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Prof. Dr. George Mentz JD
Global CEO, AAFM
A Message from the Founder of AAFM® and The International & Global Board of Standards I welcome you to this unique platform of “Industry Captains” from various domains of Financial Advisory Services in India. We firmly believe that our continuous efforts and unmatched industry standards through globally recognized professional certifications are enabling us to develop the industry as a whole.
We understand that Wealth Management Convention, 2015 brings great networking opportunities & knowledge offerings and making it a phenomenal experience. This platform brings together the Industry stalwarts who are trend setters of the growing Indian industry to discuss various contemporary issues pertaining to the Wealth Management & Financial Services Industry in India.
About the Wealth Management Convention 2015
Wealth management services in India have been predominantly oriented towards the Ultra HNIs and HNIs. Wealth management services such as family offices and private banking divisions of foreign banks cater exclusively to the Ultra HNI segment. HNIs, on the other hand, are typically serviced by wealth advisory firms, distributors, private banks and brokerages. However, the size and demographics of the Indian population reveal a skew towards the Mass Affluent segment hailing from the salaried or entrepreneurial backgrounds.
The mass affluent hold 43% of global wealth which is more than the HNWIs holding 39.3%, however, does not have a specialised delivery mode or touch point for meeting its financial needs. According to the last Global Wealth Databook, 2014 by Credit Suisse, the mass affluent represent 373 million people.
While wealth maximisation is the key objective for Ultra HNI and HNIs, a goal-based advisory approach, with a broader asset mix, defines the key needs of this growing segment. Moreover, the distribution model in India is going through a transition with greater focus on investment advice and a requirement for advisors to have multi - vendor and multi - product offerings in their product suite.
AAFM India believes that the changing scenario is pro Mass Affluent segment and presents a win - win situation for both investors and distributors. The objective of this convention is to highlight the New Paradigm of Wealth Management for Masses.
Key Highlights & Learnings
Experience Your Ideas Turn into Visions with:
- Inspiring interactions with industry leaders
- New age technology for distribution of Services to the masses
- Greater insights of the ever-evolving regulatory environment
- New Perspectives on the existing ideas and methods of mass distribution
- Learn about new business models for scaling up your services to a whole new level
- New solutions for existing issues in Advisory Business in the country
- Improved understanding of your bottom line and top line revenue sources
- Great Networking opportunities with industry peers in various asset segments
- Diversification to new asset classes like Real Estate- Deeper comprehension of the key Financial Services requirements of affluent masses
Objective
- To equip you with Learning, Connections and Inspiration
- A forum for the consideration of the inter and intra industry ideas and opportunities
- To provide an intimate environment for a focused discussion of key new drivers shaping wealth preservation and investment strategy
- To furnish to the information on the function and significance of the industry in the wealth management advisory structure of the country
- To promote the sound development of wealth management standards in the country
- To make available current information & trends relating to asset based financial services industry