8th AAFMI Wealth Management Convention 2020

Reimagining Financial Services Sector Post-COVID-19


VENUE - ONLINE, DEC 5 & 6, 2020


Register Your Interest

WELCOME

India's Most Awaited WMC is Back !


Wealth Management Convention 2020 is the Eighth edition of AAFM India Annual Wealth Management Convention. AAFM India has always tried to bring the contemporary issues and topics which are most sought for by most of the industry players like Banks, AMCs, National Distributors, IFAS, Estate Planners, Wealth Management Professionals, etc.


The Coronavirus pandemic has caused structural and business model shifts for firms across industries and the financial services institutions aren’t immune. The extended period of uncertainty, market volatility and disruption has resulted in unprecedented changes to consumer behavior, preferences, wants and needs.


While the economic impact of COVID-19 may have some similarities to the 2007–09 financial crisis, the implications for financial firms’ performance are likely to be different.Financial institutions across the world are monitoring and dealing with the effects of the COVID-19 pandemic.


They are working to understand the immediate challenges to society and economies, and the long-term impact on the interconnected financial system.They are using their expertise to help themselves and their customers to make good decisions in today’s highly volatile operating environment.


The objective of AAFM India's Wealth Management Convention 2020 is to initiate a dialogue amongst key stakeholders and at a time of crisis, it is important that we share our insights and experience, helping each other to contain and mitigate the impact of COVID-19 on the financial system and the broader economy.




“Come to AAFM India WMC, 2020 to Learn, Inspire Network and Get Inspired!”


2

Days

Combination of keynotes, panels, interactive sessions and networking

25+

speakers

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

1000+

attendees

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

Agenda


Wealth Management Convention Agenda 2020

DAY 1
 December 5, 2020
0830 Hrs – 0855 Hrs : (25 Mins)
JOINING THE VIRTUAL EVENT PLATFORM
0900 Hrs – 0910 Hrs : (10 Mins)
Welcome Address By : Vyas Rai Nagpal, Country Head-Marketing & Business Development, AAFM India


0910 Hrs – 1000 Hrs : (50 Mins)
Inaugural Session

0910 Hrs – 0920 Hrs: ADDRESS BY THE CHIEF GUEST

0925 Hrs – 0935 Hrs: ADDRESS BY THE GUEST OF HONOUR

0940 Hrs – 0950 Hrs: ADDRESS BY THE KEY NOTE SPEAKER

Presentation

0955 Hrs – 1010 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1015 Hrs – 1035 Hrs : (20 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1040 Hrs – 1100 Hrs : (20 Mins)
TOPIC : TBD

Presented by: TBD

Panel Discussion - 35 minutes

1105 Hrs – 1140 Hrs : (35 Mins)
FINANCIAL SERVICES INDUSTRY

Top Trends That Are Reshaping Wealth Management- Are Disruption leading to Green Offshoots in Wealth Advisory Business


Presentation

1145 Hrs – 1205 Hrs : (20 Mins)
TOPIC : TBD

Presented by: TBD
Presentation
1210 Hrs – 1230 Hrs : (20 Mins)
TOPIC : TBD

Presented by: TBD
Talk Show
1235 Hrs – 1255 Hrs : (20 Mins)
Post Pandemic World Economy - Redrawing the map of global wealth and economic power.

Presented by: TBD


Panel Discussion - Minutes: 35

1300 Hrs – 1335 Hrs : (35 Mins)
ESTATE & INHERITANCE PLANNING

Estate Planning Best Practices and Frameworks for Wealth Transfer & Protection


Presentation

1340 Hrs – 1400 Hrs : (20 Mins)
TOPIC: TBD

Presented by: TBD


1400 Hrs
DAY 1 - Closing Remarks

Ms. Dimple Mittal, Business Head, AAFM India



DAY 2
 December 6, 2020
Presentation

0930 Hrs – 0945 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

0950 Hrs – 1005 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1010 Hrs – 1025 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1030 Hrs – 1045 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD

Panel Discussion - Minutes: 35

1050 Hrs – 1120 Hrs : (30 Mins)
Financial Advisor Business Model Effect on Quality of Advice- Inventing the Best Business Model for Financial Advice

TBD

Presentation

1125 Hrs – 1140 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1145 Hrs – 1200 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
INVESTOR / CLIENT SESSION


Presentation

1210 Hrs – 1225 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1230 Hrs – 1245 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD

Panel Discussion - Minutes: 30

1250 Hrs – 1320 Hrs : (30 Mins)
Graduating from No-Planning to Financial-Planning to Wealth-Planning

TBD

Presentation

1325 Hrs – 1340 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
Presentation

1345 Hrs – 1400 Hrs : (15 Mins)
TOPIC : TBD

Presented by: TBD
1400 Hrs
DAY 2 - Closing Remarks

Ms. Dimple Mittal, Business Head, AAFM India


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