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PMS & AIF Summit 3.0

The Most Awaited Event in the PMS & AIF Industry

PMS & AIF Summit 3.0 is the much awaited industry event after its great success last year. The event will continue to imbibe apt and current PMS & AIF Knowledge. The event aims to bring insights on PMS & AIF industry. Veterans from industry will present, orate and discuss in Panels. The event provides fantastic opportunity to Investors, Financial Advisors, Wealth Managers, Family Offices, Research Analysts, and Product Team from wealth counters, Company executives and Media people to interact and get insights on PMS & AIF from industry veterans. This time the event is more enthralling. Lets catch up!

Event Highlights


BIG NAMES

FROM THE INDUSTRY
Listen to the thought leaders on enlightening topics

BIG CONNECTS

WITH AMC
Connect with Fund Houses in their exclusive booths

BIG MEETS

WITH FUND MANAGERS
Interact with the Fund Managers in their exclusive meeting room

BIG NETWORKING

WITH INDUSTRY
Witness the biggest industry gathering under one roof

PMS & AIF 3.0 Speakers

Mr. Mark Mobius

Mr. Mark Mobius

Founder - Mobius Capital Partners

Dr. Mobius has spent over 40 years working in and travelling throughout emerging and frontier markets. During this time he has been in charge of actively managed funds totalling to $50 Billion in asset. Prior to launching Mobius Capital Partners in 2018, Dr. Mobius was with Franklin Templeton Investments for more than 30 Years , most recently as Executive Chairman of the Templeton Emerging Market Groups.

Mr. Raamdeo Agrawal

Mr. Raamdeo Agrawal

Chairman - Motilal Oswal Financial Services

Raamdeo Agrawal is the Chairman of Motilal Oswal Financial Services Limited (MOFSL) and the driving force behind the company’s approach to investing. Mr. Agrawal has created the “QGLP” (Quality Growth Longevity & favorable Price) Investment Process and its ‘Buy Right, Sit Tight’ investing philosophy.He has been authoring the annual Motilal Oswal Wealth Creation Study since its inception in 1996.

Mr. Bharat Shah

Mr. Bharat Shah

Executive Director - ASK Group

Mr. Bharat shah, is an Executive Director of ASK Group. He is a commerce graduate from the University of Bombay and a post-graduate diploma in management from the IIM, Calcutta. He is a member of the Institute of Chartered Accountants of India & The Institute of Cost and Works Accountants of India. He has 25+ years of experience in financial markets.

Mr. Hiren Ved

Mr. Hiren Ved

Co Founder, CEO & CIO - Alchemy

Mr. Hiren Ved is the Co-founder, Director, CEO and CIO at Alchemy Capital Management. He has built a long-term track record of generating significant alpha over the last 18+ years. Managing / advising funds worth USD 782 million (as on 30th September 2020) across domestic PMS and offshore institutional mandates for Alchemy.

Mr. Prashant Khemka

Mr. Prashant Khemka

Founder - White Oak Capital

Mr.Prashant founded White Oak Capital in June 2017. He is the former CIO and lead portfolio manager of GS India Equity at Goldman Sachs Asset Management (GSAM) during March 2007 to March 2017, and also for the Global Emerging Markets (GEM) Equity during June 2013 to March 2017. As lead PM, he managed all mutual funds and separate accounts under these strategies.

Mr. Sunil Singhania

Mr. Sunil Singhania

Founder - Abakkus Asset Managers

Mr. Sunil Singhania, CFA, is the Founder of Abakkus Asset Managers. Singhania graduated in commerce from the Bombay University and completed his Chartered Accountancy from the ICAI, Delhi with an all India rank. He has also earned the right to use the Chartered Financial Analyst designation, conferred by CFA Institute.

Mr. Kenneth Andrade

Mr. Kenneth Andrade

Founder & CIO - Old Bridge Capital

Mr.Kenneth manages the investment process and leads investment ideation at Old Bridge apital. Along with over 30 years of experience in Indian Capital Markets, portfolio management and investment research he has a formidable 15-year track record managing some of India's most successful equity funds.

Mr. Samir Arora

Mr. Samir Arora

Founder & Fund Manager - Helios Capital

Samir Arora is the main founder & fund manager at Helios Capital. Samir Arora received his undergraduate degree in engineering from the IIT, New Delhi in 1983 and his MBA (gold medalist) from the IIM, Calcutta in 1985. He also received a master’s degree in finance from the Wharton School of the University of Pennsylvania in 1992. Samir has total investing experience of 29+ years.

Mr. Anup Maheshwari

Mr. Anup Maheshwari

Joint CEO & CIO - IIFL AMC

Mr.Anup Maheshwari is CIO and Joint - CEO of IIFL Asset Management. Anup is responsible for the investment and strategy for IIFL AMC’s business including mutual funds and Alternative Investment Funds (AIFs). He plays a key role in meeting the company's aggressive growth goals as well as product development and devising an innovative investment strategy.

Mr. Shailendra Kumar

Mr. Shailendra Kumar

CIO & Co Founder - Narnolia Financial Advisors Ltd

Mr. Shailendra Kumar is the Chief Investment Officer at Narnolia having over 20 years of experience in research and fund management. Mr Shailendra Kumar holds post-graduate degrees from IIT, Delhi. Under his leadership, Narnolia has developed wide spectrum of category leading onshore and offshore investment products ranging from both capital protection to growth oriented funds.

Mr. Aniruddha Sarkar

Mr. Aniruddha Sarkar

Chief Investment Officer - Quest Investment Advisors

Mr.Aniruddha is the CIO and Portfolio Manager at Quest Investment Advisors. He brings with him over 14 years of experience in the capital markets managing money for investors across PMS, AIF and Advisory business. Prior to joining Quest, he was with IIFL AMC for over 11 years and he was the Portfolio Manager for IIFL Multicap PMS since its inception in 2014.

Mr. Prateek Agrawal

Mr. Prateek Agrawal

Business Head & Chief Investment Officer - ASK Investment Managers

Mr. Prateek Agrawal is the Business head and CIO of ASK Investment Managers. He is a Graduate in Engineering from REC, Rourkela, and a Post-Graduate Diploma holder in Management from Xavier’s Institute of Management, Bhubaneshwar. He has several years of experience relating to finance and equity management.

Mr. Aashish P. Somaiyaa

Mr. Aashish P. Somaiyaa

Chief Executive Officer - White Oak Capital

Mr. Aashish is the CEO of White Oak Capital. He is an Engineering Graduate in Ploymer Science, and Masters in Management Studies from NMIMS, Mumbai. He has over 20 years’ experience in business strategy and management, process driven sales and distribution, product development and marketing of investment offerings.

Mr. Shahzad Madon

Mr. Shahzad Madon

Head - PMS & Alternative Assets - Nippon India

Mr. Shahzad Madon joined Nippon India in June 2010, and since then, he has been instrumental in setting up Alternative Investment business from scratch. He has more than 25 years of industry experience across banking, investment management & the financial services sector.

Mr. Dinshaw Irani

Mr. Dinshaw Irani

Chief Investment Officer - Helios Capital (India)

Dinshaw Irani is the Chief Investment Officer of Helios India. Prior to this, he was Executive Director at Artemis Advisors (exclusive research advisors to Helios Singapore) for over 14 years. Dinshaw is a graduate in Commerce (Hons.) and holds a post-graduate diploma in Rural Management from the Institute of Rural Management, Anand. Dinshaw has total investing experience of 28 years.

Mr. Varun Goel

Mr. Varun Goel

Head Equity - Alternate Assets - Nippon India

Mr. Varun has more than a decade of experience in fund management focused on Indian Equities. He has been successful in identifying themes and stocks that have provided multiplier returns. Earlier he was Vice President and Fund Manager with Motilal Oswal Asset Management Company. He pursued his MBA, Finance and Marketing from IIM, Lucknow and B. Tech, Mechanical Engineering from IIT, Delhi.

Mr. Deepak Shenoy

Mr. Deepak Shenoy

Founder & CEO - Capitalmind

Deepak Shenoy is the founder CEO of Capitalmind a Bengaluru based wealth advisory and portfolio management service with about 20 years of experience in the financial markets. Prior to this, he has co-founded two start-ups (Agni Software and Moneyoga). He was one of the earliest in India to start an algorithmic trading firm back in 2009. He has a B.E in Computer Science from NITK Surathkal.

Mr. Saurabh Mukherjea

Mr. Saurabh Mukherjea

Founder & CIO - Marcellus

Mr. Saurabh Mukherjea is the Founder and CIO of Marcellus Investment Managers. He is a Post-Graduate in Economics from London School of Economics, and a CFA Charter holder. Saurabh has written four bestselling books – Gurus of Chaos (2014), The Unusual Billionaires (2016), “Coffee Can Investing ” (2018) and “The Victory Project”.

Mr. R. Srinivasan

Mr. R. Srinivasan

Head of Equity - SBI Mutual Funds

Mr.R Srinivasan joined SBI AMC as a Sr. Fund Manager in May 2009; he is now the Head of Equity and also directly manages a number of funds. He has an experience of more than 25 years in equities having worked with Future Capital Holding, Principal PNB, Oppenheimer & Co (later Blackstone), Indosuez WI Carr and Motilal Oswal, among others.

Mr. Ashish Shanker

Mr. Ashish Shanker

Deputy Managing Director - Motilal Oswal Pvt Wealth

Mr. Ashish Shanker is Deputy Managing Director at Motilal Oswal Private Wealth Management encompassing Family Office Mandates, Product & Research, Financial Planning and Investment Strategy. He has been associated with MOPWM for over eight years and is instrumental in evolving the proprietary 4C framework for selecting equity and fixed income managers in India.

Mr. Feroze Azeez

Mr. Feroze Azeez

Deputy CEO - Anand Rathi Wealth Services

Mr. Feroze is known for his radical methods of wealth management and financial engineering, in the industry. A brilliant thinker, the structured product industry has seen many of his product innovations succeed over a period of time. Feroze is a Mechanical Engineer and also holds a Post Graduate Diploma in Management with majors in Derivatives and Finance.

Mr. Atul Singh

Mr. Atul Singh

Founder & Chief Executive Officer - Validus Wealth

Mr. Atul Singh is the Founder & Chief Executive Officer at Validus Wealth, India. Atul is a veteran in the wealth management industry. Atul holds an MBA from IIM Bangalore with a Director’s Medal and a degree in Electrical Engineering from the Birla Institute of Technology, Ranchi, with a Presidential Gold Medal.

Mr. Trideep Bhattacharya

Mr. Trideep Bhattacharya

Senior Portfolio Manager - Alternative Equities - Axis AMC

Trideep has over 20 years of experience in equities and portfolio management in India and other Asian Emerging Markets as well developed equity markets. He holds a B.Tech degree from IIT Kharagpur and M.B.A. Finance from S.P. Jain Institute of Management & Research. He is currently a charter holder of CFA Institute, USA.

Mr.Rakshit Ranjan

Mr. Rakshit Ranjan

Founder & Portfolio Manager - Marcellus

Mr. Rakshit Ranjan is the Portfolio Manager at Marcellus Investment Managers. He is a B. Tech from IIT, Delhi and a CFA Charter holder. He has 14+ years of experience in financial markets. Since 2011, Rakshit led Ambit Capital’s consumer research franchise which got voted as No.1 for Discretionary Consumer and within top-3 for Consumer Staples in 2015 and 2016.

Mr. Susmit Patodia

Mr. Susmit Patodia

Fund Manager - Motilal Oswal AMC

Mr. Susmit Patodia has total work experience of 15 years out of which 13 are in the Equity markets. He has worked with Franklin Templeton, Accenture Consulting, Edelweiss Capital and for the last 9 years at Motilal Oswal. He completed his PGDBM from IIM Bangalore in 2005. He is co-managing the fund since Feb 2019.

Mr. Parag Thakkar

Mr. Parag Thakkar

PMS – ICICI Prudential

Mr. Parag is a Portfolio Manager at IPAMC in the PMS department. He currently manages ICICI Prudential PMS Large Cap Portfolio, ICICI Prudential PMS Value Portfolio, ICICI Prudential PMS Absolute Return Portfolio, ICICI Prudential PMS Enterprising India Portfolio, ICICI Prudential PMS Enterprising India Portfolio –II and ICICI Prudential Flexi-cap schemes under thematic category in PMS segment.

Mr. Amit Jeswani

Mr. Amit Jeswani

Founder – Stallion Asset

Mr. Amit Jeswani is a Double Charter, has successfully completed his Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA). He graduated in Business with finance from Kingston University London. He has been investing in capital markets from last 14 years. He started at a tender age of 16 as his father was a Stock Broker and has worked with various financial giants.

Mr. V Jayaram

Mr. V Jayaram

CIO & Fund Manager – Joindre Capital

Mr. Jayaram is a Chartered Accountant with more than 25 years of experience in equity research and funds management. He is an ardent believer and follower of value investing philosophy. His experience and in-depth understanding of markets and financials ensure that each investment decision will be in the utmost interest of the client portfolio.

Dr. Renu Pothen

Dr. Renu Pothen

Vice President - Asset Allocation
Client Associates

Dr. Renu Pothen is currently working with Client Associates, as the Vice President in the Asset Allocation Team. Previously, she was the Research Head for iFAST Financial India Pvt Ltd, Mumbai and was responsible for managing the Research Desk in India for 9 years Dr. Pothen holds a PhD in Economics from the University of Kerala.

Mr. Deviprasad Nair

Mr. Deviprasad Nair

Head Business Development
ICICI Prudential PMS

Mr. Deviprasad is responsible for Sales & Business Development of ICICI Prudential Portfolio Management Services.He is a seasoned financial services industry professional with over a decade of experience in Institutional/Retail Sales and in setting up strategic business units within the asset management industry in India.

Mr. Ajaya Sharma

Mr. Ajaya Sharma

News Editor - Markets, Anchor
ET NOW

Mr. Ajaya tracks the investing landscape and global macros closely joining the dots to make a bigger picture. Tracking stock moving developments and domestic industry trends is key part of his focus area apart from interviews with industry leaders and fund managers.

Mr. Nimesh Mehta

Mr. Nimesh Mehta

Director & Country Head - Business Development & Products
ASK Investment Managers

Mr. Mehta heads the Business Development for Equity PMS, Real Estate Funds and Private Equity Funds for ASK and is also responsible for offshore sales through the distribution network. He is a Commerce Graduate, MBA & Certified Financial Planner (CFP) and has over 20 years of experience. He has authored the book, 'Sales Booster'.

Mr. Siddhartha Rastogi

Mr. Siddhartha Rastogi

COO & Head of Sales
Ambit Asset Management

Before joining Ambit, Siddhartha cofounded IIFL Private wealth and set up the mutual fund and structured product distribution business IIFL. Prior to that, Siddhartha worked for HSBC Bank as Branch Head for the Peddar Road Branch, which is the largest Wealth Branch in India. Siddhartha has also worked for CitiBank and UTI Bank in wealth management and corporate banking roles.

Mr. Viral Berawala

Mr. Viral Berawala

Director
Buoyant Capital

Mr. Viral has over nineteen years of work experience. A PGPX from IIM Ahmedabad and a Chartered Accountant, Viral has worked as the CIO at Essel Mutual Fund and Reliance Nippon Life Insurance, where he was responsible for AUM of over Rs. 18,000 crore across asset classes. Prior to that, he was with Reliance Mutual Funds managing various funds as Assistant PM, Viral is an avid reader.

Mr. Shyam Sekhar

Mr. Shyam Sekhar

Founder
Ithought
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& More

PMS & AIF 3.0 Agenda

  1.  

    Day 1 - 27-11-2020

    3:00pm - 8:00pm
  2. 03:00pm — 03:05pm

    Welcome Note

    Pallava Rajan

    Mr. R. Pallava_Rajan

    Founder - Director - PMSBazaar
  3. 03:05pm — 03:30pm

    New Normal of Alternative Investments

    Mr. Aashish P. Somaiyaa

    Mr. Aashish P. Somaiyaa

    Chief Executive Officer - White Oak Capital
  4. 03:31pm — 04:00pm

    Can Human Minds be Programmed to be a Rational Investor

    Mr. Aniruddha Sarkar

    Mr. Aniruddha Sarkar

    Chief Investment Officer - Quest Investment Advisors
  5. 04:01pm — 04:45pm

    Investment Philosophy: The Cornerstone of Portfolio

    Panel Discussion

    Speakers

    Mr. Parag Thakkar

    Mr. Parag Thakkar

    PMS – ICICI Prudential
    Mr. Trideep Bhattacharya

    Mr. Trideep Bhattacharya

    Senior Portfolio Manager - Alternative Equities - Axis AMC
    Mr. Susmit Patodia

    Mr. Susmit Patodia

    Fund Manager - Motilal Oswal AMC
    Mr. Varun Goel

    Mr. Varun Goel

    Head Equity - Alternate Assets - Nippon India

    Moderator

    Dr. Renu Pothen

    Dr. Renu Pothen

    Vice President - Asset Allocation, Client Associates
  6. 04:46pm — 05:15pm

    How to Think & Build a Business like a Monopolist

    Mr. Saurabh Mukherjea

    Mr. Saurabh Mukherjea

    Founder & CIO - Marcellus
  7. 05:16pm — 06:00pm

    AAA Masterclass - Alpha generation over the long term

    Panel Discussion

    Speakers

    Mr. Sunil Singhania

    Mr. Sunil Singhania

    Founder - Abakkus Asset Managers
    Mr. Kenneth Andrade

    Mr. Kenneth Andrade

    Founder & CIO - Old Bridge Capital
    Mr. Dinshaw Irani

    Mr. Dinshaw Irani

    Chief Investment Officer - Helios Capital (India)

    Moderator

    Mr. Nimesh Mehta

    Mr. Nimesh Mehta

    Director & Country Head - Business Development & Products - ASK Investment Managers
  8. 06:01pm — 06:40pm

    Secrets Behind Chart Topping Returns

    Panel Discussion

    Speakers

    Mr. Deepak Shenoy

    Mr. Deepak Shenoy

    Founder & CEO - Capitalmind
    Mr. Amit Jeswani

    Mr. Amit Jeswani

    Founder – Stallion Asset
    Mr. Rakshit Ranjan

    Mr. Rakshit Ranjan

    Founder & Portfolio Manager - Marcellus
    Mr. V Jayaram

    Mr. V Jayaram

    CIO & Fund Manager – Joindre Capital

    Moderator

    Mr. Deviprasad Nair

    Mr. Deviprasad Nair

    Head Business Development - ICICI Prudential PMS
  9. 06:41pm — 07:30pm

    How India's Largest Asset Managers create Investors Wealth

    Panel Discussion

    Speakers

    Mr. R. Srinivasan

    Mr. R. Srinivasan

    Head of Equity - SBI Mutual Funds
    Mr. Prateek Agrawal

    Mr. Prateek Agrawal

    Business Head & Chief Investment Officer - ASK Investment Managers
    Mr. Anup Maheshwari

    Mr. Anup Maheshwari

    Joint CEO & CIO - IIFL AMC
    Mr. Prashant Khemka

    Mr. Prashant Khemka

    Founder - White Oak Capital

    Moderator

    Mr. Siddhartha Rastogi

    Mr. Siddhartha Rastogi

    COO & Head of Sales, Ambit Asset Management
  10. 07:31pm — 08:00pm

    Fireside Chat with Mr. Mark Mobius

    Speaker

    Mr. Mark Mobius

    Mr. Mark Mobius

    Founder - Mobius Capital Partners

    Moderator

    Mr. Shyam Sekhar

    Mr. Shyam Sekhar

    Founder - Ithought
  11. 08:01pm — 08:05pm

    Closing Note

    Daniel

    Mr. Daniel G M

    Founder - Director - PMSBazaar
  1.  

    Day 2 - 28-11-2020

    10:00am - 1:00pm
  2. 10:10pm — 10:15pm

    Welcome Note

    Daniel

    Mr. Daniel G M

    Founder - Director - PMSBazaar
  3. 10:16pm — 10:30pm

    The Compelling Case of Indian Alternatives

    Mr. Shahzad Madon

    Mr. Shahzad Madon

    Head - PMS & Alternative Assets - Nippon India
  4. 10:31am — 10:45am

    When Fear Trumps Rationality

    Mr. Varun Goel

    Mr. Varun Goel

    Head Equity - Alternate Assets - Nippon India
  5. 10:46am — 11:30am

    Setting Ultra Rich Investors Expectation

    Panel Discussion

    Speakers

    Mr. Ashish Shanker

    Mr. Ashish Shanker

    Deputy Managing Director - Motilal Oswal Pvt Wealth
    Mr. Feroze Azeez

    Mr. Feroze Azeez

    Deputy CEO - Anand Rathi Wealth Services
    Mr. Atul Singh

    Mr. Atul Singh

    Founder & Chief Executive Officer - Validus Wealth

    Moderator

    Mr. Viral Berawala

    Mr. Viral Berawala

    Director - Buoyant Capital
  6. 11:31am — 12:00noon

    India Equity Opportunity - Perspective for the Next Market Cycle

    Mr. Shailendra Kumar

    Mr. Shailendra Kumar

    CIO & Co Founder - Narnolia Financial Advisors Ltd
  7. 12:01pm — 01:00pm

    Century of Investing Wisdom

    Panel Discussion

    Speakers

    Mr. Raamdeo Agrawal

    Mr. Raamdeo Agrawal

    Chairman - Motilal Oswal Financial Services
    Mr. Bharat Shah

    Mr. Bharat Shah

    Executive Director - ASK Group
    Mr. Hiren Ved

    Mr. Hiren Ved

    Co Founder, CEO & CIO - Alchemy
    Mr. Samir Arora

    Mr. Samir Arora

    Founder & Fund Manager - Helios Capital

    Moderator

    Mr. Ajaya Sharma

    Mr. Ajaya Sharma

    News Editor - Markets, Anchor - ET NOW
  8. 01:01pm — 01:06pm

    Closing Note

    Pallava Rajan

    Mr. R. Pallava_Rajan

    Founder - Director - PMSBazaar

2020 Sponsors

    Title Sponsor

  • Quest investment advisors logo

    Platinum Sponsors

  • Narnolia logo
  • white oak logo

    Gold Sponsors

  • Nippon india alternative management logo
  • Axis asset management logo
  • icici prudential logo
  • helios logo
  • Motilal oswal logo
  • finalyca logo
  • Myalternates logo
  • bcc branding marketing logo

Who can attend this event

Asset Manager
Wealth Manager
Independent HNI Investor
Family office
Wealth Product Distributor
Foreign Institutions
Business Schools
Media Houses
Research Agencies
Others

PMS & AIF Summit 3.0 Virtual Gallery

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