AAFMI Wealth Management Convention 2018

WEALTH CREATION | WEALTH PROTECTION | WEALTH TRANSFER


HOTEL SAHARA STAR, MUMBAI, NOVEMBER 21, 2018


Register Your Interest

WELCOME

India's Most Awaited WMC is Back !


Wealth Management Convention 2018 is the Sixth edition of AAFM India Annual Convention. AAFM India has always tried to bring the contemporary issues and topics which are most sort for by most of the industry players like Banks, AMCs, National Distributors, IFAS, Estate Planners, Wealth Management Professionals, etc.


Recently, Hybrid advice solutions are making a big impression on HNWIs, becoming just as valued as wealth manager-led offerings, and more so in some areas.HNWIs tend to reduce their sole reliance on wealth managers and adopt more of a hybrid approach as the wealth management relationship progresses.


Therefore, it becomes very important to understand how Wealth Managers or Financial Advisors will help clients shift their mindset, investing style and portfolio holdings as the market transitions are changing rapidly. Further on regulatory front, it’s unarguable that the IA regulations, once implemented completely, will represent the gold standard for investor protection and will lead to a cleaner, more investor friendly ecosystem.


However, the 360-degree impact of a full-fledged implementation is unlikely to be quite so obvious. The whole concept of Wealth Management is ever changing.


Client's expectations are ever changing and the ability to deliver differentiated service is continuously diminishing. Having said that, the key differentiated service is provided by engagement with organisations and HNIs at various levels.


Organisations and HNIs constantly want to focus more on their respective areas of expertise while leaving activities like Financial Advising, Tax Planning etc. to the experts.


The objective of AAFM India’s Wealth Management Convention 2018 is to initiate a dialogue amongst key stake holders and understand the Ecosystem of “Wealth Protection, Wealth Creation & Wealth Transfer” in more structured way and thus provide a strategic pathway for both the Industry and the Intermediaries to capitalize on the changes the Wealth Management Industry is going through.



“Come to AAFM India WMC, 2018 to Learn, Inspire, Network and Connect!”


1

Full Day

Combination of keynotes, panels, interactive sessions and networking

25+

speakers

Hear from Regulators, Senior Market Participants, Investors and Peers.

250+

attendees

Network and discuss with your market peers from across India and the international markets

Agenda*


Wealth Management Convention Agenda 2018

November 21, 2018
0830 Hrs - 0855 Hrs : (25 minutes)
Registration and Welcome Tea & Coffee
0900 Hrs – 0915 Hrs : (15 minutes)
Welcome Address By : Mr. Vyas Rai Nagpal, Country Head - Marketing and Business Development, AAFM India

Lighting of the Lamp

0915 Hrs. – 1000 Hrs. : (45 minutes)
Inaugural Session

Opening Remarks :


Chief Guest :




Special Address By :

Presentation

1005 Hrs. – 1020 Hrs. : (15 minutes)
TOPIC : TBD

Presented by : TBD

Pannel Discussion -- 45 minutes

1025 Hrs. – 1110 Hrs. : (45 minutes)
BANKING & WEALTH MANAGEMENT







TBD


1115 Hrs. - 1130 Hrs. : (15 minutes)
PRESENTATION

Presented By: TBD
1135 Hrs. - 1150 Hrs. : (15 minutes)
PRESENTATION

Presented By: TBD

1150 Hrs. - 1210 Hrs. : (20 minutes)
Networking Break

Pannel Discussion -- Minutes: 45

1215 Hrs. – 1300 Hrs. : (45 minutes)
MUTUAL FUND INDUSTRY

TBD



1305 Hrs. - 1400 Hrs. : (55 minutes)
NETWORKING LUNCH

Presentation

1400 Hrs. - 1415 Hrs. : (15 minutes)
TOPIC : TBD

Presented by: TBD
1420 Hrs. - 1435 Hrs. : (15 minutes)
TOPIC : TBD

Presented by: TBD

Pannel Discussion -- Minutes: 30

1440 Hrs. – 1510 Hrs. : (30 minutes)
ESTATE PLANNING SERVICES

TBD


Presentation

1515 Hrs. - 1530 Hrs. : (15 minutes)
TOPIC : TBD

Presented By: TBD

Pannel Discussion -- Minutes: 30

1535 Hrs. – 1605 Hrs. : (30 minutes)
REAL ESTATE INDUSTRY



TBD


Close of Session -- Minutes: 10

1605 Hrs. - 1615 Hrs. : (10 minutes)
Close of Session
Closing Remarks
Mr. Deepak Jain, Country Head – Knowledge Management & Operations, AAFM India
1615 Hrs. Onwards
Networking Tea

Speakers


Our Partners in WMC 2017


Media Partner

AAFM

DIAMOND SPONSORS

SILVER SPONSORS

FIFA
SBI
FIFA

Industry Partner

FIAI
MFRT

Digital Magazine Partner

CafeMutual

Knowledge Partners

AAFM
AAFM

Travel Partner

AAFM AAFM

Contact


Reach out to our various team members to find out more about the conference

Sponsorship & Program

Vyas Rai Nagpal
vyas@aafmindia.co.in

9711797800

Registration

Dimple Mittal
dimple@aafmindia.co.in

9650159583, 8800737563, 011-45120800

Logistics-Coordination

Shivang Upadhyay
operationm@aafm.co.in

9082470535