Our Corporate Members

Equalifi (erstwhile AIWMI) is a global membership network of financial services leaders, professionals and aspirants. Equalifi has been set up as a continuing education & professional development platform meant to offer its members, opportunities to earn professional designations; to participate in multidisciplinary knowledge initiatives, enable networking at conferences; and offer one single platform for interaction, cross-pollination of ideas and collaboration.

Equalifi provides the opportunity for finance practitioners and related professionals to connect and advance their focused area of practice. Equalifi aims to benefit the practitioner, their area of specialization, the clients they serve, and the industry at large.

Equalilfi plays a key role in guiding the development of the financial services sector. Equalifi works with key industry participants’ 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 organizes various national and international facilitates discussions to promote best practices in leadership and talent development in the financial sector with an aim to become world’s premier-most center of excellence for financial services professionals.

Charter

Membership

An exclusive, by-invite membership for Thought Leaders, Entrepreneurs and Prominent CXOs working in the Financial Services Sector.

Professional

Membership

A prolific membership for career-oriented professionals working in the financial services and allied sectors.

Virtual

Membership

An exciting membership for finance students and professionals who are looking for continuous education and professional development.

Events Calendar


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Blog

Don’t chase Lakshmi, embrace Mahalakshmi

December 19, 2022

Average age and lifespan of businesses is drastically coming down. It used to be 20 odd years till 2020 and courtesy covid and the VUCA (highly volatile, uncertain, complex and ambiguous) world we live in, it has come down to even further lower levels and this trend of the average age going down is simply accelerating. Similarly, family businesses also hardly survive the 3rd generation and in the current turbulent times, it is highly likely that the longevity and lifespan of family businesses are going to decline further.

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Buy Now Pay Later – The Future of Lending or a Regulatory Minefield?

December 19, 2022

Buy Now Pay Later (BNPL) was introduced as the next “big thing” in consumer finance, seducing an entire generation with a great pitch. After all, it was positioned not as credit, but rather, as debt with no interest. The Covid-19 pandemic witnessed a dramatic shift in consumption patterns; job losses and pay cuts slashed consumers’ purchasing power.

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The Essence of Wealth Management

June 22, 2022

Today, in our stage of evolution, the age of Web 3.0 and digitization – technology is all powerful. It has disrupted our way of life and rendered many businesses redundant on its path of evolution.  The best part of technology is that it can bring with it a paradigm shift in the way things stand and these disruptions are innovation driven. However, in the case of wealth management, technology has been a gradual evolution. From physical shares, to handwritten demat transfer slips, to today’s digital on-boarding and transacting; from pit trading at the BSE to today’s high-frequency black box trading.

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WealthTech 2.0 – A solution that India’s working professionals need.

June 18, 2022

India’s WealthTech industry is estimated to breach the 63 billion USD mark by FY25, up from 20 billion USD in FY20. The total number of demat accounts in India surged almost 2.5 times to 89.6 million over the last four years, with the addition of 34.5 million accounts in FY22 alone- and this trend is expected to continue, backed by increasing financial literacy & digitization.

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