Investment Products Innovation Showcase 2022

We are excited to announce Investment Products Innovation Showcase 2022 (IPI22), a first-of-its-kind initiative featuring smart investment products, pre-selected on the basis of innovative structures & strategies and a series of prolific knowledge sessions by investment thought leaders. IPI22 is scheduled between August 1-15 as a part of Azadi ka Amrit Mahotsav.

IPI22 aspires to be a one-stop platform for Indian Investors who are looking out for exciting new investment products and Wealth Advisors looking to add new investment products to the offering.

IPI22 will bring together country’s key asset management companies, investors, wealth management professionals, policy makers and other national/ international stakeholders for 10 specially curated segments on different asset classes.

IPI22 would help provide market access opportunities to investment management companies and platforms and facilitate the mobilization of global and domestic capital. Apart from deliberating on best products, practices & strategies, this week will showcase the spread and depth of investment opportunities in India

IPI22 will cover 10 Innovation Segments organized around the following asset classes-

1) Mutual Funds
2) AIF & PMS
3) Fixed-Income Investments
4) Startup Investments
5) Insurance-Pension
6) Real Estate Investment
7) Off-shore Investments
8) Alternate Investments
9) Impact Investments
10) Structured Products

Various sessions such as master-classes, regulatory roundtable, workshops, presentations, pitching and reverse pitching, panel discussion, fireside chat, experience sharing etc. will be organized. These sessions will be based on the identified themes and will be conducted by marquee speakers. All sessions will be conducted in virtual mode through a global event platform and will be livestreamed through Equalifi’s YouTube Channel.

IPI22 will also feature a dedicated exhibition area for brands working in asset/ wealth management and allied fields.

Segment 1

With sophisticated investors looking beyond traditional retail-oriented investments, Portfolio Management Services and Alternative Investment Fund structures are gaining massive traction. The rise in AIF allocation among investors is mainly driven by clients wanting to participate in private markets through both private equity (PE) and private debt.

The key objectives of the AIF & PMS Innovation Segment is to showcase the spread and depth of AIF & PMS investment opportunities in India, offer a platform for collaboration, inspire innovation in the financial services industry and develop awareness among investors.

August 2, 2022
16:00

Opening Remarks

Confirmed:
Ashwin Patni, Head-Products & Alternatives, Axis Asset Management

August 2, 2022
16:30

Innovation in AIF & PMS- What's Next

Confirmed:
Ashish Ahluwalia, Director – Private Equity, Axis Asset Management
Saurabh Jhalaria, CIO, InCred Alternative Investments
Vijayendiran Rao, Chief Executive Officer, Sundaram Alternates
Rajesh Gandhi, Partner, Deloitte (Moderator)
Pranav Pai, Founding Partner, 3one4 Capital

August 2, 2022
17:20

Showcase 1- Axis Next Generation India | Axis Asset Management

Confirmed:
Hitesh Zaveri, Head- Listed Equity Alternatives, Axis Asset Management

August 2, 2022
17:40

Showcase 2 - IIFL Phoenix PMS | IIFL Asset Management

Confirmed:
Anunaya Kumar, President & National Sales Head, IIFL Asset Management

August 2, 2022
18:00

Showcase 3 - InCred Healthcare Portfolio | InCred

Confirmed:
Aditya Khemka, Portfolio Manager , InCred Financial Services

August 2, 2022
18:20

Showcase 4- Consistent Compounders PMS (CCP)  | Marcellus Investment Managers

Confirmed:
Rakshit Ranjan, Co-founder & Fund Manager, Marcellus Investment Managers

August 2, 2022
18:40

Showcase 5 - FinIQ | An AIF Connect Platform

Confirmed:
Aloke Sasmal, India Head- Sales, FinIQ Consulting

August 2, 2022
19:00

Masterclass - Financialization of Real Estate

Confirmed:
Sushant Pote, Principal – Real Estate, Axis Asset Management



Segment 1

Offshore investing is increasingly becoming common with Indian HNI investors picking up interest in global equities, real estate and other alternative investments. Indian investors are increasingly looking beyond shores to diversify their business & personal investments, to gain access to new markets & asset classes, and to ride different economic cycles and benefit from the best investment minds from across the world.

This segment will showcase the spread and depth of off-shore investment opportunities for Indian investors.

August 3, 2022
16:00

Opening Remarks

Confirmed:
Deepa Aggarwal Gracias, Country Head, SGX India Liaison Office

August 3, 2022
16.15

Showcase 1- Singapore Exchange (SGX)

Confirmed:
Geoff Howie, Market Strategist, SGX

August 3, 2022
16:40

Showcase 2- Benham & Reeves

Confirmed:
Dhanvee Panchmatiya Mehta, Head of Business Development- India, Benham & Reeves

August 3, 2022
17:00

Showcase 3- Omni Supreme US and Omni AIoT US | Omniscience Capital

Confirmed:
Vikas Gupta, CEO & Chief Investment Strategist, Omniscience Capital

August 3, 2022
17:30

Showcase 4 - Krypton Global

Confirmed:
Mohana Jalota, Founder & CEO, Krypton Global



Segment 1

According to Preqin – alternative assets are expected to grow on average 9.8% per year and surge to $17 trillion by 2025. Feeding this growth is not just increasing investor demand for volatility dampers and new sources of return opportunities, but also the strategic deployment of new technologies and business model innovations to automate and streamline much of the industry’s processes.

For an investor, the ability of alternative investments to outperform more traditional investments is the primary reason for participation in this asset class; perceived risk and lack of liquidity are the principal deterrents.

This segment will showcase the spread and depth of alternate investment opportunities in India.

August 4, 2022
15:00

Masterclass: Investing in Web3 Companies

Confirmed:
Vatsal Kanakiya, Principal and CTO,100X.VC

August 4, 2022
16:00

Showcase 1 - Aura Art

Confirmed:
Rishiraj Sethi, Founder, Aura Art



Segment 1

Real estate sector is one of the most globally recognized sectors. The growth of this sector is well complemented by the growth in the corporate environment and the demand for office space as well as urban and semi-urban accommodations.

Real Estate investment professionals have come a long way this past decade, and now India has a wide range of managers with track records and a wealth of experience. While the quality of managers is improving, a few firms without a strong history of real estate investing have also capitalised on the momentum and are building exciting platforms to democratise real estate investments.

This segment will showcase the spread and depth of real estate investment opportunities in India.

August 5, 2022
16:15

Innovation in Real Estate Investments- What's Next

Confirmed:
Hansi Mehrotra, Editor, Money Management India (Moderator)
Shobhit Agarwal, MD & CEO, Anarock Capital
Amar Merani, Head- Real Estate, IIFL Asset Management
Ashish Khandelia, Founder, Certus Capital | Earnnest.me

August 5, 2022
17:20

Showcase 1- Earnnest.me

Confirmed:
Ashish Khandelia, Founder, Certus Capital | Earnnest.me

August 5, 2022
17:40

Showcase 2- RealX

Confirmed:
Manish Kumar, Co-founder, RealX

August 5, 2022
18:00

Showcase 3- Strata

Confirmed:
Sudarshan Lodha, Co-founder, Strata



Segment 1

The Indian start-up investment ecosystem has been doing exceptionally well over the last decade or so. Early-stage investments in potential start-ups are propelling the entrepreneurial ecosystem in a big way and are being viewed as promising investment options across diverse investor communities, including high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs).

A number of start-up investment platforms with their innovative structures and approaches are further making start-up investing accessible to a large cross section of investors.

This segment will showcase the spread and depth of start-up investment opportunities in India.

August 6, 2022
10:00

Masterclass- Picking Winners

Confirmed:
Sanjay Mehta, Founder & Partner, 100X.VC

August 6, 2022
11:00

Showcase 1- Indian Angel Network

Confirmed:
Padmaja Ruparel, Co-founder, Indian Angel Network

August 6, 2022
11:30

Showcase 2- Venture Catalyst

Confirmed:
Anuj Golecha, Co-founder, Venture Catalyst

August 6, 2022
12:00

Showcase 3- 100X.VC

Confirmed:
Shashank Randev,Founder VC, 100X VC



Segment 1

Today fixed-income investment opportunities are presenting a two-way market for the investors, emphasizing liquidity and offering opportunity in investment grade credit, securitized products and high yield.

A number of fixed-income investment platforms with their innovative structures and approaches are further making fixed-income investing both exciting and accessible to a large cross section of investors.

This segment will showcase the spread and depth of fixed-income investment opportunities in India and will help the investors to boost their fixed income security investments by seeing further, knowing earlier, and acting quicker.

August 8, 2022
16:00

Opening Remarks

Confirmed:
Saurabh Jhalaria, CIO, InCred Alternative Investments

August 8, 2022
16:30

Showcase 1- InCred Credit Opportunities Fund-I | Incred Alternatives

Confirmed:
Ankur Jain, Managing Director, InCred Alternatives

August 8, 2022
17:00

Showcase 2- Emerging Corporate Bond Fund | Northern Arc Investment Managers

Confirmed:
Ravi Vukaddala, CEO, Northern Arc Investments

August 8, 2022
17:20

Showcase 3 - Fixed-Income Investment Opportunities Across the Risk Spectrum

Confirmed:
Aditya Gore, Head of International Sales Coverage & Fixed Income Research, Edelweiss Wealth Management

August 8, 2022
17:40

Showcase 4- Altifi.ai

Confirmed:
Ashwin Ramakrishnan, Director and Head, AltiFi

August 8, 2022
18:00

Masterclass- Fixed-Income Investing

Confirmed:
Joydeep Sen, Corporate Trainer & Author



Segment 1

Covid-19 has accelerated digital adoption across industries and more specifically in financial services where significant shifts have been seen over the last 2 years. Mutual Funds, which are undoubtedly the most important asset class for a common man, have experienced a large number of new-to-industry investors, thanks to innovation in wealth tech and digital distribution.

The key objectives of this segment is to showcase the spread and depth of AIF & PMS investment opportunities in India , offer a platform for collaboration, inspire innovation in the financial services industry and develop awareness among investors.

This segment will showcase the spread and depth of investment opportunities in India.

August 9, 2022
16:00

Showcase 1- MFI360 | ICRA Analytics

Confirmed:
Eshna Basu, Head- New Initiatives & Product Management, ICRA Analytics

August 9, 2022
16:30

Showcase 2- Pioneer Fund & Smart SIP | Kotak Mutual Fund

Confirmed:
Biraja Tripathy, Head-Products, Kotak AMC

August 9, 2022
16:50

Showcase 3- Conservative Hybrid Equity Fund

Confirmed:
Vikrant Mehta, Head Fixed Income, ITI Mutual Fund

August 9, 2022
17:10

Showcase 4- DSP Global Innovation Fund & DSP Midcap 150 Quality 50 Index

Confirmed:
Ankita Pathak, Product Manager & Economist, DSP Investment Managers

August 9, 2022
17:30

Showcase 5- IDFC Midcap Fund

Confirmed:
Sirshendu Basu, Head – Products IDFC Asset Management Company



Segment 1

Insurance is, in many ways, a prisoner of the past. The industry relies on data to assess and manage risks and to create new products. Similarly pension products are a prisoner of deep procrastination among a bulk of the populace who believe retirement is something in the distant future. A quick look at some of the new insurance and pension products made available over the past few decades shows numerous examples of sustaining innovation. The industry does seem to know how to meet the needs of its consumers. Similarly

While current customers may seem content with the choices available to them, with a vast underserved population, both the insurance and pension product manufacturers need to be much more innovative and imaginative in structuring new products.

This segment will showcase the spread and depth of insurance (investment) & pension products opportunities in India.

August 10, 2022
16:00

Innovation in Insurance (Investment) Products- What's Next

Confirmed:
Vishakha R M, MD & CEO, IndiaFirst Life Insurance

August 10, 2022
16:30

NPS- A Nex-Gen Product

Confirmed:
Sriram Iyer, CEO, HDFC Pension Management Company



Segment 1

The numbers prove that the rising popularity of impact investing isn’t just anecdotal. According to an industry report, the size of the market grew by an astonishing 26% over the last decade to USD 11 billion. Searching for a way to let their investments make a difference in the world, a growing number of asset owners and managers have turned to impact investing, which is the deployment of capital to achieve both social and financial gains.

In addition to getting deep insights and actionable tips from impact investment leaders, this summit will also create a repository of information on the impact investment sector in India, with data on key subjects such as financial performance, due diligence practices, investor relations, legal governance, strategy and management.

This segment will showcase the spread and depth of impact investment opportunities in India.

August 11, 2022
16:00

Showcase 1 - Aavishkar

Confirmed:
Anurag Agrawal, Partner, Aavishkar Capital



Segment 1

In recent years, structured products have risen dramatically to the forefront of the financial markets. That isn’t surprising. In an environment of tighter credit conditions, very low interest rates, and elevated equity volatility, investors—both institutional and retail—are searching for products that deliver dependable yield while also providing features such as capital protection, leverage, reduced portfolio risk exposures, and access to new markets and diverse asset classes.

The emergence of tech platforms and tech-enabled strategies have increased growth opportunities in structured products, making it easier than ever to analyse, trade and monitor structured products.

This segment will showcase the spread and depth of structured products investment opportunities in India.

August 12, 2022
16:00

Opening Remarks

Confirmed:
Mahesh Bulchandani, CEO, FinIQ Europe
Sandip Sen, Principal Advisor, FinIQ

August 12, 2022
16:30

Showcase 1- Structured Product Offering | Edelweiss Wealth Management

Confirmed:
Ajay Vora, Head – Listed Equity Alternatives & Investment Management, Edelweiss Wealth Management
Pratik Mittal, Head – Structured Products & Business Development, Investment Management, Edelweiss Wealth Management

August 12, 2022
17:00

Showcase 2- Structured Product Offering | IIFL Wealth

Confirmed:
Nikunj Kedia, Head- Products, IIFL Wealth Management



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

Why Attend?


You could be a founder running an asset management company, an investor building a diversified portfolio or a wealth management professional looking for new wealth creation opportunities for your clients. It's important to remember what we have built in the past, but we must also look forward. IPI22 will help us determine when it comes to investment products whether we should break new ground or whether there's still value to be gleaned from the traditional asset classes.

Register Now as a Participant


IPL22 Dates: August 1-15
Venue: Virtual
Fee:
For Equalifi Members: Nil
For Non-Members: Rs. 1,180 (inclusive of GST)
The non-member fee includes
- All live online sessions conducted during the program
- IPI22 exclusive research & publications
- Tons of Benefits & Special Offers from IPI22 Partner Companies
- Complimentary Equalifi Professional/Student Membership (for 3 months)


Register Here ( Equalifi Members) Inquire Now Register Here (Non-Members)


Inquire for Speaking & Sponsorship Opportunities


Equalifi’s Investment Products Innovation Showcase 2022 (IPI22) provides an unmatched opportunity to connect your brand with Investors, prominent organizations and thought Leaders from the global asset and wealth management space, wealthtech platforms, policy makers, relevant services providers and media.
Aligning your organization’s brand with Equalifi is a smart and effective way to engage relevant audiences and demonstrate expertise and credibility in a neutral environment.
In addition to industry leading conferences and summits, Equalifi builds Strategic Solutions, working with clients to create events from conception to execution based on specific themes, audiences and geographies. We offer a full spectrum of event formats that cater for our client’s engagement and positioning requirements. Contact us on events@equalifi.org to explore your sponsorship options.


Our Partners


Presenting Partner

(Structured Products)

Presenting Partner

(Off-Shore)

Presenting Partner

(AIF & PMS)

Presenting Partner

(Fixed-Income)

Knowledge Partner

(Mutual Funds)


Associate Partners


Industry Partner


Media Partner