Days
Hours
Minutes
Seconds
OVERVIEW
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!
OUR PARTNERS
We are proud to be associated with these brands.
-min.jpg)
Join us at our exclusive event—register now for expert insights & valuable networking.
Our Special fee Offers are designed to fit your needs.
EVENT SPEAKERS
Get to know the experts who will be speaking at our event.
Chief Executive Officer - WhiteOak Capital Asset Management
Fund Manager, Bonanza Portfolio Ltd.
Partner, Amanat Family
Office
Editor, The Bonus Amar
Ujala
National Business Manager - Alternates, Alternates by Axis AMC
TEP, Head of Chambers- Barrister at Law/GDPR Consultant, KL Chambers
Director Sales, White Oak Capital Management
Senior Vice President - ZH - Private Wealth n Banks, Motilal Oswal AMC Ltd.
-min.jpg)
Co-Founder & Director, NexGen Estate Planning Solutions
Head - AIF Products, Nippon India AIF
Director Business Development - USIF
National Head - Sales & Marketing, Canara Robeco Asset Management Company
Managing Partner, Kanudawala & Associates LLP
Head Channel Business, Alchemy Capital Management Pvt Ltd
Founder and CEO, Danti, London, UK
Chief Business Officer, ASK Investment Manager
Former Chairman, Qatar Chapter of ICAI
Managing Director, Vaultus Green Funding
Executive Director - Shivalik Investment Fund
Director, S9 Fintech
Vice Chairman, The Institute of Chartered Accountants of
India
-min.jpg)
Executive Director, AAFM® India
Head - IFSC & Strategy Dept, GIFT City
CEO, Bharat Batuk (Gold Reinagined)
CTO, Capital Markets, Wealth & Investment Management - Broadridge Financial
Solutions (India) Pvt. Ltd.
Head of Market Development (Investment) & Institutional Investor Relationships, India -
World Gold Council
Editor, News & Content Innovation, The Bonus Amar Ujala
Head - Products, Business Strategy & International Business - Mirae Asset Investment Managers (India) Pvt. Ltd.
Managing Partner, Vardan Ceqube India Investment Fund
Director, Care Portfolio Managers Pvt. Ltd.
Inaugural Ceremony & Lighting of the Lamp
1430 Hrs – 1440 Hrs
Inaugural Ceremony & Lighting of the Lamp
1440 Hrs – 1455 Hrs
KEYNOTE SPEAKER
Sandip Shah, Head - IFSC & Strategy Dept., GIFT City
"Overview of Talent Landscape in GIFT City"
1500 Hrs – 1520 Hrs
PRESENTATION
Aashish P Sommaiyaa, Executive Director & Chief Executive Officer, WhiteOak Capital Asset Management Ltd.
"GIFT for NRIs"
1525 Hrs – 1545 Hrs
PRESENTATION
Sheela Kulkarni, Head of Market Development (Investment) & Institutional Investor Relationships, India, World Gold Council
"GOLD AS AN ASSET CLASS"
NETWORKING TEA BREAK
1550 Hrs – 1610 Hrs
1615 Hrs – 1630 Hrs
PRESENTATION
Edwin John, Director Business Development, US Immigration Fund
"The EB-5 Opportunity: Obtain The U.S. Green Card (Permanent Residency) Through Investment"
1635 Hrs – 1650 Hrs
PRESENTATION
Vaibhav Shah, Head - Products, Business Strategy & International Business, Mirae Asset Investment Managers (India) Pvt. Ltd.
"Investing in Global Market through GIFT City"
1655 Hrs – 1735 Hrs
PANEL DISCUSSION
"Gift City Opportunities for Viksit Bharat"
Moderated by: Anshuman Tiwari, Editor, The Bonus, Amar Ujala
Panelists:
- Gaurav Kanudawala, Managing Partner, Kanudawala & Associates LLP
- Nimesh Mehta, Chief Business Officer, ASK Investment Manager
- Sandip Shah, Head - IFSC & Strategy Dept., GIFT City
- Vishal Shah, Director, Care Portfolio Managers Pvt. Ltd.
1740 Hrs – 1755 Hrs
PRESENTATION
Dr. Deepak Jain, Co-Founder & Director, Nexgen Estate Planning Solutions Pvt. Ltd.
"Serving the Global Indian: Cross-Border Estate & Trust Planning"
1755 Hrs – 1800 Hrs
PRESENTATION
Vote of Thanks
Networking Tea - 1800Hrs OnwardsInaugural Ceremony & Lighting of the Lamp
0930 Hrs – 0940 Hrs
Inaugural Ceremony & Lighting of the Lamp
0945 Hrs – 0955 Hrs
Romit Barat, Executive Director, AAFM® India
"Launch of AAFM Elite Membership"
0955 Hrs – 1000 Hrs
Anshuman Tiwari, Editor, The Bonus Amar Ujala
"Launch of Know Your Distributor - Your FinSarthi"
1005 Hrs – 1025 Hrs
PRESENTATION
Piyush Kothari, Executive Director, Shivalik Investment Fund
"Real Estate: A Legacy of Growth and Success"
1030 Hrs – 1055 Hrs
PRESENTATION
Gaurav Goyal, National Head - Sales & Marketing, Canara Robeco AMC
"Amritkaal MFD - Secret To Grow 50X"
1100 Hrs – 1115 Hrs
PRESENTATION
Santhanam Govindaraj, CTO, Broadridge Financial Solutions (India)
"Wealth Management: Transforming on Your Terms"
1120 Hrs – 1140 Hrs
NETWORKING TEA BREAK
1145 Hrs – 1225 Hrs
PANEL DISCUSSION
"Alternate Investment for Aspiring Indians"
MODERATED BY: Ajay Arora, Partner, Amanat family Office
Panelists:
Mohit Bhagat, Head Channel Business, Alchemy Capital Management Pvt Ltd
Pradnya Bodke-Ghuge, Head - AIF Products, Nippon India AIF
Nishant Idnani, Managing Director, Vaultus Green Funding
Arun Kutowaroo, TEP, Head of Chambers- Barrister at Law/GDPR Consultant, KL Chambers
Piyush Kothari, Executive Director - Shivalik Investment Fund
1230 Hrs – 1245 Hrs
PRESENTATION
Aparna Maheshwari, National Business Manager - Alternates, Alternates by Axis AMC
"The Gift of Global Diversification - Calm in the Chaos"
1250 Hrs – 1320 Hrs
PANEL DISCUSSION
"Is India Growth Story only for Indian?"
MODERATED BY: Nimesh Mehta, Chief Business Officer, ASK Investment Manager
Panelists:
Ajay Arora, Partner, Amanat family Office
CA. Rinkesh Shah, Vice Chairman, The Institute of Chartered Accountants of India
CA. Nirlep Bhatt, Former Chairman, Qatar Chapter of ICAI
Bibek Sengupta, Director Sales, White Oak Capital Management
Nicholas Charles, Founder and CEO, Danti, London, UK
1325 Hrs – 1425 Hrs
NETWORKING LUNCH
1430 Hrs – 1445 Hrs
CONVOCATION of AAFM Certificants & Book Launch By Brijesh Parikh CWM
1450 Hrs – 1505 Hrs
PRESENTATION
Deepak Nair, Senior Vice President - ZH - Private Wealth & Banks, Motilal Oswal AMC Ltd.
"GIFT Gateway to India's best Entrepreneurs"
1510 Hrs – 1550 Hrs
PANEL DISCUSSION
"Alternate is the New Normal"
MODERATED BY: Shubham Shankdhar, Editor, News & Content Innovation, The Bonus Amar Ujala
1555 Hrs – 1610 Hrs
PRESENTATION
"Cross your limit with Prasad Shetty"
Prasad Surapala Shetty, Director, S9 Fintech
1615 Hrs – 1635 Hrs
FINANCE TALK
"The Road Ahead for Financial Distributors"
Dr. Deepak Jain, Nexgen Estate Planning Solutions Pvt. Ltd.
Romit Barat, Executive Director, AAFM® India
Vote of Thanks
Networking Tea - 1635 Hrs Onwards
Delegate Your Presence at the AAFM Wealth Convention!
If, due to unexpected circumstances, you find yourself unable to attend the AAFM Wealth Convention!, we completely understand!
We kindly request that you nominate a deserving colleague from your team or organization to attend in your place.
Overcoming Conference Approval Hurdles - Presenting a Letter to Your Manager/Company!
We understand that obtaining approval to attend a conference can sometimes be challenging. That's why we've prepared a letter to help you effectively communicate to your manager or company why attending the AAFM Wealth Convention! is crucial for your professional growth.
Ms. Neha Arora - Manager
Call/SMS/WhatsApp at: +91 9289429102
Drop a Mail to: corporaterelations@aafm.co.in
Office No – 403, ITL Twin Towers, Plot No. B-09 Netaji Subhash Place, New Delhi- 11003
Enquire NOW