OVERVIEW
The AAFM Wealth Convention is a must-attend for finance professionals, offering 17+ years of expertise across PMS, AIF, MF, Fintech, Practice Management, Estate Planning, P2P Lending, Team Management, Client Acquisition, Real Estate, and more. Discover unique product demonstrations, gain insights, and network with industry leaders to unlock new wealth opportunities.
Start your journey to becoming a finance industry leader today!
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EVENT SPEAKERS
Get to know the experts who will be speaking at our event.
Head Equities-Nuvama Asset Management
Business Head-Bajaj Finserv Asset Management Ltd
Head - South Zone Retail Sales,Aditya Birla Sun Life AMC
Co-Head - Factor Investing-Edelweiss MF
Founder-BEES NetWork Ltd
GM-Founder & Director-PMS Bazaar
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Director-Nexgen Estate Planning Solutions
CEO,ITI Mutual Fund
Executive Director- AAFM® India
MD & CEO Enjay IT Solutions Ltd
Head Equity & Hybrid-Axis AMC
Editor in Chief-The Fynprint
Chief Business Officer, ASK Investment Manager
AVP-International Business Development-Mirae Asset Mutual Fund
Executive Director - Shivalik Investment Fund
Director, S9 Fintech Pvt. Ltd.
Founder & Director PMS Bazaar
Business Head-ASK Investment Managers
Vice Chairman, The Institute of Chartered Accountants of
India
Executive Director, AAFM® India
CEO-Chatur Investments
Co-Founder & CEO-Bharat Batuk
Editor Amar Ujala - The Bonus
CEO-SRIKAVI WEALTH
Co-Founder & Director Entrust Family Office
corporate coach
Zonal Head - Sales WhiteOak Capital AMC
Director Care Portfolio Managers Pvt. Ltd.
Inaugural Ceremony & Lighting of the Lamp
1000 Hrs – 1025 Hrs
PRESENTATION
Dr K S Rao, Executive Director, AAFM® India
“Explore New Horizons, Elevate Impact, Excel towards Viksit Bharat 2047”
1030 Hrs – 1055 Hrs
PRESENTATION
Limesh Parekh, MD & CEO, Sanchay CRM
“A Proven System to Grow AUM & Retain Clients”
1100 Hrs – 1120 Hrs
PRESENTATION
Niutpol Handique, AVP – International Business Development, Mirae AMC
“Global Diversification Through GIFT City”
NETWORKING TEA BREAK
1125 Hrs – 1150 Hrs
1155 Hrs – 1210 Hrs
PRESENTATION
Prasad S. Shetty, Director, S9 Fintech Pvt. Ltd.
“Financial Distribution Business & Continuous Learning”
1215 Hrs – 1255 Hrs
PANEL DISCUSSION
“East or West – Asset Allocation is the Best”
Moderated by: Romit Barat, Executive Director, AAFM® India
Panelists:
R. Pallavarajan (Founder & Director, PMS Bazaar) •
Srikanth Matrubai (CEO, SRIKAVI WEALTH) •
Sandeep Bhushetty (CEO, Chatur Investments) •
Bharat Bagla (Founder, BEES NetWork Ltd) •
Limesh Parekh (MD & CEO, Sanchay CRM)
NETWORKING LUNCH
1300 Hrs – 1400 Hrs
1405 Hrs – 1445 Hrs
PANEL DISCUSSION
“A for Alternates: Growth and Road ahead for Alternates”
Moderated by: Daniel GM, Founder & Director, PMS Bazaar
Panelists:
Sreepriya NS (Co-Founder & Director, Entrust Family Office) •
Piyush Kothari (Executive Director & CEO, Shivalik Fund) •
Vishal Shah (Director, Care Portfolio Managers Pvt. Ltd.) •
Rahul Goel (Business Head, ASK Investment Managers)
1450 Hrs – 1530 Hrs
PANEL DISCUSSION
“SIP se SIF tak – What lies for a MFDs”
Moderated by: Neil Borate, Editor in Chief, The Fynprint
Panelists:
Jatinderpal Singh (CEO, ITI Mutual Fund) •
Ajay Vora (Head Equities, Nuvama Asset Management) •
Nandik Mallik (Head – Equity & Hybrid, Axis AMC) •
Bhavesh Jain (Co-Head – Factor Investing, Edelweiss MF) •
CA Rinkesh Shah (Expert for NRI Consulting)
1535 Hrs – 1645 Hrs
PRESENTATION
Dr Deepak Jain, Director, Nexgen Estate Planning Solutions
“Global Indians, Global Markets: The Growth of Cross-Border Estate Planning”
1645 Hrs
PRESENTATION
Vote of Thanks
NETWORKING TEA
1645 Hrs onwards
Inaugural Ceremony & Lighting of the Lamp
1000 Hrs – 1025 Hrs
PRESENTATION
Aniruddha Chaudhuri, Business Head, Bajaj Finserv Asset Management Ltd
“MIND THE GAP”
1030 Hrs – 1055 Hrs
PRESENTATION
Nimesh Mehta, Chief Business Officer, ASK Investment Manager
“Why Alternates is a must for MFDs & Investors?”
1100 Hrs – 1120 Hrs
PRESENTATION
Sanjay Panday, Chief Executive Officer, Bharat Batuk
“Digital Gold – A new asset class”
NETWORKING TEA BREAK
1125 Hrs – 1200 Hrs
1205 Hrs – 1230 Hrs
PRESENTATION
Romit Barat, Executive Director, AAFM® India
“Accredited Investor – the next big opportunity for MFDs”
1235 Hrs – 1250 Hrs
PRESENTATION
Arun Mohanty, Head – South Zone Retail Sales, Aditya Birla Sun Life AMC
“GIFT City – An upcoming Investment Opportunity for Residential Investors & NRIs”
1255 Hrs – 1310 Hrs
PRESENTATION
Venkata Vinod, Zonal Head – Sales, WhiteOak Capital AMC
“Changing Landscape of Distribution”
NETWORKING LUNCH
1315 Hrs – 1415 Hrs
1420 Hrs – 1450 Hrs
CONVOCATION of AAFM® Certificants
1455 Hrs – 1555 Hrs
FIRESIDE CHAT
“Cocktail of 3 Fin Musketeers – The 3 Pillars of Future-Proofing Wealth”
Moderated by: Shubham Shankdhar, Editor, News & Content Innovation, The Bonus (Amar Ujala)
Speakers: Dr. Deepak Jain • Romit Barat • Dr. K S Rao
1600 Hrs – 1615 Hrs
BOOK LAUNCH
Dr. K S Rao, Executive Director, AAFM® India
1620 Hrs – 1720 Hrs
PRESENTATION
Swami Sukhabodhananda Ji, India’s Leading Spiritual Teacher & Corporate Coach
“Mastering the Mind & Managing Money”
VOTE OF THANKS & NETWORKING TEA
1720 Hrs onwards
Delegate Your Presence at the AAFM Wealth Convention!
If, due to unexpected circumstances, you find yourself unable to attend the AAFM Wealth Convention!, we completely understand!
We kindly request that you nominate a deserving colleague from your team or organization to attend in your place.
Overcoming Conference Approval Hurdles - Presenting a Letter to Your Manager/Company!
We understand that obtaining approval to attend a conference can sometimes be challenging. That's why we've prepared a letter to help you effectively communicate to your manager or company why attending the AAFM Wealth Convention! is crucial for your professional growth.
Ms. Neha Arora - Manager
Call/SMS/WhatsApp at: +91 9289429102
Drop a Mail to: neha@aafm.co.in
PLOT NO. 30, 3RD FLOOR, GROVER TOWER -1 , MAIN NAJAFGARH ROAD, NEW DELHI-110015
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