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17 November 2026  •  09:30 AM  •  Taj Santacruz, Mumbai

PMS & AIF Summit

PMS & AIF 9.0 – India’s Biggest Alternative Investment Summit

After eight successful editions, PMS & AIF Summit returns for its 9th edition — bringing you closer to India’s leading PMS, AIF, and GIFT City fund managers , as well as the wider ecosystem shaping the next phase of alternative investing

Under the theme “THE SHIFT TOWARDS ALTERNATIVE ASSETS,” the summit gives you the opportunity to explore a wide range of asset classes — Listed Equity, Private Equity, Private Credit, Long-Short Funds, Crypto Investments, Commercial Real Estate, MF-PMS, PIPE Investments, and more...

Hear from leading voices through insightful presentations and thought-provoking panel discussions covering market trends, investment strategies, and the forces shaping alternative investments.

Beyond the stage, make the most of dedicated networking booths offering a rare opportunity for one-on-one interactions with asset managers and fund management teams. Discover strategies, exchange ideas, and engage directly with the people behind the opportunities.

Where

Taj Santacruz, Mumbai

When

17th November, 2026,
09:30 AM-05:00 PM

Ticket Price
Rs. 8899

Topics our experts will discuss

  • Macroeconomic Outlook & Industry Trends
  • Decoding the New MF-PMS and SEBI PMS Regulations
  • The Evolution of Crypto & Digital Assets
  • Emerging Opportunities Across Alternative Investments
  • PE, VC, Real Estate, and other emerging asset classes
  • Understanding the shift towards alternative assets

And More

You must attend if you are

HNI/UHNI Investor

Distributor/RIA

Family Office

Asset Manager

Product Manager

Analyst

Private Wealth Manager

Banker

Media

Summit Agenda

17th November 2026 · 09:30 AM - 05:00 PM

09:00 AM - 09:30 AM
Registration
09:30 AM - 09:50 AM
Welcome Address
Welcome Address
Mr. R PallavarajanMr. R PallavarajanFounder - Director
PMS Bazaar
09:50 AM - 10:15 AM
Keynote Address
The Shift Towards Alternative Assets
Mr. Radha Raman AgarwalMr. Radha Raman AgarwalMD & CEO
Swyom Advisors Limited
10:15 AM - 10:35 AM
Presentation
Positioning For A New Macro Regime
Mr. Chockalingam NarayananMr. Chockalingam NarayananHead Equities - Alternates
ICICI Prudential AMC
10:35 AM - 11:15 AM
Panel Discussion
Turning Uncertainty Into Alpha: How Portfolio Managers Navigate Market Cycles
Mr. Arindam GhoshMr. Arindam GhoshCEO - Group Asset Management
Torus Wealth
Mr. Bhaskar BukrediwalaMr. Bhaskar BukrediwalaHead of PMS
IIFL Capital Services Limited
Mr. Naveen KulkarniMr. Naveen KulkarniCIO, PMS & Listed Alternates
Axis AMC
Mr. Sandeep TulsiyanMr. Sandeep TulsiyanFund Manager - AIF
Sundaram Alternates
ModeratorMs. Vidya BalaMs. Vidya BalaCIO
Prime Investor PMS
11:15 AM - 11:40 AM
Morning Tea & Networking Break
11:40 AM - 12:05 PM
Fireside Chat
From Rising Stars To PMS Powerhouses
Mr. Amit JeswaniMr. Amit JeswaniFounder & CIO
Stallion Asset
Mr. Jigar MistryMr. Jigar MistryDirector & Co-Founder
Buoyant Capital
ModeratorMr. Daniel G MMr. Daniel G MFounder - Director
PMS Bazaar
12:05 PM - 12:25 PM
Presentation
The Art Of PIPE Investing: Finding Value Beyond The Market Price
Mr. Charanjit SinghMr. Charanjit SinghSenior EVP & Fund Manager – AIFs
360 ONE Asset
12:25 PM - 01:05 PM
Panel Discussion
Beyond Traditional Assets: How Private Markets Are Changing Investor Asset Allocation
Mr. Alok BathijaMr. Alok BathijaPartner, Head of Capital Markets
Accel
Mr. Maneesh DangiMr. Maneesh DangiFounder & CEO
Mosaic Asset Management
Mr. Vaibhav PorwalMr. Vaibhav PorwalCo-Founder
Dezerv
ModeratorMr. Himanshu KohliMr. Himanshu KohliCo-Founder
Client Associates
01:05 PM - 02:00 PM
Executive Networking Lunch
02:00 PM - 02:40 PM
Panel Discussion
Alternative Fixed Income: Unlocking Opportunities In Private Credit, Commercial Real Estate, Infrastructure Funds
Mr. Abishek GoelMr. Abishek GoelMD & Head | Infrastructure & Real Assets Fund
Neo Alternative Asset Managers
Mr. Gaurav PuriMr. Gaurav PuriED & CIO, NCW
Fund Manager, Prime Offices Fund (PRIME)
Mr. Sanjay PatniMr. Sanjay PatniChief Business Officer – Onshore
Vivriti Asset Management
ModeratorMr. Saurabh AgrawalMr. Saurabh AgrawalCo-Fund Manager & Partner
Spark Capital Investment Management
02:40 PM - 03:00 PM
Presentation
Everyone Is Already Talking About Crypto
Mr. Vikaas M SachdevaMr. Vikaas M SachdevaChief Executive Officer
BitDelta India
03:00 PM - 03:40 PM
Panel Discussion
How These Fund Managers Find Undiscovered Businesses And Tomorrow's Market Leaders?
Mr. Divam SharmaMr. Divam SharmaCEO & Co-Founder
Green Portfolio
Mr. Manit AnkhadMr. Manit AnkhadDirector - Head of Quantitative Investment Strategies
Dolat Capital
Mr. Vijay BharadiaMr. Vijay BharadiaCIO & Managing Partner
Wallfort WAM
ModeratorMs. Aditi KediaMs. Aditi KediaDirector
Swyom Advisors Limited
03:40 PM - 04:00 PM
Presentation
Todays Growth Tomorow Leaders
Mr. Shailesh SarafMr. Shailesh SarafManaging Director & Fund Manager
Dynamic Equities Pvt. Ltd
04:00 PM - 04:20 PM
Presentation
MF-PMS: The New Architecture Of Wealth Management
Mr. Sandeep JethwaniMr. Sandeep JethwaniCo-Founder, Dezerv
Vice-Chairman, APMI
04:20 PM - 05:00 PM
Fireside Chat
Unfiltered: India's Market Through The Eyes Of Veterans
Mr. Nilesh ShahMr. Nilesh ShahGroup President & Managing Director
Kotak Mahindra AMC
Mr. Sunil SinghaniaMr. Sunil SinghaniaFounder
Abakkus Asset Manager
ModeratorMr. Ajaya SharmaMr. Ajaya SharmaSenior Vice President - Capital Market Group
Adfactors
05:25 PM - 05:30 PM
Presentation
Vote of Thanks
Mr. Aamir FirfireMr. Aamir FirfireAVP- Regional Head Mumbai
PMS Bazaar

Our Eminent Speakers

Guest Speaker
Nilesh Shah

Nilesh Shah

Group President & Managing Director

Kotak Mahindra AMC

Guest Speaker
Sunil Singhania

Sunil Singhania

Founder

Abakkus Asset Manager

Keynote Speaker
Radha Raman Agarwal

Radha Raman Agarwal

MD & CEO

Swyom Advisors Limited

Abishek Goel

Abishek Goel

MD & Head | Infrastructure & Real Assets Fund

Neo Alternative Asset Managers

Aditi Kedia

Aditi Kedia

Director

Swyom Advisors Limited

Ajaya Sharma

Ajaya Sharma

Senior Vice President - Capital Market Group

Adfactors

Alok Bathija

Alok Bathija

Partner, Head of Capital Markets

Accel

Amit Jeswani

Amit Jeswani

Founder & CIO

Stallion Asset

Arindam Ghosh

Arindam Ghosh

CEO - Group Asset Management

Torus Wealth

Bhaskar Bukrediwala

Bhaskar Bukrediwala

Head of PMS

IIFL Capital Services Limited

Charanjit Singh

Charanjit Singh

Senior EVP & Fund Manager – AIFs

360 ONE Asset

Chockalingam Narayanan

Chockalingam Narayanan

Head Equities - Alternates

ICICI Prudential AMC

Divam Sharma

Divam Sharma

CEO & Co-Founder

Green Portfolio

Gaurav Puri

Gaurav Puri

ED & CIO, NCW
Fund Manager, Prime Offices Fund (PRIME)

Himanshu Kohli

Himanshu Kohli

Co-Founder

Client Associates

Jigar Mistry

Jigar Mistry

Director & Co-Founder

Buoyant Capital

Maneesh Dangi

Maneesh Dangi

Founder & CEO

Mosaic Asset Management

Manit Ankhad

Manit Ankhad

Director - Head of Quantitative Investment Strategies

Dolat Capital

Naveen Kulkarni

Naveen Kulkarni

CIO, PMS & Listed Alternates

Axis AMC

Sandeep Jethwani

Sandeep Jethwani

Co-Founder, Dezerv & Vice-Chairman, APMI

Sandeep Tulsiyan

Sandeep Tulsiyan

Fund Manager - AIF

Sundaram Alternates

Sanjay Patni

Sanjay Patni

Chief Business Officer – Onshore

Vivriti Asset Management

Saurabh Agrawal

Saurabh Agrawal

Co-Fund Manager & Partner

Spark Capital Investment Management

Shailesh Saraf

Shailesh Saraf

Managing Director & Fund Manager

Dynamic Equities Pvt. Ltd

Vaibhav Porwal

Vaibhav Porwal

Co-Founder

Dezerv

Vidya Bala

Vidya Bala

CIO

Prime Investor PMS

Vikaas M Sachdeva

Vikaas M Sachdeva

Chief Executive Officer

BitDelta India

Vijay Bharadia

Vijay Bharadia

CIO & Managing Partner

Wallfort WAM

And More

& More

Additional Experts to be revealed soon

Aditi Kedia

Aditi Kedia

Director

Swyom Advisors Limited

She holds MBA in Finance and over a decade of industry experience, Aditi brings a strong command of business development, relationship management, and client experience. She plays a pivotal role in spearheading growth initiatives, strengthening strategic relationships, and driving execution across various business segments. With a keen understanding of market dynamics and client requirements, she focuses on strategically positioning the firm’s offerings, identifying emerging opportunities, and expanding its market presence. Her efforts are instrumental in enhancing the firm's reach, building meaningful partnerships, and supporting its continued growth in India’s evolving alternative investment landscape.

Arindam Ghosh

Arindam Ghosh

CEO - Group Asset Management

Torus Wealth

Arindam has close to 3 decades of leadership experience in financial services in India and Asia-Pacific region across Asset Management, Wealth Management, and NBFCs. He is currently associated with Torus Group as Director & CEO - Group Asset Management. He is also the Co- Founder of Alphaniti Fintech - a big data led platform company. Previously, Arindam was associated with Mirae Asset Global Investments, as the “Head of Asia Pacific Business” and Subsequently as Director & CEO of Mirae Asset India he was responsible for its launch and successful build out.Previously , Arindam was also associated with Fidelity’s Asia Pacific team and also with leading domestic organizations including Tata and AV Birla Group. He was also a past Director of PPFAS AMC and also currently sits on multiple Corporate Boards.

Himanshu Kohli

Himanshu Kohli

Co-Founder

Client Associates

Mr. Himanshu Kohli has rich experience nearing three decades in Investment Banking and Private Banking and is the driving force behind Client Associates. His journey includes working with esteemed institutions such as Deutsche Bank Private Banking, DSP Merrill Lynch, and London Forfaiting Group, honing his expertise in the financial world.Mr. Himanshu actively contributes to discussions on Financial Planning and Wealth Management in print and electronic media. His monthly chronicle, CA Monthly, enjoys a substantial industry following. Himanshu holds a prestigious B. Com. (Hons.) degree from Shri Ram College of Commerce (SRCC)and is recognized as a 'Revered & Distinguished Alumnus' of the institution. He received his master’s in finance and Control (MFC) from the University of Delhi.

Manit Ankhad

Manit Ankhad

Director - Head of Quantitative Investment Strategies

Dolat Capital

Manit Ankhad is Director and Head of Quantitative Investment Strategies at Dolat Capital, where he leads the research, design, and deployment of quantitative strategies in Indian markets. With a strong background in computer science and finance, his work spans factor research, signal construction, portfolio optimization, and risk management across long-only and long-short strategies. Previously, he held quantitative strategy roles at Edelweiss Global Markets, SMC Global, and Angel One. Manit combines statistical rigor, market microstructure expertise, and practical implementation experience to deliver robust, scalable investment strategies across market regimes.

Vijay Bharadia

Vijay Bharadia

CIO & Managing Partner

Wallfort PMS

Vijay Bharadia is a market veteran with 29 years of experience, best known for his expertise in small and mid-cap investing and a standout 5-year CAGR of 47%. Having started his career in 1997, he has built and led multiple investment platforms across proprietary and institutional businesses, working closely with over 100 institutions. Vijay is admired for his disciplined investment philosophy, deep understanding of businesses, and long-term mindset.

Divam Sharma

Divam Sharma

CEO & Co-Founder

Green Portfolio

Divam Sharma is the visionary founder and CEO of Green Portfolio, managing over ₹1,200 crore across high-conviction PMS and AIF strategies. With a decade-long track record of delivering alpha through manufacturing, infrastructure, and emerging themes, Divam specializes in identifying structural opportunities in India's growth story.His PMS and AIF offerings emphasize disciplined capital allocation, on-ground research, and cycle-resilient businesses. A frequent contributor to Fortune India and Economic Times, Divam is recognized for his practical investment philosophy that blends conviction with risk management.

Abishek Goel

Abishek Goel

MD & Head | Infrastructure & Real Assets Fund

Neo Alternative Asset Managers

Abishek is the Managing Director and Head of Infrastructure & Real Assets Funds at Neo Group, leading the Neo Infrastructure Income Opportunities Fund. With over 21 years of experience, including more than 18 years in Indian infrastructure, he has held key roles at Global Infrastructure Partners, Actis, HSBC, Merrill Lynch, Morgan Stanley and McKinsey. At GIP, he played a pivotal role in infrastructure investments, platform development, management and exits in India. He holds a postgraduate management qualification from IIM Bangalore and a bachelor’s degree in Mechanical Engineering from IIT Kanpur.

Ajaya Sharma

Ajaya Sharma

Senior Vice President - Capital Market Group

Adfactors

Mr. Ajaya Sharma is the lead consultant of Capital Markets Group of Adfactors which is India’s largest reputation & critical issues advisory company in India. He is former Senior Editor of ETNOW (India’s leading business news channel) and has worked in similar roles in business channels like CNBC Awaaz, Bloomberg TV and NDTV Profit as well in his career spanning over 20 years. He is a fundamental analyst at heart and loves tracking markets & business models closely.

Alok Bathija

Alok Bathija

Partner, Head of Capital Markets

Accel

Alok Bathija has recently joined Accel as a Partner leading Corporate Development in India. In his role, he will be helping our portfolio companies reach their financial and strategic goals by leveraging his global investor and corporate relationships to raise capital and drive strategic alliances.Prior to joining Accel, Alok spent 15 years at UBS in the New York and Mumbai offices, advising global institutions investing in India. He has also been a part of multiple large deals in the Indian TMT space.Alok has an undergraduate degree in Computer Engineering from Virginia Tech and an MBA from Columbia Business School.

Amit Jeswani

Amit Jeswani

Founder & CIO

Stallion Asset

Mr. Amit Jeswani is the founder and Chief Investment Officer of Stallion Asset Pvt Limited. With over 14 years of experience in capital markets, Mr. Jeswani is a distinguished financial expert who holds dual charters in Chartered Financial Analyst (Virginia, USA) and Chartered Market Technician (New York, USA). He also graduated in Business with a specialization in finance from Kingston University London.

Gaurav Puri

Gaurav Puri

ED & CIO, NCW
Fund Manager, Prime Offices Fund (PRIME)

Gaurav is the Executive Director and Chief Investment Officer at Nuvama and Cushman & Wakefield Management Private Limited, with over 17 years of experience in real estate investments and asset management. He has led transactions exceeding ₹10,000 crore across 45 million square feet, spanning offices, hotels, retail, residential and warehousing. He has also spearheaded capital raises exceeding US$1 billion from global institutional investors. Previously, he led investments at Godrej Fund Management, driving its growth into a leading national real estate platform. A former member of Tata Administrative Services and the Godrej Leadership Forum, he holds an engineering degree and an MBA from Delhi University.

Sanjay Patni

Sanjay Patni

Chief Business Officer – Onshore

Vivriti Asset Management

Sanjay brings over 27 years of experience across banking and financial services, having worked with leading brands including Mirae Asset, Franklin Templeton, Nippon India AMC, HDFC Bank, and others. At Vivriti Asset Management, he leads the India Business Vertical for AIFs, focusing on investor engagement, capital formation, and relationships with institutional investors, family offices, and channel partners. An Electronics and Communication Engineer and MBA from Pune University, he is an alumnus of IIM Ahmedabad and IIM Indore. An avid traveller, marathoner, table tennis enthusiast, and music lover, he believes in relationship credibility, prudent advisory, and simple execution.

Saurabh Agrawal

Saurabh Agrawal

Co-Fund Manager & Partner

Spark Capital Investment Management

Saurabh Agrawal is an investment professional with over 16 years of experience across financial institutions, corporate lending, structured credit, private debt, and venture debt. He is currently a Partner at Spark Asia Impact Asset Management, focusing on structured credit and private debt solutions.Previously, he spent seven years at Northern Arc Capital and Investments, where he helped build its credit business for small and mid-sized enterprises. Earlier, he worked with Yes Bank in infrastructure and BFSI lending and RBL Bank in corporate banking.A Chartered Accountant and CFA charterholder, Saurabh holds a Bachelor of Commerce from St. Xavier’s College, Kolkata.

Vidya Bala

Vidya Bala

CIO

Prime Investor PMS

20+ years of expertise in investment research across equity and debt markets. Rich experience in working directly with investors across the spectrum, solving real-world problems.

Sunil Singhania

Sunil Singhania

Founder

Abakkus Asset Manager

Sunil Singhania, CA and CFA Charterholder, founder of Abakkus Asset Manager LLP, was rated among the best fund managers by Outlook Business in 2016 and 2017 over a 10-year time frame.He is the first Indian to be appointed to the Global Board of the CFA Institute, USA (2013–2019). Currently, he is the only Indian to be appointed to the IFRS Capital Market Advisory Committee (CMAC) (2020–2023).He was Chief Investment Officer (CIO), Equities, at Reliance Nippon Asset Management, overseeing USD 11 billion of equity assets. He was also an Honorary Chairman of the Investment Committee of the CFA Institute (2018–2019), managing USD 450 million.

Nilesh Shah

Nilesh Shah

Group President & Managing Director

Kotak Mahindra AMC

Nilesh is Managing Director of Kotak Mutual Fund.He has led his team to the Best Fund House of the Year Award at all the mutual funds where he has worked viz. Kotak, ICICI Prudential and Franklin Templeton Mutual Fund.Nilesh is a Part time member of the Economic Advisory Council to the Prime Minister.He is a part time member of the Unique Identification Authority of India (UIDAI). He is Member of the Insurance Advisory Council set up by IRDAI. He is Member of the PFRDA committee for determination of investment pattern of pool corpus under Unified Pension Scheme. He is member of the COBOSAC committee of SEBI. He is a member of the Board of Association of Mutual Funds in India.

Radha Raman Agarwal

Radha Raman Agarwal

MD & CEO

Swyom Advisors Limited

Radha Raman Agarwal is a Rank Holder Chartered Accountant and Commerce graduate from St. Xavier’s College, with over 20 years of experience across finance, corporate management and investment management. He has held key roles at leading organisations including Asian Paints and Pidilite, gaining expertise across finance, supply chain, treasury and margin management. Combining this corporate experience with his passion for equities, he founded Swyom Advisors Limited, a SEBI-registered asset management company offering Alternative Investment Funds. Its flagship Swyom India Alpha Fund was launched in September 2023. Mr. Agarwal actively shares his perspectives on equities, IPOs, alternative investments and long-term wealth creation.

Anand Shah

Anand Shah

CIO-PMS & AIF Investments

ICICI Prudential AMC

Anand Shah is the Chief Investment Officer – PMS & AIF Investments at ICICI Prudential Asset Management Company, having joined in February 2021. Under his leadership, the PMS & AIF division has delivered strong investment performance across multiple strategies and time frames. With over two decades of experience in India’s asset management industry, Anand has held senior investment roles at leading institutions. Previously, he served as Deputy CEO and Head of Investments at BNP Paribas Asset Management. Earlier, he was Head of Equities at Canara Robeco Asset Management and held senior roles at ICICI Prudential Asset Management and Kotak Mutual Fund. He holds a PG Diploma in Management from IIM Lucknow.

Bhaskar Bukrediwala

Bhaskar Bukrediwala

Head of PMS

IIFL Capital Services Limited

Bhaskar brings nearly 20 years of experience in investment management and equity research, with a strong focus on identifying emerging businesses with high compounding potential. He previously spent four years at ASK Investment Managers (a Blackstone company), managing ~₹2,000 crore across multi-cap PMS and large-cap AIF strategies. He later led PMS at a boutique wealth firm, where he conceptualized and managed differentiated strategies. Bhaskar has over seven years of equity research leadership experience at CRISIL and has worked with Edelweiss, CARE, and Irevna. He is a Chartered Accountant, holds an MBA from TAPMI Manipal, and has cleared CFA Level II.

Charanjit Singh

Charanjit Singh

Senior EVP & Fund Manager – AIFs,

360 ONE Asset

Charanjit Singh is Senior EVP and Fund Manager – AIFs at 360 ONE Asset, where he manages the PIPE (Private Investments in Public Equity) Fund and other strategies focused on listed small and midcaps and pre-IPO investments. He has over two decades in fund management and equity research.A small and midcap specialist, he identifies emerging themes, such as defence, electronics and capital markets, that could lead the next bull run. Earlier, at DSP Mutual Fund, he managed the flagship DSP TIGER Fund and DSP Business Cycle Fund. He also worked in institutional equity research at B&K Securities, Axis Capital, BNP Paribas and HSBC, earning high ratings in Institutional Investor and Asiamoney polls.

Chockalingam Narayanan

Chockalingam Narayanan

Head Equities - Alternates

ICICI Prudential AMC

Chockalingam joined ICICI Prudential AMC in July 2022. He is the Head Equities – Alternates and has around 2 decades of extensive experience in fund management, investment research and market analysis. At IPAMC, Chockalingam has been instrumental in analysing business fundamentals to derive relevant and actionable study that has portfolio growth. He is consistently relied upon to provide detailed analysis of macroeconomic, financial markets and ESG, which serves as a key foundation pillar for the various investment strategies that he has worked with throughout his career. Before joining the AMC, Chockalingam was associated with Baroda BNP Paribas Asset Management India Pvt Ltd, Deutsche Equities India Private Limited and Batlivala & Karani Securities. He holds a PGDM degree from T A Pai Management Institute, Manipal and has done his BCom from G.R. Damodaran College of Science. He is a certified Financial Risk Manager (FRM) by the Global Association of Risk Professionals, USA.

Jigar Mistry

Jigar Mistry

Director & Co-Founder

Buoyant Capital

Jigar has over 24 years of equity research and investing experience, covering sectors like Banking and financials, Global metals and mining, Utilities and India strategy. Jigar has previously worked with institutions such as HSBC Capital Markets and Kotak Institutional Equities. Prior to founding Buoyant, Jigar was the Director of Research at HSBC, advising top global funds on investing in India. Jigar is an associate member of the Institute of Chartered Accountants of India, and a CFA Charterholder from AIMR, US.

Maneesh Dangi

Maneesh Dangi

Founder & CEO

Mosaic Asset Management

Maneesh Dangi has over 24 years of experience in fund management, investing and financial markets. He previously served as Co-Chief Investment Officer and Head of Fixed Income at Aditya Birla Sun Life Mutual Fund, where he directly managed assets of over ₹70,000 crore and played a key role in growing the fund house’s debt assets under management.An award-winning fund manager, Maneesh has received several industry accolades, including Best Fund Manager awards from S&P CRISIL and Outlook Money, and CIO of the Year recognition from Asia Asset Management. He is also the author of Booms, Busts and Market Cycles, a book exploring market behaviour, investing frameworks and the principles that shape long-term investment decisions.

Naveen Kulkarni

Naveen Kulkarni

CIO, PMS & Listed Alternates

Axis AMC

Naveen Kulkarni joined Axis AMC as Chief Investment Officer (CIO) – PMS and Listed Equity Alternatives, where he will be responsible for steering investment policy, driving product innovation, and leading strategic growth for the business. He brings over 23 years of extensive experience in Fund Management, Equity Research, and Capital Markets. Prior to this role, he served as the CIO for Axis Securities PMS, scaling the PMS business from ₹70 crores to over ₹5,000 crores, while contributing to research and advisory functions to build unique product offerings. Before joining Axis AMC, Naveen served as the Head of Research at Reliance Securities and spent over a decade as the Co-Head of Research at PhillipCapital India. Throughout his research analyst career, he has been consistently voted among the top research analysts for the Telecom, Consumer, and Strategy sectors in global surveys, including Asia Money and Institutional Investor. He holds a BE in Electrical Engineering, an MBA from the International Management Institute (IMI), New Delhi, is a Chartered Financial Analyst (CFA) charterholder, and is a certified Financial Risk Manager (FRM).

Sandeep Jethwani

Sandeep Jethwani

Co-Founder, Dezerv & Vice-Chairman, APMI

An alumnus of IIM Bangalore, Sandeep has over 20 years of extensive experience in the wealth management industry. In his previous role, Sandeep has started and led the zero-to-one journey of India’s leading wealth management firm, scaling its assets under management to $3.5 billion. With experience of managing assets for some of India's most affluent individuals, he has an in-depth understanding of the challenges and requirements of HNIs, UHNIs and family offices. At Dezerv, Sandeep works with the senior leaders to develop and implement the overall vision, direction, and execution of the company, as well as the development and implementation of strategic initiatives in the product, engineering and growth and marketing teams.

Sandeep Tulsiyan

Sandeep Tulsiyan

Fund Manager - AIF

Sundaram Alternates

Sandeep Tulsiyan is a Fund Manager at Sundaram Alternates, managing multi-cap and small & mid-cap equity AIF strategies that have consistently ranked in the first quartile. He also played a key role in launching India’s first equity-plus-credit hybrid AIF.With nearly two decades of experience in equity research and portfolio management, he specializes in capital goods, defence, consumer durables, cement and auto ancillaries. His investment approach combines bottom-up research, management interactions, channel checks and forensic financial analysis. Previously with JM Financial, he worked on marquee capital market transactions and was recognized among Asia-Pacific’s leading equity research analysts.

Shailesh Saraf

Shailesh Saraf

Managing Director & Fund Manager

Dynamic Equities Pvt. Ltd.

Shailesh Saraf is Managing Director & Fund Manager at Dynamic Equities Pvt. Ltd. (Value Stocks), with over 25 years of experience across fundamental research, portfolio management, trading, and capital markets. A Columbia University-certified professional in Value Investing, he is also the author of Vision 2040: Future of Investing and the Sectors that will Lead. His investment philosophy blends Value Investing with Growth at a Reasonable Price (GARP), focusing on quality businesses with sustainable earnings, strong ROE/ROCE, scalable models, and long-term growth potential. Inspired by Peter Lynch, he follows a high-conviction, concentrated approach driven by research, data analytics, disciplined risk management, and long-term wealth creation.

Vaibhav Porwal

Vaibhav Porwal

Co-Founder

Dezerv

In his previous role, Vaibhav managed over INR 22,000 crores in Assets Under Management, serving more than 500 affluent families, and led a team of 20+ bankers. Vaibhav actively contributes to the investment committees of several prominent family offices in India. At Dezerv, his team has designed the organisation's diverse investment strategies and built a unique investment thesis. His specialisations encompass asset allocation and portfolio management spanning various asset classes. Powered by technology and data-driven research, Vaibhav and his team of 10+ investment experts have skillfully crafted multiple strategies tailored to different risk appetites. These strategies consistently combine quantitative and qualitative factors, delivering significant outperformance against benchmark standards.

Vikaas M Sachdeva

Vikaas M Sachdeva

Chief Executive Officer

BitDelta India

Vikaas M Sachdeva is a financial services veteran with over three decades of experience across asset management, capital markets, and investment platforms. He is currently CEO of BitDelta India, leading its strategy, market development, and regulatory alignment. Previously, he served as Managing Director at Sundaram Alternates and CEO of Edelweiss Asset Management, where he led a successful turnaround and the acquisition of JP Morgan Mutual Fund in India. He has served on SEBI’s Mutual Fund Advisory Committee and AMFI’s board, heading its ETF and Indexing Committee. He is also Co-Chair of IVCA’s Category III AIF Council.

Meet Our Proud Sponsors

TITLE SPONSOR

About the Organizer – PMS Bazaar

PMS Bazaar is India’s first and number one platform for Alternative Investments, offering the widest coverage of over 750 Alternative Investment Products. Leading from the front, PMS Bazaar provides everything an investor needs to make informed investment decisions in the Alternative Investment space.

We are a One-Stop Shop for Everything in Alternates

India’s Most Trusted Brand for Alternates

PMS Bazaar has earned the trust of over 1,00,000+ subscribers, including Investors, Fund Managers, Asset Managers, Distributors, Advisors, Journalists, and more. Our data and Reports are prominently featured in renowned newspapers and journals, attesting to our credibility.

India’s widest Alternative Investment Coverage

PMS Bazaar offers access to 500+ Portfolio Management Services (PMS), 200+ Alternative Investment Funds (AIF), AND 60+ GIFT City Funds from over 300 Asset Management companies through our distribution arm – Myalternates. With a vast array of products, we offer unbiased investment solutions and help you avail of them at the lowest possible fees .

India’s All-in-one Analytics Platform

We empower investors & institutions analyze & cross-compare multiple investment products, including – PMS, AIF, MF & ULIP, with our analytics platform – Finalyca, which currently serves over 150 institutions like TATA Capital, HDFC Securities, Julius Baer, etc.

Frequently Asked Questions

When is PMS & AIF 9.0 Summit happening?

The PMS & AIF 9.0 Summit will be held on Tuesday, November 17, 2026, from 09:30 AM to 05:00 PM.

Where will the event be held?

The summit will take place at Taj Santacruz, Mumbai located at Chhatrapati Shivaji Maharaj International Airport (Domestic Terminal), Off Western Express Highway, Santacruz (East), Mumbai, Maharashtra 400099, India.

You can find the venue on Google Maps .

Note: We recommend arriving by 9:00 AM to ensure a smooth venue check-in and help you choose your preferred seating.

How much does it cost to attend the event?

Each attendee pass is priced at ₹8,899, granting full access to all sessions and networking opportunities.

Where can I find the event agenda and speaker lineup?

We are finalizing an exciting lineup of distinguished speakers and a power-packed agenda. Details will be released very soon — stay tuned for impactful updates!

I haven't received a confirmation email for my registration. What should I do?

First, check your spam folder for the confirmation email. If not received, contact us at events@pmsbazaar.com or call +91 7418345656 . We will promptly check and send the confirmation link within 2-4 working days.

Can someone else attend the event using my ticket?

You can transfer your ticket to someone else. Simply send an email to events@pmsbazaar.com with the complete details of the nominee (name, email address, phone number, and city). Our team will facilitate the transfer within 2-4 business days.

Important Note: The deadline to request a ticket transfer is November 14, 2026.

Does the event ticket cover meals at the venue?

Yes, the event ticket includes one high tea and lunch at the venue for all participants.

Terms & Conditions

  • PMS Bazaar reserves the right to refuse registration without providing specific reasons.
  • Registering for the event does not confer any enforceable rights.
  • By completing registration, you grant authorization to PMS Bazaar and its representatives to communicate with you via phone calls, emails, SMS, or WhatsApp messages regarding the event.
  • PMS Bazaar may collect and share your registration data with event sponsors for promotional purposes.
  • PMS Bazaar reserves the right to alter or cancel the event agenda or date without prior intimation.
  • The organization also reserves the right to make changes to the list of speakers or cancel individual speaker appearances.
  • All information provided on the website is subject to change, and participants are encouraged to stay updated with the latest details.
  • For any queries, contact us at events@pmsbazaar.com