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OVERVIEW

EXPERIENCE THE ULTIMATE WEALTH CONVENTION EVENT

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!

WHEN
12th & 13th Dec 2025
WHERE
The Lalit, Mumbai
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Event Highlights

Exciting activities planned for each day of the event

12th Dec Event

12th Dec

  • Full Day Event
  • Lunch
  • Musical Night
  • Dinner & Drinks
13th Dec Event

13th Dec

  • Full Day Event
  • Lunch
  • Awards Night
  • Dinner

Discussion Points

Business Multipliers
AlF
PMS
WealthTech WealthTech
Succession Planning
Growth Strategies
New Age Products
New Opportunities
Clients Behavioral
Practice Management Practice Management

OUR PARTNERS

SPONSORS AND PARTNERS


OUR EXHIBITOR


We are proud to be associated with these brands.

HURRY! LET'S DO IT

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Join us at our exclusive event—register now for expert insights & valuable networking.
Our Special fee Offers are designed to fit your needs.

EVENT SPEAKERS

MEET OUR SPEAKERS

Get to know the experts who will be speaking at our event.

Anand Dalmia
Ajay Kedia

Co-Founder & CBO, Fisdom

Anand Dalmia
Anand Dalmia

Co-Founder & CBO, Fisdom

Anshuman Tiwari
Anshuman Tiwari

Editor, Amar Ujala – The Bonus

Anunay Kumar
Anunay Kumar

President, Sales & Distribution, ASK Investment

Anand Dalmia
Avinash Gorakshakar
Bhavdeep Bhatt
Bhavdeep Bhatt

CEO, Northern Arc Investments

Debasish Mohanty
Deepak Yadav

Head - Passive Business, ABSLMF

Dr. Deepak Jain
Dr. Deepak Jain

Director & Co-Founder, Nexgen Estate Planning

Dr. KS Rao
Dr. KS Rao

Executive Director, AAFM India

Gaurav Goyal
Gaurav Goyal

National Head – Sales & Marketing, Canara Robeco AMC

George Joseph
George Joseph

CIO & CEO – Equity, ASK Investment

Jatinder Pal Singh
Jatinder Pal Singh

CEO, ITI Mutual Fund

Jitendra Sriram
Jitendra Sriram

Senior Fund Manager – Equity, Baroda

Kaushlendra Sinha
Kaushlendra Sinha

CEO, Indian Association for...

Kaushlendra Sinha
Limesh Parekh

Managing Director & CEO, Sanchay CRM

Kaushlendra Sinha
Jay Prakash Gupta
Kaushlendra Sinha
Laukik Bagwe

CIO, Diviniti SIF

Mahmood Basha
Mahmood Basha

Head of Investment Products – ICICI Bank

Makhdhoom Ansari
Makhdhoom Ansari

Founder & CEO, Wealthmax India Advisors

Madhu Lunawat
Madhu Lunawat

Co-Founder & CIO, UniPropTech

Nisha Sanghavi
Nisha Sanghavi

Co-Founder, Promore Fintech

Nisha Sanghavi
Nandik Mallik

Head- Equity & Hybrid SIF, Axis MF

Nisha Sanghavi
Nishad Khanolkar

President & Fund Manager - AIF, The Wealth Company

Nisha Sanghavi
Piyush Kothari

Executive Director and CEO, Shivalik Fund

Raghav Iyengar
Rachit Khandelwal
Raghav Iyengar
Raghav Iyengar

Chief Business Officer, Axis AMC

Raghav Iyengar
Romit Barat

Executive Director, AAFM® India

Rajesh Bhatia
Rajesh Bhatia

CEO, Treeline Investment

Rajesh Singla
Rajesh Singla

Founder & CEO, Planify

Rajiv Gupta
Rajiv Gupta

Head of Wealth, IIFL Wealth Management

Ritesh Pathak
Ritesh Pathak

Founder & CEO, Arthify Consulting

Ritesh Sheth
Ritesh Sheth

Co-Founder, Moneyfi Advisors

Rohit Mattoo
Rohit Mattoo

CEO & Managing Partner, Mahindra Wealth

Sashi Krishnan
Sashi Krishnan

Chief Investment Officer, Bajaj Allianz Life

Shailesh Gadre
Shailesh Gadre

Founder & MD, Wealthgenics

Sharad Patel
Sharad Patel

Founder, SP Financial Services

Sharad Patel
Sameer Yogishwar
Sharad Patel
Sanjay Panday,

Bharat Batuk (Gold Reimagined)

Sharad Patel
Sonam Srivastava

Founder & CEO, Wright Research

Shivam Mittal
Shivam Mittal

Head, Alternative Investments, Credence Wealth

Shrinivas Khanolkar
Shrinivas Khanolkar

President – Investments, Anand Rathi Wealth

Vikaas Sachdeva
Vikaas Sachdeva

CEO, EMF Capital

Viral Bhatt
Viral Bhatt

Founder, Money Mantra

AGENDA

12th December 2025:

0900 Hrs – 1815 Hrs

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

13th December 2025:

0930 Hrs – 1800 Hrs

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

Unable to Attend?

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.

Get Official Approval

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.

Sponsorship and Exhibitor Enquiry

Ms. Neha Arora - Manager

Call/SMS/WhatsApp at: +91 9289429102

Drop a Mail to: corporaterelations@aafm.co.in

Address

Plot No - 30, 3rd Floor, Grover Tower - 1, Main Najafgarh Road, Shivaji Marg, New Delhi - 110015

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