Gain Insights Into Mutual Funds To Offer Informed Investment Advice And Better Serve Their Clients
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Understanding The Benefits, Risk Factors, And Strategies, Empowering Them To Offer Specialized Investment Solutions To Their Clients.
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Unlocking diverse investment opportunities with tailored solutions by comprehending risk profiles, potential returns, and categories for optimal client satisfaction.
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Fintech innovations like digital tools, robo-advisors & blockchain empower streamlined processes, enhance client experiences & improve investment strategies.
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Elevate your venture's growth potential. Expand reach, revenue, and impact with strategic scaling techniques for sustainable success.
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Streamline operations, optimize workflows, and enhance productivity. Efficiently manage resources to achieve business goals effectively and seamlessly.
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Succession planning secures your legacy and assets. Strategize for a seamless transition and the preservation of wealth for future generations.
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Invoice discounting and P2P lending empower financial freedom. Access capital swiftly, leverage invoices for liquidity, and foster growth through innovative lending solutions.
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Nurture a cohesive, high-performing team. Inspire, delegate, and empower individuals to achieve collective objectives with harmony and efficiency.
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Retention Fosters Long-Term Client Partnerships. Engage prospects effectively, offer exceptional service, and uphold loyalty for consistent business development.
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Safeguard investments and assets. Navigate complexities of real estate transactions and mitigate risks with comprehensive insurance coverage.
Space for AddThe AAFM Wealth Convention is a transformative experience for finance professionals. With over 17+ Events Experience, it offers deep insights into PMS, AIF, MF, Fintech, Business Scaling, Practice Management, Estate & Succession Planning, P2P Lending & Invoice Discounting, Team Management, Client Acquisition & Retention, Real Estate, Insurances . It also showcases unique product demonstrations that can amplify your wealth potential. This event is an unmissable opportunity to expand your knowledge, network with industry leaders, and discover new avenues for wealth growth. Join us and set yourself on the path to becoming a leader in the finance industry. Your journey to mastering Wealth Convention starts here.
Vijya Fintech
(Building Mercury)
Vijya Fintech
(Building Mercury)
FundExpert Fintech Pvt. Ltd
1 Finance
Mahindra Manulife Investment Management
Mirae Asset Financial Services (India) Pvt.
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White Oak Capital AMC
Inflection Point Ventures
VivritiAsset Management
SBI Mutual Fund
Rank MF
Mirae Asset Mutual Fund
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Karma Capital
Integrow Asset Management
Quant Group
Union Mutual Fund
BSE
Market Expert
JM Financial
ICCAA
World Gold Council
Union Mutual Fund
Alpha Capital
ABSLMF
AMBIT
Angel Broking
Asit C. Mehta
ASK wealth Management
Bajaj Allianz Life Insurance Ltd.
Bajaj Capital Limited
Bank of Baroda
Bharti AXA
BSE Brokers Forum
DHFL Pramerica Mutual Fund
Edelweiss Mutual Fund
Edelweiss Mutual Fund
Hedge Finance Limited (HFL)
IDBI Asset Management Ltd
India Infoline
L&T Mutual Fund
Latin Manharlal
LIC Mutual Fund
Motilal oswal Mutual fund
National Institute of Securities Market
National Securities Depository Limited
National Stock Exchange
Nippon India Mutual Fund
NJ wealth
PGIM India Asset Management Private Ltd
Private Wealth Motilal oswal
Quant Group
Reliance Nippon Life Insurance Company Limited
Reliance Securities
SBI Mutual Fund
SMC Moneywise
State Bank of India
Tata AIA Life Insurance
Union Bank of India
UTI Mutual funds
Zen Securities Ltd.
Abans Group
Centricity Wealth Tech
IPV Advisors Pvt. Ltd.
Integrow Asset Management
Karma Capital Advisors Pvt Ltd.
Kotak Mahindra Asset Management Company
Mahindra Manulife Investment Management
Mirae Asset Financial Services (India) Pvt. Ltd.
Mirae Asset Investment Managers (India) Pvt. Ltd.
Morningstar India Private Limited
Right Horizons
SBI General Insurance
ValueQuest.in
Vijya Fintech Pvt. Ltd
WHITEOAK CAPITAL
World Gold Council
Yubi
Union Mutual Fund
Fund Expert
Finance
Managing Partner
AAFM is a great platform and it’s great to see that apart from being a knowledge platform it is becoming a big networking platform where we financial advisors can collaborate and grow.
R.D.Wealth
Nice session scheduled and presented. Hope to join future events too.
FINANCE MANAGER
It was very insightful and helped to gain knowledge. It helped me to know about the development in the Industry and future prospect. I want to convey my sincere thanks to the entire team of AAFM.
Sole Proprietor
Excellent event organized by team AAFM. Much appreciate their hard work and sincere efforts that went into creating such a successful event. Hopefully, AAFM will come back to my city of Kolkata
AMFI Registered Mutual Fund Distributor
This is a truly fantastic program , I have attended various others Program , all are good . But this is one of the best because of very unique and different type of Knowledge sharing by you . Thanks too.
Managing Partner
AAFM is a great platform and it’s great to see that apart from being a knowledge platform it is becoming a big networking platform where we financial advisors can collaborate and grow.
For any assistance or queries related to the event, please don't hesitate to reach out to our dedicated event executives:
Delegate Your Presence at the AAFM Regional Wealth Convention !
If, due to unexpected circumstances, you find yourself unable to attend the AAFM Regional 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 Regional Wealth Convention is crucial for your professional growth
Organised & Powered By American Academy of financial Management® India, Financial Literacy Advisory Body India, Nexgen Estate Planning Solutions Pvt. Ltd
