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We’re revolutionising the way you find and give advice

Our team comprises of experienced professionals, trainers, lawyers and bankers in the field of wealth management & distribution of financial products. Some of our specialists have more than 20 years of experience in Wealth Management & Financial Advisory Services.​

Mr. Vyas Rai Nagpal, LLB, CWM® Founder Director

His current profile includes Effective Brand Building and PR initiatives, augment AAFM India’s Corporate Membership, increase the enrolment for various certification offered by AAFM India by building the Authorized Education Provider Network across India. He has a total work experience spanning over 9 years has been into Business Planning, Marketing and Business Development, Knowledge Management, Content Development and Training. He did Graduation in Law (BA LLB, five-year integrated course) in the year 2006, and later in 2007 he did CERTIFIED FINANCIAL PLANNERCM and CHARTERED WEALTH MANAGERTM, USA. His other qualifications include Post Graduation Diploma in Financial Planning, Post-Graduation Diploma in Securities and banking Law and Post-Graduation in Corporate Law and Management.

Mr. Deepak Jain, CWM®, CTEP™ Founder Director

Deepak Jain a highly accomplished and renowned Trainer has an extensive experience of 20 Years. Hecarries a wide-ranging experience of 9 Years with Citibank NA, Standard Chartered Bank & ING Vysyamajorly in Wealth Management Domain and 11 years into Corporate Training.

Deepak is passionate about improving the ‘Financial Wellbeing’ of Individuals.

Currently working as Director – Academics for American Academy of Financial Management® India (AAFM® India) a Global Leader in Financial Education & Certifications based out of Colorado Springs USA.

Under his leadership AAFM® India has become one of the leading ‘Financial Training’ organization in India.

He has trained more than 20,000 Wealth Managers and Financial Advisors across India.

He is also the Founder and Managing Director of Nexgen Estate Planning Solutions India’s biggest EstatePlanning Solutions provider for Financial Advisors and Wealth Managers. He is actively involved in:

He is actively involved in advising HNI Clients on Wealth Protection & Wealth Transfer Strategies.

Proficient in developing customized training programs, developing training models, tailor-made course materials for clients.

He has Extensive training experience in training Wealth Managers, Private Bankers, Financial Advisors, Mutual Fund Distributors, Registered Investment Advisors etc.

Ms. Dimple Mittal Head – Business Development

Ms. Dimple Mittal is a dynamic, youthful, qualified and business-inclined Education Industry professional. She has completed B.A (Eco) Hons from Miranda House, Delhi University and also completed her Masters in Economics while working. Her bent in Marketing and the passion to interact made her join P&G in the Direct Marketing Team. She delivered personality development programs to more than 30,000 students covering more than 500 schools in a short span of time. Being a stern believer of “There is no end to learning, there can only be beginnings”, she is persistent to learn more, which has made her pursue her many short-term certifications in FINANCE. To tag on to her continued commitment towards self-learning and knowledge-sharing, she is presently pursuing her Chartered Wealth Manager & Chartered Economist from AAFM , USA. Her passion for interaction, drove her to take Business Development & Marketing as her dream career as she humbly holds, the testimony of counselling over 20,000 candidates. On this date, spread over the past 14 invigorating years, for the diverse institutes she headed Admissions & Counselling. She keeps traveling pan-India, delivering knowledge. She feels honored to be associated with AAFM INDIA as Head – Business Development where she is continuously working with the academicians to offer professional certifications for the aspirants & seasoned financial Services Industry Professional. She has interviewed more than 200 top industry trend setters understanding their demands & expectations from their employee, also the discussing about the importance of professional certifications. She has a lot of followers not only amongst fledgling college students but even scholars, investment advisors, aspiring financial planners and bourgeoning base of wealth managers in India, all age-groups.