High Net-Worth Individuals (HNIs) face unique financial challenges that require specialized strategies to preserve and grow their wealth. Unlike the average investor, HNIs have larger… Read More »How HNIs Can Optimize Their Cash Flow for Long-Term Wealth Preservation!
Cash flow projections are a powerful tool in financial planning, allowing individuals to forecast their future financial health and make informed decisions about wealth growth.… Read More »How to Use Cash Flow Projections to Plan for Future Wealth Growth
Fund analysis is the backbone of any successful investment strategy. At its core, it involves evaluating mutual funds and other investment vehicles to ensure they… Read More »Comprehensive Guide to Fund Analysis in Portfolio Management
Mutual funds have become a popular investment vehicle for individuals looking to grow their wealth. They offer the convenience of pooling money with other investors,… Read More »10 Complex Questions Every Investor Should Ask About Mutual Funds.
In recent years, India has witnessed an extraordinary surge in Initial Public Offerings (IPOs). From tech startups to established conglomerates, the market is buzzing with… Read More »IPO Fever in India: Opportunities and Risks
The equity market is facing heightened volatility, driven by a combination of global macroeconomic concerns, domestic political dynamics, and shifts in market sentiment. While there… Read More »Navigating Market Volatility Amid Global and Domestic Shifts – Market Outlook, early October 2024
Investing in the Indian financial market offers a wide array of options, each catering to different investor needs and preferences. Whether you’re just beginning your… Read More »What Makes Investing in PMS Different from Mutual Funds?
Portfolio Management Services (PMS) have become an essential tool for high-net-worth individuals seeking tailored investment solutions. PMS offers a more personalized approach to investing, providing… Read More »Data-Driven Portfolio Management Services (PMS)
India’s investment outlook has evolved significantly over the past few decades. With increasing financial literacy and a growing middle class, more individuals are investigating various… Read More »How to Choose the Right Potrfolio Management Firm In India (PMS)?
As we braced ourselves to see what is in store for the Budget, there was some apprehension on how markets would react. Finance Minister Nirmala… Read More »Budget 2024-25
GoI DIPP Registered
Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India
View Registration
SEBI Registered
Portfolio Manager
INP2000007881
Non Individual
SEBI Registered Investment Advisor
INA200015583
Non Individual
BSE Membership
52605
AMFI Member
112310
▶
"Maxiom Wealth Equity Investment Advisory goes through various backtesting and performance, I do get a sense of comfort and confidence while investing.,,
Mr. Ravi S Rao, Managing Director & Member, Board of Directors
▶
"I found Maxiom Wealth Equity Investment Advisory very Fascinating because of the value it is delivering, Maxiom Wealth is helping me to beat the markets and get more returns.,,
Mr. Hirilal Neelakantan, Business Leader
▶
"I was impressed with the Maxiom Wealth product mainly because of No Hidden-cost, No Entry or Exit Loads, Not taking custody of my money or stocks. I feel this very Transparent and simple model. I am happy with my returns, I recommend this to any investor who are planning to invest their funds in Long-Term Growth.,,
Mr. Nageswera Rao Vasireddy, Sales Leader, Pharma Industry
▶
"I have been very impressed with Maxiom Wealth Performance, Rebalancing, The Diligence in picking up the stocks and identifying the right bias is very critical and also I Love the model where there are no Exit-Loads it gives you the flexibility to draw the money at any point in time.,,
Mr. Ramesh Menon, SVP & CFO - Asia, Synchrony
▶
"You should not be working for money, money should work for you. I trust Maxiom Wealth because it is giving me good returns, service, personal attention. I am very satisfied and happy with Maxiom Wealth Equity Model. ,,
Mr. Suman Sasmal, Ambassador, Coach, Consultant OpenExO
