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.
Request More InformationFollowing 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.”
For Corporate Member Related EnquirIes please fill in the form below:
Fields marked as * are compulsory to be filled
- Scenario of Wealth Management
- CWM® at Glance
- Benefits of (CWMTM) Certification
- Sebi Investment Advisor Regulations
- Registration Pathway
- Compulsory Pathway
- Experience Pathway
- Work Experience Requirement
- Project Work
- Examination
- CWM Curriculum
- CWM® Fee Structure
- Registration Process
- Registration Form (Download)
- CWM® OnLine Registration
- I WANT TO BE CWM®
- I WANT TO HIRE A CWM®
- I AM A CWM®
Global Partners
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