WHY YOU SHOULD ATTEND?

INDIA'S MOST AWAITED WMC IS BACK !

12+ Powerful Sessions

Get answers on the future of investing & Wealth Management

25+ Amazing Speakers

AAFM India brings to you India's most powerful speakers to share their ideas, approach & untold learning which you can benefit from.

Networking oppurtunities

Meet hundreds of likeminded people who are all looking to expand their networks.

Free Course

1 Short term course for free on PlanetFP platform(AAFM Finance Club)

Certificate & Prizes

Get Certificate of participation and prizes for lucky winners

Event Speakers

Mohinder Kumar

CWM®, VP & Head FT Academy, Franklin Templeton

Munish Sabharwal,

Senior Vice & President & Zonal Head- North, SBI Funds Management Ltd

Rohit Bhardwaj

Director - Private Clients, Henley & Partners - The Firm of Global Citizens®

Sheela Kulkarni

Head of Market Development (Investment) and Institutional Investor Relationships, India, World Gold Council

Pritha Dubey

Chief Mentor & Founder & success Vitamin. &

Sameer narayan

Head – Alternate Investment Equity, & Aditya Birla Sun Life Mutual Fund &

Vinny Aggarwal

Director, Infiniti Maven Consultants (P) Ltd.

Deepak Jain

Director, American Academy of Financial Management® India

Vyas Rai Nagpal

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

Know More About Wealth Management Convention - 2023

WMC AGENDA

WMC AGENDA

Delhi
EXHIBITORS

0900 Hrs – 0925 Hrs:

Registration for the Event

0930 Hrs – 0945 Hrs:

Welcome Address

Welcome Address By : Vyas Rai Nagpal, Director, AAFM ^® India

Lighting of the Lamp

0950 Hrs – 1010 Hrs

PRESENTATION

Topic : Investing in Emerging India - Lessons in Patience and History

Presented By Sameer Narayan, Head – Alternate Investment Equity, Aditya Birla Sun Life Mutual Fund

1015 Hrs – 1035 Hrs

PRESENTATION

Topic : Relevance of Gold as a Strategic Asset Class

Presented By: Sheela Kulkarni, Head of Market Development (Investment) and Institutional Investor Relationships, India, World Gold Council

1040 Hrs – 1100 Hrs

PRESENTATION

Topic : Grow your AUM: PMS

Presented By: Anil Rego, CEO, Right Horizon

1105 Hrs – 1120 Hrs

PRESENTATION

Topic : UP-SKILLING is a Necessity, Not a Choice

Presented By: Ajay Sharma, President, AMDwA

1125 Hrs – 1145 Hrs

PRESENTATION

Topic: Perspective of Indian markets

Presented by: Sandeep Bagla, CEO, Trust AMC

NETWORKING TEA — 1145 Hrs – 1200 Hrs

1205 Hrs – 1245 Hrs

PANEL DISCUSSION : INVESTMENT MANAGEMENT PANEL

Topic : Innovative Financial Product Offerings for Individual Investors: Exploring Ideas Beyond Traditional Offerings.

Deepak Jain, Director India & South Asia, AAFM India - Moderator
Panelist :Apoorva Vora, Founder & CEO, Finolutions LLP
Panelist :Bhavik Thakkar, CEO, Abans Investment Managers
Panelist :Ekmmeet Singh, Co-founder and CEO, Lendbox
Panelist :Mohinder Kumar CWM®, VP & Head FT Academy, Franklin Templeton

1250 Hrs – 1310 Hrs

PRESENTATION

Topic :BEHIND THE BILLIONS

Presented By : Anuj Pramanick, Regional Head - North, Mirae Asset Investment Managers (India) Pvt. Ltd.

1315 Hrs – 1335 Hrs

PRESENTATION

Topic: Market Linked Debentures – The Predictable Passive @ INR 1,00,000 Ticket

Presented By: Bhavik Thakkar, CEO, Abans Investment Managers

NETWORKING LUNCH — 1335 Hrs – 1425 Hrs

1430 Hrs – 1510 Hrs

PRESENTATION

Topic: Navigating Wills for Financial Advisors in India

Presented By : Deepak Jain, Founder & Director – NexGen Estate Planning Solutions

1515 Hrs – 1555 Hrs

PANEL DISCUSSION

WEALTH PLANNING - HNW Families and their Wealth Planning Structures: Goals, Challenges and Solutions!

Panelist : Amit Kukreja, Founder, Amit Kukreja Advisory®
Panelist : Munish Sabharwal, Senior Vice President & Zonal Head- North, SBI Funds Management Ltd
Panelist : Rohit Bhardwaj, Director - Private Clients, Henley & Partners - The Firm of Global Citizens®
Panelist : Vinny Aggarwal, Director, Infiniti Maven Consultants (P) Ltd.

1600 Hrs – 1700 Hrs

EXCLUSIVE SESSION

Topic: Shift your leads from Drops to Downpours

Presented By : Pritha Dubey, Chief Mentor & Founder, Success Vitamin. Best Sales Coach Award 2020 awarded by ET Now. Faculty for Strategic Sales Management, IIM - Indore

1700 Hrs – 1710 Hrs

Vote of Thanks

Dimple Mittal,
Head - Business Development, On Behalf of Team AAFM ^® India

NETWORKING TEA — 1710 Hrs

Exhibitor 1

AAFM India

Exhibitor 2

Abans Investment

Exhibitor 3

Abhi Loans

Exhibitor 4

Aditya Birla Sun Life AMC Ltd

Exhibitor 5

Kotak Securities

Exhibitor 6

Lendbox

Exhibitor 7

GRIP

Exhibitor 8

Fello

Exhibitor 9

Right Horizons

Click Here To Know More

EVENT SPONSORS

EXHIBITORS

View More Exhibitor

Event Partners

SUPPORTED BY

INDUSTRY PARTNERS

MEMBERSHIP PARTNERS

COMMUNITY PARTNERS

Event Pricing

Physical Pass

3000 +GST

1099 +GST

✅Business Badge

✅Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Networking Tea

✅Play Q&A - Win Prizes

✅Conference Access

✅Lunch Coupon

✅1 Month NexGen

Membership

✅Certificate Of

Participation

Buy

Virtual Pass

3000 +GST

199 +GST

✅Digital Badge

✅Digital Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Digital Conference

Access

✅Certificate Of

Participation

Buy

Physical Pass

3000 +GST

999 +GST

✅Business Badge

✅Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Networking Tea

✅Play Q&A - Win Prizes

✅Conference Access

✅Lunch Coupon

✅1 Month NexGen

Membership

✅Certificate Of

Participation

Buy

Virtual Pass

3000 +GST

199 +GST

✅Digital Badge

✅Digital Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Digital Conference

Access

✅Certificate Of

Participation

Buy

Physical Pass

3000 +GST

799 +GST

✅Business Badge

✅Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Networking Tea

✅Play Q&A - Win Prizes

✅Conference Access

✅Lunch Coupon

✅1 Month NexGen

Membership

✅Certificate Of

Participation

Buy

Virtual Pass

3000 +GST

199 +GST

✅Digital Badge

✅Digital Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Digital Conference

Access

✅Certificate Of

Participation

Buy

Physical Pass

3000 +GST

999 +GST

✅Business Badge

✅Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Networking Tea

✅Play Q&A - Win Prizes

✅Conference Access

✅Lunch Coupon

✅1 Month NexGen

Membership

✅Certificate Of

Participation

Buy

Virtual Pass

3000 +GST

199 +GST

✅Digital Badge

✅Digital Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Digital Conference

Access

✅Certificate Of

Participation

Buy

Unable to Attend?

Delegate Your Presence at the AAFM Regional Wealth Management Convention!
If, due to unexpected circumstances, you find yourself unable to attend the AAFM Regional Wealth Management Convention, we completely understand!

We kindly request that you nominate a deserving colleague from your team or organization to attend in your place..

Get Official Approval

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 Management Convention is crucial for your professional growth

14TH AAFM® WEALTH MANAGEMENT

CONVENTION DELHI - 2023

WHY YOU SHOULD ATTEND?

Event Speakers

WMC AGENDA

WMC AGENDA

Delhi

EXHIBITORS

Registration for the Event

Welcome Address

PRESENTATION

Topic : Investing in Emerging India - Lessons in Patience and History

PRESENTATION

Topic : Relevance of Gold as a Strategic Asset Class

PRESENTATION

Topic : Grow your AUM: PMS

PRESENTATION

Topic : UP-SKILLING is a Necessity, Not a Choice

PRESENTATION

Topic: Perspective of Indian markets

NETWORKING TEA — 1145 Hrs – 1200 Hrs

PANEL DISCUSSION : INVESTMENT MANAGEMENT PANEL

Topic : Innovative Financial Product Offerings for Individual Investors: Exploring Ideas Beyond Traditional Offerings.

PRESENTATION

Topic :BEHIND THE BILLIONS

PRESENTATION

Topic: Market Linked Debentures – The Predictable Passive @ INR 1,00,000 Ticket

NETWORKING LUNCH — 1335 Hrs – 1425 Hrs

PRESENTATION

Topic: Navigating Wills for Financial Advisors in India

PANEL DISCUSSION

WEALTH PLANNING - HNW Families and their Wealth Planning Structures: Goals, Challenges and Solutions!

EXCLUSIVE SESSION

Topic: Shift your leads from Drops to Downpours

Vote of Thanks

NETWORKING TEA — 1710 Hrs

Exhibitor 1

Exhibitor 2

Exhibitor 3

Exhibitor 4

Exhibitor 5

Exhibitor 6

Exhibitor 7

Exhibitor 8

Exhibitor 9

EVENT SPONSORS

EXHIBITORS

Event Partners

SUPPORTED BY

INDUSTRY PARTNERS

MEMBERSHIP PARTNERS

COMMUNITY PARTNERS

Event Pricing

Early Bird Offer

Virtual Pass

3000 +GST

199 +GST

✅Digital Badge

✅Digital Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Digital Conference

Access

✅Certificate Of

Participation

Early Bird Offer

Physical Pass

3000 +GST

999 +GST

✅Business Badge

✅Exhibition Access

✅Networking

✅Digital Access

✅Digital Magazine

✅Networking Tea

✅Play Q&A - Win Prizes

✅Conference Access

✅Lunch Coupon

✅1 Month NexGen

14^TH AAFM^® WEALTH MANAGEMENT