11th October 2023
3:00 PM Onwards
Mumbai
Mumbai

about the event

As we enter the final quarter of 2023, the Indian mutual fund industry continues on its dynamic journey, poised to reach new milestones.

Moneycontrol Mutual Fund Summit - Path to 20 Crore Investors

Hosted by Moneycontrol, India's premier financial news platform under the Network18 group, this summit is a platform for raising critical questions, igniting conversations, and fostering debates

Moneycontrol's annual mutual fund conclave brings together experts to debate the ways the industry can move forward, become the chosen savings and investment vehicle, and increase the count of investors.

The goal of the summit is to raise vital issues, trigger conversations, encourage debate, find answers and tap the knowledge and insights of some of the industry's marquee leaders, chief executive officers and fund managers.

We have put together panel discussions that would, among other things, deliberate on the challenges and opportunities before the Indian mutual fund industry as it aspires to go from roughly 40 million investors at present to 200 million in 5-10 years.

Moderators

Kayezad E. Adajania
Editor, Personal Finance, Moneycontrol
Mahalakshmi Narayanaswamy
Senior Consulting Editor, Editorial and Content- Moneycontrol
Abhinav Kaul
Assistant Editor, Editorial and Content, Moneycontrol

speakers

Ananth Narayan G
Whole-time member, Sebi
A. Balasubramanian
MD & CEO, Aditya Birla Sun Life Asset Management Co. Ltd.
Ashish Gupta
Chief Investment Officer, Axis Mutual Fund
Akhil Chaturvedi
Director & Chief Business Officer, Motilal Oswal AMC
Anup Maheshwari
Co-Founder & CIO, 360 ONE Asset
Avinash Satwalekar
CFA & President, Franklin Templeton Asset Management (India) Pvt. Ltd.
D P Singh
Deputy MD & Joint CEO, SBI Funds Management Ltd.
Ganesh Mohan
CEO, Bajaj Finserv Asset Management Ltd.
Hemant Rustagi
CEO, Wiseinvest Pvt. Ltd.
I.V. Subramaniam
Managing Director & Group Head (Equities), Quantum Advisors
Kailash Kulkarni
CEO, HSBC Mutual Fund
Manish Kothari
Co-Founder, Z Funds
Nilesh Shah
MD, Kotak Mahindra Asset Management Co.
Neil Parikh
Chairman & CEO, PPFAS Mutual Funds
Radhika Gupta
MD & CEO, Edelweiss MF
Sailesh Raj Bhan
CIO - Equity Investments, Nippon Life India Asset Management
Sandeep Tandon
CEO & CIO, Quant Mutual Fund
Suresh Soni
CEO of Baroda BNP Paribas Asset Management India Pvt Ltd
Swarup Mohanty
CEO & Director, Mirae Asset Investment Managers (India) Pvt. Ltd.
Umesh Kumar Daila
Head, ETF Sales, Mirae Asset Investment Managers (India) Pvt. Ltd.
Umeshkumar Mehta
CIO, Samco Mutual Funds
Vishal Jain
CEO, Zerodha Asset Management Pvt. Ltd.

agenda

Time Agenda
3:00 PM Registration & Hi-Tea, Networking
4.05 pm Welcome Address by Javed Sayed, Chief, Content and Strategy Officer, Moneycontrol
4:10 PM Keynote address by chief guest
Ananth Narayan G, Whole-Time Member, SEBI
4:35 PM Panel discussion - The CEO Panel - I
Theme: From 4 crore to 20 crore investors: The opportunities and the challenges.
  • • A Balasubramanian, MD & CEO, Aditya Birla Sun Life Asset Management Co. Ltd.
  • • Avinash Satwalekar, CFA & President, Franklin Templeton Asset Management (India) Pvt. Ltd.
  • • Vishal Jain, CEO, Zerodha Asset Management Pvt. Ltd.
  • • Suresh Soni, CEO, Baroda BNP Paribas Asset Management India Pvt. Ltd.

Moderator: Kayezad E. Adajania, Editor, Personal Finance, Moneycontrol
5:10 PM Panel discussion - The CEO Panel - II
Theme: Does the mutual fund industry have a perception problem?
  • • Radhika Gupta, MD & CEO, Edelweiss MF
  • • Kailash Kulkarni, CEO, HSBC Mutual Fund
  • • Swarup Anand Mohanty, CEO & Director, Mirae Asset Investment Managers (India) Pvt. Ltd.
  • • Ganesh Mohan, CEO, Bajaj Finserv Asset Management Ltd
  • • Neil Parag Parikh, Chairman & CEO, PPFAS Mutual Funds

Moderator: Kayezad E. Adajania, Editor, Personal Finance, Moneycontrol
6.00 pm Presentation by Umesh Kumar Daila, Head, ETF Sales, Mirae Asset Investment Managers (India) Pvt. Ltd.

Theme: Factor Investing: Time is Ripe
6:10 PM Fireside chat with Akhil Chaturvedi, Director & CBO, Motilal Oswal Asset Management Co.
Theme:Navigating the volatility: Playbook to protect your portfolio in a choppy market
Moderator: Nandita Khemka, News Editor, Editorial and Content
6.30 pm Fireside Chat with Leander Paes, Tennis Icon, Padmashree
Theme: Serving up Money Aces
Moderator: Kayezad E. Adajania, Editor, Personal Finance, Moneycontrol
7:00 PM Panel discussion - The Advisor's Panel
Theme: From India to Bharat: Can mutual funds be successfully distributed in the hinterlands of the country?
  • • Manish Kothari, Co-Founder, Z Funds
  • • Hemant Rustagi, CEO, Wiseinvest Pvt Ltd
  • • Nilesh Shah, MD, Kotak Mahindra Asset Management Co. Ltd.
  • • D.P Singh, Deputy MD & Joint CEO, SBI Funds Management Ltd.

Moderator: Abhinav Kaul, Assistant Editor, Editorial and Content, Moneycontrol
7:35 PM Panel discussion: The CIO Panel
  • Theme: Simmering economy, sizzling small-caps, stretched valuations: Where to find alpha.
  • • Sandeep Tandon, CEO and Director of Quant Mutual Fund
  • • Ashish Gupta, CIO, Axis Asset Management Co. Ltd.
  • • Umeshkumar Mehta, CIO, Samco Mutual Funds
  • • Sailesh Raj Bhan, CIO - Equity Investments, Nippon Life India Asset Management
  • • I.V. Subramaniam, MD & Group Head (Equities), Quantum Advisors
  • • Anup Maheshwari, Co-Founder & CIO, 360 ONE Asset

Moderator: N Mahalakshmi, Senior Consulting Editor, Editorial and Content- Moneycontrol
8:15 PM Closing Ceremony followed by Cocktails & Dinner

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