Welcome to the AAFM Wealth Management Convention in Bengaluru, where we had the privilege of hosting Manu Awasthy, the Founder and CEO, of Centricity, for an enlightening presentation. Though the event has concluded, the insights shared in this session are timeless and invaluable for anyone in the Indian Wealth Management landscape. In this thought-provoking presentation, Manu Awasthy tackled critical topics that continue to shape the wealth management industry: Defining Problem Statement in Indian Wealth Management Landscape: Gain a comprehensive understanding of the challenges and complexities faced by wealth managers in the Indian context, setting the stage for innovative solutions. The Role of Digitization in Private Wealth Management (PWM): Explore the transformative power of technology and digitization in revolutionizing the way wealth management services are delivered, making them more efficient and client-centric. How Wealth Managers Can Define Themselves as Personal CFOs for Their Clients: Discover practical strategies and insights on how wealth managers can evolve into trusted advisors, becoming the go-to personal CFOs for their High Net Worth (HNI) clients. How Can Centricity Help – One Digital: Learn about the revolutionary digital solutions offered by Centricity that empower wealth managers to streamline their operations, provide more personalized services, and ultimately, become the one-stop solution for their HNI clients' financial needs. The insights shared by Manu Awasthy are very much relevant and applicable for wealth managers, financial advisors, and anyone interested in the evolving landscape of wealth management. The sole focus of this presentation was to help you stay ahead in your career and better serve your clients' financial aspirations. Don't miss the opportunity to watch this presentation, gain a competitive edge, and elevate your role as a financial advisor. Subscribe to our channel, hit the like button, and let us know your thoughts in the comments section. Thank you for being part of AAFM's commitment to advancing knowledge and expertise in the field of wealth management. Subscribe to our channel and stay tuned for more value-added content! ✅Subscribe: 👉🏻 https://www.youtube.com/channel/UCdkaPGFNxIjCRCobbNHsoHw?sub_confirmation=1