Equalifi

Equalifi Equalifi (erstwhile AIWMI) is globally recognized education and membership organization for finance professionals.

Equalifi (erstwhile AIWMI) primarily focuses on the broad and strategic role of developing a more robust and forward-looking training infrastructure for the financial services sector and to promote more active industry involvement and collaboration in training and continuing education. Equalifi (erstwhile AIWMI) is offering advanced international certification programs along with a wide variety of

high-quality executive education programs. Equalifi (erstwhile AIWMI) programs combine state-of-the-art knowledge and skills with practical experience and insights into the functioning of the financial sector. All Equalifi (erstwhile AIWMI) courses and educational events have an intense and pragmatic curriculum. Participants are exposed to the latest developments within the financial services sector. Equalifi (erstwhile AIWMI) plays a key role in guiding the development of the financial services sector. Equalifi (erstwhile AIWMI) works with key industry participantsโ€™ viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives. Besides enhancing technical competence and professionalism in the industry, Equalifi (erstwhile AIWMI) organizes events and facilitates discussions to promote best practices in leadership and talent development in the financial sector with an aim to become a global center of excellence for financial education.

๐Ÿ A Spectacular Catch You Didn't See Coming.The legendary cricketer Jonty Rhodes joins Equalifi's 14th Indian Family Off...
29/05/2026

๐Ÿ A Spectacular Catch You Didn't See Coming.

The legendary cricketer Jonty Rhodes joins Equalifi's 14th Indian Family Office Summit- India's premier-most gathering of family office leaders to showcase an opportunity to invest in his Rotterdam Team (European T20 Premier League).

โณ Limited seats. Register now.

Register Now โ†’ https://equalifi.org/events/ifos-2026/

We are pleased to announce that we are supporting Hindu Economic Forum Pune District Chapter (HEF Pune) (www.hindueconom...
29/05/2026

We are pleased to announce that we are supporting Hindu Economic Forum Pune District Chapter (HEF Pune) (www.hindueconomy.org/pune) for their upcoming SHAKTI Summit 2026.

HEF Pune brings together leaders across business, investment, and knowledge ecosystems to enable collective growth and long-term economic strength.

HEF believes that Bharat is entering a phase where collaborative economic participation will define its trajectory.

Vision: Grow Together. Share Together.

Mission: Create wealth with 100 hands and share with 1000 hands

Philosophy: Dharmasya Moolam Arthah (Economy is the Strength)

About SHAKTI Summit 2026 (https://hefpune26.zohobackstage.in/SHAKTISummit #/?lang=en)

As Bharat advances under the Atmanirbhar Bharat mission, sectors such as Defence, Infrastructure, AI, and advanced manufacturing are becoming central to long-term growth.

SHAKTI represents:

- Strategic Aerospace & Defense
- Hindu Temple Economy
- Artificial Intelligence
- Knowledge & Media
- Technology
- Infrastructure

The Summit brings together entrepreneurs, industrialists, investors, policymakers, professionals, and ecosystem leaders from across Bharat to explore opportunities across high-growth sectors such as Aerospace & Defense, Hindu Temple Economy, Artificial Intelligence, Knowledge & Media, Technology and Infrastructure. The discussions are closely aligned with national priorities including Atmanirbhar Bharat, Defence Indigenisation, Digital Bharat, and the India AI Mission.

๐Ÿ“– Every participant takes home more than insights.Thanks to Sarcha Advisors, every attendee of Equalifi's 14th Indian Fa...
21/05/2026

๐Ÿ“– Every participant takes home more than insights.

Thanks to Sarcha Advisors, every attendee of Equalifi's 14th Indian Family Office Summit receives a complimentary copy of Dil Se Family Office.
A book worth reading. A partnership worth celebrating.

Thank you, Rohit Chanana & Ishani Chanana Talwar, for this thoughtful contribution.

๐ŸŽ See you at the 14th Indian Family Office Summit 2026.

๐Ÿ“ Learn more about the summit here- https://equalifi.org/events/ifos-2026/

What do family offices truly seek in wealth managers? We asked. They answered.๐ŸŽฅ Catch the full session video from Equali...
13/05/2026

What do family offices truly seek in wealth managers? We asked. They answered.

๐ŸŽฅ Catch the full session video from Equalifi's 14th Indian Wealth Management Summit 2026 for candid perspectives on trust, alignment, and beyond-returns expectations.

Watch here:

Fireside Chat: What Family Offices Truly Seek in Wealth Managers

๐ŸŽ‰ Thrilled to welcome Aurtus Consulting LLP as our newest Corporate Member!About Aurtus:Aurtus is a full-service boutiqu...
12/05/2026

๐ŸŽ‰ Thrilled to welcome Aurtus Consulting LLP as our newest Corporate Member!

About Aurtus:

Aurtus is a full-service boutique firm providing well researched tax, transaction and regulatory services to clients in India as well as globally. The company's name reflects its philosophy โ€” โ€˜Aurumโ€™ for gold-standard quality, and โ€˜Ortusโ€™ for the emergence of fresh, original thinking. Aurtus's clients include reputed Indian corporates, MNCs, family offices, HNIs, start-ups, venture capital funds, private equity investors, etc.

Website: https://www.aurtus.com/

We look forward to a powerful partnership in advancing financial knowledge, professional excellence, and industry collaboration.

Learn more about Equalifi Corporate Memberships here- https://equalifi.org/memberships/corporate-memberships/

โŒ› Closing Today: Charter Member Onboarding Gateway 2026India's financial services landscape is changing. And the profess...
10/05/2026

โŒ› Closing Today: Charter Member Onboarding Gateway 2026

India's financial services landscape is changing. And the professionals who stay ahead aren't doing it alone.

They're part of EqualifiEqualifi โ€“ India's premier community for financial services professionals.

Now, you can join at half the cost.

Get 50% waived on your EqualifiEqualifi Charter Membership between May 5โ€“10 only. ๐Ÿ“‰๐Ÿ“ˆ

Upgrade your global credentials, access elite networking, and unlock exclusive learning resourcesโ€”at half the cost.

๐Ÿ“ Donโ€™t miss out.

๐Ÿ”— Charter Membership Benefit Details & Registration Link- https://equalifi.org/charter-members/

๐ŸŽ‰ Big News for Finance Professionals!Get 50% waived on your Equalifi Charter Membership between May 5โ€“10 only. ๐Ÿ“‰๐Ÿ“ˆUpgrade...
06/05/2026

๐ŸŽ‰ Big News for Finance Professionals!

Get 50% waived on your Equalifi Charter Membership between May 5โ€“10 only. ๐Ÿ“‰๐Ÿ“ˆ

Upgrade your global credentials, access elite networking, and unlock exclusive learning resourcesโ€”at half the cost.

โณ Donโ€™t miss out.

๐Ÿ”— Charter Membership Benefit Details & Registration Link- https://equalifi.org/charter-members/

India's financial services landscape is changing. And the professionals who stay ahead aren't doing it alone.

They're part of Equalifi โ€“ India's premier community for financial services professionals.

Now, you can join at half the cost.

04/05/2026
๐Ÿ“บ Watch the Session: Navigating the New Wealth LandscapeIndia's wealth landscape is transforming at unprecedented speed ...
24/04/2026

๐Ÿ“บ Watch the Session: Navigating the New Wealth Landscape

India's wealth landscape is transforming at unprecedented speed โ€“ new millionaires every day, shifting regulations, emerging asset classes, and a generational handover that is rewriting the rules of wealth management.

In this must-watch session from Equalifi's 14th Indian Wealth Management Summit, industry leaders Arpita Vinay, Anuj Kapoor, Gurjeet Sohi & Gautami Gavankar unpack the trends, challenges, and opportunities defining the new normal.

From AI in advisory to cross-border planning and the rise of alternatives, discover how top wealth professionals are adapting their practices to stay ahead. Whether you are a private banker, wealth advisor, or family office principal, this session delivers actionable insights you cannot afford to miss.

Watch here-

Navigating the New Wealth Landscape in India

15/04/2026

Address

Mumbai

Opening Hours

Monday 10am - 5:30pm
Tuesday 10am - 5:30pm
Wednesday 10am - 5:30pm
Thursday 10am - 5:30pm
Friday 10am - 5:30pm
Saturday 10am - 5:30pm

Telephone

+918828116801

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