Home - Equalifi

Program Overview

India’s alternative investment ecosystem is at a critical inflection—rapidly evolving deal structures, new asset classes, regulatory innovation, and global capital flows are creating an urgent need for next-generation leaders with broader, deeper expertise. The Future Alternative Investment Leaders Program by Equalifi is a pioneering professional development initiative, designed to upskill promising fund managers, wealth advisors, and investment professionals in the fundamentals and frontiers of alternative investments.

This intensive program will blend core learning across private equity, hedge funds, private credit, venture capital, real assets (REITs, infrastructure), and new-age alternatives such as digital assets, art, sports, and collectibles.

Participants will learn:

Strategies for portfolio construction, risk management, and performance attribution
Fund structures, regulatory frameworks, and due diligence best practices
Term sheet negotiations, valuation policies, and fundraising techniques
Global trends and Indian market opportunities in alternatives
Case studies and simulation exercises led by top industry practitioners

The program will feature interactive workshops, masterclasses, peer-to-peer learning, and direct access to leaders from pioneering funds, family offices, and alternative asset platforms. Graduates will be equipped with actionable insights and a strategic network—empowering them to drive innovation, compliance, and growth in India’s changing investment landscape.

Participants will also gain exclusive access to Equalifi’s alumni network and ongoing executive education resources, cementing their place as future-ready leaders in alternative investments.

Perks Of The Program

Comprehensive learning on alternative investments

Mentorship by industry leaders

Program Certificate & Digital Badge

Access to exciting Career Opportunities

Opportunity to work on a Capstone Project

Experience the benefits of a Holistic Curriculum

Focus Areas

Alternate Asset Classes

AIF Structuring

GIFT City

Global Investments

Fund Raising & Investor Relations

Practitioner-led Learning

Regulatory Environment

Profile Building in Alternate Ecosystem

About the Mentors

Our mentors are some of the most prominent industry leaders of the Indian Financial Services industry. Volunteering their personal time, although these rock stars come from a range of backgrounds and specialize in diverse areas of financial services, one thing’s for sure: they’re all dedicated to helping the Future Financial Services leaders succeed.

Ankur Jain

InCread Alternative Investments

Ashish Fafadia

Blume Ventures

Ashwin Patni

Axis Asset Management

Ninad Haibat

Kotak Investment Advisors

Richa Sethia Natarajan

Unitus Capital

Varun Rajda

Constellation Blu

Vishnu Bodapati

UIM - Upstreet Investment Managers

Venkatesh Prabhu

MITCON Credentia Trustee

More program Mentors to be announced shortly

Program Structure

Benefits	Strategic	Essential
Tutorials- Live Sessions & Recordings	✓	✓
Study Material (Program E-Book/, Instructor PPTs, Reports, Case Studies, Templates)	✓	✓
One complimentary attempt for Certified Alternative Investment Manager (AIM) certification exam	✓	✓
Program Participation Certificate & Linkedin Digital Badge	✓	✓
Workshops- Live Sessions	✓	✕
Capstone Project	✓	✕
Group Mentoring Sessions by Alternative Investment Leaders	✓	✕
Weekly Quizzes & Peer Discussion Sessions	✓	✕
Profile to be featured on the AIP Program Participant Directory and on program alumni page on Equalifi Website	✓	✕
Ask Me Anything Session with Alternative Investment Experts	✓	✕
Delegate pass - 15th Indian Alternative Investments Summit 2027 in January 2027 (IAIS27)	✓	✕
Convocation during Alternative Investment Leaders Bootcamp in Mumbai	✓	✕

Program Fee

Date	Strategic	Essential
Till October 30, 2026	INR 29,500	INR 5,900
From November 1 - November 30, 2026	INR 35,400	INR 8,850
From December 1 - January 5, 2027	INR 41,300	INR 11,800

Focus Areas

Alternate Asset Classes

AIF Structuring

GIFT City

Global Investments

Fund Raising & Investor Relations

Practitioner-led Learning

Regulatory Environment

Profile Building in Alternate Ecosystem

Students registering under the intermediate or advanced mode will appear for the National Financial Services Employability Test (FSET) on June 15 on any one of their respective chosen verticals i.e. Banking, Wealth Management, Investment Banking, etc.

This Test is designed to assess the employability of the candidates within their chosen area and candidates are expected to prepare for this test both from the resources provided during this program as well as from outside.

The minimum passing requirement in FSET will be 50%. The negative marking for every wrong question will be -20%.

The students will be issued the Financial Services Employability Test certificate only after the successful completion of the first 3 segments and the exam.

Program Schedule

Session	Date	Day	Time	Topic	Faculty
1	January 5	Tuesday	07:00 PM - 08:30 PM	Introduction to Alternative Investments: Scope, Definitions, Benefits, and Challenges This session introduces the world of alternative investments defining the asset class, its scope, and how it differs from traditional markets. Participants will understand key benefits like diversification and inflation hedging, along with challenges such as illiquidity, valuation, and regulatory complexities.	TBA
2	January 7	Thursday	07:00 PM - 08:30 PM	Role of Alternatives in Multi-Asset Portfolios This session explores how alternative investments complement traditional assets to create balanced portfolios. Participants will learn asset-allocation approaches, portfolio construction techniques, and how alternatives enhance returns, manage volatility, and improve overall portfolio resilience.	TBA
3	January 12	Tuesday	07:00 PM - 08:30 PM	Private Equity: Structure, Investment Process, Value Creation, Due Diligence, Growth, Buyouts, Venture Capital This session covers the full lifecycle of private equity investing from fund structure and deal sourcing to due diligence and exit strategies. It also highlights different PE segments including growth capital, buyouts, and venture capital, with a focus on value creation levers.	TBA
4	January 19	Tuesday	07:00 PM - 08:30 PM	Secondaries Participants will understand the growing secondary market for private equity and other illiquid assets. The session explains transaction types, pricing dynamics, and how secondaries offer liquidity and portfolio rebalancing opportunities for investors.	TBA
5	January 22	Friday	09:00 AM to 05:00 PM	15th Indian Alternative Investments Summit 2027 (Only for Strategic Tier) Understand the latest trends, regulatory changes, and opportunities across alternative investments landscape Connect with 200+ fund managers, family office principals, institutional investors, and policymakers shaping India's alternative investment ecosystem	TBA
6	January 26	Tuesday	07:00 PM - 08:30 PM	Private Debt: Distressed Investing, Secondaries, Credit Analysis, Deal Structuring, Performing Credit This session dives into the private credit landscape including performing and distressed debt, deal structuring, and credit analysis. Attendees will learn how private debt strategies generate stable income and diversify portfolios in varying market cycles.	TBA
7	January 28	Thursday	07:00 PM - 08:30 PM	Hedge Funds: Strategies, Risk Management, Investment Vehicles, Performance Attribution This session introduces key hedge fund strategies such as long/short equity, macro, and event-driven investing. Participants will explore how hedge funds manage risk, use leverage, and evaluate performance across different market environments.	TBA
8	February 2	Tuesday	07:00 PM - 08:30 PM	Real Estate & Infrastructure: Valuation, Market Trends, Fund Structures, REITs Participants will examine how real estate and infrastructure function as core alternative asset classes. The session covers valuation methods, market trends, and fund structures including REITs - with a focus on income generation and inflation protection.	TBA
9	February 4	Thursday	07:00 PM - 08:30 PM	Commodities & Natural Resources: Investment Features, Risk & Return, Diversification This session provides an overview of investing in commodities and natural resources. It highlights their role in portfolio diversification, inflation hedging, and the key factors driving performance and risk in this asset class.	TBA
10	February 9	Tuesday	07:00 PM - 08:30 PM	Digital Assets: Crypto, NFTs, Fractional Art, Risk & Compliance This session introduces emerging digital assets such as cryptocurrencies, NFTs, and tokenized art. Participants will explore investment opportunities, valuation trends, and key risk, custody, and compliance considerations in this evolving ecosystem.	TBA
11	February 11	Thursday	07:00 PM - 08:30 PM	Other Alternates- Art & Collectibles, Movies, Sports Participants will learn about unconventional alternative investments across art, films, and sports. The session highlights market trends, monetization models, and how these passion-led assets combine financial and emotional value for investors.	TBA
12	February 16	Tuesday	07:00 PM - 08:30 PM	Fund Structuring and Legal Frameworks: SEBI, AIFs, Documentation, Regulatory Compliance This session provides an overview of how alternative investment funds are structured and regulated in India. It covers SEBI guidelines, AIF categories, documentation essentials, and compliance practices critical for fund formation and management.	TBA
13	February 18	Thursday	07:00 PM - 08:30 PM	Organizational Structure and Roles in an Alternative Investment Fund: Teams, Functions, and Key Responsibilities Participants will understand the key roles and responsibilities within an AIF ecosystem including the Investment Manager, Sponsor, Trustee, and Investment Committee. The session also covers the functions of fund administration, compliance, operations, and investor servicing.	TBA
14	February 23	Tuesday	07:00 PM - 08:30 PM	GIFT City as a Strategic Hub for Alternative Investments This session explores how GIFT City is positioning India as a global financial and alternative investment hub. Participants will understand its regulatory framework, tax advantages, and infrastructure that enable fund managers and investors to structure cross-border vehicles efficiently. Real-world case studies will illustrate how funds are leveraging GIFT City for global reach and operational efficiency.	TBA
15	February 25	Thursday	07:00 PM - 08:30 PM	Global Investments and Offshore Fund Jurisdictions: Strategic Locations, Benefits, and Regulatory Considerations Participants will gain insights into leading offshore jurisdictions such as Singapore, Mauritius, DIFC, and Luxembourg. The session will cover fund domiciliation, tax treaties, investor protection norms, and the comparative benefits of each region. It will also highlight strategic decision-making for fund sponsors planning cross-border investment vehicles.	TBA
16	March 3	Wednesday	07:00 PM - 08:30 PM	Valuation Methods for Illiquid Assets: Private Equity, Real Estate, Art, Collectibles This session focuses on the techniques and challenges of valuing illiquid assets. Participants will learn about discounted cash flow methods, comparable company and transaction analyses, and expert judgment approaches used for unique assets like art or collectibles. The session will also touch upon periodic appraisal requirements and the impact of valuation on fund reporting and investor confidence.	TBA
17	March 5	Friday	07:00 PM - 08:30 PM	Performance Measurement and Returns: Fee Structures, Benchmarking, Appraisal Participants will understand how alternative investments are evaluated through benchmarking, performance attribution, and appraisal methods. The session also examines fee structures like carry, hurdle rates, and management fees.	TBA
18	March 10	Wednesday	07:00 PM - 08:30 PM	Trends in Alternative Investments: Global vs. Indian Opportunities, Innovative Asset Classes This session examines the latest developments shaping the global and Indian alternative investment landscape. Participants will explore new-age asset classes such as sports, fractional real estate, and digital collectibles, along with institutional capital flows and investor sentiment. The session will also discuss the increasing role of technology, ESG, and democratization in driving innovation.	TBA
19	March 12	Friday	07:00 PM - 08:30 PM	ESG & Responsible Investing: Integrating Sustainability, Impact Metrics Participants will learn how ESG and impact investing are redefining capital allocation globally. The session covers frameworks like UN PRI and SDGs, impact measurement tools, and integration of sustainability into investment decision-making. Real examples will show how funds are balancing financial performance with social and environmental outcomes.	TBA
20	February 17	Wednesday	07:00 PM - 08:30 PM	Fundraising & Investor Relations: LP Engagement, Marketing, Capital Deployment This session explores best practices in fundraising, investor communication, and capital deployment. Participants will understand how to build trust with LPs and design effective IR strategies for long-term partnerships.	TBA
21	February 19	Friday	07:00 PM - 08:30 PM	Regulatory Environment: Indian and Global Standards, AML, Investor Protection, Ethics Participants will gain a comprehensive understanding of the regulatory and ethical frameworks governing alternative investments. The session covers SEBI and AIF norms, international compliance standards, AML requirements, and investor protection laws. Emphasis will be placed on governance, disclosure norms, and maintaining ethical conduct in fund operations.	TBA
22	February 23	Tuesday	07:00 PM - 08:30 PM	Workshop- Due Diligence Deep Dive (Only for Strategic Tier) A hands-on session designed to help participants evaluate real-world investment opportunities. Through financial model reviews, qualitative assessments, and red-flag identification exercises, participants will gain practical skills to perform effective due diligence before capital deployment.	TBA
23	March 25	Thursday	07:00 PM - 08:30 PM	Workshop- Fund Structuring and Documentation (Only for Strategic Tier) This workshop will guide participants through the key documents that govern investment transactions and fund operations. They will draft and review term sheets, shareholder agreements, and limited partnership contracts while understanding legal nuances and negotiation techniques essential for fund professionals.	TBA
24	April 6	Tuesday	07:00 PM - 08:30 PM	Workshop- Portfolio Construction Simulation (Only for Strategic Tier) An interactive, data-driven exercise where participants will simulate portfolio construction using real-world scenarios. They will test allocation strategies across asset classes, balance return vs. risk, and learn how to manage liquidity, diversification, and volatility in a multi-asset setup.	TBA
25	April 8	Thursday	07:00 PM - 08:30 PM	Workshop- Fundraising and Pitch Deck Development (Only for Strategic Tier) This workshop will help participants build persuasive fundraising narratives and investor pitch decks. They will practice structuring content, presenting fund strategies, and delivering impactful pitches through mock sessions modeled on real investor meetings.	TBA
26	April 13	Tuesday	07:00 PM - 08:30 PM	Practitioner’s Roundtable (Only for Strategic Tier) An exclusive, interactive dialogue with industry experts, fund managers, and investors. Participants will gain perspectives on current market realities, evolving investment opportunities, and practical challenges faced by professionals in managing funds and portfolios.	TBA
27	April 15	Thursday	07:00 PM - 08:30 PM	Capstone Project (Only for Strategic Tier) The program culminates with a capstone project where participants apply their cumulative learnings to design, analyze, or evaluate an alternative investment fund or strategy. The project allows for integration of valuation, structuring, fundraising, and risk management concepts in a real-world context.	TBA
28	April 20	Tuesday	07:00 PM - 08:30 PM	Ask me Anything (Only for Strategic Tier) Get direct answers to your most pressing questions on fund strategies, deal sourcing, regulatory challenges, and career growth from leaders Learn from candid stories of successes, failures, and lessons learned to gain practical wisdom for navigating your journey in alternative investments.	TBA
29	April 23	Friday	09:30 AM- 16:00 PM	Bootcamp & Convocation (Only for Strategic Tier) Get direct answers to your most pressing questions on fund strategies, deal sourcing, regulatory challenges, and career growth from leaders. Learn from candid stories of successes, failures, and lessons learned to gain practical wisdom for navigating your journey in alternative investments.	TBA