








10THAAFM® ANNUAL WEALTH MANAGEMENT CONVENTION 2022
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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
AGENDA - 2022

REGISTRATION FOR THE EVENT

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

INAUGURAL SESSION
INAUGURAL SESSION

Felicitation of Financial Industry Veterans & Convocation Ceremony for AAFM Certificants

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

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

PRESENTATION
TOPIC: DYNAMIC STYLE OF MONEY MANAGEMENT - NEW INVESTMENT MANTRA OF 21st CENTURY
Presented By :Sandeep Tandon, Founder & CIO, quant Group

PRESENTATION
Topic: Future of financial advisory - What Will it take for Advisors to stay RELEVANT
Presented by :
Anooj Mehta, Head-Partner Success, 1 Finance

PRESENTATION
TOPIC: Building A Personal Brand
Presented By : Basavaraj Mugabast, Head - Health Agency, SBI General Insurance
NETWORKING TEA BREAK — 1105 Hrs – 1135 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)
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)

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

PRESENTATION
Topic : Bringing Efficiency & Scale
Presented by : Aakash Bansal, Co-Founder & CEO, Vijya Fintech (Building Mercury)
NETWORKING LUNCH — 1300 Hrs – 1350 Hrs

PRESENTATION
Topic : Why NOW is the Right Time for Angel Investing
Presented by : Mitesh Shah, Co-Founder, Inflection Point Ventures

PRESENTATION
Topic : 4Ms for Multiplying your business as Financial Advisor/Distributors
Presented By :
Anuraag Saboo, Co-Founder, Fundexpert Fintech

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
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

PRESENTATION
Topic : Opportunities in the VUCA world
Presented by : Vetri Subramaniam, CIO, UTI Asset Management Company Ltd

PRESENTATION
Topic : Intergenerational Business Transfer
Presented by : Tejas Thakur, CWM, Head - Sales Training, Kotak Mahindra Asset Management Company

PRESENTATION
Topic : Why does Psychology Matter in Financial Planning?
Presented By :
Krishna Sanghavi, CIO-Equities, Mahindra Manulife Investment Management

PRESENTATION
Topic : Freedom : Now And Ahead
Presented by : Nitin Nahar, Head - Business Development, Whiteoak Capital AMC

PRESENTATION
Topic : Leadership Capital to Develop Green Affordable Housing
Presented by : Deep Sen CEO & Co-Founder, Indian Housing For All

CLOSE OF SESSION
Vote for Thanks :Ms. Dimple Mittal, Head - Business Development, On Behalf of Team AAFM® India
NETWORKING TEA — 1700 Hrs
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