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 AMC

August 2, 2022
16:15

Innovation in AIF & PMS- What's Next

Inviting:

August 2, 2022
17:20

Showcase 1- Innovative AIF Product (CAT I)

August 2, 2022
17:40

Showcase 2- Innovative AIF Product (CAT II)

August 2, 2022
18:00

Showcase 3- Innovation AIF Product (CAT III)

August 2, 2022
18:20

Showcase 4- Innovative PMS Product

August 2, 2022
18:40

Showcase 5- Innovative PMS Product

August 2, 2022
19:00

Masterclass- AIF Investing Techniques

August 2, 2022
20:00

End of Day



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

Innovation in Off-Shore Investments- What's Next

Inviting:

August 3, 2022
17:00

Showcase 1- Innovative Off-Shore Investment Product

August 3, 2022
17:20

Showcase 2- Innovative Off-Shore Investment Product

August 3, 2022
17:40

Showcase 3- Innovative Off-Shore Investment Product

August 3, 2022
18:00

Showcase 4- Innovative Off-Shore Investment Product

August 3, 2022
18:20

Showcase 5- Innovative Off-Shore Investment Product

August 3, 2022
18:40

Showcase 6- Innovative Off-Shore Investment Product

August 3, 2022
19:00

Masterclass- Off-Shore Investing Techniques

August 3, 2022
20:00

End of Day



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
16:00

Opening Remarks

August 4, 2022
16:15

Innovation in Alternative Investments- What's Next

Inviting:

August 4, 2022
17:00

Showcase 1- Innovative Crypto Investment Product

August 4, 2022
17:20

Showcase 2- Innovative NFT Investment Product

August 4, 2022
17:40

Showcase 3- Innovative Art Investment Product

August 4, 2022
18:00

Showcase 4- Innovative Alternate Investment Product

August 4, 2022
18:20

Showcase 5- Innovative Off-Shore Investment Product

August 4, 2022
18:40

Showcase 6- Innovative Off-Shore Investment Product

August 4, 2022
19:00

Masterclass- Portfolio Creation with Alternates

August 4, 2022
20:00

End of Day



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
16:00

Opening Remarks

August 5, 2022
16:15

Innovation in Real Estate Investments- What's Next

Inviting:

August 5, 2022
17:20

Showcase 1- Earnnest.me

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

August 5, 2022
17:40

Showcase 2- Innovative Real Estate Investment Product

August 5, 2022
18:00

Showcase 3- Innovative Real Estate Investment Platform

August 5, 2022
18:20

Showcase 4- Innovative Real Estate Investment Platform

August 5, 2022
18:40

Showcase 5- Innovative Real Estate Investment Platform

August 5, 2022
19:00

Masterclass- Real Estate Investing

August 5, 2022
20:00

End of Day



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

Opening Remarks

August 6, 2022
10:15

Innovation in Start-up Investments- What's Next

Inviting:

August 6, 2022
11:00

Showcase 1- Innovative Start-up Investment Product

August 6, 2022
11:20

Showcase 2- Innovative Start-up Investment Platform

August 6, 2022
11:40

Showcase 3- Innovative Start-up Investment Product

August 6, 2022
12:00

Showcase 4- Innovative Start-up Investment Product

August 6, 2022
12:30

Masterclass- Start-up Investing

August 6, 2022
14:00

End of Day



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

August 8, 2022
16:15

Innovation in Fixed-Income Investments- What's Next

Inviting:

August 8, 2022
17:00

Showcase 1- Innovative Fixed-Income Investment Product

August 8, 2022
17:20

Showcase 2- Innovative Fixed-Income Investment Product

August 8, 2022
17:40

Showcase 3- Innovative Fixed-Income Investment Platform

August 8, 2022
18:00

Showcase 4- Innovative Fixed-Income Investment Platform

August 8, 2022
18:20

Showcase 5- Innovative Fixed-Income Investment Product

August 8, 2022
18:40

Showcase 6- Innovative Fixed-Income Investment Product

August 8, 2022
19:00

Masterclass- Investing in Fixed-Income

August 8, 2022
20:00

End of Day



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

Opening Remarks

August 9, 2022
16:15

Innovation in Mutual Funds- What's Next

Inviting:
Navneet Munot, MD & CEO, HDFC Mutual Fund
Nilesh Shah, CEO, Kotak Mutual Fund
Nimesh Shah, MD & CEO, ICICI Prudential Mutual Fund
Imtaiyazur Rahman, CEO, UTI Mutual Fund
Sundeep Sikka, CEO, Nippon India Mutual Fund

August 9, 2022
17:20

Showcase 1- Innovative Mutual Fund Product

August 9, 2022
17:40

Showcase 2- Innovative Mutual Fund Product

August 9, 2022
18:00

Showcase 3- Innovative Mutual Fund Research Platform: In Focus- MFI360

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

August 9, 2022
18:20

Showcase 4- Innovative Mutual Fund Product

August 9, 2022
18:40

Showcase 5- Innovative Mutual Fund Product

August 9, 2022
19:00

Masterclass- Mutual Fund Investing Techniques

August 9, 2022
20:00

End of Day



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

Opening Remarks

August 10, 2022
16:15

Innovation in Insurance-Pension- What's Next

Inviting:

August 10, 2022
17:20

Showcase 1- Innovative Insurance (Investment) Product

August 10, 2022
17:40

Showcase 2- Innovative Insurance (Investment) Product

August 10, 2022
18:00

Showcase 3- Innovative Insurance (Investment) Product

August 10, 2022
18:20

Showcase 4- Innovative Pension Product

August 10, 2022
18:40

Showcase 1- Innovative Pension Product

August 10, 2022
19:00

Masterclass- Risk & Retirement Planning Techniques

August 10, 2022
20:00

End of Day



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

Opening Remarks

August 11, 2022
16:15

Innovation in Impact Investments- What's Next

Inviting:

August 11, 2022
17:20

Showcase 1- Innovative Impact Investment Product

August 11, 2022
17:40

Showcase 2- Innovative Impact Investment Product

August 11, 2022
18:00

Showcase 3- Innovative Impact Investment Product

August 11, 2022
18:20

Showcase 4- Innovative Impact Investment Product

August 11, 2022
18:40

Showcase 5- Innovative Impact Investment Product

August 11, 2022
19:00

Masterclass- Portfolio Creation through Impact Investments

August 11, 2022
20:00

End of Day



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:
Aloke Sasmal, India Head- Sales, FinIQ Consulting

August 12, 2022
16:15

Innovation in Structured Products- What's Next

Inviting:

August 12, 2022
17:20

Showcase 1- Innovative Structured Product

August 12, 2022
17:40

Showcase 2- Innovative Structured Product

August 12, 2022
18:00

Showcase 3- Innovative Structured Product

August 12, 2022
18:20

Showcase 4- Innovative Structured Product

August 12, 2022
18:40

Showcase 5- Innovative Structured Product

August 12, 2022
19:00

Masterclass- Portfolio Creation through Structured Product

August 12, 2022
20:00

End of Day



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: Rs. 1,180 (inclusive of GST)
The program fee includes
- All live online sessions conducted during the program
- IPI22 exclusive research & publications
- Tons of Benefits & Special Offers from IPI22 Partner Companies


Register Now Inquire Now


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)
(Off-Shore)
(AIF & PMS)

Knowledge Partner

(Mutual Funds)


Associate Partners


Industry Partner


Media Partner