AAFMI Wealth Management Convention 2019

WEALTH CREATION | WEALTH PROTECTION | WEALTH TRANSFER

HOTEL SAHARA STAR, MUMBAI, NOVEMBER 15, 2019

Register Your Interest

WELCOME

India's Most Awaited WMC is Back !

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.



“Come to AAFM India WMC 2019 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 2019

 November 15, 2019
0830 Hrs – 0855 Hrs : (25 minutes)
Registration for the event
0900 Hrs – 0910 Hrs : (10 minutes)
Welcome Address By : Vyas Rai Nagpal, Country Head-Marketing & Business Development, AAFM India

Lighting of the Lamp
0910 Hrs – 1000 Hrs : (50 minutes)
Inaugural Session*

CHIEF GUEST : Hon'ble Shri Rajiv Jalota, Commissioner at Goods & Services Tax Department, State of Maharashtra

GUEST OF HONOUR : PD Singh, Managing Director, JP Morgan Chase Bank NA.

KEY SPEAKER - SANDEEP TANDON, FOUNDER & GLOBAL STRATEGIST, QUANT GROUP : QUANTIFYING FEAR AND GREED - DYNAMIC WAY OF MANAGING MONEY

AAFM India Representative : Deepak Jain, Director, NexGen Estate Planning Solutions

LAUNCH BY - UJJWAL CHUGH, FOUNDER & CEO, ISOLS GROUP : LAUNCH OF EXCLUSIVE DIGITAL MARKETING PROGRAM FOR FINANCIAL ADVISORS LEADING TO CHARTERED DIGITAL ADVERTISER DESIGNATION FROM AAFM USA

Panel Discussion - 40 minutes

1005 Hrs – 1045 Hrs : (40 Min)
WEALTH MANAGEMENT & ADVISING*

WEALTH ADVISORY AN OPPORTUNITY IN ADVERSITY !





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, Director,
Citibank

Presentation

1050 Hrs – 1105 Hrs : (15 Min)
TOPIC : "The USD 5 Trillion Economy & the opportunity for Wealth Creation & Management"

Presented by: Abhijit Bhave, CEO, Karvy Private Wealth
1110 Hrs – 1145 Hrs : (35 Min)
NETWORKING TEA BREAK

Panel Discussion - 40 minutes

1150 Hrs – 1230 Hrs : (40 Min)
THE INDIAN ECONOMY

Is the Indian Economy Really in Trouble ?





PD Singh, Managing Director,
JP Morgan Chase Bank NA.

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

Dharmakirti Joshi, Chief Economist,
CRISIL

Santosh Singh, Sr. Vice President - Head of Research,
Motilal Oswal AMC Ltd

Presentation

1235 Hrs – 1250 Hrs : (15 Min)
TOPIC : Mutual Fund Distribution - The New Perspective

Presented by: Swarup Mohanty, CEO, Mirae Asset Global Investments (India) Pvt. Ltd.
1255 Hrs – 1355 Hrs : (60 Min)
NETWORKING LUNCH

Presentation

1400 Hrs – 1415 Hrs : (15 Min)
TOPIC : HOW TO SAY A GOOD GOODBYE AND ENSURE THE SUCCESS OF YOUR SUCCESSORS!

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

Panel Discussion - Minutes: 40

1420 Hrs – 1500 Hrs : (40 Min)
NAYA KAAM, NAYE SHURUAT

Stories of 4 Estate Planner on their initial Learning & Experience on the offering Estate Planning Services to their clients

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

Presentation

1505 Hrs – 1520 Hrs : (15 Min)
TOPIC: Indian HNI remitting 14 billion US$ globally – Are you ready to serve them & grab new opportunity?

Presented by: Prashant Ajmera, Founder, Ajmera Law Group


Panel Discussion - Minutes: 40

1525 Hrs – 1605 Hrs : (40 Min)
Expanding the Financial Advisory Solution !

Know about Unique Products which Financial Advisers can immediately Start Offering to your Client & Increase your Advisory Horizon & Income


Deepak Jain, Director, NexGen Estate Planning Solutions

Surendra Kumar Jalan, MD & CEO
OMLP2P

Rishiraj Sethi,
Director, Aura Art Development Pvt Ltd

Akhil Chaturvedi
Associate Director & Head-Sales & Distribution Motilal Oswal Asset Management Company Ltd

Paresh Karia, CEO,
Acquest Property & Hospitality Services

Sabyasachi Mukherjee
Head - Research & International Products

Presentation

1610 Hrs – 1625 Hrs : (15 Min)
TOPIC : Intermediaries Challenges & Solutions for Growth and Scale

Presented by: Aakash Bansal - Co Founder and CEO Mercury Platform Services Private Limited

Close of Session - Minutes: 10

1625 Hrs – 1635 Hrs : (10 Min)
Close of Session
CLOSING REMARKS
Deepak Jain, Director, NexGen Estate Planning Solutions
Vote for Thanks
Ms. Dimple Mittal, Head - Business Development, On Behalf of Team AAFM India
1635 Hrs Onwards
Networking Tea
*Inviting


Speakers


  Our Partners in WMC 2019  

GOLD SPONSOR

AAFM

SILVER SPONSORS

Karvey
SBI
Tavaga
Mercury
Ajmera Law House

Knowledge Partners

NISM
AAFM
Nextlevel

Community Partners

ARIA
MIFAA
RYTP
FIFA
SOFP
IFA GALAXY

Industry Partners

NJWealth
FIAI

Technology Partner

IsolsGroup

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

Harsh Kumar
events@aafm.co.in

9958058085