AAFM

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