American Academy Of Financial Management India 2019 | American Academy of Financial Management India | 14 November 2019 | Hotel Sahara Star, opp. Domestic Airport, Navpada, Vile Parle East, Vile Parle, Mumbai, Maharashtra 400099, India

Wealth Management Convention 2019 is the Seventh edition of AAFM India Annual Convention. AAFM India has always tried to bring the contemporary issues and topics which are most sort for by most of the industry players like Banks, AMCs, National Distributors, IFAS, Estate Planners, Wealth Management Professionals, etc.

Recently, Hybrid advice solutions are making a big impression on HNWIs, becoming just as valued as wealth manager-led offerings, and more so in some areas.HNWIs tend to reduce their sole reliance on wealth managers and adopt more of a hybrid approach as the wealth management relationship progresses.

Therefore, it becomes very important to understand how Wealth Managers or Financial Advisors will help clients shift their mindset, investing style and portfolio holdings as the market transitions are changing rapidly. Further on regulatory front, it’s unarguable that the IA regulations, once implemented completely, will represent the gold standard for investor protection and will lead to a cleaner, more investor friendly ecosystem.

However, the 360-degree impact of a full-fledged implementation is unlikely to be quite so obvious. The whole concept of Wealth Management is ever changing.

Client's expectations are ever changing and the ability to deliver differentiated service is continuously diminishing. Having said that, the key differentiated service is provided by engagement with organisations and HNIs at various levels.

Organisations and HNIs constantly want to focus more on their respective areas of expertise while leaving activities like Financial Advising, Tax Planning etc. to the experts.

The objective of AAFM India’s Wealth Management Convention 2019 is to initiate a dialogue amongst key stake holders and understand the Ecosystem of “Wealth Protection, Wealth Creation & Wealth Transfer” in more structured way and thus provide a strategic pathway for both the Industry and the Intermediaries to capitalize on the changes the Wealth Management Industry is going through.

2019 Speakers

Mr Vyas Rai Nagpal
Country Head, Marketing and Business Development,AAFM India

Abhijit Bhave
Chief Executive Officer, Karvy Private Wealth

D.P. Singh
ED and CMO, SBI Mutual Fund

Feroze Azeez
Deputy CEO, Private Wealth Management, Anand Rathi

Maneesh Ajmani
Head Preferred Banking, Investment Services & Bancassurance, RBL Bank

Nimish Shah
Head - Investments, BNP Paribas Wealth Management

Raghuveer Sampath
Head - Wealth management, Banking Products & Client Segments, Citi Bank

Abhijit Bhave
CEO, Karvy Private Wealth

P D Singh
MD, JP Morgan

Dr. Niranjan Rajadhyaksha
Research Director & Senior Fellow, IDFC Institute

Mr. Saugata Bhattacharya
Chief Economist, Axis Bank

D K Joshi
Chief Economist, CRISIL

Swarup Mohanty
CEO, Mirae Asset Global Investments (India) Pvt. Ltd

Deepak Jain
Director, NexGen Estate Planning Solutions

K S RAO
SVP & Head - IAP & Distribution Development, Aditya Birla Sun Life AMC Ltd.

Jitendra P.S.Solanki
Author, RIA, CFP, CTEP, Adviser To Special Needs Children Families

Harsh Roongta
RIA, Make friends with Money

Sujata kabraji
Entrepreneur

Vishal Dhawan
Founder & CEO, Plan Ahead Wealth Advisors

Prashant Ajmera
Founder, Ajmera Law Group

Marylou A Bilawala
Partner, Wadia Ghandy and Company

Mr. Surendra Kumar Jalan
MD & CEO, OMLP2P

Nitin Mathur
Founder & CEO, Tavaga (Goal based Robo-Investing Platform)

Rishiraj Sethi
Director, Aura Art Development Pvt Ltd

Akhil Chaturvedi
Head Sales, Motilal Oswal AMC Ltd

Aakash Bansal
Co Founder and CEO, Mercury Platform Services Private Limited

Mr. Deepak Jain
Country Head – Knowledge Management & Operations, AAFM India

Ms. Dimple Mittal
Head - Business Development, On Behalf of Team, AAFM India

2019 Sponsors and Partners

GOLD SPONSOR:
• Quant

SILVER SPONSORS:
• Karvy Private Wealth
• SBI Mutual Fund
• Tavaga
• Mercury

KNOWLEDGE PARTNERS:
• NISM
• Nexgen
• Next Level

COMMUNITY PARTNERS:
• ARIA
• MIFAA
• Realizing Youtr True Potential
• FIFA
• SOFP
• IFA Galaxy

INDUSTRY PARTNERS:
• Ni Wealth
• FiAi

TECHNOLOGY PARTNER:
• Isol Group