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
29/05/2026
๐ 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).
โณ Limited seats. Register now.
Register Now โ https://equalifi.org/events/ifos-2026/
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.
21/05/2026
๐ 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.
๐ See you at the 14th Indian Family Office Summit 2026.
๐ Learn more about the summit here- https://equalifi.org/events/ifos-2026/
13/05/2026
What do family offices truly seek in wealth managers? We asked. They answered.
๐ฅ 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:
Equalifi Fireside Chat: What Family Offices Truly Seek in Wealth Managers
12/05/2026
๐ 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 โAurumโ for gold-standard quality, and โOrtusโ 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/
10/05/2026
โ 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 5โ10 only. ๐๐
Upgrade your global credentials, access elite networking, and unlock exclusive learning resourcesโat half the cost.
๐ Donโt miss out.
๐ Charter Membership Benefit Details & Registration Link- https://equalifi.org/charter-members/
06/05/2026
๐ Big News for Finance Professionals!
Get 50% waived on your Equalifi Charter Membership between May 5โ10 only. ๐๐
Upgrade your global credentials, access elite networking, and unlock exclusive learning resourcesโat half the cost.
โณ Donโt miss out.
๐ 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
24/04/2026
๐บ 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-
Equalifi Navigating the New Wealth Landscape in India
15/04/2026
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| Wednesday | 10am - 5:30pm |
| Thursday | 10am - 5:30pm |
| Friday | 10am - 5:30pm |
| Saturday | 10am - 5:30pm |