What is AAFM’s Wealth Management Convention?

INDIA’S LARGEST CONVENTIONS AND ANNUAL WEALTH EXPO

The wealth management convention is a prestigious gathering of financial advisors, wealth managers, private bankers, family office executives, and investment professionals. Our event offers a unique platform to explore cutting-edge strategies, gain insights from thought leaders, and network with like-minded professionals from around the world. For over a decade, we have been organizing successful conventions in various cities, bringing together the brightest minds, industry experts, and innovative financial professionals to discuss and shape the future of wealth management.

  • Latest
    Event➡️
  • DateOCT 07, 2023
  • Location New Delhi

WHY TO ATTEND?

Engaging keynote speakers

learn from renowned experts who will share their knowledge, experience, and perspectives on the latest trends and opportunities in wealth management.

01

Interactive panel discussions

participate in thought-provoking discussions that delve into the most critical issues and challenges facing the industry today.

02

Expert-led workshops

enhance your skills and expertise through hands-on workshops conducted by seasoned professionals.


03

Networking opportunities

connect with peers, build new partnerships, and expand your professional network during dedicated networking sessions.

04

Cutting-edge exhibitions

discover the latest financial products, services, and technologies that can take your wealth management strategies to the next level.

05
2000+

ATTENDEES


50+

CORPORATES


50+

EXHIBITORS


30+

SPEAKERS


Added Benefits

Certificate & prizes

showcase your wealth management expertise and compete for fabulous prizes.



01

CPD points for CWM®️ certificants

earn essential CPD points while staying at the forefront of wealth management practices. 02


Special convocation ceremony by AAFM®

be honoured and celebrated at an exclusive convocation ceremony by AAFM® for your exceptional achievements in the industry. 03

LEARN FROM BEST MINDS FROM THE INDUSTRY
ATTEND, LEARN & IMPLEMENT

...

MUTUAL FUND

Gain Insights Into Mutual Funds To Offer Informed Investment Advice And Better Serve Their Clients

...

PMS

Understanding The Benefits, Risk Factors, And Strategies, Empowering Them To Offer Specialized Investment Solutions To Their Clients.

...

AIF

Understanding The Various Categories, Risk Profiles, And Potential Returns, Enabling Them To Provide Diversified Investment Options And Tailored Solutions To Their Clients

...

Fintech

Fintech Innovations, Including Digital Tools, Robo-Advisors, And Blockchain, Empowering Them To Leverage Technology For Streamlined Processes, Enhanced Client Experiences, And Improved Investment Strategies




EXPERIENCE THE ULTIMATE WEALTH MANAGEMENT EVENT



Mark your calendar for the Utlimate Wealth Management Convention ! Delve into 20+ exclusive conference sessions focused on new and improved financial services across PMS , AIF , MF & Fintech. Elevate your wealth management expertise with live market training, the latest technology-driven financial trading, insights into automated trading systems, portfolio building strategies, competitive financial services, unique product demonstrations, and much more. This convention is tailored to meet the needs of wealth management professionals like you. Don't miss out on this invaluable opportunity to enhance your knowledge and discover new avenues for wealth growth. See you there!





PRODUCT SERVICE ON FOCUS



AIF

PMS

Mutual Fund

Fintech

Stocks

Wealth Management

Portfolio Management

Our Speakers

Aakash Bansal

Vijya Fintech
(Building Mercury)

Anil Rego

Right Horizons


Ankur Joshi

Vijya Fintech
(Building Mercury)

Anooj Mehta

1 Finance


Anshul Saigal

Kotak AMC


Anuraag Saboo

FundExpert Fintech Pvt. Ltd

Apoorva Vora

Finolutions LLP



Basavaraj Mugabast

SBI General Insurance


Bhavik Thakkar

Abans Investment Managers


Chetan Doshi

National Stock Exchange


D K Agarwal

SMC Capital Ltd.



Deep Sen

Indian Housing For All



DhavaL Kapadia

Morningstar Investment Advisers India



Dhiraj Padiyath

Yes Securities





Gaurav Chakarvarty

ASK Investment Managers Limited



Gaurav Chowdhary

Motilal Oswal AMC Ltd.



Hitesh Techkwani

TrustPlutus Wealth (India) Pvt Ltd



K S Rao

Aditya Birla Sun Life AMC Limited



Keval Bhanushali

1 Finance


Krishna Sanghavi

Mahindra Manulife Investment Management

Krishna Kanhaiya

Mirae Asset Financial Services (India) Pvt.

Lalit Sharma

Aditya Birla Sunlife Mutual Fund


Manu Awasthy

Centricity


Manish Mehta

Kotak Mutual Fund


Manuj Jain

White Oak Capital AMC

Mitesh Shah

Inflection Point Ventures

Mohamed Irfan

VivritiAsset Management

Munish Sabharwal

SBI Mutual Fund

Nitin Nahar

Whiteoak Capital AMC


Nitin Shanbhag

Motilal Oswal Group


Prashant Gupta

Aditya Birla Sun Life AMC Limited

Pratyush

Mirae Asset Mutual Fund

R Pallavarajan

PMS Bazaar


Rahul Somani

Integrow AMC


Rajnish Girdhar

Karma Capital

Ram Yadav

Integrow Asset Management

Richard Pattle

True Beacon


Sandeep Bagla

Trust Mutual Fund


Sandeep Tandon

Quant Group

Sanjay Bembalkar

Union Mutual Fund

Siddharth Chatterjee

Market Expert

Smitha Sudheendra

JM Financial

Sunil Zode

ICCAA

SHEELA KULKARNI

World Gold Council

Vaibhav Chugh

White Oak Capital Management


Varun Goenka

Value Quest



AGENDA




Our Client

Union Mutual Fund

Alpha Capital

ABSLMF

AMBIT

Angel Broking

Asit C. Mehta

ASK wealth Management

Bajaj Allianz Life Insurance Ltd.

Bajaj Capital Limited

Bank of Baroda

Bharti AXA

BSE Brokers Forum

DHFL Pramerica Mutual Fund

Edelweiss Mutual Fund

Hedge Finance Limited (HFL)

Hedge Finance Limited (HFL)

IDBI Asset Management Ltd

IFast

India Infoline

L&T Mutual Fund

Latin Manharlal

LIC Mutual Fund

Motilal oswal Mutual fund

National Institute of Securities Market

National Securities Depository Limited

National Stock Exchange

Nippon India Mutual Fund

NJ wealth

PGIM India Asset Management Private Ltd

Private Wealth Motilal oswal

Quant Group

Reliance Nippon Life Insurance Company Limited

Reliance Securities

SBI Mutual Fund

SMC Moneywise

State Bank of India

Tata AIA Life Insurance

Union Bank of India

UTI Mutual funds

Zen Securities Ltd.

Abans Group

Centricity Wealth Tech

IPV Advisors Pvt. Ltd.

Integrow Asset Management

Karma Capital Advisors Pvt Ltd.

Kotak Mahindra Asset Management Company

Mahindra Manulife Investment Management

Mirae Asset Financial Services (India) Pvt. Ltd.

Mirae Asset Investment Managers (India) Pvt. Ltd.

Morningstar India Private Limited

Right Horizons

SBI General Insurance

ValueQuest.in

Vijya Fintech Pvt. Ltd

WHITEOAK CAPITAL

World Gold Council

Yubi

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