Wealth Management Convention 2017

Pyramid of Wealth Management

Wealth Creation | Wealth Protection | Wealth Transfer

HOTEL SAHARA STAR, MUMBAI, DECEMBER 13, 2017


Register Your Interest

WELCOME

India's Most Awaited WMC is Back !

Wealth Management Convention 2017 is the fifth 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 and distributors.


Markets go up and down. So does the economy. So does your life. Staying on track to reach your long-turn financial goals while balancing day-to-day needs can be challenging. That’s why you need a professional you can turn to for trusted advice and guidance when it comes to your finances and investing.


We all know financial planning and investment management programs are carefully linked. One should work to protect the wealth one have already accumulated by thoroughly evaluating and minimizing the risks. We want you to be fully informed about the implementation of personalized investment strategy as any investment strategy is built based on family’s needs and priorities.


Globally, financial advisors make money in two ways: either by way of commissions built into products, or through fees charged to clients.


In a watershed development earlier this year, the Obama administration unveiled, amidst much controversy, its new ‘fiduciary standard’ rule, effectively disallowing brokers from charging commissions on close to $15 trillion in retirement assets. Brokers in the US can now only operate ‘fee based’ retirement accounts for their clients.


It’s unarguable that the IA regulations, if implemented, 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 objective of AAFM India’s Wealth Management Convention 2017 is to understand the “Pyramid of Wealth Management – 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.



“Come to AAFM India WMC, 2017 to Learn, Network and Get Inspired!”

1

Full Day

Combination of keynotes, panels, interactive sessions and networking

25+

speakers

Hear from Regulators, Senior Market Participants, Investors and Peers.

250+

attendees

Network and discuss with your market peers from across India and the international markets

Agenda*

Wealth Management Convention Agenda 2017

December 13, 2017
0830 Hrs - 0855 Hrs : (25 minutes)
Registration and Welcome Tea & Coffee
0900 Hrs – 0915 Hrs : (15 minutes)
Welcome Address By : Mr. Vyas Rai Nagpal, Country Head - Marketing and Business Development, AAFM India

Lighting of the Lamp
0915 Hrs. – 1000 Hrs. : (45 minutes)
Inaugural Session

Opening Remarks : Shri Sandip Ghose, Director of the National Institute of Securities Markets (NISM)

Chief Guest : Hon’ble Shri Dr. D Y Patil, His Excellency Ex-Governer, Founder D Y Patil Group,

Chairperson & Key Note Speaker : Hon’ble Shri Ashish Chauhan, Managing Director & CEO, Bombay Stock Exchange

Special Address By : Shri Dhananjay Akhade, Co-Convenor GST Council - BFSI Sector & Jt. Commissioner, Sales Tax, Department of Sales Tax, Maharashtra

Presentation

1005 Hrs. – 1020 Hrs. : (15 minutes)
GST FOR MUTUAL FUND INDUSTRY & FINANCIAL ADVISORS.
Presented by : Shri Dhananjay Akhade, C0-Convenor GST Council - BFSI Sector & Jt. Commissioner, Sales Tax, Department of Sales Tax, Maharashtra

Pannel Discussion -- 45 minutes

1025 Hrs. – 1110 Hrs. : (45 minutes)
BANKING & WEALTH MANAGEMENT

Wealth Management Landscape – What the new wealth wants?

  • • Important trends & challenges that are shaping the future of wealth management.

  • • Trends: Competition intensified, Demographics shifted, Client expectations changed, Digital technology arrived and Regulation increased.

  • • Cross-Selling Adoption in Wealth Management: Adopting the Right Strategy for a Healthy Bottom Line - Right Ways to Increase Cross-Selling .

  • • Challenges: 1. The digital push; 2. The demand for transparent and spot-on advice; 3. The emergence of younger generations

  • • Alpha is elusive and beta cheaper! In this scenario Do you see increasing role for ETF’s as Wealth Planning Solution
Moderator : Mr. Deepak Jain, Country Head
Knowledge Management & Operations American Academy of Financial Management India Pvt Ltd.

Kanwar Vivek, Senior President & Head
Wealth Management & Global Indian Banking, Yes Bank Ltd

Nimish Shah, Head
Wealth Management Investments, Research & Products, State Bank of India

Naval Kagalwala, VP
Affluent Business (Wealth Management & Private Banking) & Head - Investment Research, Axis Bank 

Sameer Desai, National Lead ETF Retail,
Reliance Nippon Life Asset Management Ltd

Bhavesh Sanghvi, Executive Vice President & Head Wealth Management,
Aditya Birla Financial Services
1115 Hrs. - 1130 Hrs. : (15 minutes)
SKIT : A Parody between Investor & Financial Advisor - Role of a Financial Advisor & Expectation of an Investor

Presented By: Troop of AAFM India
1135 Hrs. - 1150 Hrs. : (15 minutes)
5 BIG TRENDS IN MUTUAL FUND INDUSTRY

Presented By: Himanshu Vyapak, Deputy CEO, Reliance Capital Asset Management Limited.

1150 Hrs. - 1210 Hrs. : (20 minutes)
Networking Break

Pannel Discussion -- Minutes: 45

1215 Hrs. – 1300 Hrs. : (45 minutes)
MUTUAL FUND INDUSTRY

Riding the wave of Oppurtunity and Optimism.

 How technology is shaping the Indian mutual fund industry - When is the right time to look at new strategies.
  • • Transferring of AUM to an Online Platforms – should a MFD do it?

  • • Technology being used for every aspect of Mutual Fund operations – be it transaction processing, fund management, customer service or distribution.

  • • E-Commerce: Future of distribution or Faddish Trend?

  • • Traditional distribution models: Disruptions ahead?
Moderator : Mr. Prem Khatri,
Founder & CEO Cafemutual

Ajit Menon, Chief Business Officer
DHFL Pramerica AMC 

D P Singh, Executive Director & Chief Marketing Officer (Domestic Business)
SBI Mutual Fund

Manas Shukla, Segment Head - Digital Initiatives
Reliance Nippon Life Asset Management Ltd.

Manish Mehta, Head, National Sales & Distribution Alliance,
Kotak Mutual Fund

Aashish P Sommaiyaa, Managing Director & CEO,
Motilal Oswal Asset Management Co. Ltd.

1305 Hrs. - 1400 Hrs. : (55 minutes)
NETWORKING LUNCH

Presentation

1400 Hrs. - 1415 Hrs. : (15 minutes)
BECOME ADVISOR FOR GENERATIONS – START OFFERING OF ESTATE PLANNING SOLUTIONS TO YOUR CLIENTS.
Presented by: Mr. Deepak Jain, Director - Nexgen Estate Planning Solutions (B2B Platform for advisors)
1420 Hrs. - 1435 Hrs. : (15 minutes)
Driving Digital Capital Markets
Presented by: Manoj Sathe, VP, National Securities And Depository Limited.

Pannel Discussion -- Minutes: 40

1440 Hrs. – 1520 Hrs. : (40 minutes)
FINANCIAL ADVISORY INDUSTRY

RIA MODEL : TODAY TOMORROW & BEYOND - Will RIA lead to ‘OVERPAID ADVICE’ for smaller clients and ‘NO ADVICE’ for HNIS?
  • • Is RIA a first step towards a shift to fiduciary advice that will destroy misselling and create widespread value for retail and HNI investors alike?

  • • Is it the right time for RIA Model in current scenario of India Financial Services Industry?

  • • What are the suggested Business Model/s for RIAs?

  • • What is the right approach for next 5 years (breaking into first 2 year and 3 year later)?

  • • How can the transition from commission based to fee based income possible?

  • • The cutting Edge of Technology with the Online Wealth Management Platform from Aditya Birla Finance Ltd.
Moderator : Mr. Deepak Jain, Country Head
Knowledge Management & Operations American Academy of Financial Management India Pvt Ltd.

Harsh Roongta, CA, SEBI, RIA 


K S Rao, Head - Investor Education and Distribution Development  
Aditya Birla Sunlife Mutual Fund

Lovaii Navlakhi, Founder and CEO
International Money Matters Pvt. Ltd

Premal Pipalia CLO, Head - Distribution Training & Investor Education
Reliance Mutual Fund @ EDGE Learning Academy

Dr. Renu Pothen, Head of Advisory & Research
iFAST Financial India Pvt. Ltd.

Presentation

1525 Hrs. - 1540 Hrs. : (15 minutes)
THE CUTTING EDGE TECHNOLOGY WITH ONLINE WEALTH MANAGEMENT PLATFORM
Presented By: Bhavesh Sanghvi, Executive Vice President & Head Wealth Management, Aditya Birla Financial Services
1545 Hrs. - 1600 Hrs. : (15 minutes)
Rapport is Power
Presented By: Kanak Kr Jain, Author, Trainer & Wealth Coach, Managing Director, Speakers Institute India

Pannel Discussion -- Minutes: 45

1605 Hrs. – 1650 Hrs. : (45 minutes)
REAL ESTATE INDUSTRY

THE REAL ESTATE (REGULATION AND DEVELOPMENT) ACT, 2016 (RERA) - How will RERA impact real estate from perspective of builders and agents?
  • • What is RERA?

  • • Applicability of RERA – Major Highlights.

  • • Is it the time for Builders to Test the Power of Their Brand?

  • • With the Regulator control now, does Developers Fraternity see Real Estate Industry revamping or confidence building for a buyer?

  • • How do we see the existing projects under the light of RERA?

  • • Will RERA help in filtering the Efficient Developers Viz a Viz Inefficient Developers by bringing transparency in this system?

  • • The job of a real estate broker in the `18,000-crore broking industry needs more recognition and definition along with licensing and certification.

  • • Scope of Act on Definition of Real Estate Agent needs to widened with role of transactions.

  • • Professionalizing the Role of Real Estate Advisor by giving legitimate professional fee from Promoter as well as Buyer side.

  • • RERA differentiates an individual from a company professing real estate broking and the registration fees of the two are also different. The Act doesn’t define the roles of the two. What if an agent is a company?

  • • The Act should also define the role of the electronic media. The industry has witnessed a deluge of portals and social media pages which are neither authentic nor regulated.
Gulam Zia, Executive Director
Knight Frank

Dr. Sanjay Chaturvedi,Research Scholar,PhD in Real Estate Finance and Legal Aspects of Real Estate
Accommodation Times P Ltd

Arvind Nandan,Director South Asia
Colliers International

D.R.Bhade,Senior Planner(NAINA)
CIDCO






Close of Session -- Minutes: 05

1655 Hrs. - 1700 Hrs. : (05 minutes)
Close of Session
Closing Remarks
Mr. Deepak Jain, Country Head – Knowledge Management & Operations, AAFM India
1700 Hrs. Onwards
Networking Tea

Speakers

Our Partners

Media Partner

AAFM

DIAMOND SPONSORS

SILVER SPONSORS

FIFA
SBI
FIFA

Industry Partner

FIAI
MFRT

Digital Magazine Partner

CafeMutual

Knowledge Partners

AAFM
AAFM

Travel Partner

AAFM AAFM

Contact

Reach out to our various team members to find out more about the conference

Sponsorship & Program

Vyas Rai Nagpal
vyas@aafmindia.co.in

9711797800

Registration

Dimple Mittal
dimple@aafmindia.co.in

9650159583, 8800737563, 011-45120800

Logistics-Coordination

Shivang Upadhyay
operationm@aafm.co.in

022-49241800