India’s wealth management services sector is largely fragmented, which isn’t surprising given the industry is still in its early days. The regulatory environment in the Indian wealth management space is evolving, presenting opportunities for established wealth managers to expand their offerings. Establishing trust is a vital component for any successful brand-building exercise in India by appointing qualified advisors.

The Corporate Members of AAFM India acknowledge and understand the fact that towards establishing the standard in the Wealth Management Industry and Building the Wealth Manager of Tomorrow it is very important to contribute by acting as a Corporate Member of AAFM India to endeavor towards:

  • Promoting CHARTERED WEALTH MANAGER® (CWM®) certification at the organizational level by encouraging the employees to undergo the certification.
  • Recognize the CWM® certification as an eligible advantageous qualification in the financial domain area at our organization.

Following are our esteemed Corporate Members who partnered with us promoting Wealth Management Movement and setting professional standards in the wealth management industry

Sl. No. Corporate Member Representative
1 Alpha Capital Mr. Mukesh Jindal (Partner)
2 Ambit Capital Private Limited Mr. Pranab Uniyal (Vice President )
3 Anand Rathi Venture Private Limited Mr. Swapan Chakraborty (Sr. Vice President)
4 Angel Financial Advisor's Pvt. Ltd. Mr. Somnath Upadhyay (Product Head-Wealth Management Services)
5 Asit C. Mehta Investment Interrmediates Limited Mrs. Deena Mehta (Managing Director)
6 ASK Wealth Advisors Mr. Rajesh Saluja (CEO & Managing Partner)
7 Bajaj Capital Ltd. Ms. Anjita Misra ( Manager HR)
8 Bharti-AXA Life Insurance Co. Ltd. Mr. Prashant Gupta (Vice President)
9 Birla Sunlife Mutual Fund Dr. Ajay Mittal, Chief Manager
10 Bombay Stock Exchange Brokers' Forum Mr. Vispi Rusi Bhathena (CEO)
11 Bonanza Portfolio Ltd. Mr. Achin Goel (Vice President)
12 deVere Group Mr. Tyrone Skipper (Country Head)
13 Edelweiss Asset Management Limited Mr. Vikaas Mohan Sachdeva (CEO)
14 Ffreedom Financial Planners Mr. Sumeet Vaid (Founder & CEO)
15 Hedge Finance Limited Mr Vinay Sasidharan
16 IFAN Finserv Pvt. Ltd. (Erstwhile ING Financial Services Pvt. Ltd.) Mr. Rajan Pathak (Executive Vice President)
17 iFAST Financial India Pvt. Ltd. Mr. Rajesh Krishnamoorthy (Managing Director)
18 Indiabulls Asset Management Company Limited Mr. Deepak Nair (VP - Business Development)
19 Karvy Private Wealth Ms. Jharna Agarwal (AVP - Products)
20 L&T Mutual Fund Mr Gaurav Warman ( Head - Training )
21 Latin Manharlal Securities Pvt.Ltd. Mr. Saurabhendu Bhushan
22 Motilal Oswal Securities Limited Mr. Navin Mahtani (AVP)
23 Motilal Oswal Wealth Management Ltd Mr. Sudhir Dhar (Associate Director - HR & Admin.)
24 N J Group Mr. Dhaval Desai (Head - Human Resource)
25 Peerless Fund Management Company Limited Mr. Akshay Gupta (Managing Director & CEO)
26 Principal Pnb Asset Management Company Pvt. Ltd. Mr. Rajan Ghotgalkar (Country Head)
27 Principal Retirement Advisors Private Limited Mr. Rajan Ghotgalkar (Country Head)
28 Quant Money Managers Limited Mr. Tarun Koshi (Head-Human Resource)
29 Reliance Capital Asset Management Ltd. Mr. Rajesh Derhgawen (Chief Human Resources Officer)
30 Reliance Securities Ltd. Mr. Susmit Misra (Business Head)
31 Rivergate Capital Partners Mr. Milan Sharma (CEO & Director)
32 SMC Investments and Advisors Limited Mr. D.K. Aggarwal (Chairman & Managing Director)
33 Society of Financial Planners (SOFP) Mr. Jayant Vidwans (President)
34 Universal Trustees Pvt. Ltd. Mr. Ashvini Chopra (Managing Director)
35 UTI Asset Management Company Mr. S Srinivas Murthy ( Head - Training)
36 Welcon Mr. Shrivardhan Kedia
37 ZEN MONEY Mr. Srinivas Rao Peddi

Many More yet to partner with us …………

“**The American Academy of Financial Management TM is the international professional organization for Wealth Managers, Private Bankers, Portfolio Managers, Investment Advisors, Asset Managers, Project Manager and Trust and Estate Practitioners Worldwide.”

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