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!
Exciting activities planned for each day of the event
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EVENT SPEAKERS
Get to know the experts who will be speaking at our event.
Co-Founder & CBO, Fisdom
Co-Founder & CBO, Fisdom
Editor, Amar Ujala – The Bonus
President, Sales & Distribution, ASK Investment
CEO, Northern Arc Investments
Head - Passive Business, ABSLMF
Director & Co-Founder, Nexgen Estate Planning
Executive Director, AAFM India
National Head – Sales & Marketing, Canara Robeco AMC
CIO & CEO – Equity, ASK Investment
CEO, ITI Mutual Fund
Senior Fund Manager – Equity, Baroda
CEO, Indian Association for...
Managing Director & CEO, Sanchay CRM
CIO, Diviniti SIF
Head of Investment Products – ICICI Bank
Founder & CEO, Wealthmax India Advisors
Co-Founder & CIO, UniPropTech
Co-Founder, Promore Fintech
Head- Equity & Hybrid SIF, Axis MF
President & Fund Manager - AIF, The Wealth Company
Executive Director and CEO, Shivalik Fund
Chief Business Officer, Axis AMC
Executive Director, AAFM® India
CEO, Treeline Investment
Founder & CEO, Planify
Head of Wealth, IIFL Wealth Management
Founder & CEO, Arthify Consulting
Co-Founder, Moneyfi Advisors
CEO & Managing Partner, Mahindra Wealth
Chief Investment Officer, Bajaj Allianz Life
Founder & MD, Wealthgenics
Founder, SP Financial Services
Bharat Batuk (Gold Reimagined)
Founder & CEO, Wright Research
Head, Alternative Investments, Credence Wealth
President – Investments, Anand Rathi Wealth
CEO, EMF Capital
Founder, Money Mantra
Inaugural Ceremony & Lighting of the Lamp
0920 Hrs – 0935 Hrs (KEYNOTE SPEAKER)
Sashi Krishnan, Director, NISM
0940 Hrs – 1000 Hrs (PRESENTATION)
Nishad Khanolkar, The Wealth Company
“Investing in unlisted gems through private equity structure”
1005 Hrs – 1030 Hrs (PRESENTATION)
Limesh Parekh, Enjay IT Solutions Ltd.
“The Hidden Costs of Growth: How Smart MFDs Stay Profitable”
1035 Hrs – 1055 Hrs (PRESENTATION)
Jitendra Srivastava, Baroda BNP Paribas AMC
“India vs Global: Where Should Future Portfolios Be Allocated?”
NETWORKING TEA BREAK
1100 Hrs – 1120 Hrs
1125 Hrs – 1145 Hrs (PRESENTATION)
Rajesh Singla, ALPHA AIFs
“Why Structured SME Investing Should Be Considered by HNI & Marquee Investors”
1150 Hrs – 1220 Hrs (PANEL DISCUSSION)
“The India Opportunity: Mutual Funds as the Wealth Engine of Bharat”
1225 Hrs – 1240 Hrs (PRESENTATION)
Raghav Iyengar, CEO, 360 ONE Asset Management
“SIF: The New Opportunity”
NETWORKING LUNCH
1315 Hrs – 1415 Hrs
1420 Hrs – 1450 Hrs (PANEL DISCUSSION)
“Charting the Asset Management Industry’s 2026 Vision”
1455 Hrs – 1510 Hrs (PRESENTATION)
Ritesh Pathak, Motilal Oswal AMC
“Growth = Returns – Tomorrow’s Nifty Can Be Today’s Sensex”
1515 Hrs – 1540 Hrs (PRESENTATION)
Shivam Mittal, DoubleTick.io
“Enable WhatsApp for Sales Teams and RM Interactions”
1545 Hrs – 1605 Hrs (PRESENTATION)
Nandik Mallik, Axis MF
“Specialised Investment Fund (SIF)”
NETWORKING TEA BREAK
1610 Hrs – 1630 Hrs
1635 Hrs – 1650 Hrs (PRESENTATION)
Dr. Deepak Jain, Nexgen Estate Planning Solutions
“Cracking the Code – Wealth Protection as the New Growth Engine for MFDs”
1655 Hrs – 1705 Hrs (PRESENTATION)
Sanjay Panday, Bharat Batuk
“Gold Reimagined: Unlocking Digital Gold”
1710 Hrs – 1740 Hrs (PANEL DISCUSSION)
“Building a Scalable Advisory Practice: What the Top 1% Do Differently”
1745 Hrs – 1815 Hrs (PRESENTATION)
Convocation Ceremony
1930 Hrs Onwards
Cocktail & Dinner – Sufi Musical Night
Inaugural Ceremony & Lighting of the Lamp
0950 Hrs – 1005 Hrs (KEYNOTE)
Raghav Chadha, Member of Parliament
1010 Hrs – 1025 Hrs (PRESENTATION)
Deepak Yadav, ABSLMF
“From Information to Insight: Making Smarter Investment Decisions”
1030 Hrs – 1050 Hrs (PRESENTATION)
George Joseph, ASK Investment Managers
“How a Low Cost Passive Portfolio Can Be Built”
NETWORKING TEA BREAK
1120 Hrs – 1150 Hrs
1155 Hrs – 1210 Hrs (PRESENTATION)
Dr. K S Rao, AAFM India
“The Retirement Planning Manifesto – Next Wealth Revolution”
1215 Hrs – 1245 Hrs (PANEL DISCUSSION)
“Making Smarter Investment Decisions”
1250 Hrs – 1305 Hrs (PRESENTATION)
Bhavdeep Bhatt, Northern Arc Investments
“From Market Cycles to Cash Flows”
NETWORKING LUNCH
1305 Hrs – 1405 Hrs
1410 Hrs – 1430 Hrs (PRESENTATION)
Laukik Bagwe, CIO Diviniti SIF
“SIF”
1435 Hrs – 1505 Hrs (PANEL DISCUSSION)
“Commodities vs Equities: The New Battle for Alpha in 2026”
1510 Hrs – 1525 Hrs (PRESENTATION)
Rajiv Gupta, PB Fintech
“Longevity, Retirement & Insurance Playbook”
1530 Hrs – 1545 Hrs (PRESENTATION)
Anand Dalmia, Fisdom
“Estate Planning is for Everyone”
NETWORKING TEA
1620 Hrs Onwards
1800 Hrs – VALEDICTORY & AWARDS
Chief Guests: Shri Nitin Gadkari, Shri Raghav Chadha, Shri Saurabh Shukla
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: corporaterelations@aafm.co.in
Plot No - 30, 3rd Floor, Grover Tower - 1, Main Najafgarh Road, Shivaji Marg, New Delhi - 110015
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