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.

Student

Membership

An exciting membership for full time/ part time students of undergraduate and post-graduate courses under 25 years of age.

Events Calendar


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Blog

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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Reimagining Real Estate: Measuring the Unmeasured

June 10, 2022

Recent Mint’ series called “Guru Portfolio” has fund managers talking about their personal investment strategy. They talk about the allocation and the returns earned across various asset classes in their portfolio.However, when asked about the performance of their Real Estate allocation, most responded with an honest and unfortunate “NA”.

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New-age Real Estate Investment alternatives, made accessible by WealthTech

June 2, 2022

’Real estate is a critical sector both from an economic & social point of view. Various estimates (Census of India, MoSPI, RBI & NHB) peg the annual housing demand (rural + urban) at 10MM+ homes per annum, driven by long-term demographics trends, urbanization and nuclearization. The sector being a capital guzzler, in our estimate, the capital need for the housing sector alone will be $100bn over the next 7-10 years.

 

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