CORPORATE MEMBERS OF AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA

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.
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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 ZEN MONEY Mr. Srinivas Rao Peddi
2 Bonanza Portfolio Ltd. Mr. Achin Goel (Vice President)
3 Ffreedom Financial Planners Mr. Sumeet Vaid (Founder & CEO)
4 Ambit Capital Private Limited Mr. Pranab Uniyal (Vice President )
5 Universal Trustees Pvt. Ltd. Mr. Ashvini Chopra (Managing Director)
6 Principal Retirement Advisors Private Limited Mr. Rajan Ghotgalkar (Country Head)
7 Hedge Finance Limited Mr Vinay Sasidharan
8 Rivergate Capital Partners Mr. Milan Sharma (CEO & Director)
9 SMC Investments and Advisors Limited Mr. D.K. Aggarwal (Chairman & Managing Director)
10 Quant Money Managers Limited Mr. Tarun Koshi (Head-Human Resource)
11 Society of Financial Planners (SOFP) Mr. Jayant Vidwans (President)
12 Indiabulls Asset Management Company Limited Mr. Deepak Nair (VP - Business Development)
13 Reliance Capital Asset Management Ltd. Mr. Rajesh Derhgawen (Chief Human Resources Officer)
14 Alpha Capital Mr. Mukesh Jindal (Partner)
15 Anand Rathi Venture Private Limited Mr. Swapan Chakraborty (Sr. Vice President)
16 deVere Group Mr. Tyrone Skipper (Country Head)
17 Asit C. Mehta Investment Interrmediates Limited Mrs. Deena Mehta (Managing Director)
18 ASK Wealth Advisors Mr. Rajesh Saluja (CEO & Managing Partner)
19 Edelweiss Asset Management Limited Mr. Vikaas Mohan Sachdeva (CEO)
20 Bajaj Capital Ltd. Ms. Anjita Misra ( Manager HR)
21 Latin Manharlal Securities Pvt.Ltd. Mr. Saurabhendu Bhushan
22 Motilal Oswal Securities Limited Mr. Navin Mahtani (AVP)
23 L&T Mutual Fund Mr Gaurav Warman ( Head - Training )
24 UTI Asset Management Company Mr. S Srinivas Murthy ( Head - Training)
25 Angel Financial Advisor's Pvt. Ltd. Mr. Somnath Upadhyay (Product Head-Wealth Management Services)
26 Principal Pnb Asset Management Company Pvt. Ltd. Mr. Rajan Ghotgalkar (Country Head)
27 Birla Sunlife Mutual Fund Dr. Ajay Mittal, Chief Manager
28 Bharti-AXA Life Insurance Co. Ltd. Mr. Prashant Gupta (Vice President)
29 Reliance Securities Ltd. Mr. Susmit Misra (Business Head)
30 Welcon Mr. Shrivardhan Kedia
31 N J Group Mr. Dhaval Desai (Head - Human Resource)
32 Bombay Stock Exchange Brokers' Forum Mr. Vispi Rusi Bhathena (CEO)
33 Motilal Oswal Wealth Management Ltd Mr. Sudhir Dhar (Associate Director - HR & Admin.)
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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