AAFM Wealth Management Convention 2022

WHY YOU SHOULD ATTEND?

INDIA'S MOST AWAITED WMC IS BACK !

18+ Powerful Sessions

Get answers on the future of investing & Wealth Management

30+ Amazing Speakers

AAFM India brings to you India's most powerful speakers to share their ideas, approach & untold learning which you can benefit from.

Networking oppurtunities

Meet hundreds of likeminded people who are all looking to expand their networks.

Free Course

1 Short term course for free on PlanetFP platform(AAFM Finance Club)

Certificate & Prizes

Get Certificate of participation and prizes for lucky winners

Event Speakers

Mr. Shankar Jadhav

Managing Director - BSE Investment & Head - Strategy - BSE

Mr. Sunil Zode

Chairman, Indian Chamber of Commerce for Affirmative Action

Mr. Anshul Saigal

CIO - Kotak Portfolio Management Services, Kotak AMC

Mr. Dhaval Kapadia

Director-Portfolio Specialist, Morningstar Investment Advisers India

Mr. Nitin Shanbhag

Head – Investment Products, Private Wealth, Motilal Oswal Group

Mr. Dhiraj Padiyath

Head - Product & Platform, Yes Securities

Mr. Deep Sen

CEO & Co-Founder, Indian Housing For All

Mr. KS RAO

Head - Investor Education & Distribution Development, ABSLAMC Ltd

Mr. Tejas Thakur

Head - Sales Training, Kotak Mahindra Asset Management Company

Mr. Aakash Bansal

Co-Founder & CEO, Vijya Fintech Building Mercury

Mr. Richard Pattle LVO

Co-Founder and CEO, True Beacon & Senior Advisor Zerodha

Mr. Vetri Subramaniam

Group President & Head of Equity, UTI Asset Management Company Ltd

Mr. Basavaraj Mugabast

Head - Health Agency, SBI General Insurance

Mr. Deepak Jain

Director, American Academy of Financial Management® India

Mr. Vyas Rai Nagpal

Co-Founder & Director – Marketing & Business Development, AAFM® India

Mrs. Dimple Mittal

Business Head, AAFM® India

Know More About Regional Wealth Management Convention - 2022

AGENDA - 2022

WMC - 2022

Day 1

0830 Hrs – 0855 Hrs

REGISTRATION FOR THE EVENT

0900 Hrs – 0910 Hrs

Welcome Address

Welcome Address By : Vyas Rai Nagpal, Country Head-Marketing & Business Development, AAFM^® India Lighting of the Lamp

0910 Hrs – 1005 Hrs

INAUGURAL SESSION

INAUGURAL SESSION

0910 Hrs – 0940 Hrs

Felicitation of Financial Industry Veterans & Convocation Ceremony for AAFM Certificants

0940 Hrs – 0950 Hrs

KEYNOTE ADDRESS
TOPIC: ADOPT ‘TECHNOLOGY, SKILLS AND COMPLIANCE’ TO DEVELOP EFFECTIVE INDUSTRY SOLUTIONS

Key Speaker : Sunil Zode, Chairman, Indian Chamber of Commerce for Affirmative Action

0955 Hrs – 1005 Hrs

CHIEF GUEST
TOPIC: HISTORY OF BOMBAY STOCK EXCHANGE AND ITS EVOLUTION AS A CENTER OF ECONOMIC ACTIVITY

Shankar Jadhav, Managing Director - BSE Investment & Head - Strategy - BSE

1010 Hrs – 1025 Hrs

PRESENTATION
TOPIC: DYNAMIC STYLE OF MONEY MANAGEMENT - NEW INVESTMENT MANTRA OF 21st CENTURY

Presented By :Sandeep Tandon, Founder & CIO, quant Group

1030 Hrs – 1045 Hrs

PRESENTATION
Topic: Future of financial advisory - What Will it take for Advisors to stay RELEVANT

Presented by : Anooj Mehta, Head-Partner Success, 1 Finance

1050 Hrs – 1105 Hrs

PRESENTATION
TOPIC: Building A Personal Brand

Presented By : Basavaraj Mugabast, Head - Health Agency, SBI General Insurance

NETWORKING TEA BREAK — 1105 Hrs – 1135 Hrs

1140 Hrs – 1220 Hrs

PANEL DISCUSSION : WEALTH MANAGEMENT & ADVISING
Tailoring your value proposition to increase UHNWI engagement

Panelist : Richard Pattle LVO, Co-Founder and CEO, True Beacon & Senior Advisor Zerodha
Panelist : Dhiraj Padiyath, Head - Product & Platform, Yes Securities
Panelist : Nitin Shanbhag, Head – Investment Products, Private Wealth, Motilal Oswal Group
Panelist : KS Rao, CWM, EVP & Head - Investor Education & Distribution Development, Aditya Birla Sun Life Mutual Fund (ABSLMF)

1225 Hrs – 1240 Hrs

PRESENTATION
Topic : AMRITKAAL of Wealth Advisory

Presented By : KS Rao, CWM, EVP & Head - Investor Education & Distribution Development, Aditya Birla Sun Life Mutual Fund (ABSLMF)

1245 Hrs – 1300 Hrs

PRESENTATION
Topic : Bringing Efficiency & Scale

Presented by : Aakash Bansal, Co-Founder & CEO, Vijya Fintech (Building Mercury)

NETWORKING LUNCH — 1300 Hrs – 1350 Hrs

1400 Hrs – 1415 Hrs

PRESENTATION
Topic : Why NOW is the Right Time for Angel Investing

Presented by : Mitesh Shah, Co-Founder, Inflection Point Ventures

1420 Hrs – 1435 Hrs

PRESENTATION
Topic : 4Ms for Multiplying your business as Financial Advisor/Distributors

Presented By : Anuraag Saboo, Co-Founder, Fundexpert Fintech

1440 Hrs – 1520 Hrs

PANEL DISCUSSION : PMS & Alternative Investment
Evolving Alternative Investment & PMS in India – A PORTFOLIO MUST HAVE!

Panelist : Anshul Saigal, CIO - Kotak Portfolio Management Services, Kotak AMC
Panelist : Dhaval Kapadia, Director-Portfolio Specialist, Morningstar Investment Advisers India
Panelist : Rajnish Girdhar, CEO of Karma Capital
Panelist : Mohamed Irfan, Fund Manager, Vivriti Asset Management
Panelist : Apoorva Vora, Founder & CEO, Finolutions LLP

1525 Hrs – 1540 Hrs