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Maxiom Wealth
    • Our Purpose, Mission and Values
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finfluencer

Why Investing is Better Than Following a Finfluencer

  • August 7, 2023May 9, 2025

In recent years, social media platforms have given rise to a new breed of a financial expert called “finfluencer.” They offer financial advice to their… Read More »Why Investing is Better Than Following a Finfluencer

Wealth Management vs. Financial Planning

  • July 28, 2023May 9, 2025

When it comes to managing finances, the terms “wealth management” and “financial planning” are often used interchangeably. However, they are not the same thing, and… Read More »Wealth Management vs. Financial Planning

When “FREE” Backfires! Busting TWO Common Myths on Mutual Fund Platforms

When “FREE” Backfires! Busting TWO Common Myths on Mutual Fund Platforms

  • July 12, 2023May 9, 2025

Let me come straight to the point. Investors of Mutual Fund are being increasingly misled on FREE offerings that leads to a massive rip off… Read More »When “FREE” Backfires! Busting TWO Common Myths on Mutual Fund Platforms

India and the JP Morgan Global Bond Index: An Evolution in Debt Fund Investments

India and the JP Morgan Global Bond Index: An Evolution in Debt Fund Investments

  • July 10, 2023June 11, 2025

The breadth of India’s financial ecosystem is vast, with many avenues for investments. Dominating this landscape are two pillars – stocks and bonds. While equities,… Read More »India and the JP Morgan Global Bond Index: An Evolution in Debt Fund Investments

How to create your personal Financial Roadmap  – A 6-Step Approach

Understanding Market-Cap Classifications & the Benefits of Multi/Flexi-Cap Investment Strategy

  • July 4, 2023May 9, 2025

Why Market-cap classifications India is a bustling marketplace, with over 7,462 companies listed on the National Stock Exchange and Bombay Stock Exchange together. To make… Read More »Understanding Market-Cap Classifications & the Benefits of Multi/Flexi-Cap Investment Strategy

Financial Risks For a Balanced Investment Portfolio

Managing Financial Risks: Strategies for a Balanced Investment Portfolio

  • June 29, 2023May 9, 2025

Introduction  Investing in the financial markets can be a great way to build wealth and achieve long-term financial goals. However, investing also involves financial risks… Read More »Managing Financial Risks: Strategies for a Balanced Investment Portfolio

12 Point Checklist To Change or Appoint An Investment Advisor

12 Point Checklist To Change or Appoint An Investment Advisor

  • June 26, 2023May 9, 2025

Choosing the right investment advisor could get stressful, more so if you already have an ‘advisor’ and you need to change for any reason. This applies… Read More »12 Point Checklist To Change or Appoint An Investment Advisor

Turning The Tables: When Debt Can Aid Your Stock Selection

Turning The Tables: When Debt Can Aid Your Stock Selection

  • June 22, 2023June 11, 2025

When it comes to the question, ‘how to select stocks’, something we do regularly for our portfolio management service (PMS), we usually prefer companies with… Read More »Turning The Tables: When Debt Can Aid Your Stock Selection

How to Measure Fund Performance With Annual, Trailing & Rolling Returns

  • June 20, 2023May 9, 2025

Investments are made with the expectation of profits in the future, and for a sizeable retail populace, mutual funds are the way to go about… Read More »How to Measure Fund Performance With Annual, Trailing & Rolling Returns

Stocks of Companies High on Cost Leadership Can be Good Long-Term Investments – Part 1

Stocks of Companies High on Cost Leadership Can be Good Long-Term Investments – Part 1

  • June 7, 2023June 11, 2025

Cost Leadership is one of the critical pillars of capital mastery and can significantly influence a company’s sustainable success. This is the first of a… Read More »Stocks of Companies High on Cost Leadership Can be Good Long-Term Investments – Part 1

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