AAFM® REGIONAL WEALTH MANAGEMENT CONVENTION
BENGALURU - 2023
Theme - “Know Your Business, Grow Your Business”
WEALTH CREATION | WEALTH PROTECTION | WEALTH TRANSFER
SATURDAY 22 APRIL, 2023
Venue - The Chancery Pavilion - Bengaluru
Get event Location
Event Will Start In
00
Month
00
Day
00
Hour
00
Minute
00
Second
WHY YOU SHOULD ATTEND?
INDIA'S MOST AWAITED WMC IS BACK !
12+ Powerful Sessions
Get answers on the future of investing & Wealth Management
20+ 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
Mr. Manish Mehta
Joint President & National Head Sales, Digital Business & Marketing, Kotak Mahindra Asset Management Co. Ltd, Kotak AMC
AGENDA - 2023
REGISTRATION FOR THE EVENT
Lighting of the Lamp
Welcome Address By : Vyas Rai Nagpal, Director, AAFM India
PRESENTATION
TOPIC: Cracking the Code: Boosting Efficiency and Productivity in Financial Product Distribution
Presented by Deepak Jain, Director India & South Asia, American Academy of Financial Management and Master Wealth Management Trainer AAFM® USA, CWM® & CTEP® Certification
PRESENTATION
TOPIC: How to become Referral Magnet?
Presented by: Manish Mehta, Joint President & National Head Sales, Marketing & Digital Business, Kotak Mutual Fund
PRESENTATION
Topic : Investing Patterns & Frameworks: Inflexion to S.C.A.L.E
Presented by : Varun Goenka, Managing Partner & Fund Manager AIF, Value Quest
PRESENTATION
TOPIC: Qualified Financial Advisors - The Future
Presented by: Keval Bhanushali, Co-Founder & CEO, 1 Finance
NETWORKING TEA BREAK 1130 Hrs – 1200 Hrs
PANEL DISCUSSION : INVESTMENT MANAGEMENT PANEL
Innovative Financial Product Offerings for Individual Investors: Exploring Ideas Beyond Traditional Offerings.
Panelist : Moulik Patel, Chief Business Officer, Yubi
Panelist : R Pallavarajan, Founder, PMS Bazaar
Panelist : Rahul Somani, Executive Director and Head of Investments, Integrow Asset Management
Panelist : Smitha Sudheendra, Executive Director, JM Financial
Panelist : Vaibhav Chugh, Director & Head Retail Sales, White Oak Capital Management
Panelist : R Pallavarajan, Founder, PMS Bazaar
Panelist : Rahul Somani, Executive Director and Head of Investments, Integrow Asset Management
Panelist : Smitha Sudheendra, Executive Director, JM Financial
Panelist : Vaibhav Chugh, Director & Head Retail Sales, White Oak Capital Management
PRESENTATION
Topic : Become a one-stop CFO for your HNI clients
Presented By :
Manu Awasthy, Founder and CEO, Centricity
PRESENTATION
Topic : How Will the Elephant Dance?
Presented by : Sanjay Bembalkar, Co- Head Equity, Union Mutual Fund
NETWORKING LUNCH — 1330 Hrs – 1420 Hrs
PRESENTATION
TOPIC: Ways to Reduce the Operational Costs of a Distributor
Presented by : Chetan Doshi, Vice President, National Stock Exchange
PRESENTATION
Topic : Growth of AIFs in India & Road Ahead for Evolving needs of Investors
Presented By :
Ram Yadav, Founder & CEO, Integrow Asset Management
PANEL DISCUSSION : WEALTH PLANNING PANEL
HNW Families and their Wealth Planning Structures: Goals, Challenges and Solutions!
Panelist : Bhavik Thakkar, CEO, Abans Investment Managers
Panelist : Deepak Jain, Founder Director, Nexgen Estate Planning Solutions Pvt. Ltd.
Panelist : Girish Venkataraman, CEO, 360 ONE
Panelist : Hitesh Techkwani,CFP,Managing Partner, TrustPlutus Wealth (India) Pvt Ltd
Panelist : Sandeep Bagla, CEO, Trust Mutual Fund
Panelist : Deepak Jain, Founder Director, Nexgen Estate Planning Solutions Pvt. Ltd.
Panelist : Girish Venkataraman, CEO, 360 ONE
Panelist : Hitesh Techkwani,CFP,Managing Partner, TrustPlutus Wealth (India) Pvt Ltd
Panelist : Sandeep Bagla, CEO, Trust Mutual Fund
PRESENTATION
Topic : Fixed Income Securities through Technology
Presented by : Moulik Patel, Chief Business Officer, Yubi
PRESENTATION
Topic : MARKET LINKED DEBENTURES – THE PREDICTABLE ‘PASSIVE’
Presented by : Bhavik Thakkar, CEO, Abans Investment Managers
PRESENTATION
Topic : Decoding Customer Segments & Digital Connect
Presented By :
Lalit Sharma, Zonal Manager – North Zone IE DD, Aditya Birla Sunlife Mutual Fund
CLOSE OF SESSION
Vote for Thanks :Ms. Dimple Mittal, Head - Business Development, AAFM® India
NETWORKING TEA — 1710 Hrs
EVENT SPONSORS
PLATINUM SPONSORS
GOLD SPONSORS
EVENT PARTNERS
SUPPORTED BY
INDUSTRY PARTNERS
MEMBERSHIP PARTNERS
COMMUNITY PARTNERS
ALLOW US TO TELL MORE ABOUT THE EVENT
© Designed and Developed by AAFM®