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Why You Should Attend?

INDIA'S MOST AWAITED WMC IS BACK !

27+ powerful sessions

Get answers on the future of investing & Wealth Management

45+ amazing speakers

AAFM India brings to you India's most powerful speakers to share their ideas, approach & untold learning which you can benefit from.

Networking oppurtunities

Meet hundreds of likeminded people who are all looking to expand their networks.

Free courses

1 Short term course for free on PlanetFP platform(AAFM Finance Club)

Free Invester meet passes

10 free passes for the Investors session on Day 2

Recordings & Certificates

Get access to recording of all sessions and a Certificate of participation

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Our Speakers

Nilesh Shah

MD, Kotak Mahindra AMC, Chairman, AMFI & Member, EAC-PM

Ajay Srinivasan

CEO, Aditya Birla Capital Limited

Ashwini Kumar Tewari

MD, State Bank of India

PD Singh

MD, JP Morgan

Shankar Sharma

Vice Chairman & Jt. Managing Director, First Global

Dhirendra Kumar

CEO, Value Research

Grant Hicks

CIM, Practice Management Coach, Canada

Mangal Goswami

(exIMF),ED,The SEACEN Research & Training Centre

Rajeev Ahuja

ED, RBL Bank

Devina Mehra

Director & Chief Investment Strategist, First Global

Maneesh Dangi

Co-CIO, Aditya Birla Sun Life AMC

Anupam Guha

Head of PWM & Equity Advisory Group, ICICI Securities

Anand Pejawar

President - Operations, IT & International Business, SBI Life Insurance

George Mitra

CEO, Fintso

KS Rao

Head IE & DD, ABSL AMC

DP Singh

ED, SBI Mutual Fund

Rajan Pathak

MD, Fintso

Apurva Sahijwani

SVP & Head-Private Banking, Axis Bank

Susmit Misra

Country Director,Prudent Private Wealth

Aakash Bansal

Founder&CEO, Mercury Platform

Swarup Mohanty

CEO, Mirae Asset Investment Managers(India) Pvt. Ltd.

Prashant Ajmera

Founder, Ajmera Capital, Global Investment Advisor

Lovai Navlakhi

MD & CEO, IMMPL

Amit Bivalkar

Director, Sapient Wealth Advisors

Suresh Sadapon

SEBI RIA, Founder, Ladder7 Financial Advisories

Sandeep Tandon

MD&CEO, Quant Capital

Deepak Jain

Director, NexGen Estate Planning Solutions

Vyas Rai Nagpal

Director, AAFM India

Anil Desai

Jt. Managing Director, Vijya iPrism Infotech

Ankit Agarwal

Equity Fund Manager, UTI Mutual Fund

Vinay Paharia

Chief Investment Officer, Union Asset Management Company Pvt. Ltd.

Jason Pereira

MBA, CFA, CFP, RFP, TEP, FCSI, CIWM, Woodgate Financial,

Vishal Dhawan

Founder, Plan Ahead Wealth Advisors

Babu Krishnamoorthy

President, IFA Galaxy

Deepak Mehta

Head-SIP, MultiCity & Retail Banking

Gaurav Goyal

National Head - Sales & Distribution, Principal MF

Dharmendra Satapathy

Founder Director, Founder Next Level Education

Anupam Saxena

National Head - Sales & Distribution, Quant Mutual Fund

Know more about WMC 2020

VIRTUAL EVENT

Online

December 05 - 06, 2020

09:00 AM – 02:00 PM

1000+ ATTENDEES

Hurryup! few tickets are left

ONLINE NETWORKING

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AGENDA

By : Vyas Rai Nagpal, Director, AAFM India
09:25AM – 09:40AM :Mr. Nilesh Shah, Group President & MD, Kotak Mahindra AMC
Chairman, Association of Mutual Funds in India (AMFI)
Member, Economic Advisory Council to the Prime Minister (EAC-PM)
09:40AM – 09:50AM :Mr. Ajay Srinivasan, CEO, Aditya Birla Capital Limited
Presented by: Mr. Vinay Paharia, Chief Investment Officer, Union Asset Management Company Pvt. Ltd.
Presented by: Mr. Maneesh Dangi, Co-CIO, Aditya Birla Sun Life AMC
Moderated by: Mr. Rajan Pathak, MD, Fintso
Panelist: Fintso Partner - Mr. Madhav Bhushan, Partner, Bharat Bhushan & Co., Fintso Partner - Mr. Amit Bhatia, IFA
Moderated by: Mr. Deepak Jain, Director, AAFM India
Panelist: Mr. Anupam Guha, Head of Private Wealth Management & Equity Advisory Group, ICICI Securities Limited | Mr. George Mitra, Founder & CEO, Fintso | Mr. Apurva Sahijwani, SVP & Head-Private Banking, Axis Bank | Mr. Susmit Misra, Country Director, Prudent Private Wealth
Presented by :Mr. Dhirendra Kumar, CEO, Value Research
Moderated by : Mr. Deepak Jain, Director, AAFM India
Panelist : Mrs. Devina Mehra, Director & Chief Investment Strategist, First Global | Mr. Shankar Sharma, Vice Chairman & Jt. Managing Director, First Global
Moderated by :Mr. PD Singh, MD, J P Morgan
Panelist :Mr. Ashwini Kumar Tewari, MD, State Bank of India Mr. Mangal Goswami (exIMF), ED, The South East Asian Central Banks (The SEACEN) Research and Training Centre
Moderated by :Mr. Deepak Jain, Director, AAFM India
Panelist :Mr. KS Rao, Head - Investor Education & Distribution Development, ABSL AMC | Mr. Babu Krishnamoorthy, President, IFA Galaxy | Mr. Lovaii Navlakhi, MD & CEO, International Money Matters Pvt. Ltd | Mr. Vishal Dhawan, Founder, Plan Ahead Wealth Advisors | Mr. Suresh Sadagopan, SEBI, RIA, Founder, Ladder7 Financial Advisories
Presented by :Mr. Sandeep Tandon, MD & CEO at Quant Capital
Presented by :Mr. Aakash Bansal, Founder & CEO, Mercury Platform | Mr. Anil Desai, Joint Managing Director, Vijya iPrism Infotech Pvt Ltd
Ms. Dimple Mittal, Business Head, AAFM India
Presented by :Mr. Grant Hicks, CIM, Practice Management Coach, Canada
Presented by :Mr. Anand Pejawar, President - Operations, IT & International Business, SBI Life Insurance Company Ltd
Interviewed by :Mr. Grant Hicks, CIM, Practice Management Coach, Canada
Interviewee :Mr. Jason M. Pereira, MBA, CFA, CFP(Can US), RFP, TEP, FCSI, CIWM, Woodgate Financial, Award Winning Financial Planner, Portfolio Manager, Entrepreneur, Lecturer, Fintech Expert, Writer, TV Host & Podcaster
Presented by :Mr. Prashant Ajmera, Founder - Ajmera Capital - Global Investment Advisor
Interviewed by :Mr. Deepak Jain, Director, AAFM India
Presented by:Mr. Deepak Jain, Director, NexGen Estate Planning Solutions
Presented by : Mr. Rajeev Ahuja, Executive Director, RBL Bank
Presented by :Mr. Ankit Agarwal, Equity Fund Manager, UTI Mutual Fund
Presented by :Mr. Deepak Jain, Director, American Academy of Financial Management India
Presented by :Mr. KS Rao, Head - Investor Education & Distribution Development, ABSL AMC
Moderated by :Mr. Deepak Jain, Director, AAFM India
Panelist :Mr. K.S. Rao, Head - Investor Education & Distribution Development, ABSL AMC | Mr. Deepak Mehta, Head-SIP, MultiCity & Retail Banking | Mr. Gaurav Goyal, National Head - Sales & Distribution, Principal Mutual Fund | Mr. Anupam Saxena, National Head - Sales & Distribution, Quant Mutual Fund
Presented by :Mr. Dharmendra Satapathy, Founder Director, Founder Next Level Education
Presented by :Mr. Deepak Jain, Director, NexGen Estate Planning Solutions

Ms. Dimple Mittal, Business Head, AAFM India

Presented by :Mr. Chander Chandel, VP, Fintso
Presented by :Mr. Kumarpal Jain, AVP-Products, Fintso
Presented by :Mr. Prashant Ajmera, Founder - Ajmera Capital - Global Investment Advisor
Presented by :Mr. Ameya Kane, Vice President: Digital Marketing, UTI Mutual Fund


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INDIA'S MOST AWAITED WMC IS BACK !