Previous Year Event Speakers

Mrs. Devina Mehra

Chairperson, Managing Director & Founder, First Global

Mr. K S Rao

Head - Investor Education & Distribution Development, ABSLAMC Ltd

Mr. Akhil Chaturvedi

Director & Chief Business Officer, Motilal Oswal AMC

Mr. Deepak Jain

Director, American Academy of Financial Management® India

Mr. Shreeraj Deshpande

Head-Health Business, SBI General Insurance

Mr. Navin Agarwal

MD & CEO, Motilal Oswal Asset Management Company Limited (MOAMC)

Mr. Vyas Rai Nagpal

Co-Founder & Director – Marketing & Business Development, AAFM® India

Mr. Sachiin Sharma

Marketing & Research Analyst, South East Asia Head, EMO Network

Mr. Sarath Bhaskaran

Head - Sales, Fixed Income Platform, CredAvenue

Mr. Moulik Patel

Head Retail - Fixed Income Platform, CredAvenue

Mr. Suren Kochhar

Senior Director,Head Business Strategy, WhiteOak Capital Asset Management Limited

Mr. Manish Mehta

Joint President & National head of Sales, Marketing & Digital Business, Kotak Mahindra Asset Management Co. Ltd

Mr. Aashish Somaiyaa

Executive Director & CEO, WhiteOak Capital Management

Mr. Anurag Jain

Partner - Investments, Green Lantern Capital LLP

Mr. Peshotan Dastoor

Group President and Head of Sales, UTI Asset Management Co. Ltd

Mr. Virendra Somwanshi

Group President & Head Wealth Management, Capital Markets & NRI, Bank of Baroda

Mr. Bharat Pareek

Head Private Wealth & Products & Segment, ICICI Securities

Mrs. Dimple Mittal

Business Head, AAFM® India

Know More About Regional Wealth Management Convention - 2022

PREVIOUS YEAR AGENDA - 2022

WMC - 2022

Day 1
WMC - 2022

Day 2

0900 Hrs – 0910 Hrs

Welcome Address

By : Mr. Vyas Rai Nagpal, Co-Founder & Director – Marketing & Business Development, American Academy of Financial Management® India

0910 Hrs – 0925 Hrs

Keynote Address

By : TBD

0930 Hrs – 0945 Hrs

Looking back to Reimagine the Future - How the Life Insurance Industry will shape in next decade

Keynote Address By :Mr. Yashish Dahiya, Chairman & CEO, PB Fintech Limited

0950 Hrs – 1005 Hrs

What lies ahead for MF Industry, Opportunities & Challenges

Keynote Address By : Mr. A. Balasubramanian, CEO, ABSLAMC and Chairman, AMFI

1010 Hrs – 1025 Hrs

Rethinking Risk Tolerance in Financial Decision Making

Presented By : Mr. Deepak Jain, Director, American Academy of Financial Management® India

1030 Hrs – 1045 Hrs

Presentation - TBD

Presented By :Mr. Aashish Somaiyaa, Executive Director & CEO, WhiteOak Capital Management

1050 Hrs – 1130 Hrs

PANEL DISCUSSION
Future forward Wealth Management Industry - WHAT IS TO COME?

Panelist : Mr. Moulik Patel - Head Retail - Fixed Income Platform, CredAvenue
Panelist : Mr. Virendra Somwanshi, Group President & Head Wealth Management, Capital Markets & NRI, Bank of Baroda
Panelist : Mr. Bharat Pareek, Head Private Wealth & Products & Segment, ICICI Securities

1135 Hrs - 1150 Hrs

Democratizing India's Fixed Income Market through Retail Masses

Presented By : Mr. Sarath Bhaskaran - Head - Sales, Fixed Income Platform, CredAvenue

1155 Hrs - 1210 Hrs

How Digital Currencies can be an opportunity in transforming the Financial Industry?

Presented By : Mr. Sachiin Sharma, Marketing & Research Analyst, South East Asia Head, EMO Network

1215 Hrs - 1230 Hrs

Power of Frameworks in Investing

Presented By : Mr. Navin Agarwal, MD & CEO, Motilal Oswal Asset Management Company Limited (MOAMC)

1235 Hrs - 1250 Hrs

The Future is here: The Human + Machine model is completely disrupting the Financial Advisory Business

Presented By : Mrs. Devina Mehra, Chairperson, Managing Director & Founder, First Global

1255 Hrs - 1310 Hrs

WealthTech disruption in the HNI Wealth Management Space

Presented By : Mr. Abhijit Bhave, CEO, Private Wealth, Fisdom

1315 Hrs - 1355 Hrs

PANEL DISCUSSION
Mutual Fund Industry - Optimizing for today and building for tomorrow

Panelist : Mr. K S Rao, Head – Investor Education & Distributor Development,Aditya Birla Sun Life Asset Management Co. Ltd.
Panelist : Mr. Manish Mehta, Joint President & National head of Sales, Marketing & Digital Business, Kotak Mahindra Asset Management Co. Ltd.
Panelist : Mr. Peshotan Dastoor, Group President and Head of Sales, UTI Asset Management Co. Ltd.
Panelist : Mr. Prateek Pant, CBO, White Oak AMC Ltd
Panelist : Mrs. Sumita Pillai, CEO, Torus Wealth Pvt.Ltd

1400 Hrs - 1415 Hrs

Managing Client Expectations while investing in Mutual Funds

Presented By : Mr. Kaustubh Belapurkar, Director- Fund Research, Morningstar

1420 Hrs - 1435 Hrs

The Changing Role of an Advisor

Presented By : Mr. Dhirendra Kumar, CEO, Value Research

1440 Hrs

Closing Remarks

By :Ms. Dimple Mittal, Business Head, AAFM® India

0905 Hrs – 0920 Hrs

Fixed Income Market - The next big revolution is here!

Special Address By :Mr. Gaurav Kumar - Founder & CEO, CredAvenue

0925 Hrs – 0940 Hrs

Keynote Address : TBD

By :1 Finnance

0945 Hrs – 1000 Hrs

Interview

Interviewee : Mr. Lovaii Navlakhi, MD & CEO, International Money Matters
Interviewer : Mr. Deepak Jain, Director, American Academy of Financial Management® India

1005 Hrs – 1020 Hrs

Interview

Interviewee :Mr. Amit Bivalkar, MD & CEO, Sapient Wealth Advisors & Brokers Pvt Ltd
Interviewer : Mr. Deepak Jain, Director, American Academy of Financial Management

1025 Hrs – 1040 Hrs

Investment World has Changed - Here's how!!

Presented By : Mr. Anurag Jain, Partner - Investments, Green Lantern Capital LLP

1045 Hrs – 1100 Hrs

Insurtech - The Way forward for Advisors

Presented By :Mr. Rajiv Gupta, President, Policy Bazaar

1105 Hrs – 1120 Hrs

Keynote Address

By : Mrs. Zanny Minton Beddoes, Editor-in-Chief, The Economist

1125 Hrs – 1140 Hrs

All You Need to Know Before Buying a Health Insurance Plan

Presented By :Mr. Shreeraj Deshpande, Head-Health Business, SBI General Insurance

1145 Hrs – 1200 Hrs

Presentation : TBD

Presented By : Mr. Debashish Mohanty, Advisor, L & T Mutual Fund

1200 Hrs

Closing Remarks

By : Ms. Dimple Mittal, Business Head, AAFM® India

1205 Hrs - 1220 Hrs

KEYNOTE SPEAKER

By : Mr. Ashishkumar Chauhan, MD & CEO, BSE (Bombay Stock Exchange)

1225 Hrs - 1240 Hrs

Golden Years -Planning your Retirement Your Way

Presented By :Mr. K S Rao, Head – Investor Education & Distributor Development, Aditya Birla Sun Life Asset Management Co. Ltd.

1245 Hrs - 1315 Hrs

PANEL DISCUSSION
The Power of Planning - Life Events That Require Financial Planning

Panelist :Mr. K S Rao, Head – Investor Education & Distributor Development, Aditya Birla Sun Life Asset Management Co. Ltd.
Panelist :Mr. Akhil Chaturvedi, Director & Chief Business Officer, Motilal Oswal AMC
Panelist :Mr. Suren Kochhar, Senior Director,Head Business Strategy, WhiteOak Capital Asset Management Limited

1320 Hrs - 1335 Hrs

Diversity and Growth: Lessons on Managing a Successful Portfolio

Presented By :TBD

1340 Hrs – 1355 Hrs

Adoption of Digital Currencies in our day to day lives

Presented By : Mr. Sachiin Sharma, Marketing & Research Analyst, South East Asia Head, EMO Network

1400 Hrs – 1415 Hrs

6 Financial Blunders: Learning from Mistakes

Presented By : TBD

1420 Hrs - 1435 Hrs

Where there is a “WILL” there's a Way! Create your own ‘Will’

Presented By :Mr. Deepak Jain, Director, NexGen Estate Planning Solutions

1435 Hrs

Closing Remarks

By : Ms. Dimple Mittal, Business Head, AAFM® India

10th AAFMI Wealth Management Convention 2022

25+ Amazing Speakers

Book Your Seat Now!

Event Will Start In

WHY YOU SHOULD ATTEND?

Previous Year Event Speakers

PREVIOUS YEAR AGENDA - 2022

WMC - 2022

Day 1

WMC - 2022

Day 2

Welcome Address

Keynote Address

Looking back to Reimagine the Future - How the Life Insurance Industry will shape in next decade

What lies ahead for MF Industry, Opportunities & Challenges

Rethinking Risk Tolerance in Financial Decision Making

Presentation - TBD

PANEL DISCUSSION Future forward Wealth Management Industry - WHAT IS TO COME?

Democratizing India's Fixed Income Market through Retail Masses

How Digital Currencies can be an opportunity in transforming the Financial Industry?

Power of Frameworks in Investing

The Future is here: The Human + Machine model is completely disrupting the Financial Advisory Business

WealthTech disruption in the HNI Wealth Management Space

PANEL DISCUSSION Mutual Fund Industry - Optimizing for today and building for tomorrow

Managing Client Expectations while investing in Mutual Funds

The Changing Role of an Advisor

Closing Remarks

Fixed Income Market - The next big revolution is here!

Keynote Address : TBD

Interview

Interview

Investment World has Changed - Here's how!!

Insurtech - The Way forward for Advisors

Keynote Address

All You Need to Know Before Buying a Health Insurance Plan

Presentation : TBD

Closing Remarks

KEYNOTE SPEAKER

Golden Years -Planning your Retirement Your Way

PANEL DISCUSSION The Power of Planning - Life Events That Require Financial Planning

Diversity and Growth: Lessons on Managing a Successful Portfolio

Adoption of Digital Currencies in our day to day lives

6 Financial Blunders: Learning from Mistakes

Where there is a “WILL” there's a Way! Create your own ‘Will’

Closing Remarks

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10^th AAFMI Wealth Management Convention 2022

PANEL DISCUSSION
Future forward Wealth Management Industry - WHAT IS TO COME?

PANEL DISCUSSION
Mutual Fund Industry - Optimizing for today and building for tomorrow

PANEL DISCUSSION
The Power of Planning - Life Events That Require Financial Planning