Industry Overview

The Indian mutual fund industry has undergone remarkable growth over the past decade, securing its position as a cornerstone of the country’s financial ecosystem. The Average Assets Under Management (AAUM) surged from ₹10.96 trillion in October 2014 to ₹67.26 trillion as of October 2024—a more than sixfold increase in just 10 years.

This exceptional growth is driven by enhanced financial literacy, favourable government policies, and rapid technological advancements that have improved accessibility and efficiency for investors. With projections indicating a sustained Compound Annual Growth Rate (CAGR) of 14% through 2030, retail investors are poised to play a crucial role in helping the industry achieve the ambitious ₹100 trillion AUM milestone by 2030.

About the Summit

Reflecting the immense growth potential within the sector, the Confederation of Indian Industry (CII) WR is proud to present the 18th Edition of the CII Mutual Fund Summit, scheduled for 15 April 2025 in Mumbai. The theme for this year’s summit, “Accelerating Growth ₹100 Trillion Milestone: Vision 2030”, will explore new growth opportunities, address emerging challenges, and discuss evolving regulatory frameworks that are crucial for sustaining momentum in the mutual fund industry.

This prestigious summit will bring together key stakeholders from the mutual fund ecosystem, including government officials, asset management companies, banks, financial institutions, tax consultants, prime brokers, foreign institutional investors (FIIs), high-net-worth individuals (HNIs), and retail investors.

Building on the success of previous editions, this year’s summit will expand its reach through digital engagement, inspiring collaborative solutions and charting the course toward achieving the ₹100 trillion AUM milestone by 2030.

Highlights of the Summit

Leaders from Government, Regulatory & Industry Speakers

Meet Financial
Experts

Keynote Address

Networking
opportunities

Power Packed Panel
Discussions

Interactions with Industry
Experts

Visionary Speakers of 2025

Sundeep Sikka
Sundeep Sikka

Chairman
CII WR Taskforce on Banking &
Finance 2024-25 &
ED & CEO
Nippon Life India Asset Management

U K Sinha
U K Sinha

Former Chairman
SEBI

Rakesh Jha
Rakesh Jha

Co-Chairman
CII WR Taskforce on Banking &
Finance 2024-25 &
ED
ICICI Bank Ltd

Rishi Kumar Bagla
Rishi Kumar Bagla

Chairman
CII Western Region 2025-26 &
Chairman & Managing Director
BG Electricals & Electronics India Ltd

Manoj Kumar
Manoj Kumar

Executive Director
Securities and Exchange Board of India (SEBI)

Navneet Munot
Navneet Munot

Chairman
Association of Mutual Funds in India (AMFI) &
Managing Director and Chief Executive Officer
HDFC Asset Management Co. Ltd

Nilesh Shah
Nilesh Shah

Group President & Managing Director Kotak Mahindra Asset Management Co. Ltd

A Balasubramanian
A Balasubramanian

Managing Director & Chief Executive Officer
Aditya Birla Sun Life AMC Ltd

Imtaiyazur Rahman
Imtaiyazur Rahman

Managing Director & Chief Executive Officer
UTI Asset Management Company Limited

Anthony Heredia
Anthony Heredia

Vice Chairman
Association of Mutual Funds in India (AMFI) & Managing Director & Chief Executive Officer Mahindra Manulife Investment Management Pvt Ltd

D P Singh
D P Singh

Deputy Managing Director
SBI Mutual Fund

Saurabh Nanavati
Saurabh Nanavati

Country Head and Chief Executive Officer
India Invesco Mutual Fund

Vijay Chandok
Vijay Chandok

Managing Director & Chief Executive Officer
National Securities Depository Limited (NSDL)

Dhruv Mehta
Dhruv Mehta

Chairman
Foundation of Independent Financial Associates

Shailesh Raj Bhan
Shailesh Raj Bhan

CIO
Equity Investments Nippon India Mutual Fund

Mohit Bhatia
Mohit Bhatia

Chief Executive Officer
Bank of India Investment Managers Private limited

Ashutosh Singh
Ashutosh Singh

MD & CEO
Asia Index Pvt. Ltd (a wholly owned subsidiary of BSE)

Anuj Kumar
Anuj Kumar

Managing Director
Computer Age Management Services Limited (CAMS)

Sriram Krishnan
Sriram Krishnan

Chief Business Development Officer
National Stock Exchange (NSE)

Sreekanth Nadella
Sreekanth Nadella

Managing Director & Chief Executive Officer
KFin Technologies (KFintech)

Ashish Gupta
Ashish Gupta

Chief Investment Officer
Axis AMC

Akshay Mehrotra
Akshay Mehrotra

Co-Founder and CEO
Fibe

Latha Venkatesh
Latha Venkatesh

Consulting Editor
CNBC TV18

Alex Mathew
Alex Mathew

Anchor & Deputy Editor
NDTV Profit

Ankur Mishra
Ankur Mishra

Anchor
Chief of Bureau
ET Now

Target Audience

  • Mutual Fund Asset Management Companies (AMCs)

  • Investment Product Distributors

  • Banks, Financial Institutions, and Wealth Management Firms

  • Financial Advisors & Tax Consultants

  • Technology Innovators in Fintech

  • Regulators and Policymakers

Participants Profile

The summit will attract a diverse range of professionals, including:

  • CEOs, CIOs, fund managers, and AMC professionals
  • Institutional and retail investors
  • Distributors of investment products
  • Family offices and corporate treasury professionals
  • Product and sales teams at banks and institutional distributors
  • Regulators, policymakers, and financial advisors
  • Fintech leaders and technology innovators

Key Discussion Points

Contact Us

For Registration and Partnership Queries, Please Contact:

Dhara Thobhani

Pankaj Gupta