Exclusive Benefits Valued at INR 10,250/-:
1 Full Day Event Pass
16Th Wealth Convention 2024
Sales Toolkit
Toolkit Book Worth INR 6,000/-
Estate Planning Membership
3 Months NexGen Membership Worth INR 1250/-
Short-Term Course
1 Free Online Short-Term Course AAFM®️ Worth Rs. 3,000/-
PREVIOUS AGENDA
Inaugural Ceremony & Lighting of the Lamp
By : Ms. Dimple Mittal, Head - Business Development, AAFM® India
THE REAL QUESTION - My Professional Journey
By: Vyas Rai Nagpal, Director AAFM®India
Address by Chief Guest
Topic : The Future of India
Presented By Mr. Amitabh Kant, G 20 Sherpa, Government of India and former CEO, NITI Aayog
Address by the Guest of Honour
Topic : Importance of Financial Education in India
Presented By: Mr. Sanjay Kumar, Secretary, Department of School Education & Literacy, Ministry of Education, GoI
Address by the Guest of Honour
Topic : How Wealth Professionals can effectively catalyse process of "Wealth Creation" at the bottom of Pyramid. (Exploring new Vista's)
Presented By: Mr. Alok Kumar Choudhary, Secretary, MD State Bank of India
Convocation Ceremony & Certification Distribution
Special Guest
Atul Shirodkar, President, Maharashtra Economic Development Council
NETWORKING TEA — 1100 Hrs - 1130 Hrs
PRESENTATION
Topic: Behind The Billions
Presented By: Makhdoom Ansari, National Head - Retail Sales, Mirae Asset
Investment Managers
PRESENTATION
Topic: Market Outlook & Investment Strategy
Presented By: George Thomas – Fund Manager, Quantum Mutual Fund
PANEL DISCUSSION
The Evolving Paradigm of Wealth - Meeting the New Expectations in India!
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
PRESENTATION
Topic - Megrated Investing
Presented By : Aniruddha Chaudhuri, Business Head, Bajaj Finserv Asset Management Ltd
PRESENTATION
Topic - Transform Your Business Model to Grow 10X in next 10 Years
Presented By : Dr. Mukesh Jindal, Partner, Alpha Capital
PRESENTATION
Topic - Market Linked Debentures – The Predictable Passive @ INR 1,00,000 Ticket
Presented By : Bhavik Thakkar, CEO, Abans Investment Manager
PRESENTATION
Topic - Bridging the Gap - PMS for IFAs
Presented By : Prabhat Ranjan, Co-Fund Manager, Right Horizons PMS
PRESENTATION
Topic - The Dynamics of Private Family Trusts in Modern Wealth Management"
Presented By : Deepak Jain, Co-Founder & Director, American Academy of Financial Management India
PRESENTATION
Topic - "Revolutionizing Retail Savings: Empowering Individuals through Bond Market Participation and New Technological Advancements"
Presented By : Suresh Darak, Founder, Bondbazaar,
PRESENTATION
Topic - Unfolding the world of Alternative Investment
Presented By : Ravi Jaisalmeria, Director, Growthally Advisors Pvt Ltd
Vote of Thanks
Dimple Mittal,
Head - Business Development, AAFM®India
Head - Business Development, AAFM®India
NETWORKING TEA — 1710 Hrs Onwards
Exhibitor 1, 2, 3
Exhibitor 4, 5, 6
Exhibitor 7, 8, 9
Exhibitor 10, 11, 12
Inaugural Ceremony & Lighting of the lamp
Ms. Dimple Mittal, Head - Business Development, AAFM® India
Address by the Guest of Honour
Topic : Discovering Human Design as Source of Wealth Creation
Presented By: Dr Namdeo Kondiba Bhosale, Joint secretary, Skill , Employment, Entrepreneurship & Innovation Development Government of Maharashtra
PRESENTATION
Topic - "Architects of Prosperity: Crafting a Blueprint for a Dynamic Financial Distribution Business"
Presented By: KS Rao, Head - Investor Education & Distribution Development, Aditya Birla Sun Life Mutual Fund
PRESENTATION
Topic : MFD Creating Your Own Tailwind
Presented By : Anunaya Kumar, President, Sales & Distribution, 360 ONE Asset
1 FINANCE VIDEO
Fireside Chat - The Secret Advantages of NPS
Moderated By Deepak Jain, Co-Founder & Director, American Academy of Financial Management India
Chat With: Neil Borate, Deputy Editor & Head Personal Finance, LiveMint
PRESENTATION
Topic - Elevating the Client Experiences
Presented By: B Padmanaban Balasubramanian, Director, Fortune Investment Services Pvt Ltd
PRESENTATION
Topic - India's Retail Equity Revolution-Impact & Possibilties
Presented By: Akhil Chaturvedi, Director & Chief Business Officer, Motilal Oswal AMC
PRESENTATION
Topic - Financial Freedom: A tool to achieve Goal of Vikasit Bharat
Presented By: Harsh Sarawagi , CEO, Government Advisory
Choice Consultancy Services Private Limited
PRESENTATION
Topic - Alpha Strategy through Quantamental investment approach
Presented By: Kartik Jain, CEO, Shriram AMC
Vote of Thanks
Dimple Mittal, Head - Business Development, AAFM® India
NETWORKING TEA
PREVIOUS EVENT SPONSORS
TITLE SPONSOR
PLATINUM SPONSOR
GOLD SPONSOR
SILVER SPONSOR
PREVIOUS Event Partners
INDUSTRY PARTNERS
MEMBERSHIP PARTNERS
COMMUNITY PARTNERS
Event Pricing
Wealth Convention
COMING SOON
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
Wealth Convention
COMING SOON
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
Wealth Convention
COMING SOON
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
Wealth Convention
COMING SOON
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
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Overcoming Conference Approval Hurdles - Presenting a Letter to Your Manager/Company!
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