Dr. Deepak Jain

Executive Director – AAFM® India

Romit Barat is a seasoned financial expert with 25+ years of experience in Wealth Management, PMS, AIFs, Mutual Funds, and Capital Markets. As Non-Executive Director at AAFM India, he has been instrumental in driving regulatory certifications and expanding corporate presence, shaping the future of financial education in India.

Key Expertise:

  • Regulatory Certifications & Financial Education – Led training for 20,000+ professionals across NISM XXI-A, XV, XVII, and XIX-A/B.
  • Investment & Portfolio Management – Expertise in CRA, AIF, PMS, FIF, FPI, and global investment structures.
  • Corporate Growth & Innovation – Co-founded AKTA Capital Advisers LLP and developed Smartscreener, India’s first SaaS-based portfolio analysis platform.

Career Highlights

    • Spearheaded AAFM India’s rise as a leader in financial education & corporate training.
    • Trained professionals from Axis Bank, HDFC Bank, SBI, HSBC, Motilal Oswal AMC, and ABSL AMC.
    • Pioneered the first SaaS-based investment analysis tool (Smartscreener), used by 300+ brokers & distributors.
    • Advisor to leading financial institutions, including Piper Serica Advisors Pvt. Ltd.

      • Education & Credentials

    • Alumnus of IMT Ghaziabad and IISWBM Calcutta | MBA in Finance
    • Chartered Wealth Manager (CWM®)
  • MBA in Finance – IISWBM | PG in Management Information Systems – IMT Ghaziabad
  • NISM Certified (PMS, AIF, Research Analyst, Retirement Advisory)
  • University Rank Holder in Economics

    • Thought Leadership & Industry Impact:

  • Visiting Lecturer at Narsee Monjee College of Commerce & Economics.
  • Industry Speaker & BFSI Trainer, bridging academia and real-world finance.
  • Strategic Advisor & Mentor, shaping investment professionals across India.
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