Exclusive Benefits Valued at INR 10,250/-:
1 Full Day Event Pass
16Th Wealth Convention 2024
Sales Toolkit
Toolkit Book Worth INR 6,000/-
Estate Planning Membership
3 Months NexGen Membership Worth INR 1250/-
Short-Term Course
1 Free Online Short-Term Course AAFM®️ Worth Rs. 3,000/-
Event Speakers
Alpa Shah
Strategic Growth Partner & Member Advisory Board, AAFM® India and Founder, Empower Education
AGENDA
Inaugural Ceremony & Lighting of the Lamp
By : Ms. Dimple Mittal, Head - Business Development, AAFM® India
Successful Business Fundas - From Problem to Solution
By: Vyas Rai Nagpal, Co-Founder & Director, AAFM India
Address by Chief Guest
Topic : The Future of India
Presented By Mr. Amitabh Kant, G 20 Sherpa, Government of India and former CEO, NITI Aayog
Address by the Guest of Honour
Topic : Importance of Financial Education in India
Presented By: Mr. Sanjay Kumar, Secretary, Department of School Education & Literacy, Ministry of Education, GoI
Address by the Guest of Honour
Topic : How Wealth Professionals can effectively catalyse process of "Wealth Creation" at the bottom of Pyramid. (Exploring new Vista's)
Presented By: Mr. Alok Kumar Choudhary, Secretary, MD State Bank of India
Convocation Ceremony & Certification Distribution
Special Guest
Atul Shirodkar, President, Maharashtra Economic Development Council
NETWORKING TEA — 1100 Hrs - 1130 Hrs
PRESENTATION
Topic: Behind The Billions
Presented By: Makhdoom Ansari, National Head - Retail Sales, Mirae Asset
Investment Managers
PRESENTATION
Topic: Market Outlook & Investment Strategy
Presented By: George Thomas – Fund Manager, Quantum Mutual Fund
PANEL DISCUSSION
The Evolving Paradigm of Wealth - Meeting the New Expectations in India!
Moderated By :
Deepak Jain.
Director & Founder AAFM® India
Panelist:
Anthony Heredia, MD & CEO, Mahindra Manulife Investment Management
Panelist:
Sandeep Bagla, CEO, Trust MF
Panelist:
Ravi Sharma, Director, Right Horizon
Panelist:
Suresh Soni, CEO, Baroda BNP Paribas Asset Management India Pvt Ltd
NETWORKING LUNCH — 1300 Hrs - 1355 Hrs
PRESENTATION
Topic - Megrated Investing
Presented By : Aniruddha Chaudhuri, Business Head, Bajaj Finserv Asset Management Ltd
PRESENTATION
Topic - Transform Your Business Model to Grow 10X in next 10 Years
Presented By : Dr. Mukesh Jindal, Partner, Alpha Capital
PRESENTATION
Topic - Market Linked Debentures – The Predictable Passive @ INR 1,00,000 Ticket
Presented By : Bhavik Thakkar, CEO, Abans Investment Manager
PRESENTATION
Topic - Bridging the Gap - PMS for IFAs
Presented By : Prabhat Ranjan, Co-Fund Manager, Right Horizons PMS
PRESENTATION
Topic - The Dynamics of Private Family Trusts in Modern Wealth Management"
Presented By : Deepak Jain, Co-Founder & Director, American Academy of Financial Management India
PRESENTATION
Topic - "Revolutionizing Retail Savings: Empowering Individuals through Bond Market Participation and New Technological Advancements"
Presented By : Suresh Darak, Founder, Bondbazaar,
PRESENTATION
Topic - Unfolding the world of Alternative Investment
Presented By : Ravi Jaisalmeria, Director, Growthally Advisors Pvt Ltd
Vote of Thanks
Dimple Mittal,
Head - Business Development, AAFM®India
Head - Business Development, AAFM®India
NETWORKING TEA — 1710 Hrs Onwards
Inaugural Ceremony & Lighting of the Lamp
By : Ms. Dimple Mittal, Head - Business Development, AAFM® India
TOPIC:Successful Business Fundas - From Problem to Solution
By: Vyas Rai Nagpal, Director AAFM®India
Topic : Kotak Mahindra AMC "Outlook 2024"
Presented By: Harsha Upadhyaya, CIO Equity and Debt,
Topic : A Perspective On Asset Allocation & Other Factors Influencing Performance
Presented By: Mohit Bhatia, CEO, BOI MF
Topic : GOLD AS AN ASSET CLASS
Presented By: Juan Carlos Artigas, Head of Research, World Gold Council
Topic - Advisors Leading The Way- Shaping Indian Mutual Fund Industry For Amrit Kaal
Presented By: KS Rao, Head Investor Education & Distribution Development, ABSLMF
"Fun Activity"
NETWORKING TEA BREAK
Topic : "Market Insights - Unique Opportunities & Equity Outllook"
Presented By : Hari Shyamsunder, VP & Institutional Portfolio Manager, Franklin Templeton.
PANEL DISCUSSION
Topic - THE ART OF CLIENT ACQUISITION - A NEW ERA
Moderated : Alpa Shah
Strategic Growth Partner & Member Advisory Board, AAFM India and Founder, Empower Education
Panelist : Ekmmeet Singh, Co-founder and CEO, Lendbox Per Annum
Panelist : Ganesh Ram, CEO, MFU
Panelist : Rajiv Shastri, Director & CEO,NJ Asset Management
Panelist : Deepak Jain, Co-Founder & Director, AAFM India
Topic : INVESTING IN INDIA WITH PROSPERITY
Presented By: Vishwanath A, Co-Fund Manager, Client Relations, Prosperity Wealth Management Pvt. Ltd.
NETWORKING LUNCH
PANEL DISCUSSION
UNVEILING TRUTHS AND TRENDS FOR WEALTH PROFESSIONALS
Moderator Usha Nair, Senior Vice President, DSP Mutual Fund
Panelist Vandana Rangarajan, Managing Partner, 360 One Wealth
TOPIC: SMALL YET MIGHTY: EXPLORING THE POTENTIAL OF SMALL CAP INVESTMENTS
Presented by: Abhilasha Satale, Associate Fund Manager – Quantum Mutual Fund
TOPIC: MFU 3.0 - ENABLING EASE OF DOING BUSINESS
Presented by: Ganesh Ram, MD & Chief Executive Officer, MF Utilities
FUN ACTIVITY
PANEL DISCUSSION
Topic - Business Succession Planning for Advisors: How to transfer their AUM to the next generation!
Moderator Deepak Jain, Co-Founder & Director, American Academy of Financial Management India
Panelist K. Ramesh Bhat., Founder Aniram, Chennai
Panelist G Sundararajan, Co-Founder - Symphonia Wealth pvt LTD
Panelist Valliappan Nagappan, Immediate Past President, Hindustan Chamber of Commerce – India
Panelist Tejas GV, President, MFDAK
TOPIC: The Dynamics of Private Family Trusts in Modern Wealth Management
Presented by: Deepak Jain, Co-Founder & Director, AAFM® India
CLOSE OF SESSION
Vote for Thanks Ms. Dimple Mittal, Business Head, AAFM® India
NETWORKING TEA
EVENT SPONSORS
PLATINUM SPONSOR
GOLD SPONSOR
SILVER SPONSOR
Event Partners
INDUSTRY PARTNERS
MEMBERSHIP PARTNERS
UNIVERSITY PARTNER
COMMUNITY PARTNERS
Exhibitors
Event Pricing
AAFM 16Th Wealth Convention 2024
Rs1999+ GST
1999 + GST
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
AAFM 16Th Wealth Convention 2024
Rs1999+ GST
1799 + GST
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
AAFM 16Th Wealth Convention 2024
COMING SOON
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy
AAFM 16Th Wealth Convention 2024
COMING SOON
Exclusive Benefits Valued at INR 10,250/-
✅1 Full Day Event Pass
✅Sales Toolkit Book Worth INR 6,000/-
✅3 Months Estate Planning Membership Worth INR 1250/-
✅One Online Short-Term Course by AAFM® Worth Rs. 3,000/-
✅ Prestigious Certificate of Participation
✅ Exclusive Prizes
Buy