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Speakers & Designations

Sandeep Jethwani

Co-Founder, Dezerv

Vaibhav Porwal

Co-founder, Dezerv

Niket Shah

CIO, Motilal Oswal Asset Management

Ashish Gupta

CIO, Axis Mutual Fund

Aparna Karnik

Head-Quantitative Investments and Analytics (QIA), DSP Mutual Fund

Siddhartha Bhaiya

MD & CIO, Aequitas Investment Consultancy

Abhishek Tiwari

CEO, PGIM India AMC

Saurabh Mukherjea

Founder & CIO, Marcellus Investment Managers

Swarup Mohanty

Vice Chairman & CEO, Mirae Asset Investment Managers (India)

Kalpen Parekh

MD & CEO, DSP Mutual Fund

Sid Swaminathan

MD & CEO, JioBlackRock Mutual Fund

Gaurav Mehta

Head -SIF (Equity), SBI Mutual Fund

Bhavesh Jain

Co-Head, Factor Investing, Edelweiss Asset Management

Sandeep Tandon

Founder, Quant Group

Chirag Setalvad

Head of Equities, HDFC Mutual Fund

Agenda

REGISTRATION

Welcome Note

Building Portfolios to Beat Volatility

  • Sandeep Jethwani,

    Co-Founder, Dezerv

The Big Allocation Debate: Indian Equites Vs Everything Else

  • Aparna Karnik,

    Head-Quantitative Investments and Analytics (QIA), DSP Mutual Fund

  • Siddhartha Bhaiya,

    MD & CIO, Aequitas Investment Consultancy

  • Abhishek Tiwari,

    CEO, PGIM India AMC

  • Saurabh Mukherjea,

    Founder & CIO, Marcellus Investment Managers

Chasing Alpha in 2026: Sectors, Themes & IPOs

  • Niket Shah,

    CIO, Motilal Oswal Asset Management

  • Chirag Setalvad,

    Head of Equities, HDFC Mutual Fund

  • Ashish Gupta,

    CIO, Axis Mutual Fund

Tactical Allocation: Making the Right Moves at the Right Time

  • Vaibhav Porwal,

    Co-founder, Dezerv

The MF Playbook for 2026: Flows, Foresight and Forward Strategy

  • Swarup Mohanty,

    Vice Chairman & CEO, Mirae Asset Investment Managers (India)

  • Kalpen Parekh,

    MD & CEO, DSP Mutual Fund

  • Sid Swaminathan,

    MD & CEO, JioBlackRock Mutual Fund

Long–Short Funds: Performance, Pitfalls & the Promise of SIFs

  • Gaurav Mehta,

    Head -SIF (Equity), SBI Mutual Fund

  • Bhavesh Jain,

    Co-Head, Factor Investing, Edelweiss Asset Management

  • Sandeep Tandon,

    Founder, Quant Group

Dinner & Networking




Articles/Listicles

Long-short funds in focus: Can SIFs generate alpha…

Long–short funds and Specialised Investment Funds (SIFs) have emerged as one of the most talked-about product categories in India’s mutual fund industry. With equity markets entering a more volatile and uncertain phase, fund managers are evaluating w…

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2026 Investment Outlook: Diversification and innov…

At the Moneycontrol Dezerv Wealth Summit in Mumbai, a powerhouse panel unpacked the mutual fund landscape for 2026, blending data on flows, behavioral pitfalls, and forward-thinking strategies. Moderated amid buzzing conversations on India's evolvin…

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Gaurav Mehta on how SIFs aim to bridge India’s big…

Gaurav Mehta, Head – SIF (Equity), SBI Mutual Fund explains that Structured Investment Funds (SIFs) represent a clear departure from conventional mutual fund structures, which are largely driven by market beta. In traditional mutual funds, returns ar…

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Dezerv Wealth Summit 2025: FDs, gold dominate Indi…

Dezerv Wealth Summit 2025 LIVE: Markets today feel louder than ever. Volatility is up. Correlations that once helped guide asset allocation are breaking down. Traditional playbooks are being questioned. And for many investors, the hardest part is kno…

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Moneycontrol & Dezerv Wealth Summit 2025: Buil…

Markets today feel louder than ever. Volatility is up. Correlations that once helped guide asset allocation are breaking down. Traditional playbooks are being questioned. And for many investors, the hardest part is knowing what to trust and what to i…

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About Dezerv Wealth Summit

The summit brings together India’s leading investors and fund managers to cut through market noise and focus on what truly builds long-term wealth. With the theme Building Wealth in an Uncertain World, the summit explores today’s most relevant investment ideas, from long–short strategies and global allocation to pre-IPO opportunities, precious metals. Join us for an evening of sharp insights, candid conversations, and strategies designed for real-world investing.

In Pictures