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Get Ready for PMS & AIF 9.0

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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 — from Listed Equity, Private Equity, Venture Capital, Private Credit, Hedge Funds, Real Estate and Infrastructure to global investment opportunities .

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
Regular ₹8,899 Early Bird ₹6,599 Limited Early Bird Offer

Use Promo Code: PMSAIF9

Topics our experts will discuss

  • Macroeconomic Outlook & Industry Trends
  • Decoding the New MF-PMS and SEBI PMS Regulations
  • Exploring Global Investing through GIFT City
  • Emerging Opportunities Across Alternative Investments
  • PE, VC, Real Estate, and other emerging asset classes
  • Understanding the shift towards alternative assets

You must attend if you are

HNI/UHNI Investor

Distributor/RIA

Family Office

Asset Manager

Product Manager

Analyst

Private Wealth Manager

Banker

Media

Our Eminent Speakers

Keynote Speaker
Radha Raman Agarwal

Radha Raman Agarwal

MD & CEO

Swyom Advisors Limited

Anand Shah

Anand Shah

CIO-PMS & AIF Investments

ICICI Prudential AMC

Bhaskar Bukrediwala

Bhaskar Bukrediwala

Head of PMS

IIFL Capital Services Limited

Jigar Mistry

Jigar Mistry

Director & Co-Founder

Buoyant Capital

Sandeep Jethwani

Sandeep Jethwani

Co-Founder, Dezerv & Vice-Chairman of APMI

 

Sandeep Tulsiyan

Sandeep Tulsiyan

Fund Manager - AIF

Sundaram Alternates

Shailesh Saraf

Shailesh Saraf

Managing Director & Fund Manager

Dynamic Equities Pvt. Ltd.

Vaibhav Porwal

Vaibhav Porwal

Co-Founder

Dezerv

Vikaas M Sachdeva

Vikaas M Sachdeva

Chief Executive Officer

BitDelta India

And More

& More

Additional Experts to be revealed soon

Radha Raman Agarwal

Radha Raman Agarwal

MD & CEO

Swyom Advisors Limited

Mr. 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.

Jigar Mistry

Jigar Mistry

Director & Co-Founder

Buoyant Capital

Mr. 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.

Sandeep Jethwani

Sandeep Jethwani

Co-Founder, Dezerv & Vice-Chairman of 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.

Stay tuned as we unveil the detailed event agenda soon.

For Sponsorship Enquiries

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