AAFMI Wealth Management Convention 2018

WEALTH CREATION | WEALTH PROTECTION | WEALTH TRANSFER

HOTEL SAHARA STAR, MUMBAI, NOVEMBER 21, 2018

Register Your Interest

WELCOME

India's Most Awaited WMC is Back !

Wealth Management Convention 2018 is the Sixth 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 2018 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.

“Come to AAFM India WMC, 2018 to Learn, Inspire, Network and Connect!”

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 2018

 November 21, 2018
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

Dr.(Mrs.) M. Thenmozhi, Director, National Institute of Securities Markets

Shri. N S Venkatesh, CEO, Association of Mutual Funds in India             

Shri Jay Toshniwal, CEO, Toshniwal Equity Services

Presentation

1005 Hrs – 1020 Hrs : (15 minutes)
TOPIC : Dynamism in an Era of Rising Volatility : Next Gen Fund Management.
Presented by : Sandeep Tandon, Founder & Global Strategist, quant Multi Asset Manager

Pannel Discussion - 45 minutes

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

Millennials and Money – The Hybrid Advice Model Clients Prefer the Best of Both Worlds: Humans and Robots






Abhijit Bhave, CEO
Karvy Private Wealth

Anurag Seth, Director and Head Global Wealth Management
Quant Capital

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

Nitin Singh, Head of Wealth Management
Standard Chartered Bank

Surinder Chawla, Head – Branch & Business Banking
RBL Bank Limited
Presentation

1115 Hrs – 1130 Hrs : (15 minutes)
TOPIC : Future of Financial Advisory Services in India

Presented by: Rajesh Krishnamoorthy, Vice Chairman, iFAST India Holdings Pte Ltd, Singapore
1135 Hrs – 1150 Hrs : (15 minutes)
TOPIC : Succession Planning: Testate Succession Planning - Creating a Good 'Will'

Presented by: Deepak Jain, Director, NexGen Estate Planning Solutions



1150 Hrs – 1210 Hrs : (20 minutes)
Networking Break

Pannel Discussion - Minutes: 45

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

Expanding to New Horizons : Trending Global Product Innovations in MF and Building New Capabilities – Next Strategies for Advisors
Aashish P Sommaiyaa, CEO
Motilal Oswal Asset Management

D P Singh, CMO
SBI Mutual Fund

Himanshu Vyapak, Deputy CEO
Reliance Capital Asset Management Limited

Rishi Kohli, Managing Director
ProAlpha Capital

Sandeep Tandon, Founder & Global Strategist
Quant Multi Asset Manager

Vishal Kapoor, CEO
IDFC Asset Management

1305 Hrs – 1400 Hrs : (55 minutes)
NETWORKING LUNCH

Presentation

1400 Hrs – 1415 Hrs : (15 minutes)
TOPIC : Tavaga - The Simplest way to save for Your Goals
Presented by: Nitin Mathur, Founder & CEO, Tavaga Advisory Services, A Robo - Advisory platform
1420 Hrs – 1435 Hrs : (15 minutes)
TOPIC : Just do it the Digital Way

Presented by: V Ramesh, Managing Director & CEO, MF Utilities India Pvt LTD.

Pannel Discussion - Minutes: 30

1440 Hrs – 1510 Hrs : (30 minutes)
FAMILY, OFFICE & ESTATE PLANNING SERVICES

The “Greater” Wealth Transfer: Capitalizing on the Intergenerational Shift in Wealth
Deepak Jain, Director
NexGen Estate Planning Solutions

Dr. Mita Dixit, Co-founder & Family Business Advisor
Equations Advisors Pvt. Ltd.

K S Rao, Head - Investor Education & Distribution Development
Aditya Birla Sun Life Asset Management Company Limited

Marylou A Bilawala, Partner
Wadia Ghandy and Company

Saurabh Bhushan, Head - Financial Services & Family Office
Latin Manharlal Securities

Presentation

1515 Hrs – 1530 Hrs : (15 minutes)
TOPIC : Revisiting Wealth Management the Fintech Way
Presented By : Abhishant Pant, Founder - The Fintech Meet-Up

Pannel Discussion - Minutes: 30

1535 Hrs – 1605 Hrs : (30 minutes)
REAL ESTATE INDUSTRY

Favourable Investment Climate for Overseas Investment by Indians
Arvind Nandan, Executive Director Research
Knight Frank (India) Pvt. Ltd.

Ashutosh Limaye, Director & Head of Consulting Practice
ANAROCK Property Consultants Private Limited

Harshul Savla, Co-Founder
M. Reality

Mark Davies, Chairman
Davies & Associates

Paresh Karia, CEO
Acquest Advisors

Pravin Garle, Business Head - Real Estate Advisory & Broking Services,
Karvy Private Wealth

Close of Session -- Minutes: 10

1605 Hrs – 1615 Hrs : (10 minutes)
Close of Session
Closing Remarks
Mr. Deepak Jain, Country Head – Knowledge Management & Operations, AAFM India
Vote of Thanks
Mr Bhushan Munde, On Behalf of Team AAFM India
1615 Hrs Onwards
Networking Tea


Speakers


Our Partners in WMC 2018

DIAMOND SPONSORS

GOLD SPONSORS

AAFM

SILVER SPONSORS

Finexa
SBI
Tavaga

Knowledge Partners

AAFM
AAFM

Industry Partner

FIAI
FIFA
iFast
MFRT

Digital Magazine Partner

CafeMutual

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

9082470535