India Sustainable Investment Leadership Summit 2023

India Sustainable Investment Leadership Summit 2023

  • December 15, 2023
  • 9.00 am - 6.30 pm
  • Sofitel, Mumbai

Suresh Prabhu

Suresh Prabhu is a prominent Indian politician and the Chancellor of Rishihood University. He has held key ministerial positions, including Minister of Civil Aviation, Railways, Commerce & Industry in the First Modi ministry. Prabhu is a Chartered Accountant and a member of the Institute of Chartered Accountants of India (ICAI). His political journey began in 1996 when he became a Member of Parliament for the Rajapur Lok Sabha constituency in Maharashtra, representing the Shiv Sena. In 2014, he switched to the BJP. Since June 2016, he has been a Rajya Sabha member representing Andhra Pradesh and Haryana. Apart from his political roles, Prabhu is a founding Chancellor of Rishihood University and a visiting professor at the London School of Economics. He also chairs the National Cooperative Policy. Suresh Prabhu has a diverse educational background, holding a Bachelor's degree in Commerce with Honors, a Bachelor in Law degree, and a Chartered Accountant qualification. He has excelled in various government and semi-government positions, focusing on environmental conservation, power sector reforms, river interlinking, and more. His tenure as Union Railway Minister brought several transformative changes to the Indian railways, including the introduction of the UDAN scheme and various passenger-friendly initiatives. In his role as Union Commerce & Industry Minister, Prabhu promoted domestic manufacturing, trade promotion, and investment attraction, with a focus on boosting the country's economy. Suresh Prabhu has been a dynamic force in Indian politics and has received numerous awards and recognitions for his performance and accessibility. He has also published works on socio-economic issues and is actively involved in social work and various organizations.

Navneet Munot, CFA

Navneet Munot is the MD & CEO of HDFC Asset Management Company Limited (HDFC AMC). He joined the firm in February 2021. HDFC AMC manages over Rs.5 lakh crore across Equity and Fixed Income Mutual Funds for over 75 lakh investors across the country. Navneet is also the Chairman of the Association of Mutual Funds in India (AMFI). A veteran of financial markets, Navneet hosts 3 decades of rich experience in the industry. Prior to joining HDFC AMC, he was the Executive director and Chief Investment officer of SBI Funds management Private Limited and was responsible for overseeing AUM over USD 150 billion across mutual funds and segregated accounts. Navneet was also a Director on the board of SBI Pension Funds (P) Limited. In prior assignments, he was the Executive Director & Head – multi-strategy boutique with Morgan Stanley Investment Management and Chief Investment Officer – Fixed Income and Hybrid Funds at Birla Sun Life Mutual Fund. Navneet has a master’s degree in Accountancy and Business Statistics and a qualified Chartered Accountant. He is a Charter Holder of the CFA Institute and CAIA Institute. He has also done Financial Risk Management (FRM).

James Alexander

James Alexander joined UKSIF as Chief Executive in October 2020, with a strong vision and mandate to further enhance the organisation’s key role in promoting and expanding sustainable investment and finance in the UK. James has a background in international climate finance and infrastructure finance as well as many years’ experience in leadership roles in membership organisations. Most recently, James supported global megacities to overcome the substantial barriers to financing climate action as Director of the City Finance Programme at the C40 Cities Climate Leadership Group and Head of the C40 Cities Finance Facility – a project preparation facility he developed, now supporting cities across the world to structure nearly a billion dollars of sustainable infrastructure transactions. James has worked on international climate finance issues at the UN level and supported cities across the world to invest their pensions and reserves more sustainably. James is Treasurer of Eurosif, the European Sustainable Investment Forum, a member of the Green Technical Advisory Group (GTAG) providing advice to the UK Government on implementing a UK green taxonomy and a member of the Disclosures and Labels Advisory Group (DLAG) providing advice to the FCA on the UK’s SDR and fund labelling regime.

Josina Kamerling

Josina Kamerling is head of regulatory outreach for CFA Institute for the Europe, Middle East, and Africa (EMEA) region and is based in the Brussels office. She is responsible for supporting CFA Institute's EMEA policy development, advancing the impact of advocacy efforts, and promoting capital market integrity and investor protection issues.

Miren Lodha

Miren, in his current role as head of CRISIL’s industry research, data and training businesses, is combining CRISIL’s strong domain knowledge with new-age technology to assist BFSI clients in their credit, risk and investment functions. He leads an analytical team of over 150 people to create thought leadership research that helps clients stay ahead of the curve on business trends. Miren joined CRISIL in 2005. In the 18+ years, he has worked on industry research, ESG ratings, company credit research, financial analysis and forecasting, and implemented technology-enabled research products. He has also been involved closely with domestic and international corporates in areas such as market assessment and demand forecasting. He has also been instrumental in designing the ESG rating framework at CRISIL and increasing the coverage to over 1000 companies. 

Aniket Shah

Aniket Shah is a distinguished figure in the realm of sustainable finance, boasting a career spanning both the public and private sectors. Presently serving as the Managing Director and Global Head of Environmental, Social, and Governance (ESG) and Sustainability Research at Jefferies Group LLC, he spearheads the integration of ESG and sustainability analysis into the firm's global investment research and advises clients in this progressive field. His extensive experience includes roles such as Senior Fellow at the Columbia Center on Sustainable Investment, where he led ESG investment research, and Head of Sustainable Investing at OppenheimerFunds, overseeing the firm's adoption of sustainable investing practices. Aniket also contributed significantly to the UN Sustainable Development Solutions Network (SDSN), advising global financial institutions and governments on financing the sustainable development agenda. Previously an investment professional at Investec Asset Management, Aniket played a pivotal role in thematic investment processes and advised on emerging market asset allocation strategies. His tenure at The Earth Institute at Columbia University as a Program Manager and Special Assistant to the Director focused on global economic policy advisory. Aniket, with a doctorate from Oxford University in Economic Geography, focused on sustainable finance. His research delves into the role of development banking in sustainable development across different spatial scales. Aniket's educational journey began at Yale University, where his collaborations at the Yale Center for the Study of Globalization alongside prominent figures like former Mexican President Ernesto Zedillo and former UN Deputy Secretary-General Mark Malloch Brown set the stage for his impactful career. Aniket's dedication extends beyond his professional realm, serving on numerous boards and actively contributing to organizations like Amnesty International and the International Rescue Committee.

Maria Lombardo

Maria heads the Global ESG Advisory team Sustainable Finance at Standard Chartered Bank, supporting the bank clients in their sustainability and transition strategies. Maria spent more than 25 years in investment banking as Managing Director, heading emerging market equities sales at Lazard, UBS, Sberbank and Unicredit. She moved into sustainability in 2016 when she joined the non-profit CDP as head of their financial investor members. She then headed the ESG Client strategies and climate change strategies at Invesco Global Asset Management in EMEA, leading the growth of sustainability investment solutions and the set-up of the global asset manager’s climate strategy. Authors of ESG thought leadership whitepapers, mentor, and contributor to industry initiatives in sustainable financing. Maria holds a CFA ESG, a diploma at Cambridge University Sustainability Leadership Institute, along with a CEMS Master and a bachelor’s degree in financial intermediaries at Bocconi University. Maria is a member of the CFA UK Climate and Investing committee, she is a mentor of the acceleration program at the Cambridge Institute of Sustainability Leadership. Maria is in the ESG advisory board of the ESG Group A-team advisory group. Maria is also a faculty member of learning.

Santosh Janakiram

Santosh Janakiram is the Partner (Head - Projects) at the Mumbai office of Cyril Amarchand Mangaldas. Santosh has rich experience in banking, projects, project financing, structured financing, acquisition financing and private equity and represents developers, sponsors, lenders and contractors in infrastructure and project finance transactions. He has led the Firm’s development of the Renewable Energy practice in the last few years. Chambers Asia Pacific 2017 has ranked Santosh as Notable Practitioner for Projects, Infrastructure & Energy and he has been rated as Leading Lawyer for Banking, Energy & Infrastructure, Project development and Project Finance by IFLR1000, 2016. He can be reached at

Anuja Tiwari

With more than 13 years of experience, Anuja Tiwari specialises in Infrastructure, Energy and Project Finance.  She is well-versed in advising clients on their entry and exit level transaction structuring, pre-dispute strategy, projects arbitration, regulatory matters, negotiations and project financing.  Anuja has assisted her clients on matters relating to renewable and conventional energy, ESG, oil and gas, battery storage and e-mobility, aviation, airports, roads, ports, railways and metros, healthcare, mining, hospitality, water and waste management, smart cities and urban street lighting.

Srini Viswanathan

After completing his MBA from Tuck School of Business, Srini started his career at UBS Investment Bank for industrial and renewable energy clients. With stints in technology services and investment banking, he found his calling in the world of sustainability back in 2009 and after an energizing career in this space, he took on the challenge to restructure the Vibrant Energy platform in late 2016 and helped develop a vision for Vibrant Energy to play a pivotal role in mitigating climate change by empowering businesses with clean energy solutions. He has over 20 years of leadership experience with large renewable energy companies.

Upendra Bhatt

Upendra Bhatt is the CEO of cKinetics, a specialist sustainability advisory and investment firm. He has over 25 years of experience focused on policy, regulation, and investment aspects of Climate financing in emerging economies besides the design and implementation rollout of financial instruments and facilities to drive investment into the climate positive /low carbon sectors.  Upendra led the team which developed the first India specific Green Taxonomy and subsequently anchored the formation of the market collective, Green Finance Leadership Collaborative. In the past, he has successfully helped establish investor led working groups such as India Initiative on DRE Financing etc. He has also served on India’s Ministry of Finance Task Force on Sustainable Finance and contributed as a sub-committee member working on developing a ‘Regulatory Framework for Sustainable Finance’. He has also been a Member of the Working group set up by NIIF, India’s sovereign fund, to further the Green finance uptake. Upendra has been a recent past Chair of Alliance for Energy Efficient Economy (AEEE). In addition, he has conceptualized cKers Finance, a Sustainability financier and serves as a board member /advisor to several start-ups in the Climate tech space.

Pawan Mehra

Pawan Mehra is a Managing Director at cKinetics and works at the intersection of capital and new market development. Pawan works actively in the realm of Sustainable Finance, using a data driven approach to quantify and manage ESG risk. He is a frequent contributor to the Financial Times and Forbes. He has co-authored Cracking the Conundrum and Drops Before the Rain: two seminal pieces that helped developed the Sustainable and Responsible Investing markets in India. In the past he has served on the guidelines drafting committee for Responsible Banking in India, has been on the advisory board of the Impact Investing Policy Collaborative, and was on the founding board of the Global Impact Investing Network. Pawan has a Bachelors Degree in Engineering from Delhi College of Engineering and a Master of Business Administration from the Indian Institute of Management, Ahmedabad.  He has also spent time at the University of Chicago’s Graduate School of Business in their International Management program. Pawan enjoys long-distance running and meeting real-world heroes. His most precious moments are spent re-learning the finer truths of life from his children.

Rajendra Kalur, CFA

Rajendra is an Independent Consultant-cum-Financial educator and has over 25 years of experience in the financial services domain comprising asset management, investment banking, wealth management and insurance. Rajendra has worked across the value chain and has expertise in nurturing nascent businesses and transforming business models. Till recently he was the Founder, Director and CEO of TrustPlutus, a boutique Wealth Management firm which he founded along with Utpal Sheth, Senior Partner of RARE Enterprises. Prior to joining TrustPlutus, Rajendra worked with RBS N.V., ABN AMRO N.V., Wealth Advisors India Pvt. Ltd., ICICI Prudential AMC, DSP Merrill Lynch and General Insurance Corporation of India in various capacities. Rajendra is MBA from Cranfield School of Management, UK, and holds a Post Graduate Diploma in Marketing from Chartered Institute of Marketing, UK. Rajendra is also a Certified Financial Planner from FPSB, India. Rajendra is a public speaker and writer. Rajendra is also a long-distance runner and cyclist.

Abhishek Loonker, CFA

Abhishek currently works as a Director – Investments at Ascent Capital, a private equity firm. He has over 15 years of experience spanning private equity, corporate strategy and treasury. Previously, Abhishek worked as a Project Manager with Jain Group. Abhishek is a CFA charterholder, a gold medalist MBA from MATS School of Business and has also completed an Executive Education program in Corporate Restructuring and M&A from Harvard Business School. He has also been feted with ‘40 under 40’ in the Alternative Investment industry by AIWMI & IAAIF in January 2018. He is also a Board Observer at and Laqshya Media.

Ravi A. Gautham, CFA

Ravi A. Gautham, CFA is the Senior Vice President and Head of Northern Trust Asset Management (NTAM) in India. He serves on the Executive Management Team and the Boards of Northern Trust’s two India subsidiaries. He is a CFA charter holder and a member of the CFA Society Chicago. In addition to being on the board of the CFA Society of India, Ravi chairs the Research and Advocacy Committee. Ravi holds a MSc. (Hons.) In Economics and Management Studies from the Birla Institute of Technology & Science, Pilani, India and an MBA in Finance from the University of Ohio, Toledo. Ravi has written articles, published papers and spoken on Investment risk and portfolio management issues at several investment conferences and panels worldwide. Ravi is an active volunteer and member of the Corporate Social Responsibility (CSR) committee of the board of Northern Trust India, where he has worked on solving key social, human, economic and sustainability issues.

Vidhu Shekhar, CFA, CIPM

Vidhu Shekhar is a member of the Research and Advocacy Committee of CFA Society India. Previously, he was the Senior Country Head, India for CFA Institute. Mr. Shekhar had a career spanning more than three decades in India and abroad, including the National Stock Exchange of India, IDBI Capital Markets, and as Managing Director of E*Trade Systems (India) Pvt. Ltd. He is a CFA charter holder and a founding member of CFA Society India. He was also the Vice President and a member of the Board of CFA Society India for several years. Mr. Shekhar has an MBA from the Indian Institute of Management, Ahmedabad, and a degree in Physics from Delhi University. He has contributed extensively to policy advocacy and research throughout his career and has been a member of several industry and regulatory committees during his career. He is currently a visiting professor at several business schools and teaches courses related to corporate governance, sustainability, and ethics.

Ankur Gupta, CFA

Ankur Gupta is Vice President, Sustainable Investing for Northern Trust Asset Management In the current role, he is responsible for ESG integration across asset classes, managing proprietary in house ESG rating covering 12 k+ listed entities, research, idea generation and product development for the Sustainable Investing strategy suite Ankur works closely with the global investment teams, sales, products other global partners to integrate sustainability across asset classes, create new investment strategies, external client engagements, industry advocacy and thought leadership. Ankur has 16 years of industry experience in product management, research and sustainable investing He is based in India and have worked/travelled across various global locations in APAC, EMEA and NA region In previous roles, Ankur has headed the global ESG data analytics team in Invesco for 6 years and lead the client engagements industry advocacy initiatives globally He has also worked as a product manager at Broadridge Financial Solutions and CGI for 8 years doing market research, product management, creating strategic roadmap for wealth management and trade processing solutions. Ankur holds a Bachelor of Technology degree specialized in Electronics and communications from the ICFAI University, a CFA charter holder and a certified ESG professional having completed “Certificate in ESG investing” by CFA Institute He is also an active volunteer in CFA Society India, ESG Research and Advocacy group leading various industry advocacy and policy efforts in the region.

Shamit Chokshi, CFA

Shamit is currently Director on the Board of the Indian Association of Investment Professionals (CFA India Society). He is the Chairperson for the Professional Learning Committee at the Society. Shamit brings with him ~16 years of rich and diverse industry experience across a range of functions including portfolio advisory and research, manager selection, investments, product development, asset raising, institutional clients and global strategic partnerships. Prior to joining ICICI Prudential, Shamit was associated with Reliance-Nippon Life Asset Management and Nippon Life Insurance group where he led offshore India investing, set up the international funds franchise for the joint venture and advised Indian equities and fixed income funds domiciled across Asia and UK. Shamit pursued a Masters of Business Administration (Finance and Strategy) from the Carroll Graduate School of Management at Boston College, USA.  He also holds a Masters of Commerce (Sydenham College, Banking & Finance) and Bachelor of Commerce (H.R. College, Accounting) degrees from the University of Mumbai, India. He has extensively travelled and lived in several countries, interacts regularly with the global institutional investor community and nurtures a passion to enjoy different cultures.

Akhilesh Tilotia

Akhilesh is a keen observer of the economic, political, and social landscape of India. He brings a unique perspective to his commentary viewing the world variously through the lens of a Government officer, a thematic analyst, an investment banker, a strategist, and a financial advisor. These multiple world-views have shaped him to emerge as a dot-joiner who can piece together widely disparate issues into a coherent picture. He works with the National Investment and Infrastructure Fund (NIIF) as Head of Research and Chief of Staff to the CEO. In his previous roles, he has led Strategy and New Initiatives for Axis Bank, and worked with the Kotak group, The Boston Consulting Group, and was a co-founder of PARK Financial Advisors. His best selling book, The Making of India – GameChanging Transitions, made a case for converting the gaps in public services and economic fulfillment into opportunities for the private sector. His second book, Through the Looking Glass, views the India story from the perspectives of the various arms of Government which he observed closely in his three-year stint in New Delhi with a Union Minister. An MBA from IIM Ahmedabad, he is a prolific columnist and commentator in the business media. He is passionate about astronomy, mythology, and chasing curiosities. You can follow him on @atilotia on Twitter.

Harsha Upadhyaya

Mr. Harsha Upadhyaya is a Bachelor of Engineering (Mechanical) from National Institute of Technology, Suratkal ‘93, Post Graduate Management (Finance) from Indian Institute of Management, Lucknow ‘96 and Chartered Financial Analyst from the CFA Institute. He has 26 years of rich experience spread over Equity Research & Fund Management. His prior stints have been with companies such as DSP BlackRock Investment Managers, Prabhudas Lilladher Pvt. Ltd, SG Asia Securities, Reliance Group and UTI Asset Management Co. Ltd.

Jay Kothari

Jay Kothari, Vice President & Product Strategist -Jay has been with DSP Mutual Funds since May 2005, and has been with the Investment function since January 2011. Jay joined the firm as a member of the Sales team (Banking) in May 2005. Prior to joining DSPIM, Jay worked for Standard Chartered Bank for a year in the Priority Banking division. Jay completed his Bachelor of Management Studies (Finance & International Finance) from Mumbai University, followed by an MBA in Finance from Mumbai University. Jay is currently the Dedicated Fund Manager for overseas investments for the following schemes of DSP Mutual Fund.

Nana Li

Nana Li is the Head of Sustainability & Stewardship, Asia-Pacific, Impax Asset Management, Hong Kong. Nana joined Impax in 2022 and is responsible for leading Impax’s sustainability, stewardship and policy advocacies in Asia-Pacific. Nana researches, prioritizes and organizes ESG engagements with Impax’s investee companies and regulators, manages external sustainability and ESG-related inquiries, and assists in the ongoing development of the Impax proprietary ESG-analysis and methodologies. Prior to joining Impax, Nana worked as the Research and Project Director at the Asian Corporate Governance Association (ACGA). At ACGA, Nana published five significant reports relating to corporate governance research in Asia. Whilst there, she also presented to the Shanghai and Shenzhen Stock Exchanges and the Shenzhen Asset Management Association. Since 2018, Nana has been the Chair of ACGA’s China working group, a role she continues to fill today. Upon joining Impax, Nana remains a Specialist Consultant to ACGA. Nana has spoken at international conferences hosted by a number of financial institutions and international organisations including the OECD, EMIA, GRI, CLSA, HSBC, Deutsche Bank, Morgan Stanley, Macquarie, ACGA, ICGN, IEEFA, PRI, RI Japan, Forbes, AmCham Shanghai, BritCham Shanghai and the CFA Institute. Nana also sits on the Financial Capital Committee of the International Corporate Governance Network, the ESG Committee of the Women in Finance Asia and the Caixin China ESG30 Forum. Nana has an MBA from the University of Chicago (Honors), a Master of Finance from the University of Hong Kong (Dean’s List), and a Bachelor of Commerce from the University of New South Wales (Distinction). She is a CFA charterholder and has finished the HKICPA Qualification Program.

Chirag Mehta

Chirag Mehta has been elevated to the position of Chief Investment Officer of Quantum Asset Management Company with effect from April 01, 2022. Chirag has been serving as Senior Manager, Alternative Investments. He joined Quantum in 2006 and has more than 18 years of cumulative experience in managing commodities and specializing in the field of alternative investment strategies. He has been the fund manager of Quantum Gold Savings Fund, Quantum Equity Fund of Funds, Quantum Multi Asset Fund of Funds, and Quantum India ESG Equity Fund. Chirag has been formerly ranked as the 4th best Fund Manager in the world under the age of 40 by Citywire in 2017. He is a qualified CAIA (Chartered Alternative Investment Analyst) and has also completed his Master’s in Management Studies in Finance.

Dhruba Purkayastha

Dhruba Purkayastha is CPI’s India Director, where he leads and guides the Delhi team in developing innovative finance and policy solutions in support of the renewable energy and green growth plans of the Government of India. Dhruba is also the Director of US-India Clean Energy Finance (USICEF), for which CPI serves as the Program Manager. Dhruba comes with over 25 years of experience and his expertise lies in management consulting, investment banking, credit rating and international development financing in Asian countries. In addition to his role at CPI, he is a guest faculty at leading business schools in India. Dhruba also advices a wide range of government and public sector institutions banks and financial institutions, multilateral institutions, regulators in areas of policy and institutional development.Dhruba joined CPI from International Finance Corporation (IFC) where he served as the Program Manager for Investment Climate Advisory. Prior to IFC, he worked with The World Bank as a Senior Specialist, in the South Asia Finance and Private Sector unit in lending operations for infrastructure financing and clean energy financing, public-private partnerships, SME finance, banking, and capital market reforms, private sector development – improving investment climate and competitiveness. He has also worked with ICRA Limited as a Group Head for Infrastructure and Government Consulting practices.

Priyanka Dhingra

Priyanka is an ESG professional with 12+ years of experience in sustainable finance, environment, climate change and related fields. She is currently handling ESG integration and stewardship initiatives at SBI Funds Management Limited, across all asset classes and represents the AMC on all global and domestic ESG related forums. She has also been a member of the SEBI and AMFI ESG Committees. She has previously worked on ESG ratings and AI tools to automate ESG analysis at MSCI, on environmental and climate change policy frameworks, outreach and knowledge creation at FICCI, on environmental impact assessments at Ramky Enviro Engineers and has also taught environmental studies to University Graduates in Delhi and Mumbai. She is a postgraduate in Environmental Studies from TERI School of Advanced Studies, New Delhi, and a sustainability enthusiast who contributes to various sustainable finance and ESG related institutional publications. She has completed the CFA Institute's certificate course in ESG Investing.

Mohan Kumar Prabhu, CFA

Mohan Kumar Prabhu, CFA, currently serves as the Director, Investment Consulting at Aon Consulting India and heads their Investment Consulting Strategic Client Delivery Solutions business responsible for delivering digital client solutions and reporting capabilities for the wealth solutions verticals of Aon globally. As part of this role, he also leads a team of ESG product specialists and technology professionals, responsible for creating market leading ESG analytics and reporting solutions for Aon’s clients. He is also the Business Lead for Aon’s offshore investment manager research and portfolio analytics team, wherein he is responsible for business strategy and growth, client engagement and new transitions, people management, technology engagement and overall day-to-day operational service delivery of the business. He has over 18 years’ experience in the financial services space with expertise in investment consulting, ESG, investment banking, corporate finance, equity research, corporate governance research and offshore delivery management. Prior to Aon India, he has worked with InGovern Research Services, Bank of America Merrill Mynch and WNS Global Services in various financial services roles. Mohan holds an MBA in Finance from Welingkar Institute of Management, India and an undergraduate degree in Mechanical Engineering from Manipal Institute of Technology, India. He is also a CFA charter holder and FRM charter holder and is an active volunteer member for the CFA Society of India. He sits on CFA Society’s Research and Advocacy committee for its ESG and GIPS advocacy initiatives and co-chairs the CFA Society’s ESG Working Group. He is also a Certified Ethics Trainer with CFA Institute India

Cancellation Policy: No refunds will be issued for any cancellations received within 48 hours of program starts. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.
Category Regular Fee Early bird on 25 November 2023
Industry Professionals INR 4500 INR 3000
CFA Society India Member's Discount INR 1000
CFA Registered Program Candidates Discount INR 1000
Bulk Delegate Passes (5 registrations or more)
INR 3000 (price /person)
Bulk Delegate Passes (10 registrations or more)
INR 2500 (price /person)

About SBI Funds Management Limited (SBIFM)
SBIFM is a Joint Venture between State Bank of India (SBI), India’s largest bank, and Amundi, Europe’s largest asset manager and one of the world’s leading asset management companies. We offer to investors in India and globally (through the Amundi network), our Indian market expertise, across a full range of offerings across asset classes and investment styles. SBIFM is the largest asset manager in the country, managing over Rs. 20.84 lakh crore (approx. USD 250 billion as of November 30, 2023) of assets across Mutual Funds, Portfolio Management Services, Offshore Funds and Alternative Investment Funds.
We offer customised solutions for different client segments based on their requirements, such as treasury management solutions for large corporates which include parking of surplus liquidity and investment management. We also offer solutions for employee groups with an endeavour to help them in long-term wealth creation and retirement planning.
We maintain the highest ethical standards, as a steward of our investors’ assets and in our day-to-day business conduct, to ensure that their interests are at the heart of our investment approach. As a highly process-oriented fund house, we devote considerable resources to gain, maintain and sustain valuable insights into market movements with each one of our funds having a clear investment strategy and designed investment template. With one of the largest investment and research teams in the country along with an independent risk management team, aligned to international standards with the help of Amundi, the biggest differentiator is the culture of our team. SBIFM was the first fund house to sign the CFA Institute of Asset Manager Code of Conduct and is also the signatory of the United Nations Principles for Responsible Investment (UN PRI).
Our aim is to create a secure financial future for our varied base of investors through diversified solution-based offerings and focus on financial literacy. We remain committed to innovation, ethics and simplifying investment decision making for investors.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
6.5 PL

CFA Institute members can claim PL credit by providing their CFA Institute ID number when registering.

Global Passport Accredited Programme Allows members of participating CFA societies to attend each other's society events at the local member price
2023-12-15 09:00 2023-12-15 17:30 Asia/Kolkata India Sustainable Investment Leadership Summit 2023 The India Sustainable Investment Forum (“India SIF”) supported by CFA Society India and cKinetics, along with other forum partners, are hosting the first edition of the India Sustainable Investment Leadership Summit 2023 at Sofitel, BKC, Mumbai, India on 15th December 2023. The India SIF is currently setup as a voluntary collective and is in the Sofitel, Mumbai
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