Join an exclusive network of finance professionals and learn how to manage family offices, alternative investments, and succession planning for high-net-worth clients.
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Requirements
Candidates who have passed 12th standard are eligible to register for the course.
Graduation is mandatory to be eligible for certification.
Documents Required :
Valid ID proof
Address proof
Highest qualification certificate
Passport-size photograph
Declaration form (mandatory; this will be shared by the AAFM® India team)
Outcomes
Learn how to set up and manage family offices tailored to high-net-worth clients.
Master risk and return strategies for customized investment portfolios.
Deep dive into Category I, II, and III investments and regulatory compliance.
Strategies for wealth transfer and intergenerational legacy planning.
Navigate India’s tax laws, SEBI regulations, and global compliance requirements
Learn how India’s financial hub (GIFT City) can help structure tax-efficient investment solutions.
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