A friend from UTI International shares this with me:
We are pleased to invite you to join our second India Immersion Trip, taking place in Mumbai from 16th to 19th November 2025.
This exclusive trip is designed for investment professionals to gain deeper insight into India’s economy, financial markets, and cultural backdrop through interactions with a broad range of distinguished speakers and thought leaders. We believe this immersive experience will offer a valuable, first-hand perspective on India’s ongoing transformation and future potential.
- Accommodation, Meals, Mumbai Airport Pick-up/Drop-Off: To be borne by UTI AMC
- Flights and Visa: To be arranged and paid for by clients
- Event Duration: 2.5 days
- Guest arrival and check-in: 16th November (Sunday)
- Event starts: 17th November
- Event concludes post-lunch: 19th November
- Check-out: 19th
- No. of Client/Prospect Attendees: 40
- Client Profile: Key investment decision-makers, Overseas LPs (allocators)
- Agenda: The agenda will feature speakers from diverse backgrounds offering a well-rounded perspective on the Indian economy.
(The speakers in the last immersion trip included the Chief Economic Advisor, former SEBI Chairman, CEOs of portfolio companies, and members of our investment team)
Participants are requested to arrange their own flights, and we are happy to assist with visa requirements if needed. Once in India, you will be our guest, with accommodation and meals provided by us. Please let me know if you can attend, I am happy to provide more information as it becomes available.
Contact: sameer.agarwal(@)utifunds.com
Brief Firm Background:
UTI Investments Background: Formerly known as the Unit Trust of India, the firm is the oldest and one of the largest asset managers (USD 250 billion in AUM) in India. We are a listed company in India and T Rowe Price is the single largest shareholder at ~23%. Some of the interesting strategies (all are focused on India) managed by the firm are i) India Quality Growth strategy: quality-growth equities strategy (55-60 stocks, ~10% turnover, ~USD 4.5bn in AUM, estimated capacity of ~USD 8bn) ii) India Innovation strategy: a highly concentrated “spicy growth” equity strategy (focused on innovation growth, 22-25 stocks), iii) traditional fixed income, iv) private credit strategy.