ALPHA Investments 2025

Decoding the Future of Wealth Creation

Explore Breakthrough Trends · High-Conviction Ideas · Opportunities Across Listed & Unlisted Equities

Venue : Jio World Centre, G Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400098

Powered by PMS AIF WORLD - India's Leading Platform for Intelligent Investing

ALPHA Investments 2025

Decoding the Future of Wealth Creation

Explore Breakthrough Trends · High-Conviction Ideas · Opportunities Across Listed & Unlisted Equities

Venue : Jio World Centre, G Block, Bandra Kurla Complex, Bandra East, Mumbai, Maharashtra 400098

Powered by PMS AIF WORLD - India's Leading Platform for Intelligent Investing

Event Overview

In a rapidly evolving market, generating Alpha—returns above benchmarks—requires foresight, strategic thinking, and access to differentiated opportunities. This exclusive client event by PMS AIF WORLD brings together top minds from the listed and unlisted equity space. Participants will gain actionable insights to navigate future trends and build high-conviction, long-term portfolios.

Meet The Minds Behind The Markets — 10 Visionary Fund Managers

Vikas Khemani Founder, Carnelian Asset Advisors
Anand Shah Head – PMS & AIF, ICICI prudential AMC
Vijay Bharadia CIO, Wallfort PMS Advisory Services LLP
Pawan Bharaddia Co-Founder & CIO, Equitree Capital
Arun Subrahmanyam Founder Partner, Ampersand Capital
Shashi Singh Chief Business Officer, Singularity AMC
Radha Raman Agarwal Managing Director & CEO, Swyom Advisors Ltd
Rahul Chowdhury Founding Managing Partner, RevX Capital
Rehan Yar Khan Managing Partner, Orios Venture Partners
Abhishek Jaiswal Fund Manager, Finavenue

Meet The Minds Behind The Markets — 10 Visionary Fund Managers

Vikas Khemani Founder, Carnelian Asset Advisors
Anand Shah Head – PMS & AIF, ICICI prudential AMC
Vijay Bharadia CIO, Wallfort PMS Advisory Services LLP
Pawan Bharaddia Co-Founder & CIO, Equitree Capital
Arun Subrahmanyam Founder Partner, Ampersand Capital
Shashi Singh Chief Business Officer, Singularity AMC
Radha Raman Agarwal Managing Director & CEO, Swyom Advisors Ltd
Rahul Chowdhury Founding Managing Partner, RevX Capital
Rehan Yar Khan Managing Partner, Orios Venture Partners
Abhishek Jaiswal Fund Manager, Finavenue

Event Schedule

PMS AIF WORLD Mid Year Event 2025 –
Alpha Investments for Navigating Future Trends
Mumbai Edition

Saturday, 2pth Nov 2025

Opening Remarks

CEO’s Welcome Address

Reading the Market: Signals, Noise, and the Road Ahead

Speaker: Anand Shah

Identifying Structural Alpha in Shifting Indian Markets

Speaker: Vikas Khemani

The Many Shades of Growth: Contrasting Frameworks for Generating Alpha in Indian Equities

Speaker: Arun Subrahmanyam & Pawan Bharaddia

Lunch & Networking

The New Playbook for Creating Alpha by Blending Best Funds, Insights, Co-Investments and Innovation in the PE/VC Landscape

Speakers: Shashi Singh

Alpha in Private Credit: The Asset Allocation Shift

Speaker: Rahul Chowdhury

Unlocking 100x: Fireside Insights with Rehan Yar Khan

Speaker: Rehan Yar Khan

Tea / Coffee Break

India at the Cusp of a Consumption Renaissance: Investing in the Next Decade of Alpha

Speaker: Radha Raman Agarwal

Staying Ahead of Market Cycles: The Wallfort Approach to Driving Alpha

Speaker: Vijay Bharadia

Beyond the Blue Chips: Demystifying the SME Space for Smarter Portfolio Allocation

Speakers: Abhishek Jaiswal

Closing Remarks & Networking — PMS AIF World Team

Six Imp Questions That Will Be Answered

Q1. How can investors consistently generate Alpha in an ever-changing market environment?
Explore strategies, insights, and differentiated opportunities that help investors outperform benchmarks and navigate future trends.

Q2. What are the most promising opportunities in India’s listed equities over the next 5–10 years?
Understand growth and value strategies, multi-bagger potential, and sectoral themes from leading market experts.

Q3. Which structural trends are driving India’s long-term economic and market growth?
Learn how manufacturing, digital transformation, infrastructure, and financial inclusion are shaping scalable investment opportunities.

Q4. How can Pre-IPO Private Equity investments create hidden Alpha for discerning investors?
Discover how PE investors identify scalable, high-potential companies and unlock value before they go public.

Q5. Where does Deep Tech VC investing offer asymmetric opportunities in India?
Gain insights on early-stage bets across climate tech, green energy, defence, space, health-tech, and bio-tech, and their potential for significant returns.

Q6. What makes an investor “forward-looking” in building resilient, high-conviction portfolios?
Learn how smart asset allocation, combined with manager intelligence, can help navigate future trends and deliver sustainable wealth creation.

Four Key Highlights Of The Event

Wealth Management Industry Is Not Designed To Be Fair

This led to the creation of PMS AIF WORLD, where we focus on the best quality products, analysis-backed selection, and the finest educative approach for informed investment decisions.

Our right intent and relentless efforts have made us a trusted platform in the space of alternates.

GENUINE
VISIONARY
CREATIVE
FOCUSED
PERSISTENT

What Can One Expect

Strategic Vision

Explore the grand narrative of India’s economic ascent to a $6 trillion economy. This event will set the stage, offering a macroeconomic overview and strategic insights into the fiscal and regulatory roadmaps that could shape India’s financial future.

Sophisticated Analysis

We will delve into an in-depth analysis of market trends, investment opportunities, and policy shifts. Our line-up of speakers via engaging Panel Discussions will shed light on how these elements converge to influence investor decision-making.

Sectoral Spotlights

Our focused discussions will highlight key sectors that are instrumental in propelling India’s economic growth. Expect to gain valuable knowledge on which industries offer the most promising prospects for investment and innovation.

Sustainable Strategies

Sustainability is no longer an option but a necessity. This segment will explore how sustainable practices and ESG considerations are becoming integral to building resilient investment portfolios and contributing to the larger goal of robust economic growth.

Synergistic Dialogues

Engage with thought leaders and industry veterans in a series of interactive dialogues designed to foster collaboration and idea-sharing. These sessions will encapsulate the synergy between various market forces and investment philosophies.

Alpha Investments : Navigating Future Trends

Saturday, 29th Nov 2025

Who Should Register?

HNIs

NRIs

Advisors

Distributors

Planners

Industry

Students

Professionals

Aspirants

Media

Who Should Register?

HNIs

NRIs

Advisors

Distributors

Industry

Students

Professionals

Aspirants

Planners

Media

Event Gallery

2025 Bengaluru Client Event

2023 Annual Event and Awards

2022 Annual Event and Awards

2022 Annual Event and Awards

2021 Annual Event and Awards

2021 Annual Event and Awards

2020 Annual Event and Awards

2020 Annual Event and Awards

Do Not Simply Invest, Make Informed Decisions

Subscribe To Our Newsletter

By PMS AIF WORLD • Over 30,000 Subscribers

Stay informed about our exclusive analysis, reports, webinars and valuable insights.

This will close in 0 seconds

This will close in 0 seconds

PMS AIF WORLD brings to you

Alpha Investments

Decoding the Future of Wealth Creation

Saturday, 29th Nov 2025
12 PM to 08 PM
Venue: Jio Convention Center, Mumbai - 400051
Book Now