American Academy of Financial Management® India

Expertise grows when you never stop investing in it.

CA Saurabh Parekh, Vice President at 360 ONE Wealth, chose the CWM® program by AAFM® India to certify and sharpen his wealth management skills.

From financial market regulations to alternative investments — the depth of the curriculum matched the ambition of a seasoned leader.

Because the most successful professionals aren't just experienced.

They're certified. They're current. They're committed.

#CWM #WealthManagement #AAFM #FinanceLeaders #CertifiedProfessional #360ONEWealth

1 month ago (edited) | [YT] | 4

American Academy of Financial Management® India

AAFM® India is proud to be represented at the upcoming event organized by the The Institute of Chartered Accountants of India (ICAI), Ahmedabad Branch (WIRC) on 22nd May 2026.



Romit Barat, CWM® - Executive Director AAFM® India, will be joining a distinguished panel of industry leaders for a power-packed session on: "Navigating the Future of Investment Platforms: AIF, PMS, SIF and RIA"



The investment landscape is evolving faster than ever - technology, regulation, and investor expectations are simultaneously reshaping how alternatives and advisory platforms operate.



The session will focus on practical, implementable approaches to:

📌 Align product design and governance across hashtag#AIFs, hashtag#PMS and hashtag#SIFs to meet heightened compliance and transparency expectations

📌 Leverage technology — data, digital onboarding & portfolio analytics — to improve scalability and client engagement without compromising fiduciary standards

📌 Integrate RIA models with alternative products to deliver cohesive multi-product advice, addressing conflicts of interest and suitability

📌 Structure fee models and investor communications that balance commercial viability with regulatory scrutiny and investor trust

📌 Prepare for evolving regulatory themes — from AML/KYC and reporting norms to tax and cross-border considerations — affecting fund structuring and distribution



Why does this matter?
Family offices, HNIs, and institutional allocators increasingly demand bespoke solutions that blend private markets exposure with the governance and reporting standards of public-market products.


Bridging product innovation with strong controls will define who leads the next phase of growth in India's asset management ecosystem.



At AAFM® India, we are committed to being at the forefront of finance education, industry dialogue, and professional development — because the future of finance belongs to those who stay ahead of it.




#AIFs #PMS #SIFs #ICAI #HNIs #privatemarket #AAFMIndia

1 month ago | [YT] | 4

American Academy of Financial Management® India

📣 Attention ALL Finance Professionals!! 📣

Get ready to showcase your products and services to a captive audience at the AAFM India Regional Wealth Management Convention, April 22 2023 at The Chancery Pavilion, Bengaluru

BOOK YOUR STALL NOW and take advantage of this amazing opportunity to network with Industry Professionals and grow your brand.

Don’t miss out on this fantastic chance to be a part of one of the biggest event in the Industry.

🔆 BOOK YOUR STALL NOW!! 🔆

For details please 📞 9289429102

#regionalwealthmanagementconvention #wmc2023 #financeprofessional #bookyourstallnow #exhibition #thechancerypavilion #aafmevents #aafm #aafmindia

3 years ago | [YT] | 5