Wealth Convention 2022 Held on December 10 2022, organized by AAFM® India on
Organized By : American Academy of Financial Management India Private Limited
Keynote Speakers : Sunil Zode, Chairman, ICCAA
Chief Guest : Shankar Jadhav, Managing Director - BSE Investment & Head - Strategy - BSE
Theme : “LINK – Learn | Inspire | Network | Konnect”
Date : Saturday, December 10 2022
Venue : Bombay Stock Exchange, International Convention Hall Mumbai
Hosted From : Mumbai, India
No. of Audience : 650+ Physical / 850+ Virtual
Wealth Convention 2021 held on March 12 & 13 2022, organized by AAFM® India on
1.Organized By : American Academy of Financial Management India Private Limited
2.Keynote Speakers : Mr. Yashish Dahiya, Chairman & CEO, PB Fintech Limited,
Mr. A.Balasubramanian, CEO, ABSLAMC and Chairman, AMFI &
Mr. Satyajit Dwivedi, CEO, NCFE
3.Theme : Rising India – Unlocking Key Drivers & Opportunities in the Transforming
Indian Financial Services Industry
4.Date : Saturday, March 12 & 13, 2022
5.Venue : Virtual Event
Hosted From : Delhi, India
No. of Audience : 4000 +
Wealth Convention 2020 held on December 5 & 6, organized by AAFM® India on “RE-IMAGINING FINANCIAL SERVICES SECTOR - VISION 2021”
Organized By : American Academy of Financial Management India Private Limited
Keynote Speakers : Mr. Ajay Srinivasan, CEO, Aditya Birla Capital Limited & Mr. Nilesh Shah, Group President & MD, Kotak Mahindra AMC, Chairman, AMFI, Member,
EAC-PM
Theme : RE-IMAGINING FINANCIAL SERVICES SECTOR - VISION 2021
Date : Wednesday, December 5 & 6, 2020
Venue : Virtual Event
Hosted From : Delhi, India
No. of Audience : 1500 +
Wealth Convention 2019 held on November 15, organized by AAFM® India on “Wealth Creation | Wealth Protection | Wealth Transfer”
Organized By : American Academy of Financial Management India Private Limited
Keynote Speakers : Honorable Sh. Rajiv Jalota, GST Commissioner, Maharashtra and Sh. P D Singh, MD & CEO, JP Morgan
Theme : Wealth Creation | Wealth Protection | Wealth Transfer
Date : Wednesday, November 15, 2019
Venue : Hotel Sahara Star, Ville Parle
Location : Mumbai, Maharashtra, India
No. of Audience : 320 +
Wealth Convention 2018 held on November 21, organized by AAFM® India on “Wealth Creation | Wealth Protection | Wealth Transfer”
Organized By : American Academy of Financial Management India Private Limited
Keynote Speakers : Dr.(Mrs.) M. Thenmozhi, Director, National Institute of Securities Markets & Shri. N S Venkatesh, CEO, Association of Mutual Funds in India
Theme : Wealth Creation | Wealth Protection | Wealth Transfer
Date : Wednesday, November 21, 2018
Venue : Hotel Sahara Star, Ville Parle
Location : Mumbai, Maharashtra, India
No. of Audience : 300 +
Wealth Convention 2017 held on December 13, organized by AAFM® India on “Pyramind of Wealth Management - Wealth Creation | Wealth Protection | Wealth Transfer”
Organized By : American Academy of Financial Management India Private Limited
Keynote Speakers : Mr. Ashishkumar Chauhan MD & CEO, Bombay Stock Exchange
Theme : Wealth Management Unwrapped – Capitalizing the Change
Date : Wednesday, December 13, 2017
Venue : Hotel Sahara Star, Ville Parle
Location : Mumbai, Maharashtra, India
No. of Audience : 300 +
Wealth Convention 2016 held on December 09, organized by AAFM® India on “Wealth Management Unwrapped – Capitalizing the Change”
Organized By : American Academy of Financial Management India Private Limited
Keynote Speakers : Mr. Sandip Ghose, Director National Institute of Securities Market (NISM) & Mr. Dileep Choksi, Founder & Mentor CC Choksi Advisors
Theme : Wealth Management for Masses – Capitalizing the Change
Date : Friday, December 09, 2016
Venue : Hotel Taj Lands End, Bandra
Location : Mumbai, Maharashtra, India
No. of Audience : 250 +
Wealth Convention 2015 held on December 19 organized by AAFM® India on “Wealth Management for Masses – The New Paradigm”
Organized By : American Academy of Financial Management India Private Limited
Chief Guest : Shri. Mohan V Tanksale, Chief Executive, India Bank’s Association (IBA)
Theme : Wealth Management for Masses – The New Paradigm
Date : Saturday, December 19, 2015
Venue : Hotel ITC Maratha, Andheri
Location : Mumbai, Maharashtra, India
No. of Audience : 250
Wealth Convention 2014 held on September, 13 organized by AAFM® India on “Navigating to Tomorrow: Future of Indian Economy , Global Opportunities & Challenges for the Indian Wealth Management Industry - A New Perspective”
Organized By : American Academy of Financial Management India Private Limited
Chief Guest : Mr. Rajiv Kr. Agarwal Whole Time Director, SEBI
Theme : Navigating to Tomorrow: Future of Indian Economy , Global Opportunities & Challenges for the Indian Wealth Management Industry - A New Perspective
Date : Saturday, September 13, 2014
Venue : Hotel Taj Mahal Palace, Colaba
Location : Mumbai, Maharashtra, India
No. of Audience : 300
Wealth Convention 2013 held on June 15 organized by AAFM® India on “Wealth Management Industry - Key Challenges for the New India”
Organized By : American Academy of Financial Management India Private Limited
Supported By : Bombay Stock Exchange Limited
Chief Guest : Mr. Sandip Ghose, Director National Institute of Securities Market (NISM)
Theme : Wealth Management Industry 2013 - Key Challenges for the New India
Date : Saturday, June 15, 2013
Venue : Bombay Stock Exchange, BSE International Convention Hall
Location : Mumbai, Maharashtra, India
No. of Audience : 400
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