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The latest edition of Cafemutual’s annual MFD event Cafemutual Ideas Fest (CIF) 2025 will host 15+ sessions covering a wide range of topics affecting the growth and financial well-being of MFDs.
The theme of this year’s event is ‘Decoding the Secrets of Success’.
A key highlight of the event will be a virtual session by Morgan Housel, the best-selling author of ‘The Psychology of Money’ who will discuss various behavioral biases of investors and how MFDs can deal with them.
Besides, there will also be sessions by top officials of reputed AMCs and experts on business-related challenges of MFDs like acquiring referrals, client retention, GST compliance and latest and relevant insights on market-related topics like factor investing, fixed-income strategy, SIP and real estate market.
The event will also host the reputed Sanjeevani Awards which will reward MFDs who have provided value to their clients’ lives.
Another interesting session ‘Meri Kahani, Meri Zubani’ will give you the opportunity to learn from the real-life experiences of MFDs.
AMFI Chief Venkat Chalasani will also grace the event and will share his views on how the distributor community can build trust and reputation.
Renowned comedian Karunesh Talwar will complement the informative sessions with his wit and jokes to conclude the event on a cheerful note.
The detailed agenda of the event is shared below:
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9:00 am - 9:10 am |
Welcome address |
Anita Sutrave, Co-founder & Dy. CEO, Cafemutual |
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9:15 am - 9:30 am |
What are the key success factors for an MFD? |
Prem Khatri, Founder & CEO, Cafemutual |
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9:35 am - 9:50 am |
Understanding market moves with supply and demand forces |
Harshad Patwardhan,CIO, Union MF |
|
9:55 am - 10:10 am |
How to become a referral magnet |
Kailash Kulkarni, CEO, HSBC MF |
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10:15 am - 10:35 am |
Encouraging trust & reputation with clients |
Venkat Chalasani, CEO, AMFI |
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10:35 am - 11:05 am |
Coffee break |
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11:05 am - 11:20 am |
Factor Investing- The emerging trend |
Ankit Singhania, SVP – Head Passive strategies, UTI MF |
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11:25 am - 11:55 am |
Success stories |
Nishant Patnaik, Associate Editor, Cafemutual |
|
12:00 pm-12:15 |
Fixed-Income Strategy 2025: Maximizing Returns in an Evolving Market |
Karan Mehra, Founder & CEO, Amplio Invest |
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12:20 pm -12:35 pm |
Going against the crowd |
Nimesh Chandan, CIO, Bajaj Finserv MF |
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12:40pm - 12:55 pm |
Retaining clients for Life |
Syed Hassan, COO, CAMS |
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1:00 pm - 2:00 pm |
Lunch |
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2:00 pm-2:30 pm |
Sanjeevani awards |
Moderated by Rohit Mattoo,National Head – Retail Sales, Axis MF |
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2:35pm- 2:50pm |
Just SIP and chill |
Rajiv Maniar, EVP & Head - Sales & Distribution, HDFC MF |
|
2:55 pm - 3:10 pm |
Indian Real Estate Market |
Rohit Rathi Principal - Real Estate Business, ICICI Pru MF |
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3:15 pm- 3:30 pm |
Preparedness Meets Opportunities |
Saugata Chatterjee, CBO – Sales & Distribution, Nippon India MF |
|
3:35 pm- 3:50 pm |
Building a Legacy: The Role of Mutual Fund Distributors in Wealth Creation |
R. K. Jha, CEO, LIC MF |
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3:50 pm-4:10 pm |
Coffee break |
|
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4:15 pm - 4:35 pm |
Mastering Financial Behaviour: A Conversation with Morgan Housel |
Morgan Housel, Author,'The Psychology of Money' |
|
4:40 pm - 4:55 pm |
Your GST compliance made easy |
Nishant Patnaik, Associate Editor, Cafemutual |
|
5:00 pm- 5:30 pm |
Laughter Riot |
Karunesh Talwar, Stand up Comedian |
With the event hardly a few days away, you can secure one of the last few remaining spots by visiting www.cafemutualevents.com or by clicking here.