3rd Indian Fund Admin Innovation Summit

Equalifi is proud to present the 3rd Indian Fund Administration Innovation Summit, a pivotal gathering for fund administrators, asset managers, custodians, and fintech disruptors to explore the evolving landscape of fund operations, compliance, and technology-driven solutions.

The landscape of fund administration in India is evolving rapidly due to regulatory shifts, technology disruption, data-driven operations, and increasing investor sophistication. Fund administrators, asset managers, and service providers face unprecedented challenges and opportunities to innovate operationally and strategically.

As India attracts record capital inflows and private market growth outpaces expectations, fund operation leaders must collaborate to address new complexities in governance, compliance, digitalization, and investor servicing. The Summit is being convened to provide a neutral, high-intellect platform for these crucial dialogues.

Summit Objectives

  • Showcase innovation in fund administration, technology, data management, and regulatory solutions.
  • Facilitate peer learning and cross-industry collaboration on best practices, operational excellence, and risk management.
  • Enable discovery of emerging technologies, tools, and frameworks that impact fund administration.
  • Promote dialogue between practitioners, policymakers, and innovators to catalyze industry-wide efficiency and transparency.

About Equalifi

Equalifi is a premier global membership network for financial professionals and industry leaders, dedicated to advancing knowledge, standards, and best practices within the financial services sector. Since its inception, Equalifi has become a trusted convener for curated knowledge initiatives, professional development, and sectoral innovation in India.

Agenda



09:00

Registration



09:30

Welcome Remarks



09:45

Opening Remarks



10:00

Keynote Session- The Future of Alternative Investments in India



10:45

Digital Transformation in Fund Administration



11:30

Break



12:00

Fund Innovation Showcase



12:15

Navigating Regulatory Shifts in 2025



13:00

Lunch



14:00

Masterclass: Advanced Fund Data Analytics & Reporting



14:45

Building Resilient Fund Admin Operations



15:30

Break



16:00

Integrating ESG at the Operational Level



16:30

Democratization of Investment Access



17:00

Masterclass: KYC, AML, and Investor Due Diligence 2.0



17:30

End of Conference

*Equalifi reserves the right to amend any part of the event format, including speakers and agenda.

Agenda

Organizing Committee

Event Registration

Delegate Pass
Up to September 30: INR 5,900
October 1- October 31: INR 8,850
November 1- November 21: INR 11,800
Priority Pass
Up to September 30: INR 8,850
October 1- October 31: INR 11,800
November 1- November 21: INR 14,160

Charter Member Pass
(Complimentary)

  • In-person Access to Event
  • Session Recordings
  • Lunch
  • Registration in our upcoming executive education program Fund Administration Leaders Program - Cohort II (Nov 24- Dec 6)

Delegate Pass
INR 5,900

  • In-person Access to Event
  • Session Recordings
  • Lunch

Priority Pass
INR 8,850

  • In-person Access to Event
  • Session Recordings
  • Lunch
  • Registration in our upcoming executive education program Fund Administration Leaders Program - Cohort II (Nov 24- Dec 6)