The First Edition · Where It All Began

AIF and PMS Conclave 1.0

The Golden Decade of India, The 3rd Largest Economy

The first AIF and PMS Conclave brought 30 of India's leading fund managers, AMC leaders and market veterans together online for two full days, for an audience of HNIs, family offices and investment professionals.

Held On 12 and 13 April 2023 12:00 PM – 6:00 PM IST Online, Both Days

See The Full Agenda See The Speakers

Media Partner ET Markets Title Partner Motilal Oswal AMC

Expert Speakers

Sessions And Panels

Days, Online

Event highlights

The Event

The Summit That Started The Conclave Series

In April 2023, AIF & PMS Experts India, the company now known as ALTPORT, hosted the first AIF and PMS Conclave. Over two days, the sessions looked at what India becoming the world's third largest economy means for investors, which investing styles hold up across cycles, and where the next opportunities in AIF and PMS were likely to come from.

Held Fully Online

Two days of live sessions, open to investors wherever they were.

30 Industry Voices

Fund managers, AMC leaders, CIOs and market veterans on one platform.

Covered By ET Markets

The Economic Times' markets desk came on board as media partner.

The First Of Many

The format that grew into Conclave 2.0 and the in-person Conclave 3.0.

From The Opening Address

The Industry In April 2023

Vikas Agrawal opened the conclave with a snapshot of where AIF and PMS stood at the time, and why the opportunity was only beginning.

960+AIFs approved by SEBI since the category was regulated in 2012

250+Portfolio management services operating in India

₹2.5 Lakh CrSize of the Indian PMS industry

$20 TnProjected size of global AIF assets by 2030

Figures as presented in the welcome address on 12 April 2023, from ALTPORT's key takeaways summary of the event. The industry has grown considerably since.

Agenda Highlights

What The Two Days Covered

India's Economic Rise

The third largest economy, digital infrastructure, and whether India can become a manufacturing hub.

Investing Styles

Value, growth and contrarian approaches, quant investing, and how long-short strategies work.

Credit And Fixed Income

Fixed income AIF opportunities compared with debt mutual funds after the tax change.

Allocation And Risk

How much of a portfolio belongs in AIF and PMS, global investing, and the risks ahead for equities.

Speakers

The Voices Of Conclave 1.0

Titles and firms are shown as they were at the time of the event, in April 2023.

Vikas Agrawal

Founder and Host
AIF & PMS Experts India (now ALTPORT)

Raamdeo Agrawal

Chairman
Motilal Oswal Financial Services

Nilesh Shah

Managing Director
Kotak Mahindra AMC

Saurabh Mukherjea

Founder and CIO
Marcellus Investment Managers

Sunil Singhania

Founder
Abakkus Asset Manager

Shankar Sharma

Founder
GQuant Investech

Navin Agarwal

CEO
Motilal Oswal Asset Management

A. Balasubramanian

MD and CEO
Aditya Birla Sun Life AMC

Aashish P. Somaiyaa

Chief Executive Officer
WhiteOak Capital Asset Management

Bharat Shah

Executive Director
ASK Group

Hiren Ved

Whole Time Director, CEO and CIO
Alchemy Capital Management

Jiten Doshi

Co-founder and CIO
Enam Asset Management

Anup Maheshwari

Co-founder and CIO
IIFL Asset Management

Mrinal Singh

CEO and CIO
InCred Asset Management

Rajesh Kothari

Founder and MD
AlfAccurate Advisors

Anand Shah

Head, PMS and AIF Investments
ICICI Prudential AMC

Akhil Chaturvedi

Director and Chief Business Officer
Motilal Oswal AMC

Vikaas Sachdeva

Managing Director
Sundaram Alternate Assets

Hitesh Zaveri

SVP and Head, Listed Equities Alternatives
Axis Asset Management

Sameer Narayan

Head, Alternate Investment Equity
Aditya Birla Sun Life AMC

Anshul Saigal

EVP and Head, PMS
Kotak Mahindra AMC

Gurmeet Chadha

CIO and Managing Partner
Complete Circle Wealth

Kshitiz Mahajan

CEO and Managing Partner
Complete Circle Wealth

Neil Bahal

Founder and Director
Negen Capital

Prateek Pant

Chief Business Officer
WhiteOak Capital Asset Management

Anunaya Kumar

Head, Sales and Distribution
IIFL Asset Management

Rishi Kohli

CIO, Hedge Fund Strategies
InCred Alternative Investments

Saurabh Jhalaria

CIO, Alternative Credit Strategies
InCred Alternative Investments

Asheesh Chandra

Founder and CEO
Kristal.AI

Meeta Shetty

Fund Manager
Tata Mutual Fund

Agenda And Program Flow

Two Days, Session By Session

12:00 – 12:15 PM

Welcome address

Opportunities in the AIF and PMS industry

Vikas Agrawal

AIF & PMS Experts India (now ALTPORT)

12:15 – 12:45 PM

What it means for you when India becomes the third largest economy

Navin Agarwal

Motilal Oswal Asset Management

12:45 – 01:15 PM

Market-disrupting businesses with a technological edge. Is this sustainable?

Hitesh Zaveri

Axis Asset Management

01:15 – 01:30 PM

Short break

01:30 – 02:00 PM

Who will be the next winner?

Aashish P. Somaiyaa

WhiteOak Capital Asset Management

02:00 – 02:30 PM

Value, growth or contrarian: which is the better style of investing?

Anand Shah

ICICI Prudential AMC

02:30 – 03:00 PM

Exit strategy: don't be Abhimanyu, learn the art of exit before entering the Chakravyuh

Rajesh Kothari

AlfAccurate Advisors

03:00 – 03:30 PM

How to identify companies in their early stage, followed by a market outlook

Sunil Singhania

Abakkus Asset Manager

03:30 – 04:30 PM

Panel: Shifting mindset, emerging trends. Where is the opportunity to create wealth?

Anunaya Kumar

IIFL Asset Management

Prateek Pant

WhiteOak Capital Asset Management

Vikaas Sachdeva

Sundaram Alternate Assets

04:30 – 06:00 PM

Panel: Can India ever be a manufacturing hub, or is it a pipe dream?

Hiren Ved

Alchemy Capital Management

Raamdeo Agrawal

Motilal Oswal Financial Services

Jiten Doshi

Enam Asset Management

Vikas Agrawal

AIF & PMS Experts India (now ALTPORT)

Partners

The Partners Who Made It Happen

Title Partner

Motilal Oswal Asset Management

Media Partner

ET Markets

Platinum

WhiteOak CapitalAlternates

Gold

ICICI PrudentialNegen CapitalInCredIIFL

Silver

AlfAccurate AdvisorsSundaram AlternatesKotak Mutual FundAditya Birla Sun Life AMC

In The Media

Conclave 1.0 On ET Markets

The Economic Times

India's top money managers to share investing strategies at AIF & PMS Conclave 1.0

ET Markets' announcement of the two-day conclave and its line-up of money managers.

Read on ET ETMarkets Live

AIF & PMS Conclave 1.0 on ETMarkets Live

The conclave's page on the ETMarkets Live platform.

View on ETMarkets The Economic Times

AIF & PMS Conclave 1.0 profile

The Economic Times profile page for the first edition of the conclave.

Read on ET

Who It Was For

Built For Serious Investors And Professionals

HNI Investors Ultra HNI Investors Family Offices Fund Managers Wealth Managers Investment Professionals

The Conclave Series

One Summit, Four Editions

What began as an online summit in 2023 has grown into one of India's flagship gatherings on alternative investing. The fourth edition comes to Delhi in October 2026.

1.0

AIF and PMS Conclave 1.0

12 and 13 April 2023, online. The first edition.

You are here

2.0

AIF and PMS Conclave 2.0

19 and 20 June 2024, streamed live on ET Markets. 29 speakers over two days.

Explore Conclave 2.0 3.0

AIF and PMS Conclave 3.0

25 February 2026, in person at Jio World Centre, Mumbai.

Explore Conclave 3.0 4.0

ALTPORT Conclave 4.0

10 October 2026, in person at The LaLiT, New Delhi. Registrations are open.

Talk To Our Team

Want To Hear About The Next Conclave?

Speak with our team about AIF, PMS and Gift City opportunities, and be first to hear when the next edition is announced.

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Disclaimer: The information on this page is intended solely for educational and informational purposes. References to any Asset Management Company (AMC) are for illustration only. ALTPORT is not an authorised channel partner of, nor does it represent or act on behalf of, any AMC mentioned unless expressly stated otherwise. All trademarks and brand names belong to their respective owners. Investing in AIF, PMS, GIFT City or Mutual Fund is subject to market risk. Please read the related documents carefully. By submitting this form, you consent to ALTPORT contacting you via phone call, SMS, WhatsApp, or email using the details provided by you for the purpose of responding to your enquiry and sharing relevant information about our products and services. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

Or reach Mr Samir Kumar (Chief Business Officer)
+91 95616 10108 · contact@altportfunds.com

Two Days. Thirty Voices. Where The Conclave Began.

Held 12 and 13 April 2023 · Online · Media partner ET Markets

See Conclave 4.0 Talk To Our Team

Disclaimer: Investing involves risk. This page is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not assure future results and there is no assurance that managed accounts will achieve their objectives. Views expressed by speakers at the event were their own at the time and do not constitute investment advice. Any forward-looking information or opinions are based on market information available at the time of publication and are subject to known and unknown risks, uncertainties and assumptions that could cause actual results to differ materially. ALTPORT may act as an intermediary coordinating with discretionary investment managers or non-discretionary model providers across separately managed accounts. ALTPORT does not assure any returns in the hands of investors, nor does it take accountability for the performance of any scheme. The Company reserves the right to make modifications. Information is obtained from publicly available sources believed to be reliable and has not been independently verified.

AIF and PMS Conclave 1.0

The Summit That Started The Conclave Series

Held Fully Online

30 Industry Voices

Covered By ET Markets

The First Of Many

The Industry In April 2023

What The Two Days Covered

India's Economic Rise

Investing Styles

Credit And Fixed Income

Allocation And Risk

The Voices Of Conclave 1.0

Two Days, Session By Session

The Partners Who Made It Happen

Conclave 1.0 On ET Markets

India's top money managers to share investing strategies at AIF & PMS Conclave 1.0

AIF & PMS Conclave 1.0 on ETMarkets Live

AIF & PMS Conclave 1.0 profile

Built For Serious Investors And Professionals

One Summit, Four Editions

AIF and PMS Conclave 1.0

AIF and PMS Conclave 2.0

AIF and PMS Conclave 3.0

ALTPORT Conclave 4.0

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