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Morningstar Investment Conference | Mumbai | 2026
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Sponsors

The 2026 Morningstar Investment Conference would like to thank our sponsors. Add your firm or company to the list:

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Principal Sponsor

Set up in January 2009 as a wholly-owned subsidiary of Axis Bank, India's third largest private sector bank. Schroders acquired a 25% stake in September 2012.

Lead Sponsor

Bandhan Mutual Fund, with over 25 years of legacy, is focused on helping savers become investors and create wealth. Bandhan Mutual Fund serves its investors through a range of prudently constructed investment products across Mutual Funds and Portfolio Management Services (PMS). The funds are managed by a seasoned investment team, aiming to deliver performance aligned with the product’s well-defined objectives. With a presence in over 100 cities, the fund house caters to investors in more than 800 locations across the country, serving over 3.5 million folios representing institutions, corporates, family offices, and individual clients.

Bandhan Mutual Fund believes that financial security empowers individuals to live life to the fullest. This philosophy is captured in the brand’s tagline ‘Badhte Raho,’ an invitation to keep enriching life. It encourages everyone to celebrate each joy, face challenges confidently, and embrace the continuous journey of progress.
Our vision is to be the most trusted player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle. We strive hard to
deliver consistent performance over the benchmark across all our products, thereby creating customer satisfaction. Our 25 years of existence offering a broad range of
investment products across asset classes with varying risk parameters that cater to the needs of various customer segments has enabled us to garner the trust of more
than approximately 1.35 crore investor folios in various schemes.
UTI Asset Management Company Limited pioneered the mutual fund movement in India in 1964 and continues to hold its position as one of the country’s leading asset managers. Over the decades, UTI AMC has expanded its presence across India and globally, serving a diverse spectrum of investors. Its operations span mutual funds, pension funds, portfolio management services, and alternate investments—delivered through an extensive domestic distribution network and a growing international footprint. Staying true to its focus as a pure-play asset manager, UTI AMC’s investment reach extends across 699 districts in India, while its global presence covers 30+ countries through offices in New York, Singapore, London, Dubai, and Paris. At the heart of UTI’s enduring journey lies a steadfast commitment to integrity, disciplined execution, and long-term value creation for its investors, partners, and stakeholders. From UTI Mastershare (now UTI Large Cap Fund)—India’s longest running large-cap equity fund launched in 1986—to the UTI Quant Fund, launched in 
2025 using quantitative strategies, UTI has consistently evolved with changing market dynamics while staying anchored to its founding principles.
Today, UTI stands as a trusted household name—a legacy brand built on trust, performance, and purpose. Its journey continues to be guided by the mission of building wealth for its investors and empowering financial inclusion across generations.

Major Sponsor

Aditya Birla Sun Life AMC Limited (ABSLAMC) was incorporated in the year 1994. Aditya Birla Capital Limited and Sun Life (India) AMC Investments Inc. are the promoters and major shareholders of the Company.

ABSLAMC is primarily the investment manager of Aditya Birla Sun Life Mutual Fund, a registered trust under the Indian Trusts Act, 1882. ABSLAMC also operates multiple alternate strategies including Portfolio Management Services, Real Estate Investments and Alternative Investment Funds. ABSLAMC is one of the leading asset managers in India, servicing around 10.6 million investor folios with a pan India presence across 300+ locations and overall AUM of Rs. 4,433 billion for the quarter ending June 30, 2025 under its suite of Mutual Fund (excluding domestic FoFs), Portfolio Management Services, Alternative Investment Funds, Offshore and Real Estate offerings.
NIMF which is one of the fastest growing mutual funds in India, 30th June 2026 offers investors a well-rounded portfolio of products to meet varying investor requirements and has presence in 271 locations (as of 30th June 202​6) across the country. NIMF constantly endeavours to launch innovative products and customer service initiatives to increase value to investors.​​
WillJini is India's No.1 company for Estate Planning and Inheritance Matters. Since 2014, we have helped over 20,000 families across 480+ cities and 32 countries put their financial legacy in order. We are the succession-planning backbone for a network of over 3,000 banks, wealth managers, and mutual fund distributors serving India's HNI and mass-affluent households.

WillJini is the Official Succession Planning partner for HDFC Bank, Tata Capital Wealth. IIFL, Canara HSBC Life Insurance and many more leading financial institutions.

Every Will and legal instrument delivered through WillJini is drafted and vetted by lawyers, giving institutional partners complete comfort on quality, compliance, and enforceability.

What we offer:

- Online Wills: a DIY digital journey for straightforward estates
- Customized Wills: lawyer-assisted drafting for complex family, business, and cross-border situations.
- NRI & Cross-Border Estate Planning: specialised advisory for GCC-resident Indians, US RSU and stock holders, and families with multi-jurisdictional exposure, including Sharia-law overlays and foreign inheritance-tax planning.
- Private Family Trusts and Business Succession: private family trusts, promoter succession planning, and continuity structures for founder-led businesses.

Why partners work with us:

Estate planning is the single most powerful conversation a wealth manager can have with a client 
- it deepens trust
- unlocks the full family balance sheet, and 
- creates a natural bridge to the next generation of assets. 

WillJini gives partners a trusted, white-labelable succession-planning capability without the cost of building in-house legal infrastructure. Our B2B2C model already powers succession offerings for 3,000+ leading distributors, MFDs, IFAs, and institutional partners including tie-ups with Canara HSBC Life Insurance and active engagements with major private banks in India and the GCC.

Led by lawyers and backed by proprietary technology, WillJini delivers institutional-grade succession services at consumer-grade convenience - turning a financial conversation into a relationship-deepening moment.

Visit us at the event to explore partnership models tailored to your wealth business!
Yodaplus is an agentic AI company, founded in 2016 and headquartered in Mumbai, building AI agents that run complex multi-step workflows inside regulated institutions. Our focus is capital markets and financial services, and we operate across India, the US, the UAE and the UK.

We work with capital markets firms in two ways:

Forward deployed engineering. A small pod of Yodaplus engineers embeds inside your operation, learns the workflow from your operators, and builds on your own systems and data. Nothing in your core platform is replaced, and your team is trained to run and extend what gets built. Typical work covers agentic workflow automation across approvals, reconciliations and exception handling, document intelligence across KYC files, contracts and regulatory filings, and governed conversational analytics that return cited answers.

GenRPT Finance is our agentic research and reporting platform for buy side and sell side investment teams. Enter a ticker and it produces a publication ready research report with a rating and a target price. Try it at app.genrptfinance.com.

Yodaplus holds ISO 27001, SOC 2 and GDPR certifications and is supported by the NVIDIA Inception Program and the NASSCOM GenAI Foundry. Clients include IDB Invest, The Great Eastern Shipping Company, PayU, EDME Insurance Brokers and more.

Visit our booth to see to talk to see GenRPT Finance running live, or to talk through where an embedded engineering pod would fit in your organisation.

Associate Sponsors

360 ONE Asset is among India’s leading asset management firms, managing an overall listed market and alternates AUM of around $11 billion*. 360 ONE Asset offers investors in India and worldwide, a wide spectrum of investment solutions asset classes that include public equities, private equity, private credit, real assets, and renewable energy.

The firm’s differentiated product suite includes alternative investment funds (AIFs), portfolio management services (PMS), specialized investment funds (SIFs), exchange-traded funds (ETFs), and mutual funds (MFs), including advisory and offshore.

With deep domain knowledge, a diversified range of strategies, a strong understanding of the Indian public and private markets and a seasoned team of investment professionals, 360 ONE Asset is focused on creating the right risk-adjusted alpha for investors.

*As on 30th June 2026. 360 ONE Asset constitutes 360 ONE Asset Management Ltd. and 360 ONE Alternates Asset Management Ltd.
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HDFC Asset Management Company Limited (HDFC AMC) is one of India's preferred mutual fund managers. Whether you are an individual looking to invest, representing an institution, or an intermediary, we offer a comprehensive suite of investment options across asset classes and scheme categories. Over the past two decades, we have been delivering simple and accessible investment products to Indian households. Your trust is our benchmark, and we constantly strive to remain ahead of it. Anchored in our culture of transparency, best-in-class governance, and effective risk management, we are taking confident strides towards achieving our vision of becoming the most respected asset manager in the world.

Finding the right investments to meet your financial goals can be overwhelming in today's interconnected and complex market. At HDFC AMC, we strive to help our clients overcome the challenges they face and achieve their desired investment outcomes. Most of our mutual fund schemes have weathered multiple market cycles, many of them going back over two decades. Trust plays a crucial role in investing, and being part of the reputable HDFC Group assures our clients that our business is built on a solid foundation.

At HDFC AMC, we have a wide network of 280 offices across more than 200 cities. Our goal is to understand your unique financial needs and provide tailored solutions to meet these needs. We offer Portfolio Management Services and Separately Managed Account (SMA) Services to meet the unique investment needs of our clients, including High Net Worth Individuals (HNIs), family offices, domestic corporates, trusts, provident funds, and domestic and global institutions.
ICICI Prudential Asset Management Company is one of the leading asset management companies in India with mutual fund assets under management worth Rs.12.38 lakh cr*. The AMC has a rich history of over 30 years in the asset management industry serving a customer base of 17.7 million* customers. The AMC has established a pan-India distribution network comprising 280# offices across 23 states and four union territories. 

The investment approach has always been to manage risk first and aim for long term returns for its customers while ensuring that the brand continues to remain trusted. The AMC delivers a range of investment products across multiple financial asset classes, to address a diverse spectrum of its investors’ objectives and risk appetites, from income accrual to long-term wealth creation. The AMC is known for its mutual funds offerings, both active and passively managed, spanning across various asset classes and risk profiles. 

Apart from this, the company also offers a suite of investment products under its Alternates business which comprises of equity-focused PMS and AIFs, private credit, long-short strategies and office yield funds catering to the preferences of individual and institutional investors. The company also provides investment advisory services as part of its offshore advisory business.

Over the years, the AMC has been at the forefront of product innovation, consistently focusing on developing and scaling differentiated products designed to perform across varying market conditions while catering to long-term investor needs.

* Data as on August 2026, # Data as on March 2026

Knowledge Supporters and Community Partners

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