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Corporate membership

Become a Corporate Member

For BFSI organisations: help build the wealth manager of tomorrow by raising standards in a fast-evolving Indian wealth-management industry.

Become a corporate member   See member benefits

BFSICorporates
CWM®Promoted org-wide
200Seats per member
151+Countries recognised
The opportunity

Why become a corporate member?

India’s wealth-management sector is still maturing and largely fragmented — creating real opportunity for BFSI firms that build trust through qualified, CWM®-certified advisers.

Corporate members of AAFM India recognise that building the wealth manager of tomorrow means actively contributing to professional standards — and they gain a credible, certified advisory bench in the process.

The commitment

What corporate members stand for

Promote
Champion the CWM®

Encourage employees to undertake the Chartered Wealth Manager® certification at the organisational level.

Recognise
Value the qualification

Recognise the CWM® as an advantageous, eligible qualification in the financial-advisory domain.

Standardise
Raise the bar

Help establish wealth-management advisory standards and build client trust through qualified advice.

Lead
Build tomorrow’s adviser

Contribute to developing the next generation of professional wealth managers in India.

Our corporate members

BFSI organisations that have joined AAFM India

Esteemed corporate members partnering with us to promote the wealth-management movement and set professional standards.

Alpha Capital
Mr. Mukesh Jindal, Partner
Ambit Capital Private Limited
Mr. Pranab Uniyal, Vice President
Anand Rathi Venture Private Limited
Mr. Swapan Chakraborty, Sr. Vice President
Angel Financial Advisor's Pvt. Ltd.
Mr. Somnath Upadhyay, Product Head — Wealth Management Services
Asit C. Mehta Investment Intermediates Limited
Mrs. Deena Mehta, Managing Director
ASK Wealth Advisors
Mr. Rajesh Saluja, CEO & Managing Partner
Bajaj Capital Ltd.
Ms. Anjita Misra, Manager — HR
Bharti-AXA Life Insurance Co. Ltd.
Mr. Prashant Gupta, Vice President
Birla Sun Life Mutual Fund
Dr. Ajay Mittal, Chief Manager
Bombay Stock Exchange Brokers' Forum
Mr. Vispi Rusi Bhathena, CEO
Bonanza Portfolio Ltd.
Mr. Achin Goel, Vice President
deVere Group
Mr. Tyrone Skipper, Country Head
Edelweiss Asset Management Limited
Mr. Vikaas Mohan Sachdeva, CEO
Ffreedom Financial Planners
Mr. Sumeet Vaid, Founder & CEO
Hedge Finance Limited
Mr. Vinay Sasidharan
IFAN Finserv Pvt. Ltd. (erstwhile ING Financial Services)
Mr. Rajan Pathak, Executive Vice President
iFAST Financial India Pvt. Ltd.
Mr. Rajesh Krishnamoorthy, Managing Director
Indiabulls Asset Management Company Limited
Mr. Deepak Nair, VP — Business Development
Karvy Private Wealth
Ms. Jharna Agarwal, AVP — Products
L&T Mutual Fund
Mr. Gaurav Warman, Head — Training
Latin Manharlal Securities Pvt. Ltd.
Mr. Saurabhendu Bhushan
Motilal Oswal Securities Limited
Mr. Navin Mahtani, AVP
Motilal Oswal Wealth Management Ltd.
Mr. Sudhir Dhar, Associate Director — HR & Admin.
N J Group
Mr. Dhaval Desai, Head — Human Resource
Peerless Fund Management Company Limited
Mr. Akshay Gupta, Managing Director & CEO
Principal Pnb Asset Management Company Pvt. Ltd.
Mr. Rajan Ghotgalkar, Country Head
Principal Retirement Advisors Private Limited
Mr. Rajan Ghotgalkar, Country Head
Quant Money Managers Limited
Mr. Tarun Koshi, Head — Human Resource
Reliance Capital Asset Management Ltd.
Mr. Rajesh Derhgawen, Chief Human Resources Officer
Reliance Securities Ltd.
Mr. Susmit Misra, Business Head
Rivergate Capital Partners
Mr. Milan Sharma, CEO & Director
SMC Investments and Advisors Limited
Mr. D.K. Aggarwal, Chairman & Managing Director
Society of Financial Planners (SOFP)
Mr. Jayant Vidwans, President
Universal Trustees Pvt. Ltd.
Mr. Ashvini Chopra, Managing Director
UTI Asset Management Company
Mr. S. Srinivas Murthy, Head — Training
Welcon
Mr. Shrivardhan Kedia
ZEN MONEY
Mr. Srinivas Rao Peddi

Representative list of AAFM India corporate members. Names and trademarks are the property of their respective owners.

Take the next step

Become a corporate member

Join AAFM India as a corporate member, promote the CWM® standard across your organisation, and develop a trusted advisory team.

Enquire about corporate membership   Review the benefits

FAQ

Corporate Member — FAQ

BFSI organisations — banks, insurers, AMCs, wealth and advisory firms — can join AAFM India as corporate members.

Corporate members promote the CWM® certification within their organisation and recognise it as an advantageous qualification, helping establish wealth-management standards in India.

Among other benefits, members can train up to 200 professionals on the CWM® programme at a discounted Corporate Route price and gain access to AAFM India events and networking.

Get in touch through the AAFM India enquiry form, and the team will guide your organisation through onboarding.

Become a corporate member

Promote the CWM® standard and build the wealth manager of tomorrow with AAFM India.

Enquire about corporate membership