PMS & AIF 6.0: PMS Bazaar’s Grand One-day Event
The PMS & AIF 6.0 Summit is a grand one-day event that will gather the entire alternative investment industry in one place. Curated panel discussions and presentations from hand-picked industry experts who will introduce unique alternate products and cover vital topics including the macro-economy, global and domestic market movements, alternative industry trends and investment opportunities, different alternative products, Gift City, and the impact of the upcoming elections on the investment landscape. And much more!
This event is a must-attend for anyone interested in the alternative investment industry and its latest trends.
Event Agenda
(03rd NOV - 09.30 AM TO 05.30 PM)
9:00 am - 9:30 am
PMS Bazaar
Venue Registration
9:30 am - 9:45 am
PMS Bazaar
Welcome Note
9:45 am - 10:15 am
Key Note Address
Ascending with Alternative Assets
Mr. Sunil Rohokale (ASK Group)
In this keynote address, listen from the industry veteran about the future of the alternative investments industry
10:15 am - 11:00 am
Panel Discussion
Rise of Credit Funds in Alternates: Opportunities and Challenges
Mr. Aakash Desai (360 ONE Asset)
Prior to 360 ONE Asset, he was associated with Clix Capital (formerly GE Capital) in the capacity of Head - Corporate Finance and Structured Credit business. Even before working at Clix, Aakash has worked at Standard Chartered Bank, ICICI Bank in the UK in various leadership roles.
He is an alumnus of Narsee Monjee Institute of Management Studies (NMIMS), Mumbai."
Ms. Apoorva Sharma (Stride Ventures),
Mr. Hemant Daga (Neo Asset Management)
Mr. Karthik Athreya (Sundaram Alternates)
Ms. Lakshmi Iyer (Kotak Alternate Asset Managers)
As part of KAAML, she is responsible for investment advisory, product solutions spanning across fixed income, equities, real estate and alternates
In KMAMC she was CIO Fixed Income; Head – Products. In this role, she was responsible for credit research, deal execution, managing fund performance across all debt funds, and assisting sales in client interaction. In addition to that, she has been a portfolio specialist and managed product related initiatives such as product pricing and coordination with the funds management and sales team in that role
Prior to joining Kotak, Lakshmi worked with Credence Analytics Pvt Ltd, as a research analyst where she tracked corporate bond markets in India and generated research reports. She was also instrumental in conceiving various financial software tools in collaboration with software and technical teams.
Lakshmi holds an MBA degree in finance from Narsee Monjee Institute of Management Studies. She has been recognized as one of the Top 25 most influential women in asset management in Asia by Asian Investor
Understand the high yield fixed income investment opportunities in areas such as real estate, private credit and venture capital from the top credit fund managers
11:00 am - 11:20 am
Presentation
Growing Alternative Investments through GIFT City
Mr. Vikaas M. Sachdeva (Sundaram Alternates)
Listen to the expert explain how India's global financial hub, GIFT City, enables the growth of the alternative investment industry
11:20 am - 11:35 am
Break
Tea Break
A moment to pause, catch up, and feel refreshed.
11:35 am - 11:50 am
Presentation
Emotions, Economics, and Earnings
Mr. Chockalingam Narayanan (ICICI Prudential AMC)
Academically, Mr Chockalingam Narayanan has a Post Graduate Diploma in Management from T A Pai Management Institute, Manipal and a Bachelor of Commerce from G.R.Damodaran College of Science. He has also passed the Financial Risk Manager (FRM) certification by the Global Association of Risk Professionals, USA. "
This expert fund manager explains the connection between earnings, economics and emotions in investments
11:50 am - 12:20 pm
Panel Discussion
Investing in the VUCA world: Volatility, Uncertainty, Complexity, and Ambiguity
Mr. Anil Rego (Right Horizons)
Prior to his entrepreneurial journey with Right Horizons, he completed his CFA/MBA from ICFAI, further enhancing his expertise in the financial domain. Mr Anil worked in the Finance Department of Wipro Technologies in the fields of Business Planning and Mergers and acquisitions.
Mr. Anil is frequently quoted in leading print publications and contributes articles on various financial topics. Furthermore, he is a sought-after expert and is regularly invited to share his expertise on leading business channels such as ET Now and CNBC TV18."
Anirudh champions the belief that technology serves as an antidote to the market’s inherent emotions of greed and fear. He has been instrumental in developing the INVasset AAID algorithm, an award-winning proprietary investment strategy. This novel approach amalgamates all four investment styles – value, growth, quantity, and pension fund investment – offering a diversified spectrum of opportunities and ensuring optimal asset allocation.
Holding the distinguished qualification of a Chartered Accountant, Anirudh has also earned a Bachelor of Business Studies from Shaheed Sukhdev College of Business Studies, Delhi University. He further augmented his financial expertise with a Master of Investment Management from the globally-renowned ICMA Centre in the United Kingdom.
With over 15 years of profound research experience in the stock market, Anirudh manages a proprietary trading desk valued at over INR 200 crores and a Portfolio Management Service (PMS) portfolio exceeding INR 120 crores. His adeptness in handling substantial portfolios and implementing innovative strategies exemplifies his mastery in the field."
Mr. Vaibhav Agrawal (Motilal Oswal AMC)
Mr. Vaibav has worked as a ratings analyst at CRISIL and investment analyst at Motilal Oswal Asset Management. He is currently managing ~$1.5 bn AUM at Motilal Oswal Asset Management across alternate products."
Mr. Aalap Shah (Dolat Capital)
Mr. Aalap's professional journey has encompassed both sides of the industry, serving on the sell side and the buy side. During his tenure as a quant analyst on the sell side, he accumulated a wealth of knowledge and practical acumen, amassing more than 8 years of experience with esteemed institutions such as Phillip Capital and Standard Chartered Securities.
Transitioning to the buy side, Aalap dedicated over 9 years of his career to managing funds for distinguished organizations like HDFC Life and Birla SunLife. Presently, Aalap Shah is the Fund Manager at Dolat Absolute Return Fund.
The fund managers' discussion will throw light on how investors can navigate volatility, uncertainty, and complexity, with disciplied investment approach, to multiply wealth
12:20pm - 01:00 pm
Panel Discussion
Build, Scale, List: Approach to Private Market Investments
Mr. Himanshu Mandavia (Price Waterhouse & Co LLP)
He has participated as a Speaker at various professional forums in India & US such as Wall Street Tax Association, USIBC, AICPA, TiE, Bio-Able, etc. He has also authored a number of articles in the Chamber of Tax Consultants’ Journal, Bombay Chartered Accountants’ Society Journal, and various newspapers in India.
Mr. Sameer Nath (360 ONE Asset)
Ms. Shivani Bhasin Sachdeva (India Alternatives)
Mr. Vishal Agarwal (Khazanah Nasional Berhad)
"He has an MBA from INSEAD and an Engineering degree from Mumbai University."
Lessons from the experts on how to identify and invest in private companies with high growth potential since their early stages.
1:00 pm - 02:00 pm
Break
Lunch Break
A time to rest, network, refuel, and recharge, the best part of the day.
02:00 pm - 02:20 pm
Presentation
Sustainable Investing: The Future of Wealth Creation
Mr. Sunil Singhania (Abakkus Asset Manager)
Listen from the veteran fund manager on approach to sustainable investments
02:20 pm - 02:40 pm
Presentation
Role of Long Short Strategies in Wealth Creation
Mr. Amit Khurana (Dolat Capital)
At Dolat Group, Amit heads the Institutional Equities and focuses upon devising market strategy and research ideas. He is also actively engaged in driving new initiatives of the group in asset management and wealth businesses.
Amit is a CFA charter holder and completed Masters in Business Economics. He has been an active volunteer with CFA Society India and served 3 terms as a Board Member before retiring as Vice President.
Understand from the fund manager, poineer in long-short strategies, that can generate alpha in both rising and falling markets and how one can preserve capital
2:40pm - 3:30 pm
Panel Discussion
Smart Portfolio Managers' Alpha Creation Mantra
Mr. Amit Jeswani (Stallion Asset )
Mr. Gaurav Mehta (SBI Funds Management)
Mr. Jigar Mistry (Buoyant Capital)
Mr. Sumit Jain (ASK Investment Managers)
Insights from smart portfolio managers on how they build resilient portfolio that beats the benchmark
03:30 pm - 03:50 pm
Break
Tea Break
A moment to pause, catch up, and feel refreshed.
03:50 pm - 04:30 pm
Panel Discussion
The Secrets to Multi-Bagging Portfolios and Wealth Creation
Mr. Bhavin Shah (Sameeksha Capital)
Mr. Bhavin Shah is a serial entrepreneur with demonstrated capability of building top-notch franchises in Indian, Asian, and Global equities. He has an impeccable reputation for professional integrity among global institutional clients"
Mr. Siddhartha Bhaiya (Aequitas)
Mr. Nimesh Mehta (ASK Investment Managers)
Wisdom from top portfolio managers on successfully constructing multi-bagging portfolios in the long term
04:30 pm - 05:30 pm
Panel Discussion
India: A Land of Opportunity in a Time of Uncertainty
Ms. Devina Mehra (First Global)
She has been widely quoted in the Wall Street Journal, CNBC, Financial Times, Forbes, Fortune, Business Week, Barron's, etc., and has been featured on shows like Smart Money on CNBC and The Mind of The Market on NDTV Profit, in addition to being a guest on several shows on finance and markets on several channels in India and abroad.
Ms. Devina is a gold medallist from the Indian Institute of Management, Ahmedabad, and Lucknow University (Maths, Stats, English).
Mr. Siddhartha Rastogi (Ambit Asset Management)
Siddhartha co-founded IIFL Wealth & before that, he was Branch Head of HSBC Bank’s Peddar Road, Mumbai Branch, and the biggest Wealth Branch in the Country. He was the youngest Branch head amongst all branches of HSBC India and turned the Peddar Road branch into the most profitable branch in the country with his highly motivated team and his able leadership. Siddhartha has also worked with Citibank & UTI Bank in Wealth Management & merchant banking roles.
Siddhartha is a motivational speaker and a life coach. Siddhartha is frequently invited by various B-Schools including IIM Lucknow, IIM Ranchi, IIM Indore, IIM Rohtak, IIM Sambalpur FMS Delhi, JBIMS, and others for leadership, behavioural finance, and capital markets talks and sessions."
The power packed panel with veterans across multiple industry will provide valuable insights on how India is positioned to emerge from the current global uncertainty as a major economic power
05:30pm - 05:35 pm
Presentation
Closing Note
The Speakers
Why PMS & AIF 6.0?
This Summit Offers opportunities to
PMS & AIF 6.0 is a Must-Attend Event for
OUR GAME-CHANGING
PMS & AIF SUMMITS OF THE PAST
WORDS OF APPRECIATION FROM OUR PREVIOUS EVENT!
Opportunity to Invest in India’s Growth Story:
India is among the most vibrant emerging markets in the world. Global agencies are anticipating India to become the 3rd largest economy, becoming $ 10 trillion by 2037. With strong growth projections & resilience to global market turbulence, India has become an ideal investment destination for Investors.
Opportunity to Invest in a Growing Alternative Industry:
Indian Alternative Investment Industry is growing exponentially with 2 product sets – Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). In the last 5 years, AIF alone raised 7-fold with a CAGR growth of over 48%. In the same period, PMSes increased their AUM by over 80%. These numbers reflect the growing confidence of HNI Investors in Alternative Investments
Opportunity to Invest in a Highly Regulated Product:
Both PMS & AIF products are seasoned products with PMS having a market existence of over 2 decades & AIF over a decade. They are regulated by India’s premiere market watchdog - the Securities & Exchange Board of India (SEBI)
Opportunity to Invest in Emerging Asset Classes:
Alternates are the safe route to invest in emerging asset classes like - Listed Equity, Private Equity, Private Debt, Structured products, Credit funds, Venture Capital, Angel Funds, Hedge Funds, Infrastructure Funds, Commercial, etc.
Opportunity to Invest in Dollar Denominated Funds:
The Indian asset managers offer many dollar-denominated Alternative Investment products which will help you with hassle-free investment diversification in attractive asset classes across the globe.
Meet Our Proud Sponsors
Title Sponsor
Platinum Sponsors
Gold Sponsors
Silver Sponsors
Frequently Ask Question
When & where is the Summit happening, and how to reach it?
The summit will be held at Hotel Sahara Star in Mumbai, on November 3rd, 2023. You can easily pinpoint the venue by clicking the Google Maps link for directions.
How do you register for PMS & AIF 6.0?
Click on the registration link Apply the Promo code (if any), Fill in all the required details, and proceed to pay. Once done, you will receive a confirmation email along with an invoice.
What to do if you haven’t received any email confirmation or face any issues with the ticket booking?
For Email Confirmation, please check the spam section of the registered email id. If you have not received the email, send us an email at events@pmsbazaar.com, with all details or call +91 74183 45656. We will send you the confirmation link within 2-4 working days.
What is the cost involved in registration for the Summit?
The Price of the Pass for participating in the PMS & AIF 6.0 Summit at the Venue is – Rs. 6299/-
What is the Summit Timing?
Our PMS & AIF 6.0 Summit starts at 9:30 AM and ends by 5:30 PM. We recommend you reach the venue by 9:00 AM to collect your registration kit.
How to make someone attend the Summit on your behalf with your pass?
To make someone else attend the Summit instead of you or on your behalf you must transfer your ticket to the attending person.
To transfer your ticket, kindly send us an email with full details of the person you are nominating for your pass. Our team will get in touch and transfer the pass within 2-4 working days. Please note that the last day to request for Ticket Transfer is 31st October 2023.
Does the Summit pass cover meals at the venue?
Yes, our Summit pass includes two high tea sessions and Lunch at the venue for all participants.
Terms & Conditions
- PMS Bazaar reserves the right to refuse registration and admission.
- Registration to the event doesn't confer any enforceable rights.
- By registering, you authorize PMS Bazaar and its representatives to Call, email, SMS or communicate via WhatsApp, regarding the events and it override any registration for DNC / NDNC.
- PMS Bazaar can collect and share your registration data with the event sponsors
- PMS Bazaar reserves the right to alter or / and cancel the agenda/date without prior Intimation
- PMS Bazaar reserves the right to alter or cancel speakers
- All information on the website is subject to change.
- For any queries, please contact us at events@pmsbazaar.com