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9355233599

9355233599

9355233599

info@aafm.club

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9th AAFMI WEALTH MANAGEMENT
CONVENTION 2022

Rising India – Unlocking Key Drivers & Opportunities in the Transforming Indian Financial Services Industry.

Join thousands other who share the same
passion for finance as you!

Event Will Start In

Why WMC 2022 is ideal for you ?

Interactive and informative sessions

Get first-hand information and extensive insights on industry growth, trends, opportunities and challenges

Wisdom from the wise – unedited, uncut

Receive key takeaways from the profound wisdom shared by 45+ illustrious senior industry professionals, live, virtual.

Increase your network net-worth

In a world where network is the new currency, here’s your chance to build on and expand your network wealth

Appreciation for your effort

Receive a certificate of participation acknowledging your determined spirit to grow and expand yourself with WMC 2022.

Fancy yourself knowledge expansion and extensive networking opportunities?

Book your seat today!

Who is it for?

Individuals Who Possess And Insatiable Drive Growth, Knowledge And Network Expansion Within The Thriving Finance Industry

Students &
Scholars

Finance
Professionals

Trainers &
Academicians

Mutual Fund
Advisors

Finance
Aspirers

Finance
Entrepreneurs

I’d like to attend

Meet our illustrious speakers

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Would still want to give WMC 2022 a miss? Join us now!

The itenerary

  • 12th March
  • 13th March

9:00am – 9:10am:

Welcome Address
By : Mr. Vyas Rai Nagpal, Co-Founder & Director – Marketing & Business Development, American Academy of Financial Management® India

9:10am – 9:25am :

Keynote Address
By : TBD

9:30am – 9:45am :

Topic : Looking back to Reimagine the Future – How the Life Insurance Industry will shape in next decade
Keynote Address By :  Mr. Yashish Dahiya, Chairman & CEO, PB Fintech Limited

9:50am – 10:05am :

Topic : What lies ahead for MF Industry, Opportunities & Challenges
Keynote Address By : Mr. A. Balasubramanian, CEO, ABSLAMC and Chairman, AMFI

10:10am – 10:25am:

Topic : Rethinking Risk Tolerance in Financial Decision Making
Presented By :  Mr. Deepak Jain, Director, American Academy of Financial Management® India

10:30am – 10:45am :

Presentation : TBD

Presented By : Mr. Aashish Somaiyaa, Executive Director & CEO, WhiteOak Capital Management

10:50am – 11:30am :

PANEL DISCUSSION
Topic : Future forward Wealth Management Industry – WHAT IS TO COME?
Panelist : Mr. Moulik Patel – Head Retail – Fixed Income Platform, CredAvenue
Panelist : Mr. Virendra Somwanshi, Group President & Head Wealth Management, Capital Markets & NRI, Bank of Baroda
Panelist : Mr. Bharat Pareek, Head Private Wealth & Products & Segment, ICICI Securities
Panelist : Mrs. Sumita Pillai, CEO, Torus Wealth Pvt.Ltd
Panelist : Mrs. Sumita Pillai, CEO, Torus Wealth Pvt.Ltd

11:35am – 11:50am :

Topic : Democratizing India’s Fixed Income Market through Retail Masses
Presented By : Mr. Sarath Bhaskaran – Head – Sales, Fixed Income Platform, CredAvenue

11:55am – 12:10pm :

Topic : How Digital Currencies can be an opportunity in transforming the Financial Industry?
Presented By : Mr. Sachiin Sharma, Marketing & Research Analyst, South East Asia Head, EMO Network

12:15am – 12:30pm :

Topic : Power of Frameworks in Investing
Presented By : Mr. Navin Agarwal, MD & CEO, Motilal Oswal Asset Management Company Limited (MOAMC)

12:35am – 12:50pm :

Topic : The Future is here: The Human + Machine model is completely disrupting the Financial Advisory Business
Presented By : Mrs. Devina Mehra, Chairperson, Managing Director & Founder, First Globa

12:55pm – 13:10pm :

Topic : WealthTech disruption in the HNI Wealth Management Space
Presented By : Mr. Abhijit Bhave, CEO, Private Wealth, Fisdom

13:15pm – 13:55pm :

PANEL DISCUSSION
Topic : Mutual Fund Industry – Optimizing for today and building for tomorrow
Panelist : Mr. K S Rao, SVP & Head – Investor Education & Distributor Development,Aditya Birla Sun Life Asset Management Co. Ltd.
Panelist : Mr. Manish Mehta, Joint President & National head of Sales, Marketing & Digital Business, Kotak Mahindra Asset Management Co. Ltd.
Panelist : Mr. Peshotan Dastoor, Group President and Head of Sales, UTI Asset Management Co. Ltd.
Panelist : Mr. Prateek Pant, CBO, White Oak AMC Ltd

14:00pm – 14:15pm :

Topic : Managing Client Expectations while investing in Mutual Funds
Presented By : Mr. Kaustubh Belapurkar, Director- Fund Research, Morningstar

14:20pm – 14:35pm :

Topic : The Changing Role of an Advisor
Presented By : Mr. Dhirendra Kumar, CEO, Value Research

14:40pm

CLOSING REMARKS
Ms. Dimple Mittal, Business Head, AAFM® India

9:05am – 9:20am:

Topic : Fixed Income Market – The next big revolution is here!
Special Address By :  Mr. Gaurav Kumar – Founder & CEO, CredAvenue

9:25am – 9:40am :

Keynote Address : TBD
By : 1Finance

9:45am – 10:00am :

INTERVIEW
Interviewee : Mr. Lovaii Navlakhi, MD & CEO, International Money Matters
Interviewer : Mr. Deepak Jain, Director, American Academy of Financial Management®

10:05am – 10:20am :

INTERVIEW
Interviewee : Mr. Amit Bivalkar, MD & CEO, Sapient Wealth Advisors & Brokers Pvt Ltd
Interviewer : Mr. Deepak Jain, Director, American Academy of Financial Management®

10:25am – 10:40am :

Topic : Investment World has Changed – Here’s how!!
Presented By : Mr. Anurag Jain, Partner – Investments, Green Lantern Capital LLP

10:45am – 11:00pm :

Topic : Insurtech – The Way forward for Advisors
Presented By :  Mr. Rajiv Gupta, President, Policy Bazaar

11:05pm – 11:20pm :

Keynote Addres
By : Mrs. Zanny Minton Beddoes, Editor-in-Chief, The Economist

11:25pm – 11:40pm :

Topic : All You Need to Know Before Buying a Health Insurance Plan
presented By : Mr. Shreeraj Deshpande, Head-Health Business, SBI General Insurance

11:45pm – 12:00pm :

presentation : TBD
presented By : Mr. Debashish Mohanty, Advisor, L & T Mutual Fund

12:00pm

CLOSING REMARKS
Ms. Dimple Mittal, Business Head, AAFM® India

INVESTOR'S MEET

12:05pm – 12:20pm :

Keynote Speaker
By : Mr. Ashishkumar Chauhan, MD & CEO, BSE (Bombay Stock Exchange)

12:25pm – 12:40pm :

Topic : Golden Years -Planning your Retirement Your Way
Presented By : Mr. K S Rao, Head – Investor Education & Distributor Development, Aditya Birla Sun Life Asset Management Co. Ltd.

12:45pm – 13:15pm :

PANEL DISCUSSION
Topic : The Power of Planning – Life Events That Require Financial Planning
Panelist : Mr. K S Rao, Head – Investor Education & Distributor Development, Aditya Birla Sun Life Asset Management Co. Ltd.
Panelist : Mr. Akhil Chaturvedi, Director & Chief Business Officer, Motilal Oswal AMC
Panelist : Mr. Suren Kochhar, Senior Director,Head Business Strategy, WhiteOak Capital Asset Management Limited

13:20pm – 13:35pm :

Topic : Diversity and Growth: Lessons on Managing a Successful Portfolio
Presented By : TBD

13:40pm – 13:55pm :

Topic : Adoption of Digital Currencies in our day to day lives
Presented By : Mr. Sachiin Sharma, Marketing & Research Analyst, South East Asia Head, EMO Network

14:00pm – 14:15pm :

Topic : 6 Financial Blunders: Learning from Mistakes
Presented By : Mr. Amit Trivedi, Author, Speaker, Blogger, Trainer

14:20pm – 14:35pm :

Topic : Where there is a “WILL” there’s a Way! Create your own ‘Will’
Presented By : Mr. Deepak Jain, Director, NexGen Estate Planning Solutions

14:35pm :

Closing Remarks : Ms. Dismple Mittal, Business Head, AAFM® India

Reserve my seat

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Be a Part of Biggest Indian Wealth Management Conference

92%/100 said they had an amazing experience in the convention. Learning, Industry insights, Netwroking and so much more…..

Early bird offer

For People who are always ready to take advantage of an opportunity

  • 299
Pay Now

AAFM finance club member

For People who are already a part of a Global Leader in finance education

  • 199
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Non-AAFM finance club member

For People who are always ready to take the next big step for their career

  • 499
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Group Discount

For teams that are always eager to grow and learn

  • 199
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Check out what people have to say about
the Convention

More than 500+ Finance enthusiasts as you join the convention every year and share the platform. New year New opportunities Awaits for you.

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Brownie Points

Register to get access to bonus worth 10000/- INR

Avail 1 short-term course for free on PlanetFP platform (AAFM Finance Club)

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Avail 10 free passes for the Investors session on Day 2 of the WMC 2022 event.

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Get Recognized during
the event in Q & A
Session & Win Prizes

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Get 10 CPD Points & Free profile listing on the PlanetFP website for all club members.

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Grab your seats now!

Frequently Asked Questions (FAQS)

Wealth Management Convention happens every year in which AAFM® India brings to you India's most powerful speakers to share their ideas, approach & untold learning which you can benefit from. Meet hundreds of likeminded people who are all looking to expand their networks. Get answers on the future of investing & Wealth Management
Learning Takeaways from their experiences to plan your year ahead.
From Past 8 Years we have been conducted this event corporeally or virtually to make our Candidates & Associates aware about the industry benchmark & Latest updates

 

FEBRUARY 19 & 20, 2022 (SATURDAY & SUNDAY)

  • 27+ powerful sessions
  • 45+ amazing speakers
  • Networking opportunities
  • Free courses - 1 Short term course for free on PlanetFP Platform (AAFM Finance Club)
  • Free Investor meet passes - 10 free passes for the Investors session on Day 2
  • Certificate & Prizes- Get Certificate of participation and prizes for lucky winners
  • 10 CPD POINTS
  • Free profile listing on Plantefp platform for all working professionals

Click here on the link to confirm your Booking now. Limited seats available
https://www.aafmindia.co.in/EventRegistration.aspx

The Continual Personal Development (CPD) points accumulated based on the LIVE learning apart from the Textual learning of the Program. Every CPD course that you take should come with a points value assigned. The points for each course are calculated based on the time it should take to complete .

These points are mandatory for your certification renewal on annual basis with AAFM India

Please visit the Our Club memberships Website & any Program for a Value of 2999 INR , you can avail with the Coupon Code sent to you post event.

https://planetfp.org/short-term-courses/

 

You will receive a mail along with collateral to send it across to your clients & Investors before the Event.

You will receive the invitation link along with login credential & the process to Login as well.

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