Dr. Deepak Jain

Co-founder & Director - AAFM® India | Founder - Nexgen Estate Planning Solutions | Founder - Financial Literacy Advisory Body India

Dr. Deepak Jain is a distinguished financial expert, educator, and entrepreneur with over 20 years of experience in wealth management, estate planning, and financial literacy. Holding a Doctorate in Wealth Management, he is a Chartered Wealth Manager (CWM®), Certified Financial Planner (CFP), and a renowned financial trainer who has empowered over 50,000 professionals and impacted 1 million investors globally.

Key Expertise:

  • Estate & Succession Planning – Crafting wealth transfer strategies for HNIs & businesses.
  • Wealth Protection & Portfolio Management – Tailored solutions to maximize financial security.
  • Financial Literacy Advocacy – Founder of FLAB India, driving financial education nationwide.
  • Training & Thought Leadership – Conducted 300+ workshops, author of Estate Planning for Financial Advisors.

Career Highlights

    • Held leadership roles at Citibank, Standard Chartered, ING Vysya Bank
    • Co-founded AAFM® India, the leading certification body in wealth management
    • Established Nexgen Estate Planning Solutions, pioneering estate & legacy planning services
    • Featured speaker at global finance & wealth management forums

Education & Credentials

    • Doctorate in Wealth Management
    • CWM®, CFP® & Advanced Estate Planning Certifications
  • A serial entrepreneur & financial success coach, Dr. Jain is committed to transforming the financial landscape through education, innovation, and strategic wealth planning.
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