OVERVIEW

EXPERIENCE THE ULTIMATE WEALTH CONVENTION EVENT

The AAFM Wealth Convention is a must-attend for finance professionals, offering 17+ years of expertise across PMS, AIF, MF, Fintech, Practice Management, Estate Planning, P2P Lending, Team Management, Client Acquisition, Real Estate, and more. Discover unique product demonstrations, gain insights, and network with industry leaders to unlock new wealth opportunities.

Start your journey to becoming a finance industry leader today!

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EVENT SPEAKERS

MEET OUR PREVIOUS SPEAKERS

Get to know the experts who will be speaking at our event.

Achin Goel
Achin Goel, CFA

Fund Manager, Bonanza Portfolio Ltd



Abhishek Tiwari
Abhishek Tiwari

Executive Director & Chief Business Officer, PGIM India Asset Management


Alok Agarwal
Alok Agarwal

Head - Quant & Portfolio Manager, Alchemy Capital Management


Amit Roy
Amit Roy

Partner & Leader- Insurance & Allied Businesses, PWC India


Amisha Vora
Amisha Vora

Chairperson & Managing Director, Prabhudas Lilladher Group & Director,APMI Board

Anunaya Kumar
Anunaya Kumar

President, Sales & Distribution, 360 ONE Asset


Aniruddha Chaudhuri
Aniruddha Chaudhuri

Business Head, Bajaj Finserv Asset Management Ltd.

Aparna Maheshwari
Aparna Maheshwari

Head - Alternate Sales, Alternates by Axis AMC


Ashish Ahluwalia
Ashish Ahluwalia

Director - Private Equity, Alternates by Axis AMC


Ajay Kedia
Ajay Kedia

Director & Head of Research, Kedia Capital Services Pvt. Ltd


Bharat Shah
Bharat Shah

Whole-time Director, ASK Asset & Wealth Management Group

Biharilal Deora
Biharilal Deora

Chairman APMI and Director, Abakkus Asset Manager LLP

Chirag Mehta
Chirag Mehta

Chief Investment Officer, Quantum MF


Dr. Deepak Jain
Dr. Deepak Jain

Co-Founder & Director, NexGen Estate Planning Solutions

Devina Mehra
Devina Mehra

Chairperson, Managing Director and Founder, First Global

Inderbir Jolly
Inderbir Jolly

CEO- Wealth Management, Prabhudas Lilladher Group


Kalpesh Dave
Kalpesh Dave

Deputy CEO, Bajaj Capital Ltd



KS Rao
KS Rao

Executive VP & Head - Investor Education & Distribution Development, ABSL AMC

Maneesh Dangi
Maneesh Dangi

Founder & CEO, Mosaic Asset Management



Mohit Bhatia
Mohit Bhatia

Chief Executive Officer, Bank of India Mutual Fund


Nagesh Pai
Nagesh Pai

National Sales Head, Emkay Investment Managers Limited

Nirali Shah
Nirali Shah

Director, Kunvarji Group



Nilesh Shah
Nilesh Shah

Managing Director, Kotak Mahindra AMC


Nimesh Mehta
Nimesh Mehta

Director & Head Sales, BD & Products, ASK Investment Managers

Parag Thakkar
Parag Thakkar

Head - Fund Manager, Fort Capital


Piyush Kothari
Piyush Kothari

Executive Director, Shivalik Investment Fund


Rajiv Gupta
Rajiv Gupta

President - PB Fintech Ltd (Policybazaar & Paisabazar)

Raghav Iyengar
Raghav Iyengar

CEO, 360 One AMC



Rohan Mehta
Rohan Mehta

CEO & Fund Manager, Turtle Wealth


Romit Barat
Romit Barat

Non-Executive Director, AAFM® India


Dr. Radhakrishnan Pillai
Dr. Radhakrishnan Pillai

Teacher of Chanakya Neeti, Tedx and Josh Talks Speaker

Samir Satyam
Samir Satyam

Director-AIF, Prabhudas Lilladher Group




Sachin Shah
Sachin Shah

Executive Director and Fund Manager, Emkay Investment Managers Ltd.



Sanjay Panday
Sanjay Panday

Chief Executive Officer, Bharat Batuk (Gold Reimagined)



Soumya Ranjan
Soumya Ranjan

Chief Operating Officer, BFSI Sector Skill Council of India



Sidharth Damani
Sidharth Damani

Head - Business Enablement & Marketing, Aditya Birla Sun Life AMC Ltd



Shibani Kurian
Shibani Kurian

Head of Research & Portfolio Manager, Kotak Mahindra AMC





Shrinivas Khanolkar
Shrinivas Khanolkar

Head - Products, Marketing & Corporate Communications, Mirae Asset Investment Managers (India) Pvt. Ltd.


Siddharth Vora
Siddharth Vora

Head - Quantitative Investment Strategies & Fund Manager, PL Asset Management & Executive Director, PL Capital - Prabhudas Lilladher Group

Surrjit Singh Arora
Surrjit Singh Arora

Portfolio Manager - Portfolio Management Services, PGIM India Asset Management



Vaibhav Shah
Vaibhav Shah

Head - Business Development, Strategy and International Sales, Mirae Asset Investment Managers India Pvt Ltd

PREVIOUS Agenda

8th December 2024:

9:30 PM – 6:00 PM

Inaugural Ceremony & Lighting of the Lamp

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

0930 Hrs – 0940 Hrs
Inaugural Ceremony & Lighting of the Lamp
By: Ms. Dimple Mittal, Head - Business Development, AAFM® India

0945 Hrs – 1000 Hrs
Topic: Bharat: The Vision Ahead
Keynote Address by Bharat Shah, Whole-time Director, ASK Asset & Wealth Management Group

1005 Hrs – 1020 Hrs
Topic: The Rise of Alternates - Future Ahead
Keynote Address by Amisha Vora - Chairperson and Managing Director, Prabhudas Lilladher Group and Director, APMI Board

1025 Hrs – 1035 Hrs
Topic: Future-Ready BFSI Workforce: Cost-Effective Paths to Develop Talent
Keynote Address by Soumya Ranjan, Chief Operating Officer, BFSI Sector Skill Council of India

1040 Hrs – 1105 Hrs
Topic: Fresh Ideas in the Room: Outsider' Insights on the Business of Advice and Distribution
Keynote Address by Maneesh Dangi - Founder & CEO, Mosaic Asset Management

1110 Hrs – 1135 Hrs
Topic: Sustainable and Impactful Investing
Keynote Address by Achin Goel, CFA, Fund Manager, Bonanza Portfolio Ltd

1140 Hrs – 1205 Hrs
Topic: Power of Alternates
Keynote Address by Raghav Iyengar – CEO, 360 One AMC

1205 Hrs – 1235 Hrs
HIGH TEA NETWORKING TEA BREAK

1240 Hrs – 1310 Hrs
PANEL DISCUSSION
Alternative Investments - Trends and Innovations: What Wealth Professionals Need to Know
Moderated By: Romit Barat, Non-Executive Director, AAFM® India
Keynote Address by: Anunaya Kumar, President, Sales & Distribution, 360 ONE Asset
Keynote Address by: Abhishek Tiwari, Executive Director & Chief Business Officer, PGIM India Asset Management
Keynote Address by: Nagesh Pai, National Sales Head, Emkay Investment Managers Limited.
Keynote Address by: Aparna Maheshwari, Head - Alternate Sales, Alternates by Axis AMC
Keynote Address by: Samir Satyam, Director-AIF, Prabhudas Lilladher Group

1315 Hrs – 1340 Hrs
Topic: Why and how to invest in Private Equity Alternatives
Keynote Address by Ashish Ahluwalia, Director - Private Equity, Alternates by Axis AMC

1340 Hrs – 1430 Hrs
NETWORKING LUNCH

1435 Hrs – 1500 Hrs
Topic: Quant - A New Paradigm in India’s Investment Landscape
Keynote Address by Siddharth Vora, Head - Quantitative Investment Strategies & Fund Manager, PL Asset Management & Executive Director, PL Capital - Prabhudas Lilladher Group

1505 Hrs – 1530 Hrs
Topic: Craft of NON-CONSENSUS Investing
Keynote Address by Surrjit Singh Arora, Portfolio Manager - Portfolio Management Services, PGIM India Asset Management Pvt. Ltd.

1535 Hrs - 1600 Hrs
Topic: JOIN INDIA'S GROWTH STORY THROUGH DOLLAR INVESTMENTS
Keynote Address by Sachin Shah, Executive Director & Fund Manager, Emkay Investment Managers Ltd.

1605 Hrs – 1630 Hrs
Topic: The Magic of Quant Investing
Keynote Address by Rohan Mehta – CEO & Fund Manager, Turtle Wealth

1635 Hrs - 1700 Hrs
Topic: The Art & Science Of Modern Day Equity Investing
Keynote Address by Alok Agarwal, Head - Quant and Portfolio Manager, Alchemy Capital Management

1705 Hrs - 1730 Hrs
Topic: Commodities: The Untapped Opportunity in Diversified Portfolios
Keynote Address by Ajay Kedia, Director & Head of Research, Kedia Capital Services Pvt. Ltd

1735 Hrs - 1800
Topic: Economy and Market Outlook
Keynote Address by Shibani Kurian, Head of Research & Portfolio Manager, Kotak Mahindra AMC

1800 Hrs
Vote of Thanks
Dimple Mittal, Head - Business Development, AAFM® India

NETWORKING TEA — 1800 Hrs Onwards

9th December 2024:

9:30 PM – 6:00 PM

Inaugural Ceremony & Lighting of the Lamp

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

0930 Hrs – 0940 Hrs
Inaugural Ceremony & Lighting of the Lamp
By: Ms. Dimple Mittal, Head - Business Development, AAFM® India

0945 Hrs – 0955 Hrs
Topic: The Blue Ocean Concept for Mutual Fund Distributors (MFDs)
Keynote Address by Nilesh Shah, Managing Director, Kotak Mahindra AMC

1000 Hrs – 1015 Hrs
Topic: Emerging Landscape in India - Opportunities for Wealth Managers
Keynote Address by Biharilal Deora, Chairman APMI and Director, Abakkus Asset Manager LLP

1015 Hrs – 1035 Hrs
Topic: CONVOCATION

1040 Hrs – 1050 Hrs
Topic: MOU SIGNING & EXCHANGE

1055 Hrs – 1120 Hrs
Topic: Charting the Future of Real Estate through AIFs
Keynote Address by Piyush Kothari, Executive Director, Shivalik Investment Fund

1125 Hrs – 1150 Hrs
Topic: Why and how to build Alternates Business for your clients?
Keynote Address by Nimesh Mehta, Director & Head Sales, BD & Products, ASK Investment

1155 Hrs - 1210 Hrs
Topic: Myths vs. Reality- A Mutual Fund
Keynote Address by Mohit Bhatia, Chief Executive Officer, Bank of India Mutual Fund

NETWORKING TEA — 1215 Hrs – 1235 Hrs

1240 Hrs – 1305 Hrs
Topic: Shikshit Advisor Development, For Viksit Bharat
Keynote Address by KS Rao, Executive VP & Head Investor Education & Distribution Development, ABSL AMC

1310 Hrs – 1340 Hrs
PANEL DISCUSSION
Topic - Uncovering Investor DNA - Psychological and Behavioural Keys to Investing Success
Moderated By: Deepak Jain, Director & Co-Founder, AAFM® India
Keynote Address by: Kalpesh S Dave – Deputy CEO, Bajaj Capital Ltd
Keynote Address by: Inderbir Jolly, CEO- Wealth Management, Prabhudas Lilladher group
Keynote Address by: Devina Mehra, Chairperson and Managing Director and Founder, First Global
Keynote Address by: Achin Goel, CFA, Fund Manager, Bonanza Portfolio Ltd.
Keynote Address by: Shrinivas Khanolkar, Head - Products, Marketing & Corporate Communications, Mirae Asset Investment Managers (India) Pvt. Ltd.
Keynote Address by: Sidharth Damani, Head - Business Enablement & Marketing, Aditya Birla Sun Life AMC Ltd.

NETWORKING LUNCH — 1345 Hrs – 1430 Hrs

1435 Hrs – 1500 Hrs
Topic: Gold reimagined: unlocking the potential of digital gold
Keynote Address by Sanjay Panday - Chief Executive Officer, Bharat Batuk (Gold Reimagined)

1505 Hrs – 1530 Hrs
Topic: MACROS, MARKETS AND TOP PICKS
Keynote Address by Parag Thakkar, Fund Manager, Fort Capital

1535 Hrs – 1550 Hrs
Topic: Behavioural Biases
Keynote Address by Aniruddha Chaudhuri, Business Head, Bajaj Finserv Asset Management Ltd.

1555 Hrs - 1625 Hrs
PANEL DISCUSSION
Topic: The Next Frontier in Wealth Management: Asset Protection and Succession Planning
Moderated By: Amit Roy Partner & Leader- Insurance & Allied Businesses, PWC India
Keynote Address by: Deepak Jain, Co-Founder & Director, NexGen Estate Planning Solutions
Keynote Address by: Nirali Shah, Director, Kunvarji Group
Keynote Address by: Rajiv Gupta, President - PB Fintech Ltd (Policybazaar & Paisabazar)

1630 Hrs - 1645 Hrs
PRESENTATION
Topic: Gift City: an Interesting Investment Opportunity for NRIS
Keynote Address by Vaibhav Shah, Head -Business Development, Strategy and International Sales, Mirae Asset Investment Managers India Pvt Ltd.

1650 Hrs – 1705 Hrs
PRESENTATION
Topic: Opportunities vs Risks: Thriving in Unpredictable Markets
Keynote Address by Chirag Mehta - Chief Investment Officer, Quantum MF

1710 Hrs – 1810 Hrs
TED TALK
Topic: Chanakya Neeti for Success in Life
Keynote Address by Dr. Radhakrishnan Pillai, Teacher of Chanakya Neeti, Tedx and Josh Talks Speaker

1810 Hrs
Close Of Session
Dimple Mittal, Head - Business Development, AAFM® India

NETWORKING TEA — 1810 Hrs Onwards

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Overcoming Conference Approval Hurdles - Presenting a Letter to Your Manager/Company!
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Ms. Neha Arora - Manager

Call/SMS/WhatsApp at: +91 9289429102

Drop a Mail to: corporaterelations@aafm.co.in

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Office No – 403, ITL Twin Towers, Plot No. B-09 Netaji Subhash Place, New Delhi- 11003

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