PMS AIF WORLD brings to you

ALTERNATES SUMMIT & AWARDS 2025

CRYSTAL GAZING 6.0

14th & 15th FEB 2025

PMS AIF WORLD
brings to you

ALTERNATES SUMMIT & AWARDS 2025

CRYSTAL GAZING 6.0

Decoding the Next Bull Run: Leading Sectors, Themes, and Drivers

14th & 15th FEB 2025

As we step into 2025, India is poised to lead the next wave of global growth, standing at a transformative juncture in its economic journey. This moment presents unparalleled opportunities for investors eager to harness the upcoming bull run. Yet, with high valuations, evolving geopolitical dynamics, and shifting economic policies, it’s crucial to pause and thoughtfully assess the current environment.

This event will delve into India’s economic and market evolution, uncovering key sectors, emerging themes, and macroeconomic drivers set to define the next growth phase. From pharma and technology to manufacturing, renewable energy, and consumption, we’ll explore opportunities across pivotal themes.

With expert insights, strategic investment recommendations, and real-time market analysis, this event is a must-attend for anyone seeking to invest in India’s future with confidence and clarity.

Esteemed Speakers

Sunil Singhania
Vikas Khemani
Rajesh Kothari
Samit Vartak
Samir Arora
Arun Subrahmanyam
Amit Jeswani
Prateek Agrawal
Pankaj Murarka
Pankaj Murarka
Satwik Jain
Navneet Munot
Kalpesh Jain
Rishabh Nahar
Prabhakar Kudva
Siddharth Oberoi
Navin Honagudi
Nachiket Naik
Amrita Farmahan
Umesh Agarwal
Dipen Ruparelia
Rohit Rathi
Ashish Goel
Neil Bahal
Arun Chulani
Puneet Sharma
Viki Badani
Sanjaya Satpathy
Nishad Khanolkar
Sandeep Daga
Sandeep Daga
Anirudh Garg
Ashish Ahluwalia
Manoj Bahety
Geetika Gupta
Vineet Jainn
Chockalingam Narayanan
Sonam Srivastava
Madanagopal Ramu
Mitul Patel
Anunaya Kumar
Amit Ratanpal

Esteemed Moderators

Neil Borate
Siddharth Vora
Ms N Mahalakshmi
Lakshmi Iyer
Ritika Farma
Lavanya Ashok
Kamal Manocha
Mohit Bhagat
Bhautik Ambani

Event Schedule

CRYSTAL GAZING 6.0 : Decoding the Next Bull Run: Leading Sectors, Themes, and Drivers

Day 1 | 14th Feb 2025

Emcee

Ashwarya Singh

Equity Outlook 2025: Resetting Expectations

Chockalingam Narayanan

Formula for Generating 10x Returns over the next 10 Years

Satwik Jain | Neil Bahal | Siddharth Oberoi Moderator: Mahalakshmi

With Uncertain Growth ahead, Secular or Cyclical Stocks – What’s the Better Choice?

Manoj Bahety | Geetika Gupta | Madanagopal Ramu Moderator: Neil Borate

Leveraging Long-Short Strategies for Superior, Risk-Adjusted Returns

Kalpesh Jain | Puneet Sharma | Vineet Jainn Moderator: Bhautik Ambani

Where Are We Headed in 2025 and Beyond?

Sunil Singhania | Prateek Agrawal | Vikas Khemani Moderator: Kamal Manocha

Strategically Capitalizing on Early- to Mid-Stage Private Equity Opportunities in India to Unlock Unmatched Wealth Creation

Navin Honagudi | Ashish Ahluwalia | Amit Ratanpal Moderator: Lavanya Ashok

Are Private Credit & High Yield Funds a Superior Alternative to Traditional Debt and Hybrid Mutual Funds?

Rohit Rathi | Nachiket Naik | Dipen Ruparelia Moderator: Lakshmi Iyer

Tomorrow's Multibagger Alternative Strategies

Nishad Khanolkar | Umesh Agrawal | Viki Badani Moderator: Mahalakshmi

Vote of Thanks and Context for the next day

Team PMS AIF WORLD

Day 2 | 15th Feb 2025

Emcee

Ashwarya Singh

Future Opportunities Through the Lens of Alpha-Generating Stock Pickers

Amit Jeswani | Arun Subrahmanyam | Pankaj Murarka Moderator: Kamal Manocha

What Are the Future Multibagger Themes and Growth Drivers?

Sandeep Daga | Mitul Patel | Samit Vartak Moderator: Kamal Manocha

Evaluating Factor Models: Are They The Holy Grail of Alpha Generation or A Passing Trend?

Anirudh Garg | Sonam Srivastava | Rishabh Nahar Moderator: Siddharth Vora

How to Navigate the Market's Next Big Shift

Prabhakar Kudva | Sanjaya Satapathy | Arun Chulani Moderator: Ritika Farma

Building a profitable asset and wealth management business along with investor promise of out-performance

Anunaya Kumar | Amrita Farmahan | Ashish Goel Moderator: Mohit Bhagat

Low growth, high valuations, strong economy: The Market Puzzle waiting to be Solved

Navneet Munot | Rajesh Kothari | Samir Arora Moderator: Kamal Manocha

Break

Awards Ceremony

Team IIM-A

Vote of Thanks

Team PMS AIF WORLD

Six Imp Questions that will be answered

Q1
With the re-election of Mr. Donald Trump, and India’s Assembly elections impacting market sentiment, what role will these macroeconomic and political factors play in determining the trajectory of the next bull run?

Q2
Given the recent corrections in the Nifty 50, which sectors and themes offer strong growth potential as India positions itself for a new cycle of economic expansion?

Q3
The Nifty 50 experienced its smallest decline in November 2024 despite global headwinds. What can this resilience teach investors about managing risks and finding opportunities in uncertain times?

Q4
With easing foreign outflows and robust domestic institutional support, how will FII strategies and retail participation drive market performance?

Q5
The BJP-led NDA’s win and hopes for increased government capital expenditure have sparked optimism. What role will government policies and reforms play in setting the stage for the next bull market?

Q6
With markets at an opportune yet delicate juncture, what strategies and frameworks should investors adopt to capitalize on upcoming opportunities while safeguarding against potential risks? How can investors position their portfolios for long-term wealth creation amid market shifts?

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

Bull Run

Explore the key drivers, sectors, and themes poised to lead the next bull market, providing actionable insights to capitalize on its momentum.

Bright Businesses

Get insights into companies that are emerging as leaders in their domains, showcasing resilience, adaptability, and growth potential in a dynamic environment.

Brilliant Strategies

Understand tactical approaches and portfolio strategies that can help you navigate market volatility while staying aligned with long-term wealth creation goals.

Best Brains

Gain wisdom from renowned fund managers and financial experts, who share their perspectives on navigating market complexities and spotting alpha opportunities.

Big Benchmarks

Understand how industry benchmarks and economic indicators shape investment strategies and guide wealth generation in ever-evolving markets.

CRYSTAL GAZING 6.0 : Decoding the Next Bull Run: Leading Sectors, Themes, and Drivers

14th & 15th FEB 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

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