilesh Shah, Managing Director (MD) at Kotak Mutual Fund.
- Mr. Hiren Ved, Whole Time Director, CEO and CIO, Alchemy Capital Management
- Mr. Shankar Sharma, Founder GQuant Investech, a global Fintech and Asset Management Company
- Mr. Jiten Doshi, Co-founder & CIO Enam AMC
- Mr. Bharat Shah– Executive Director, ASK Group
- Mr. Akhil Chaturvedi, Director & Chief Business Officer at Motilal Oswal AMC
- Mr. Hitesh Zaveri – SVP and Head – Listed Equities Alternatives by Axis asset management
- Mr. Vikaas Sachdeva – Managing Director at Sundaram Alternate Assets
- Mr. A. Balasubramanian – Managing Director and Chief Executive Officer, Aditya Birla Sun Life AMC Limited
- Mr. Prateek Pant- Chief Business Officer, WhiteOak Capital Asset Management Limited
- Mr. Anup Maheshwari – Co-Founder & CIO of IIFL Asset Management
- Mr. Saurabh Jhalaria – CIO – Alternative Credit strategies InCred Alternative Investments
- Mr. Asheesh Chandra – Founder & CEO OF Kristal.Al
- Meeta Sheety – Fund Manager at Tata Mutual Fund
If you have any questions about the Event, please don’t hesitate to contact us at [email protected]. Also if you have questions pls send them in advance to [email protected]. We look forward to seeing you at the event!
AIF & PMS Conclave 1.0 will be live on the 12th and 13th of April. The time will be from 12 PM to 6 PM.
The Speakers
Rajesh Kothari
Founder & Managing Director AlfAccurate Advisors Pvt Ltd MBA, CWA
Saurabh Mukherjea
Founder & CIO, Marcellus Investment Managers
Mr. Kshitiz Mahajan
CEO and Managing Partner, Complete Circle Wealth
Bharat Shah
Executive Director, ASK Group
Akhil Chaturvedi
Director & Chief Business Officer at Motilal Oswal AMC
Sameer Narayan
Head – Alternate Investment Equity
Nilesh Shah
Managing Director (MD) at Kotak Mutual Fund
Anand Shah
Head- PMS & AIF Investments at ICICI Prudential AMC Ltd
Raamdeo Agrawal
Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Neil Bahal
Founder and Director of Negen Capital
Jiten Doshi
Co-founder & CIO Enam Asset Management Company Private Limited
Vikas Agrawal
Founder and CEO of AIF & PMS Experts India Pvt Ltd
Mr. Aashish P. Somaiyaa
Chief Executive Officer, WhiteOak Capital Asset Management
Gurmeet Chadha
CIO & Managing Partner, Complete Circle Wealth Solutions LLP
Mr.Shankar Sharma
Founder GQuant Investech, a global Fintech and Asset Management company
Mr.Vikaas Sachdeva
Managing Director at Sundaram Alternate Assets
Mr. Saurabh Jhalaria
CIO – Alternative Credit strategies
InCred Alternative Investments
Mr. Prateek Pant
Chief Business Officer, WhiteOak Capital Asset Management Limited
Mr. Hitesh Zaveri
SVP and Head – Listed Equities Alternatives by Axis asset management
Mr.Hiren Ved
Whole Time Director, CEO and CIO, Alchemy Capital Management
Mr. Asheesh Chandra
Founder & CEO OF Kristal.Al
Mr. Anup Maheshwari
Co-Founder & CIO of IIFL Asset Management
Mr. A. Balasubramanian
Managing Director and Chief Executive Officer, Aditya Birla Sun Life AMC Limited
Anshul Saigal
EVP & Head – PMS
Kotak Mahindra Asset Management Company (KMAMC)
Navin Agarwal
CEO, Motilal Oswal Asset Management Company
Mr. Anunaya Kumar
Head- Sales and Distribution at IIFL Asset Management
Mrinal Singh
CEO & CIO of InCred Asset Management
Sunil Singhania
Founder, Abakkus Asset Management LLP
Meeta Sheety
Fund Manager at Tata Mutual Fund
Mr. Rishi Kholi
CIO- Hedge Fund Strategies, InCred Alternative Investment
12th April 2023
12:00 To 12:15 PM
Welcome Addressal By Mr.Vikas Agrawal
Opportunities In AIF & PMS Industry
Speaker Name:
Mr.Vikas Agrawal, Founder, AIF & PMS Experts India
12:15 To 12:45 PM
What it means for you when India become 3rd largest economy ?
Speaker Name:
Mr.Navin Agarwal, CEO - Motilal Oswal Asset Management Company
12:45 TO 1:15 PM
Market- distrupting businesses with technological edge. Is this sustainable ?
Speaker Name:
Mr. Hitesh Zaveri, SVP and Head - Listed Equities Alternatives by Axis asset management
01:30 To 2:00 PM
“Who will be the next winner ?”
Speaker Name:
Mr.Aashish P. Somaiyaa, Chief Executive Officer, WhiteOak Capital Asset Management
2:00 to 2:30 PM
Value, Growth or Contrarian. Which is the better style of Investing ?
Speaker Name:
Mr. Anand Shah, Head- PMS & AIF Investments at ICICI Prudential AMC Ltd
2:30 To 3:00 PM
Exit Strategy (Don’t be Abhimanyu! Learn the art of Exit before
entering in Chakravyuh)
Speaker Name:
Mr.Rajesh Kothari, Founder & Managing Director AlfAccurate Advisors Pvt Ltd
3:00 to 3:30 PM
How to identify companies in their early stage followed by
Market Outlook?
Speaker Name:
Mr.Sunil Singhania, Founder, Abakkus Asset Management
3:30 To 4:30 PM
Panel Discussion
Shifting Mindset, Emerging Trends! - Where is the Opportunity
to create wealth?
Speaker Name:
Mr. Anunaya Kumar, Head- Sales and Distribution at IIFL Asset Management
Mr. Prateek Pant, Chief Business Officer, WhiteOak Capital Asset Management Limited
Mr.Vikaas Sachdeva, Managing Director at Sundaram Alternate Assets Ltd
4:30 To 6:00 PM
Panel Discussion
Can India be ever a manufacturing hub or Is it a pipe dream ?
Speaker Name:
Hiren Ved, Whole Time Director, CEO and CIO, Alchemy Capital Management
Mr.Raamdeo Agrawal, Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Mr. Jiten Doshi, Co-founder & CIO Enam Asset Management Company Private Limited
Mr. Vikas Agrawal, Founder - AIF & PMS Experts India
12th April 2023
12:00 To 12:15 PM
Welcome Addressal By Mr.Vikas Agrawal
Opportunities In AIF & PMS Industry
Speaker Name:
Mr.Vikas Agrawal, Founder, AIF & PMS Experts India
12:15 To 12:45 PM
What it means for you when India become 3rd largest economy ?
Speaker Name:
Mr.Navin Agarwal, CEO – Motilal Oswal Asset Management Company
12:45 TO 1:15 PM
Market- distrupting businesses with technological edge. Is this sustainable ?
Speaker Name:
Mr. Hitesh Zaveri, SVP and Head - Listed Equities Alternatives by Axis asset management
1:30 To 2:00 PM
“Who will be the next winner ?”
Speaker Name:
Mr.Aashish P. Somaiyaa, Chief Executive Officer, WhiteOak Capital Asset Management
2:00 to 2:30 PM
Value, Growth or Contrarian. Which is the better style of Investing?
Speaker Name:
Mr. Anand Shah, Head- PMS & AIF Investments at ICICI Prudential AMC Ltd
2:30 To 3:00 PM
Exit Strategy (Don’t be Abhimanyu! Learn the art of Exit before
entering in Chakravyuh)
Speaker Name:
Mr.Rajesh Kothari, Founder & Managing Director AlfAccurate Advisors Pvt Ltd
3:00 to 3:30 PM
How to identify companies in their early stage followed by Market Outlook ?
Speaker Name:
Mr.Sunil Singhania, Founder, Abakkus Asset Management
3:30 To 4:30 PM
Panel Discussion
Shifting Mindset, Emerging Trends! - Where is the Opportunity to create wealth?
Speaker Name:
Mr. Anunaya Kumar, Head- Sales and Distribution at IIFL Asset Management
Mr. Prateek Pant, Chief Business Officer, WhiteOak Capital Asset Management Limited
Mr.Vikaas Sachdeva, Managing Director at Sundaram Alternate Assets Ltd
4:30 To 6:00 PM
Panel Discussion
Can India be ever a manufacturing hub or Is it a pipe dream ?
Speaker Name:
Mr. Hiren Ved, Whole Time Director, CEO and CIO, Alchemy Capital Management
Mr.Raamdeo Agrawal, Chairman, Motilal Oswal Financial Services Limited (MOFSL)
Mr. Jiten Doshi, Co-founder & CIO Enam Asset Management Company Private Limited
Mr. Vikas Agrawal, Founder - AIF & PMS Experts India
13th April 2023
11:30 to 12:00 PM
What is long- short strategy and how it works ?
Speaker Name:
Mr. Rishi Kohli, CIO - Hedge Fund Strategies, InCred Alternative Investments
12:00 To 12:30 PM
The Rise of Quant Investing in India
Speaker Name:
Mr. Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers
12:30 To 1:00 PM
Indian Digital Infrastuture
Speaker Name:
Mr. Gurmeet Chadha, CIO & Managing Partner, Complete Circle Wealth Solutions LLP
1:00 To 1:30 PM
"Value Investing and Special Situations"- Does Merge and acquisition
create value?
Speaker Name:
Mr. Neil Bahal, Founder and Director of Negen Capital
1:30 To 2:00 PM
Is there a difference between new age company Vs new edge company ?
Speaker Name:
Meeta Sheety, Fund Manager at Tata Mutual Fund
2.00 To 2.30 PM
Panel Discussion
How important is the allocation of AIF & PMS in overall portfolio?
Speaker Name:
Mr. Anshul Saigal, EVP & Head - PMS Kotak Mahindra Asset Management Company (KMAMC)
Mr. Mrinal Singh, CEO & CIO of InCred Asset Management
Mr.Kshitiz Mahajan, CEO and Managing Partner of Complete Circle Wealth
2:30 To 3:00 PM
Rebooting India - what are the Innovation & Special Opportunities?
Speaker Name:
Mr. Sameer Narayan, Head – Alternate Investment Equity ABSLAMC
3.00 To 3.30 PM
Should Alternatives be considered an alternate asset class ?
Speaker Name:
Mr. Nilesh Shah, Managing Director (MD) at Kotak AMC
Mr. A. Balasubramanian, Managing Director and Chief Executive Officer, Aditya Birla Sun Life AMC Limited
Mr. Vikaas Sachdeva, Managing Director at Sundaram Alternate Assets Ltd
3:30 To 4:00 PM
Debt Mutual funds Vs opportunities in Fixed Income AIF ( after tax blow)
Speaker Name:
Saurabh Jhalaria, CIO - Alternative Credit strategies InCred Alternative Investments
4:00 To 4:30 PM
Navigating Global Investing in a Multipolar World
Speaker Name:
Asheesh Chandra, Founder & CEO OF Kristal.Al
4:30 To 6:00 PM
Panel Discussion
What are the various Risks in the Equity Market ? Where are we headed
as an economy.
Speaker Name:
Mr.Shankar Sharma, Founder GQuant Investech, a global Fintech and Asset Management company
Mr. Anup Maheshwari, Co-Founder & CIO of IIFL Asset Management
Mr. Bharat Shah, Executive Director, ASK Group
Akhil Chaturvedi, Director & Chief Business Officer at Motilal Oswal AMC
13th April 2023
11:30 to 12:00 PM
What is long- short strategy and how it works ?
Speaker Name:
Mr. Rishi Kohli, CIO - Hedge Fund Strategies, InCred Alternative Investments
12:00 To 12:30 PM
The Rise of Quant Investing in India
Speaker Name:
Mr. Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers
12.30 To 1:00 PM
Indian Digital Infrastuture
Speaker Name:
Mr. Gurmeet Chadha, CIO & Managing Partner, Complete Circle Wealth Solutions LLP
1:00 To 1:30 PM
"Value Investing and Special Situations"- Does Merge and acquisition create value?
Speaker Name:
Mr. Neil Bahal, Founder and Director of Negen Capital
1:30 To 2:00 PM
Is there a difference between new age company Vs new edge company ?
Speaker Name:
Meeta Sheety, Fund Manager at Tata Mutual Fund
2.00 To 2.30 PM
Panel Discussion
How important is the allocation of AIF & PMS in overall portfolio?
Speaker Name:
Mr. Anshul Saigal, EVP & Head - PMS Kotak Mahindra Asset Management Company (KMAMC)
Mr. Mrinal Singh, CEO & CIO of InCred Asset Management
Mr.Kshitiz Mahajan, CEO and Managing Partner of Complete Circle Wealth
2.30 To 3.00 PM
Rebooting India - what are the Innovation & Special Opportunities?
Speaker Name:
Mr. Sameer Narayan, Head – Alternate Investment Equity ABSLAMC
3.00 To 3.30 PM
Should Alternatives be considered an alternate asset class ?
Speaker Name:
Mr. Nilesh Shah, Managing Director (MD) at Kotak AMC
Mr. A. Balasubramanian, Managing Director and Chief Executive Officer, Aditya Birla Sun Life AMC Limited
Mr. Vikaas Sachdeva, Managing Director at Sundaram Alternate Assets Ltd
3:30 To 4:00 PM
Debt Mutual funds Vs opportunities in Fixed Income AIF ( after tax blow)
Speaker Name:
Saurabh Jhalaria, CIO - Alternative Credit strategies InCred Alternative Investments
4:00 To 4:30 PM
Navigating Global Investing in a Multipolar World
Speaker Name:
Asheesh Chandra, Founder & CEO OF Kristal.Al
4:30 To 6:00 PM
Panel Discussion
What are the various Risks in the Equity Market ? Where are we headed as an economy.
Speaker Name:
Mr.Shankar Sharma, Founder GQuant Investech, a global Fintech and Asset Management company
Mr. Anup Maheshwari, Co-Founder & CIO of IIFL Asset Management
Mr. Bharat Shah, Executive Director, ASK Group
Mr. Akhil Chaturvedi, Director & Chief Business Officer at Motilal Oswal AMC
Terms & Conditions
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- The programme and date are subject to change or cancellation by AIF & PMS Experts without notice.
- Speakers may be changed or eliminated at the discretion of AIF & PMS Experts.
- Everything on the website is a work in progress.
- Please email us with any questions at [email protected].