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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.

Major Sponsor

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.​​
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.
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 Ltd. is a leading asset management company (AMC) in the country focused on bridging the gap between savings & investments and creating long term wealth for investors through a range of simple and relevant investment solutions. 

The AMC is a joint venture between ICICI Bank, a well-known and trusted name in financial services in India and Prudential Plc, a leading pan-Asia & Africa focused group providing health, protection and savings solutions. Throughout these years of the joint venture, the company has forged a position of pre-eminence in the Indian Mutual Fund industry.  

The AMC manages significant Assets under Management (AUM) in the mutual fund segment. The AMC also caters to Portfolio Management Services for investors, spread across the country, along with International Advisory Mandates for clients across international markets in asset classes like Debt, Equity and Real Estate.  

The AMC has witnessed substantial growth in scale; from 2 locations and 6 employees at the inception of the joint venture in 1998, to a current strength of 3500+ employees, and a reach across 281 locations. The company’s growth momentum has been exponential and it has always focused on increasing accessibility for its investors.

Driven by an entirely investor centric approach, the organization today is a suitable mix of investment expertise, resource bandwidth and process orientation. The AMC endeavors to simplify its investor’s journey to meet their financial goals, and give a good investor experience through innovation, consistency and sustained risk adjusted performance.

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