AAFM India’s Wealth Management Convention

Name: AAFM India’s Wealth Management Convention
Address: Plot No. 30, 3rd Floor, Grover Tower-1, Main Najafgarh Road, Shivaji Marg, Delhi, 110015, IN
Telephone: 9711797800

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AAFM India’s Wealth Management Convention

AAFM India’s Wealth Management Convention brings together all stakeholders in Wealth Management Industry to learn, update, network and grow together.

05/02/2026

AAFM® (India) Presents

𝟐𝟐𝐧𝐝 𝐖𝐞𝐚𝐥𝐭𝐡 & 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐞𝐬 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟔

“𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐒𝐮𝐭𝐫𝐚 𝐟𝐨𝐫 𝐒𝐡𝐚𝐩𝐢𝐧𝐠 𝐁𝐡𝐚𝐫𝐚𝐭’𝐬 𝐖𝐞𝐚𝐥𝐭𝐡”

A power-packed summit bringing together India’s most respected leaders in wealth management, alternates, estate planning, and advisory practice growth.
𝐊𝐞𝐲𝐧𝐨𝐭𝐞 𝐒𝐩𝐞𝐚𝐤𝐞𝐫

Ganesh Mohan, Managing Director, Bajaj Finserv Asset Management Ltd.

𝐄𝐦𝐢𝐧𝐞𝐧𝐭 𝐒𝐩𝐞𝐚𝐤𝐞𝐫𝐬

• Dr. Deepak Jain, Director, Nexgen Estate Planning Solutions

• Dhananjay Kale, Director, Dhanashree Wealth

• Gaurav Goyal, National Head – Sales & Marketing, Canara Robeco Mutual Fund

• Girish Lakhotiya, Founder & Managing Director (Bondsmart), Prachay Group

• Nilesh Karkare, CEO & Chairman, Nilesh Karkare Financial Services Pvt. Ltd.

• Dr.K S Rao, Executive Director, AAFM® India

• Romit Barat, CWM®, Executive Director, AAFM® India

• Sandeep Bhushetty, Founder & CEO, ChaturNova Capital Pvt. Ltd. | Member, Advisory Council, AAFM® India

• Rathore Yashwant, Founder & MD, Payal Edge Investment Pvt. Ltd.

📍 𝐏𝐮𝐧𝐞
🗓 𝟎𝟕𝐭𝐡 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟔
🏨 𝐋𝐞𝐦𝐨𝐧 𝐓𝐫𝐞𝐞 𝐏𝐫𝐞𝐦𝐢𝐞𝐫, 𝐏𝐮𝐧𝐞

A premium Business | Knowledge | Networking platform for MFDs & Wealth Professionals

📩 𝐄𝐧𝐪𝐮𝐢𝐫𝐞 𝐍𝐨𝐰: https://forms.office.com/r/FkcQYJDKtK

📞 For details: +91 92894 29102

22/01/2026

AAFM® (India) presents

𝟐𝟐𝐧𝐝 𝐖𝐞𝐚𝐥𝐭𝐡 & 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐞𝐬 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟔 – 𝐏𝐮𝐧𝐞

A one-day power-packed summit for finance professionals ready to scale in a fast-changing market.

Because growth today is not just about products -

it’s about 𝐩𝐫𝐨𝐜𝐞𝐬𝐬, 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭.

Theme: Shaping the Success Sutra of Bharat’s Wealth

🔹 Business scaling & sustainable growth
🔹 Practical practice management ideas
🔹 Smart use of alternates
🔹 Building long-term client trust
🔹 Ready-to-use strategies you can apply immediately

This is not a theory-heavy event.

It’s a 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 | 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠 | 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 designed to help you grow with clarity and confidence.

📍 𝐏𝐮𝐧𝐞
🗓 𝟎𝟕𝐭𝐡 𝐅𝐞𝐛𝐫𝐮𝐚𝐫𝐲 𝟐𝟎𝟐𝟔
🏨 𝐋𝐞𝐦𝐨𝐧 𝐓𝐫𝐞𝐞 𝐏𝐫𝐞𝐦𝐢𝐞𝐫, 𝐏𝐮𝐧𝐞

📩 Enquire Now: https://forms.office.com/r/FkcQYJDKtK
📞 For details: +91 92894 29102

𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐍𝐨𝐰 | 𝐋𝐢𝐦𝐢𝐭𝐞𝐝 𝐒𝐞𝐚𝐭𝐬

17/01/2026

AAFM® (India) Presents
𝐓𝐡𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 & 𝐀𝐥𝐭𝐞𝐫𝐧𝐚𝐭𝐞𝐬 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐒𝐮𝐦𝐦𝐢𝐭 𝟐𝟎𝟐𝟔

A 𝐨𝐧𝐞-𝐝𝐚𝐲, 𝐦𝐮𝐥𝐭𝐢-𝐜𝐢𝐭𝐲 𝐬𝐮𝐦𝐦𝐢𝐭 𝐝𝐞𝐬𝐢𝐠𝐧𝐞𝐝 𝐟𝐨𝐫 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬 who want to scale their business in a fast-changing market.

Today, growth in the wealth business is not just about products - it’s about 𝐩𝐫𝐨𝐜𝐞𝐬𝐬, 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐢𝐧𝐠, 𝐚𝐧𝐝 𝐩𝐫𝐚𝐜𝐭𝐢𝐜𝐞 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭.

With the theme “𝐒𝐡𝐚𝐩𝐢𝐧𝐠 𝐭𝐡𝐞 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐒𝐮𝐭𝐫𝐚 𝐨𝐟 𝐁𝐡𝐚𝐫𝐚𝐭’𝐬 𝐖𝐞𝐚𝐥𝐭𝐡” the summit focuses on:

🔹 Business scaling & sustainable growth
🔹 Practical practice management ideas
🔹 Smart use of alternates
🔹 Building long-term client trust
🔹 Ready-to-use strategies

This is 𝐧𝐨𝐭 𝐚 𝐭𝐡𝐞𝐨𝐫𝐲-𝐡𝐞𝐚𝐯𝐲 𝐞𝐯𝐞𝐧𝐭.

It’s a 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 | 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐢𝐧𝐠 | 𝐊𝐧𝐨𝐰𝐥𝐞𝐝𝐠𝐞 𝐩𝐥𝐚𝐭𝐟𝐨𝐫𝐦 built to help you grow with clarity and confidence.

📍 𝐏𝐚𝐧-𝐈𝐧𝐝𝐢𝐚 | 𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 𝐂𝐢𝐭𝐢𝐞𝐬 | 𝟐𝟎𝟐𝟔
📩 𝐄𝐧𝐪𝐮𝐢𝐫𝐞 𝐍𝐨𝐰 - https://forms.office.com/r/FkcQYJDKtK
𝐅𝐨𝐫 𝐌𝐨𝐫𝐞 𝐃𝐞𝐭𝐚𝐢𝐥𝐬 - +91-9289429102

13/12/2025

Dr. K S Rao delivered a highly insightful session, sharing strategic perspectives on retirement planning, long-term wealth creation, and the evolving role of financial professionals in India’s growth story. His session offered clear direction and practical takeaways for MFDs and advisors navigating the future of investments.

13/12/2025

A power-packed Panel Discussion bringing together industry leaders to share insights on market cycles, cash flows, and building predictable income strategies for investors and distributors.

13/12/2025

AAFM India presents Dr. K.S. Rao, Executive Director – AAFM® India, moderating an insightful panel discussion on "From Information to insight - Making smarter Investment Decision" with the leading industry experts.

Dr. K.S Rao highlights how advisors are no longer hesitant about AI—they are actively adopting tools and building authority around them.

As Dr. Rao rightly points out, the future lies in treating AI not just as Artificial Intelligence, but as an Intelligent Assistant—one that supports better insights, sharper decisions, and stronger client relationships 📊 🤝.

13/12/2025

An insightful session by Bhavdeep Bhatt , CEO, Northern Arc Investments, on

“From Market Cycles to Cash Flows: Building Predictable Income for Investors & Distributors.”

A strong perspective on creating stability and income across market cycles.

13/12/2025

A compelling session by George Heber Joseph , CIO & CEO – Equity, ASK Investment Managers, on

“Fundamentals & Cycles: Rewriting India’s Wealth Creation Story.”

A deep dive into long-term wealth creation through strong fundamentals and market cycles.

13/12/2025

An insightful session by Sanjay Kumar , Co-Founder & CEO, Bharat Batuk, on “Gold Reimagined: Unlocking the Potential of Digital Gold.”

A fresh perspective on how digital gold is reshaping modern investing.

13/12/2025

Honoured to welcome Manoj Tiwari, Director, IIM Mumbai as the Keynote Speaker at The Growth Multiplier FinFest & Awards 2025.

His presence and insights set a powerful tone for the day.

13/12/2025

An insightful session by Deepak Yadav – Passive Business, ABSLMF, on “From Information to Insight: Making Smarter Investment Decisions.”

A valuable perspective on turning data into meaningful investment outcomes.

13/12/2025

A powerful start to the event with the traditional lighting of the lamp. ✨

Let the knowledge, growth, and inspiration flow!

Address

Plot No. 30, 3rd Floor, Grover Tower-1, Main Najafgarh Road, Shivaji Marg
Delhi
110015

Telephone

9711797800

Website

http://aafmindia.org/wealth-management-convention/

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