Learn from Industry Leaders
Gain access to real-world insights from top voices in wealth management, investment advisory, and estate planning. Sessions are designed to deliver actionable strategies — so you walk away with tools you can use immediately in your practice.
Build a Network That Works
Connect with experienced professionals, decision-makers, and product innovators from across the finance world. Whether you're looking to collaborate, grow your business, or stay in the loop — the people you need to meet are all here.
Share What You Know
Use this platform to demonstrate your perspective. Participate in discussions, join expert panels, or engage in breakout sessions where your voice adds value — and helps build your credibility within the community.
showcase your Wealth Convention expertise and compete for fabulous prizes.
earn essential CPD points while staying at the forefront of Wealth Convention practices.
be honoured and celebrated at an exclusive convocation ceremony by AAFM® for your exceptional achievements in the industry.
exclusive benefits for members including future event passes and the opportunity to be a part of the global elite community of finance professionals.
Organised & Powered By American Academy of financial Management® India, Financial Literacy Advisory Body India, Nexgen Estate Planning Solutions Pvt. Ltd