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PMS & AIF Summit 4.0
The Most Awaited Event of the Alternative Investments Industry
After tasting blockbuster success in the past three years, the most-awaited event of alternative investments industry is here again to stimulate your mind. Presenting PMS & AIF Summit 4.0 with theme of 'Alternative Assets for All Seasons', December 3, 2021 will witness a true triveni sangam of Wisdom, Wealth and Worship as experts, masters and veterans from the alternative investment space come with their invaluable insights, discuss futuristic ideas and reveal the processes behind turning millions into a billion. A must-attend event, participants from across the spectrum such as investors, wealth managers, RIA, Distributors, family offices, HNIs, UHNIs, analysts, corporate executives and the media will get a first-hand chance to interact with the all the wise investing brains in India at one-place. It is going to be bigger, better and more brilliant. Register your virtual seat now!
Event Highlights
BIG NAMES
From The Industry
Tune in to the thought leaders to understand today implications of tomorrow
BIG CONNECTS
With AMCs
Connect with investment houses throughout the event at your comfort & convenience
BIG MEETS
With Fund Managers
Interact with the best investing minds and gain insights never heard before
BIG NETWORKING
With Alternative Industry
Attend the biggest industry gathering of the multi-billion dollar space under one roofPMS & AIF 4.0 Speakers
Mr. Raamdeo Agrawal
Chairman
Motilal Oswal Financial Services
Mr. Prashant Khemka
Founder
White Oak Capital Management
Mr. Bharat Shah
Executive Director
ASK Group
Mr. Rajesh Kothari
Founder & Managing Director
AlfAccurate Advisors Pvt Ltd
Mr. Hiren Ved
Co-Founder, Director, CEO & CIO
Alchemy Capital Management
Mr. Aashish P. Somaiyaa
Chief Executive Officer
White Oak Capital Management
Mr. Anup Maheshwari
Chief Investment Officer
IIFL Asset Management
Mr. Andrew Holland
CEO
Avendus Capital Alternate Strategies
Mr. Anshuman Goenka
Head - Private Equity
IIFL Asset Management
Mr. Saurabh Mukherjea
Founder & CIO
Marcellus Investment Managers
Mr. Vineet Bhatnagar
MD & CEO
PhillipCapital India
Mr. Vikas Khemani
CEO
Carnelian Capital
Mr. Nishit Shah
Head PMS & Domestic Fund Manager
PhillipCapital India
Mr. Anand Shah
Head - PMS & AIF Investments
ICICI Pru AMC
Mr. Siddharth Vora
Fund Manager - PMS & Head - Quant Investment Strategies
Prabhudas Lilladher
Mr. Susmit Patodia
Associate Director - Fund Manager
Motilal Oswal Asset Management Company Ltd
Mr. Mrinal Singh
CEO & CIO
InCred AMC
Mr. Anshul Saigal
Executive Vice President & Head- PMS
Kotak AMC
Mr. Rajesh Sehgal
Managing Partner
Equanimity Investments
Mr. Imran Jafar
Managing Partner
Gaja Capital
Mr. Ritesh Chandra
Managing Partner
Avendus Capital
Mr. Vikaas M Sachdeva
Chief Executive Officer
EMKAY Investment Managers Ltd
Mr. Anunaya Kumar
Senior Executive Vice President
IIFL Asset Management
Mr. Milan Ganatra
Board Member & Advisor - Finalyca
CEO - 1Silverbullet
Mr. Nimesh Mehta
Director & Country Head – Sales & Products
ASK Investment Managers
Mr. Karthik Athreya
Director & Head of Strategy
Sundaram Alternates
Mr. Ravi Vukkadala
Chief Executive Officer
Northern Arc Investments
& More
Event Schedule (3rd Dec - 2pm to 8pm)
2:00pm - 2:15 pm
PMS Bazaar
Welcome Address & Opening Remarks
2:15pm - 2:45 pm
Presentation
Alternative Assets For All Seasons
In this session, learn why your portfolio needs alternative products such as PMS & AIF and how to embark on a sustainable wealth creation journey.
2:45pm - 3:25 pm
Panel
AIF Strategies for Consistent Returns
Join 3 noted AIF experts as they discuss smart ways to generate stable returns from Long Short, Real estate and Debt investment approaches.
3:25pm - 3:40 pm
Presentation
5 Themes for the Coming Decade
Markets may be volatile, but now is the time for long-term investors to dig your heels deep. We look at five money-making themes that you can't afford to miss.
3:40pm - 4:00 pm
Presentation
Dynamic Asset Allocation in the New Age of Passive & Quant Investing
Profit from being at the right place, at the right time. Understand how dynamic asset allocation strategies relying on quantitative analysis and passive approach is relevant in this fast-paced world.
4:00pm - 4:40 pm
Panel
The Unlisted Wealth Creation Opportunities
Discover a new world of wealth creation with unlisted companies that offer massive upside potential for patient investors tapping the VC and PE opportunity through the AIF route.
4:40pm - 5:00 pm
Break
Break
5:00pm - 5:15 pm
Presentation
Who Stole My Returns? A Different Perspective on Investment Risk
An insight into how misunderstanding risk impacts portfolio returns.
5:15pm - 5:55 pm
Panel
How Smart Portfolio Managers Create Investors' Wealth
The smart people do it differently. In this special panel, get a ringside view of how some of the best investing brains approach investments and portfolio management.
5:55pm - 6:10 pm
Presentation
Trends in the Asset Management Industry and the Role of Alternates
The AMC industry has come a long way over the years, with alternative investments emerging as the next big thing. Catch new insights and fresh trends in this session from this noted industry expert.
6:10pm - 6:35 pm
Presentation
The Path to Consistent Compounding is Paved with Free Cash Flows
Listen to your favourite Saurabh Mukherjea as he explains the secret sauce behind companies that consistently compound earnings and also your wealth.
6:35pm - 7:00 pm
Presentation
India - Next Wave of Growth and Opportunities
Over the past few years, India has seen a wave of reforms and new themes that have redefined the investment landscape. Attend this session to know what's in store for the future and how you can capitalize on them.
7:00pm - 8:00 pm
Panel
Mission - 10 Trillion Dollar Economy for India
In the main event of the day, the Doyens of Dalal Street with over a century of investing wisdom, talk about the real opportunity for the Indian economy to become a USD 10 trillion economy and what it means for investments.
8:00pm - 8:05 pm
PMS Bazaar
Vote of Thanks & Closing Notes
Vote of Thanks & Closing Notes
The Who & Why of the Event
Asset Manager
Gain from the experience and actionable insights of the veterans
Wealth Manager
Understand the role of alternatives in wealth creation journey
Independent HNI
Connect with AMCs, product ideas and network with the biggest names
Family Office
Take conversations forward on the place of alternatives in portfolios
RIA/MFD
Nurture relationships and widen the range of potential offerings
Product Team
Discover the whole array of Alternative Investment products
Media House
Get news/views on PMS & AIF industry and keep abreast with latest updates
Others
Leverage knowledge base in alternatives space and take part in networking events
Sponsors
Title Sponsor
Platinum Sponsors
Gold Sponsors
Silver Sponsors
FAQ
AClick on the registration link and complete the formalities
AThere is no specific software requirement, but you should have good internet connectivity. Simply log on to the event page, enter your registered email address and catch the event live. To get a better experience, we recommend the use of computer/laptop and tablet.
AThere is no cost involved to register and attend the live streaming of PMS & AIF 4.0 Summit.
ANo, you can register online to attend the live streaming of the event. Due to prevailing Covid risk, we have limited seating capacity at the venue.
APlease check the spam folder of your registered email ID given at the time of registration.
If you have not received the confirmation email, write to us at events@pmsbazaar.com. We will send you the confirmation link within 2-4 working hours.
APMS & AIF 4.0 Summit will hold exclusive fund manager connects from 10 AM to 1 PM. You can log on to the event page and book your preferred slot(s).
AIt will be available on the event page soon.
ASend us an email at events@pmsbazaar.com and describe your problem. Our team will immediately look into the issue and resolve the problem.
AKindly access our events page and follow us on the social media platforms.
Previous Summits
Terms & Conditions
- PMS Bazaar reserves the right to refuse registration and admission.
- Registration to the event doesn’t confer any enforceable rights.
- The registration is non-transferable.
- 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
Mr. R. Pallava Rajan
Founder - Director
R. Pallava Rajan have travelled over 12 years with financial markets. His desire to serve the ultra HNI, niche segment has stimulated the need to launch this exclusive online portal for PMS. He has been a major driving force behind the PMS Bazaar initiative with a customer centric goal and execution. His expertise in the financial sector has led him to chair multiple panels discussing major financial moves by the government, on leading channels. He has done over 50 live shows for a leading network channel as a stock market advisor answering multiple customer queries as well.
Mr. Daniel G
Founder - Director
With almost 17 years of experience Daniel has grown from strength to strength in the industry. He is highly proficient in business development, sales and marketing and has headed the Tamil Nadu sector at both Share Khan as well as India Bulls. He has built relationships with some of the stalwarts in the PMS industry due to his ethical work style and knowledge. He noticed a difficult to fill void in the PMS industry in India and decided to co-found PMS Bazaar along with R. Pallava Rajan and D. Rajesh Kumar in 2017.
Mr. D. Rajesh Kumar
Founder – Director
D.Rajesh Kumar carries 11 years of experience in financial markets. His core values on client relationship management with investor centric has made him venture with PMS Bazaar. With a solid background in banking Rajesh diversified to the financial markets and has found his calling here. He has been pivotal part of the sales team at Motilal Oswal and has joined with Pallav and Daniel to start the revolutionary initiative, PMS Bazaar.
Mr. Hameed Rahman
Founder – Director
Hameed Rahman brings in 16 years of marketing experience in Capital Markets, Banking, Insurance and Real Estate. He has spearheaded several senior roles in various reputed financial institutions and previously served as Regional Head of South India for Motilal Oswal. His strong investor centric approach and market acumen has made him develop successful marketing strategies for PMS Bazaar which has given a decisive direction to the brand.