AAFM India

Call Directions Website Contact the university

AAFM India AAFM Board of Standards approves and recognizes top 560+ accredited business schools, law schools and programs around the world.

Global Leader in Financial Education | Celebrating 30 Years of Excellence | Tripple ISO Certified & TÜV-Accredited | Awarded by ET, TV9 & CMO ASIA® AWARDS | Recognized in 150+ Countries | 800+ University Partnerships The American Academy of Financial Management TM The American Academy of Financial Management TM is a worldwide Board of Standards and financial professional organization, with members in 150+ countries offering our exclusive certified designations, charters, and masters certification to candidates who meet the high standards. If you desire to be recognized by our worldwide academic & professional organization and improve your education, resume, or credentials, then, you are taking the best step to a better career and achieving graduate financial designations. You can gain board certification and a charter as a financial professional, wealth manager, market analyst, financial and investment planner, asset manager, trust and estate planning analyst, or economist. © AAFM offers several industries recognized graduate designations to qualified professionals

Looking for your next opportunity in Wealth Management or Financial Planning?AAFM® India brings you the latest finance j...
24/09/2026

Looking for your next opportunity in Wealth Management or Financial Planning?

AAFM® India brings you the latest finance job openings across Kolkata and Delhi, with opportunities for professionals looking to build a career in wealth management, financial planning, financial advisory, and client relationship management.

Featured opportunities:
• Wealth Manager – Kolkata
• Financial Planner & Wealth Manager – Delhi

These roles offer opportunities to apply your knowledge of financial products, investment planning, retirement planning, client management, and wealth advisory in a professional environment.

📅 Last date to apply: 27 September 2026

Explore the opportunities, check the eligibility criteria, and take the next step in your finance career.

If you’re ready to accelerate your career and make your mark in the finance industry, this is your moment!

Submit your resume at [email protected] or call +91 92180 87259.

India had about 45 family offices in 2018. By 2024, close to 300. 📈That is not a trend — it is a structural shift, drive...
24/09/2026

India had about 45 family offices in 2018. By 2024, close to 300. 📈

That is not a trend — it is a structural shift, driven by promoter exits and a generation of heirs who do not want to run the family business.

And there is a gap underneath it: the work needs five capabilities in one person, and Indian training produces one at a time.

Save this if family office work interests you.

Sources: PwC family office data; Knight Frank Wealth Report 2025.

Same buyback. Different tax treatment.From 1 April 2026, the tax treatment of share buybacks changes for shareholders. I...
23/09/2026

Same buyback. Different tax treatment.

From 1 April 2026, the tax treatment of share buybacks changes for shareholders. Instead of being treated as dividend income, the gain is considered under the capital-gains framework.

For eligible listed shares held for more than 12 months, LTCG may be taxed at 12.5% on aggregate gains exceeding ₹1.25 lakh in a financial year, subject to applicable conditions. The cost of acquisition and holding period now matter directly—so the headline buyback amount is not the same as the taxable gain.

This change is important for anyone studying or working with corporate actions, wealth management, or client portfolios. Understanding the before-versus-after mechanics helps you read buyback announcements with greater clarity and avoid assumptions based only on the payout amount.

Save this carousel for your next corporate-action question.

Educational content only. Tax treatment can vary by taxpayer, security, holding period, and applicable conditions. Consult a qualified tax professional for client-specific advice.

Fewer words. More visibility.The Act got shorter — that part is true. What got missed is that three things tightened at ...
22/09/2026

Fewer words. More visibility.

The Act got shorter — that part is true. What got missed is that three things tightened at the same time.

We are not saying this to alarm anyone. We are saying it because "simpler" is doing a lot of unearned work in client conversations right now.

Full breakdown in our newsletter — link in bio.

Source: Income-tax Act, 2025, provisions effective 1 April 2026.

Preparing the next generation of financial professionals with industry-ready expertise.AAFM® India successfully conducte...
22/09/2026

Preparing the next generation of financial professionals with industry-ready expertise.

AAFM® India successfully conducted an insightful seminar on “Wealth Management” for the B.Com and M.Com (5th and 7th Semester) students of JD Birla Institute, Kolkata, on 10th September 2026.

The session, held from 10:30 AM to 11:30 AM, was led by Mr. Saurav Jain and coordinated by Ms. Priyanka De Sarkar, with the participation of 65 students.

The seminar explored key aspects of wealth management, wealth creation strategies, risk management, and the evolving role of wealth advisory in today’s dynamic financial markets. It provided students with practical perspectives on the knowledge and capabilities required to navigate careers in the financial services industry.

At AAFM® India, we remain committed to strengthening the connection between academic learning and industry requirements, while enabling students to explore professional pathways in wealth management and financial services through globally recognised programmes such as the Chartered Wealth Manager (CWM®).

We sincerely thank the faculty and students of JD Birla Institute for their enthusiastic participation and engaging discussions.

The real test of a financial advisor isn’t when everything is going right.It’s what happens when the market falls, a cli...
21/09/2026

The real test of a financial advisor isn’t when everything is going right.

It’s what happens when the market falls, a client questions the recommendation, or the right answer is simply “No.”

That’s where wealth management moves beyond products and portfolios.

Because over time, clients don’t just remember what you recommended. They remember how you made them feel when their money was at stake.

For aspiring wealth managers and financial advisors, that shift in mindset can change the way you build your entire career.

Comment “ADVISOR” and we’ll send you AAFM® India’s CWM® pathway.

Follow AAFM® India for practical insights on wealth management, financial advisory and finance careers.

Empowering educators with greater financial awareness.AAFM® India, in collaboration with Canara Robeco Mutual Fund, succ...
21/09/2026

Empowering educators with greater financial awareness.

AAFM® India, in collaboration with Canara Robeco Mutual Fund, successfully conducted an Investor Awareness Programme (IAP) on “Mutual Funds and Financial Awareness” for the teachers of The Vidya Bharati School, Delhi.

The one-hour interactive session, held from 1:00 PM to 2:00 PM, was led by Mr. Sanjeev Das and coordinated by Ms. Amrita Dutta, with the participation of 60 teachers.

The programme focused on practical aspects of financial planning, mutual fund investments, and long-term wealth creation, helping educators strengthen their understanding of informed financial decision-making and financial well-being.

Through initiatives like these, AAFM® India continues to contribute to financial literacy, investor awareness, and financial education, creating opportunities for individuals to develop a stronger understanding of personal finance and wealth management.

We extend our sincere appreciation to Canara Robeco Mutual Fund, the management of The Vidya Bharati School, and all participating teachers for their valuable engagement and support.

WANT TO GROW YOUR INCOME WITHOUT DEPENDING ONLY ON NEW CLIENT ACQUISITION?Start by looking at the AUM you already manage...
19/09/2026

WANT TO GROW YOUR INCOME WITHOUT DEPENDING ONLY ON NEW CLIENT ACQUISITION?

Start by looking at the AUM you already manage.

Join us for a focused 2-Hour Practical Workshop on:

🔥 DOUBLE YOUR INCOME & BUILD YOUR ALTERNATES AUM
From Your Existing AUM

🎙️ Romit Barat, CWM® | Director, AAFM® India

📅 24th September | Thursday
⏰ 4:00 PM onwards

👉 Register Now: https://us06web.zoom.us/meeting/register/ZROac17qRNa10-x5vTSW8w

📞 Call for Details: +91 9218016846

⚡ 2 Hours that can change the way you look at your existing client book.

Looking to grow your career in Wealth Management, Financial Advisory, or Corporate Sales?BigRise Financial is hiring for...
17/09/2026

Looking to grow your career in Wealth Management, Financial Advisory, or Corporate Sales?

BigRise Financial is hiring for 5 key roles in South Delhi, offering opportunities across wealth management, financial advisory, insurance, retail sales, institutional sales, and partner agency recruitment.

Open Positions:
▪️ Financial Advisor
▪️ Insurance Advisor
▪️ Direct Retail Sales
▪️ Direct Institutional Corporate Sales & Workshops
▪️ Deputy Manager / Manager – Partner Agency Recruitment

Key Highlights:

1. Package: ₹6–10 LPA (negotiable upwards for the right candidate)

2. Performance Rewards: Fixed Salary + Incentives & Bonuses up to ₹5 lakh additionally per year

3. Travel Opportunities: Domestic & International Travel

Last Date to Apply: 21 September 2026
Location: South Delhi

Want the complete job details, eligibility criteria, package, location, and application process?

Comment “JOB” below and we’ll share the details with you.

Your client’s portfolio falls 20%. What do you ask next? 👇A market fall can reveal a lot about a client — but their reac...
15/09/2026

Your client’s portfolio falls 20%. What do you ask next? 👇

A market fall can reveal a lot about a client — but their reaction alone doesn’t define their risk profile.

Before making an investment decision, ask better questions:

1️⃣ Start with the goal.
When will the client need the money? A 1-year goal and a 15-year goal require very different conversations.

2️⃣ Understand the expectation.
What was the client expecting this investment to do? Expectations should align with the investment’s risk and time horizon.

3️⃣ Test the reaction.
Would they sell, hold, or invest more? Their reaction to volatility can reveal risk tolerance, but it is not the complete risk profile.

4️⃣ Check financial capacity.
Can their finances absorb a loss? Income stability, emergency savings, debt, liquidity needs and existing assets all matter.

Because risk profiling is more than asking, “How much risk can you take?”

A strong assessment considers three dimensions:
Risk Tolerance + Risk Capacity + Risk Need.

The better approach?
ASK | ASSESS | THEN PLAN.

👇 Which question would you ask first when assessing a client’s risk profile?

📌 Save this for your next client conversation.

Address

Plot No. 30, 3rd Floor, Grover Tower-1, Main Najafgarh Road, Shivaji Marg
Delhi
110015

Telephone

+919650159583

Website

Alerts

Be the first to know and let us send you an email when AAFM India posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The University

Send a message to AAFM India:

Shortcuts

Share