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The world of alternate investment like AIF and PMS has been growing in recent years. In this context, Cafemutual will organize CafeAlt Conference 2024 to help you understand trends and opportunities in the alternates space.
Two prominent MFDs, Anand Shah of IPCON and Saurabh Mittal of Circle Wealth Advisors will share their insights on how they ventured into alternate investments after building substantial assets in mutual funds. They will share their motivation for choosing alternates, their preferences in the various categories of alternates, how they keep themselves updated about the alternate market amidst a scarcity of reliable information about them in public and why they would recommend other MFDs to start distributing AIFs.
The session will be moderated by Nishant Patnaik, Associate Editor, Cafemutual.
About the guests
Anand Shah (Partner) is a Chartered Accountant and Certified Financial Planner. He has an experience of 8 years in capital markets.
Saurabh Mittal is the Founding Director of Circle Wealth Advisors and provides financial planning and wealth management services to its niche client base. A CFP and CFA charter holder, Saurabh has more than two decades of experience in financial markets.
About the event
CafeAlt Conference 2024 will help the participants discover emerging trends in alternates, strategic positioning of alternates, comprehensive tax planning and more.
CafeAlt Conference will be held on Aug 23 at Taj Santacruz, Mumbai.
You can register for the event here and know more about the event on the website here.