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.
Focus Groups (FGs) are organized around a particular topic of interest. Members can be a part of any number of FGs.
Each group will be moderated by a governing council and will plan its own calendar of activities.
October 25, 2023
An interesting corollary to ‘all that shines is not gold’ is that during times of turmoil ‘the only thing that shines is gold’. Time and again, it has become evident that the precious metal balances the scales in times of volatility while giving a fillip to portfolio returns over the long-term.
October 9, 2023
July 7, 2023
Last month the English Premier League’s (EPL) 2022-23 season ended with Manchester City crowned as the champions. EPL is an interesting format and one that is closer to the game of investing and life. Instead of deciding the winner by having the final match or game of the tournament played between two remaining contenders, the winner is decided based on the performance over the entire season. The team that accumulates the maximum points over the whole season wins. The result is a heightened focus on process over heroics – at least, that’s what differentiates the true champions, teams who stay in top-4 over several seasons.
July 7, 2023
In recent years, the financial technology sector has experienced remarkable growth, revolutionizing various aspects of the financial industry. Among its many subcategories, WealthTech has emerged as a force to be reckoned with. WealthTech encompasses a range of technologies and platforms aimed at enhancing wealth management, investment advisory services, and personal finance. This article explores the phenomenal growth of WealthTech and its transformative impact on the way individuals manage and grow their wealth.
Deputy Managing Director, Batlivala & Karani Securities India
Our Professional Member, Ms. Munmun Desai, Deputy Managing Director, Batliwala & Karani Securities was adjudged as one of India’s Top 40 under 40 Alternative Investments Professionals for the year 2020.
Partner, Cyril Amarchand Mangaldas
Our Professional Member, Mr. Rishabh Shroff, Partner, Cyril Amarchand Mangaldas has won the “Most Promising Private Client Professional” Award at the recently concluded India Wealth Awards 2019.