Day 1

16 December 2023
Wealth Expo-2023

Day 2

17 December 2023
15Th Mega Wealth Management Convention

1 EVENT - 11 BENEFITS WORTH INR 37,250/-

INDIA'S MOST AWAITED WMC IS BACK !

2 Days Event Pass

Passes, including Wealth Expo 2023

Sales Toolkit

Toolkit Book Worth INR 5,000/-

Estate Planning Membership

3 Months NexGen Membership Worth INR 1250/-

Exclusive Knowledge Sessions

7 Online Exclusive Knowledge Sessions Worth Rs. 21,000/-

Short-Term Course

1 Free Online Short-Term Course AAFM®️ Worth Rs. 3,000/-

Recordings

Event & Session Recordings

Certificate of Participation

CPD Points

10 CPD Points for CWM®️ Certificants

Networking

Network with 600+ Industry Delegates

Exciting Prizes

Chance to Win Exciting Prizes

Money-Back Guarantee

100% Money-Back Guarantee until November 15, 2023

(Closed)

Event Speakers

WMC Mumbai

Akhil Chaturvedi

Director & Chief Business Officer, Motilal Oswal AMC




WMC Mumbai

Alok Kumar Choudhary

Managing Director, State Bank of India




WMC Mumbai

Anunaya Kumar

President, Sales & Distribution 360 ONE Asset




WMC Mumbai

Anthony Heredia

MD & CEO, Mahindra Manulife Investment Management




WMC Mumbai

Aniruddha Chaudhuri

Business Head, Bajaj Finserv Asset Management Ltd



Wealth Management Convention Mumbai

Bhavik Thakkar

CEO, Abans Investment Managers





WMC Mumbai

George Thomas

Fund Manager, Quantum Mutual Fund






WMC Mumbai

Harsh Sarawagi

CEO, Government Advisory Choice Consultancy Services Private Limited




WMC Mumbai

Kartik Jain

CEO, Shriram AMC







WMC Mumbai

Makhdoom Ansari

National Head - Retail Sales, Mirae Asset Mutual Fund





WMC Mumbai

Dr. Mukesh Jindal

Partner, Alpha Capita







Wealth Management Convention Mumbai

Dr Namdeo Kondiba Bhosale

Joint secretary, Skill , Employment, Entrepreneurship & Innovation development Government of Maharashtr

Wealth Management Convention Mumbai

Neil Borate

Deputy Editor & Head Personal Finance, LiveMint




WMC Mumbai

Ravi Jaisalmeria

Co-Founder WealthAlly





WMC Mumbai

Ravi Sharma

Director, Right Horizon (Ex-CEO of Sunlife Financial of Canada & Aditya Birla Money)



WMC Mumbai

Suresh Soni

CEO, Baroda BNP Paribas Asset Management India Pvt Ltd



WMC Mumbai

Suresh Darak

Founder, Bondbazaar






WMC Mumbai

Sandeep Bagla

CEO, TRUST AMC






WMC Mumbai

Padmanaban Balasubramanian

Director, Fortune Investment Services Pvt Ltd



WMC Mumbai

Prabhat Ranjan

Co - Fund Manager, Right Horizons PMS





WMC Mumbai

Dimple Mittal

Business Head, AAFM® India





WMC Mumbai

Deepak Jain

Director, American Academy of Financial Management® India




WMC Mumbai

Vyas Rai Nagpal

Co-Founder & Director AAFM® INDIA





Know More About Wealth Management Convention - 2023

WMC AGENDA

By : Ms. Dimple Mittal, Head - Business Development, AAFM® India

By: Vyas Rai Nagpal, Director

Presented By Mr. Amitabh Kant, G 20 Sherpa, Government of India and former CEO, NITI Aayog
Presented By: Mr. Sanjay Kumar, Secretary, Department of School Education & Literacy, Ministry of Education, GoI
Presented By: Mr. Alok Kumar Choudhary, Secretary, MD State Bank of India
Atul Shirodkar, President, Maharashtra Economic Development Council
NETWORKING TEA — 1100 Hrs - 1130 Hrs

Presented By: Makhdoom Ansari, National Head - Retail Sales, Mirae Asset Investment Managers
Presented By: George Thomas – Fund Manager, Quantum Mutual Fund
Moderated By : Deepak Jain. Director & Founder AAFM® India
Panelist: Anthony Heredia, MD & CEO, Mahindra Manulife Investment Management
Panelist: Sandeep Bagla, CEO, Trust MF
Panelist: Ravi Sharma, Director, Right Horizon
Panelist: Suresh Soni, CEO, Baroda BNP Paribas Asset Management India Pvt Ltd
NETWORKING LUNCH — 1300 Hrs - 1355 Hrs

Presented By : Aniruddha Chaudhuri, Business Head, Bajaj Finserv Asset Management Ltd
Presented By : Dr. Mukesh Jindal, Partner, Alpha Capital
Presented By : Bhavik Thakkar, CEO, Abans Investment Manager
Presented By : Prabhat Ranjan, Co-Fund Manager, Right Horizons PMS
Presented By : Deepak Jain, Co-Founder & Director, American Academy of Financial Management India
Presented By : Suresh Darak, Founder, Bondbazaar,
Presented By : Ravi Jaisalmeria, Director, Growthally Advisors Pvt Ltd
Dimple Mittal,
Head - Business Development, AAFM®India

NETWORKING TEA — 1710 Hrs Onwards

Presented By: Dr Namdeo Kondiba Bhosale, Joint secretary, Skill , Employment, Entrepreneurship & Innovation Development Government of Maharashtra
Presented By: KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life Mutual Fund
Presented By : Anunaya Kumar, President, Sales & Distribution, 360 ONE Asset
Moderated By Deepak Jain, Co-Founder & Director, American Academy of Financial Management India
Chat With: Neil Borate, Deputy Editor & Head Personal Finance, LiveMint
Presented By: B Padmanaban Balasubramanian, Director, Fortune Investment Services Pvt Ltd
Presented By: Akhil Chaturvedi, Director & Chief Business Officer, Motilal Oswal AMC
Presented By: Harsh Sarawagi , CEO, Government Advisory Choice Consultancy Services Private Limited
Presented By: Kartik Jain, CEO, Shriram AMC
Click Here To Know More

SPONSORS

TITLE SPONSOR
PLATINUM SPONSOR
GOLD SPONSOR
SILVER SPONSOR

Event Partners

INDUSTRY PARTNERS
MEMBERSHIP PARTNERS
COMMUNITY PARTNERS

Event Pricing

Day 1 WEALTH EXPO 2023

999 +GST

199 +GST


1 Event – 9 Benefits Worth INR 7,250/-

✅Sales Tool kit Book Worth INR 5,000/-

✅3 Months NexGen Membership Worth INR 1250/-

✅Exhibition Pass worth INR 1,000/-

✅Upskilling Workshops

✅ Finance Trends Update

✅ Explore New Products
Future-Proofing Your Business

✅Networking Opportunities

✅Innovative Fintech Platforms

✅Digital Magazine

✅Certificate Of Participation


Buy









Day 1 & Day 2 WEALTH MANAGEMENT CONVENTION 2023
5000 +GST

1999 +GST


1 Event – 11 Benefits worth INR 30,000/- 5000 +GST

✅2 Days Event pass including Wealth Expo, 2023

✅7 Online exclusive knowledge sessions worth Rs. 21,000/-

✅Get 1 Online Short-Term Course Free AAFM® worth Rs. 3,000/-

✅Get Recordings of the Event & Sessions

✅Certificate of Participation

✅10 CPD Points FOR CWM® Certificants

✅Network with over 600+ delegates from your industry Chance to win exciting prizes during the event

✅No Questions asked - 100% money-back guarantee until November 15th 2023

✅ includes Breakfast, Lunch, and Networking Tea - Early Bird Offer for Just INR 1499 + GST instead of INR 4,999/-

✅ Digital Magazine

✅ Certificate Of Participation

Buy
Day 1 WEALTH EXPO 2023

999 +GST

199 +GST


1 Event – 9 Benefits Worth INR 7,250/-

✅Sales Tool kit Book Worth INR 5,000/-

✅3 Months NexGen Membership Worth INR 1250/-

✅Exhibition Pass worth INR 1,000/-

✅Upskilling Workshops

✅ Finance Trends Update

✅ Explore New Products
Future-Proofing Your Business

✅Networking Opportunities

✅Innovative Fintech Platforms

✅Digital Magazine

✅Certificate Of Participation


Buy









Day 1 & Day 2 WEALTH MANAGEMENT CONVENTION 2023
5000 +GST

1499 +GST


1 Event – 11 Benefits worth INR 30,000/- 5000 +GST

✅2 Days Event pass including Wealth Expo, 2023

✅7 Online exclusive knowledge sessions worth Rs. 21,000/-

✅Get 1 Online Short-Term Course Free AAFM® worth Rs. 3,000/-

✅Get Recordings of the Event & Sessions

✅Certificate of Participation

✅10 CPD Points FOR CWM® Certificants

✅Network with over 600+ delegates from your industry Chance to win exciting prizes during the event

✅No Questions asked - 100% money-back guarantee until November 15th 2023

✅ includes Breakfast, Lunch, and Networking Tea - Early Bird Offer for Just INR 1499 + GST instead of INR 4,999/-

✅ Digital Magazine

✅ Certificate Of Participation

Buy
Day 1 WEALTH EXPO 2023

999 +GST

199 +GST


1 Event – 9 Benefits Worth INR 7,250/-

✅Sales Tool kit Book Worth INR 5,000/-

✅3 Months NexGen Membership Worth INR 1250/-

✅Exhibition Pass worth INR 1,000/-

✅Upskilling Workshops

✅ Finance Trends Update

✅ Explore New Products
Future-Proofing Your Business

✅Networking Opportunities

✅Innovative Fintech Platforms

✅Digital Magazine

✅Certificate Of Participation


Buy









Day 1 & Day 2 WEALTH MANAGEMENT CONVENTION 2023
5000 +GST

1499 +GST


1 Event – 11 Benefits worth INR 30,000/- 5000 +GST

✅2 Days Event pass including Wealth Expo, 2023

✅7 Online exclusive knowledge sessions worth Rs. 21,000/-

✅Get 1 Online Short-Term Course Free AAFM® worth Rs. 3,000/-

✅Get Recordings of the Event & Sessions

✅Certificate of Participation

✅10 CPD Points FOR CWM® Certificants

✅Network with over 600+ delegates from your industry Chance to win exciting prizes during the event

✅No Questions asked - 100% money-back guarantee until November 15th 2023

✅ includes Breakfast, Lunch, and Networking Tea - Early Bird Offer for Just INR 1499 + GST instead of INR 4,999/-

✅ Digital Magazine

✅ Certificate Of Participation

Buy
Physical Pass
5000 +GST

999 +GST


✅Business Badge

✅Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Networking Tea

✅Play Q&A - Win Prizes

✅Conference Access

✅Lunch Coupon

✅1 Month NexGen
Membership

✅Certificate Of
Participation

Buy
Early Bird Offer
Day 1 & Day 2 WEALTH MANAGEMENT CONVENTION 2023
5000 +GST

1499 +GST


1 Event – 10 Benefits worth INR 30,000/- 5000 +GST

✅2 Days Event pass including Wealth Expo, 2023

✅7 Online exclusive knowledge sessions worth Rs. 21,000/-

✅Get 1 Online Short-Term Course Free AAFM® worth Rs. 3,000/-

✅Get Recordings of the Event & Sessions

✅Certificate of Participation

✅10 CPD Points FOR CWM® Certificants

✅Network with over 600+ delegates from your industry Chance to win exciting prizes during the event

✅No Questions asked - 100% money-back guarantee until November 15th 2023

✅ includes Breakfast, Lunch, and Networking Tea - Early Bird Offer for Just INR 1499 + GST instead of INR 4,999/-

✅ Digital Magazine

✅ Certificate Of Participation

Buy




Unable to Attend?



Delegate Your Presence at the AAFM Regional Wealth Management Convention!
If, due to unexpected circumstances, you find yourself unable to attend the AAFM Regional Wealth Management 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 Regional Wealth Management Convention is crucial for your professional growth


Fill Here To Know More

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