AAFM® India
NRI fit
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Handles cross-border tax cases
DTAA, FBAR/FATCA, US/UK return interplay
Not yet evidenced by a reviewer.
Available across time zones
Picks up calls/emails outside IST business hours
Not yet evidenced by a reviewer.
Comfortable with remote onboarding
Video KYC, e-sign, document collection without an India visit
Not yet evidenced by a reviewer.
FEMA / RBI / repatriation
NRO-NRE, repatriation paperwork, 15CA/15CB
Not yet evidenced by a reviewer.
About this firm
AAFM India, also known as the American Academy of Financial Management India Private Limited, operates as the Indian Chapter of the American Academy of Financial Management® (AAFM®), which has been renamed Global Academy of Finance & Management (GAFM®). GAFM® is a global board of standards and a financial professional organization offering various certified designations, charters, and master's certifications to individuals who meet their established criteria. AAFM India is focused on promoting Financial Advisory & Wealth Management within India. The organization offers several certification programs, including the Chartered Trust & Estate Planner® (CTEP®), Chartered Wealth Manager® (CWM®), Accredited Financial Analyst® (AFA®), Chartered Economist® (Ch.E.®), and Chartered Portfolio Manager® (CPM®). They also provide certifications such as Chartered Digital Advertiser® (CDA®), Chartered Real Estate Professional (CREP), Certified Financial Goal Planner (CFGP-LITE), and Advanced Financial Goal Planner (AFGP). The CWM® program, for instance, covers areas such as banking, equity analysis, mutual funds, taxation, insurance, relationship management, and both on-shore and off-shore wealth management. AAFM India hosts various events, including wealth conventions, and offers online classes for their CWM Premium program. The global organization, GAFM®, is headquartered in Colorado Springs, USA, and reports over 300,000 certificants across more than 151 countries. It is TUV Accredited and ISO 9001 & 29990 certified.
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