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Prof. Dr. George Mentz JD
Global CEO, AAFM
A Message from the Founder of AAFM® and The International & Global Board of Standards I welcome you to this unique platform of “Industry Captains” from various domains of Financial Advisory Services in India. We firmly believe that our continuous efforts and unmatched industry standards through globally recognized professional certifications are enabling us to develop the industry as a whole.
We understand that Wealth Management Convention, 2014 brings great networking opportunities & knowledge offerings and making it a phenomenal experience. This platform brings together the Industry stalwarts who are trend setters of the growing Indian industry to discuss various contemporary issues pertaining to the Wealth Management & Financial Services Industry in India.
About the Wealth Management Convention 2014
With the economy performing well after the global economic downturn of 2008, recording a GDP growth rate of 9.2% in FY11 and 6.2% in FY12, the GDP growth slumped to a 10 year low of 5% in FY13. FY13 was a year of challenges for the economy with a slowdown experienced in agriculture, manufacturing as well as service sector. This coupled with rising current account deficit, high inflation, weakening exports due to weak global demand and delayed policy action slowed down the GDP growth rate.
Wealth management business is changing and will change further in the wake of the crisis and as regulatory changes begin to bite. Private banking and wealth management have always been attractive business sectors. No longer, multiple developments in the last few years have driven major change. Clients and providers alike now have dramatically different constraints and expectations. The opportunity remains to develop sound, profitable business. But clear strategic decisions are needed. Investors are also becoming much more demanding of their relationships with wealth managers. In a world where returns are low, assets have suffered losses and trust has been damaged, clients are far less willing to take the performance of wealth managers for granted. The industry is under greater scrutiny and greater pressure to reform itself than ever before.
The objective of this convention is to highlight on : “Navigating to Tomorrow: Future of Indian Economy, Global Opportunities & Challenges for the Indian Wealth Management Industry – A New Perspective” and how a customer centric wealth management solution can help them address many of these challenges.
Highlights
Turning Insights into Opportunities with:
- Inspiring keynotes by Eminent Speakers
- Industry Captains setting the trends in the industry
- Engaging Industry relevant Concurrent Sessions
- Access cutting edge content on industry issues, opportunities and developments in the Convention Booklet
- Insightful & Informative Round table Discussions
- Exclusive panel discussions to give you multiple perspectives on various topics
- Focused Sessions on Contemporary Opportunities & Challenges Across Various Financial Asset Classes
- Deep understanding about the Business Models adopted by the Wealth Management Industry in the Current Transition Phase
- An exclusive platform for Corporate professionals to develop networking and make valuable contacts in the financial services industry fraternity
Objective
- To equip you with Learning, Connections and Inspiration
- A forum for the consideration of the inter and intra industry ideas and opportunities
- To provide an intimate environment for a focused discussion of key new drivers shaping wealth preservation and investment strategy
- To furnish to the information on the function and significance of the industry in the wealth management advisory structure of the country
- To promote the sound development of wealth management standards in the country
- To make available current information & trends relating to asset based financial services industry
Learnings
- Emerging Trends in Wealth Enhancement, Wealth Preservation and Wealth Transfer Strategies
- Gain the latest knowledge and insight into the future of Wealth Management Business in India
- Use of Mutual Funds, Real Estate and other asset classes in developing innovative Wealth Management Solutions for the Clients
- About the expectations the clients have from their Wealth Managers. How can you meet these expectations?
- Learn to leverage investment trends, manage risk and improve bottom line
- To become a better advice-giving resource for your clients
- How to create a customer-centric culture that adds measurable value to your organization?
- Emerging wealth-transfer trends, complex estate-planning strategies