Maxiom Wealth
About Us dropdown

Download App

Invest smart and track portfolios on the go.

QR Code
Why Us

Our Purpose, Mission and Values

Why we exist, what we do and what we stand for

Our Team

Meet our experienced team of professionals

Our Journey

Explore our history and milestones

Media Coverage

Maxiom Wealth in global news

Our Approach

Roots & Wings

Our core Investment Philosophy focusing on long term value creation

Three-Lens Framework

Fund selection based on portfolio quality and consistent performance

LSG Model

Asset Allocation based on Liquidity (living), Safety (preservation) and Growth (appreciation)

Success Stories

Client Testimonials

What our clients say about us

Services dropdown

Download App

Invest smart and track portfolios on the go.

QR Code
Wealth Management

Portfolio Management Services

Professional PMS tailored to your needs

Tax Planning

Strategic tax planning solutions

Offshore Products

International investment opportunities

Estate Planning

Secure your legacy with our estate planning services

Alternate Investments

Explore alternative investment opportunities

Private Equity

Access to private equity investment opportunities

Private Credit

Private credit investment solutions

Investment Planning

Financial Planning

Comprehensive financial planning for your future

Goal Based Investments

Investment strategies aligned with your life goals

Retirement Planning

Secure your retirement with our planning services

Post Retirement Solutions

Secure your retirement with our planning services

FIRE Planning

Financial Independence, Retire Early planning

Corporate Financial Wellness

Financial wellness solutions for corporations

Asset Management

Asset Management

Expert asset management services for your financial journey

Invest dropdown

Download App

Invest smart and track portfolios on the go.

QR Code

Stocks

Invest in the stock market with our expert guidance

Mutual Funds

Diversify your portfolio with our mutual fund recommendations

PMS

Professional portfolio management services for high-value investors

Resources dropdown

Download App

Invest smart and track portfolios on the go.

QR Code
Financial Calculators

Investment Calculators

Plan and analyze your investments

Personal Finance Calculators

Manage your personal finances

Children & Family Calculators

Plan your family's financial future

Retirement Calculators

Plan your retirement savings

Education and Career Calculators

Plan your educational and career investments

Lifestyle and Goal Calculators

Plan your lifestyle and financial goals

Tax Calculators

Calculate your tax liability

Income & Cashflow Calculators

Analyze and plan your cash flow

Trading Calculators

Analyze and plan your trading strategies

Loan Calculators

Calculate loan details and EMIs

Miscellaneous Calculators

Diverse financial calculation tools

Planning Scenarios

SIP for 1 Crore

How much SIP do you need to reach ₹1 crore across horizons and return rates

SIP for Child Education

Monthly SIP required to fund future undergrad or postgrad costs

Retirement at 45

Early-retirement corpus and monthly savings targets

Retirement at 55

Corpus and SIP plan for retirement a decade before 65

FIRE Calculator India

Financial Independence / Retire Early targets for Indian households

SWP for ₹1 Lakh / Month

Corpus required to draw ₹1 lakh monthly via SWP

SWP for ₹50,000 / Month

Corpus required to draw ₹50,000 monthly via SWP

Home Loan 20-Year EMI

EMI, total interest and amortisation across loan sizes and rates

Gold vs Equity (10-Year)

Ten-year returns from gold vs equity mutual funds, compared side by side

Gold for Wedding Planning

Grams of gold required and SIP plan for a future wedding budget

Rental Yield: Mumbai vs Bangalore

Buy-vs-rent yield and long-term math across both cities

NPS vs PPF Comparison

Return, flexibility and tax differences between NPS and PPF

ELSS vs PPF Tax Saving

Section 80C tax saving compared across ELSS and PPF

Freelancer Income Tax 2026

Freelancer/consultant tax liability under the 2026 regime

Emergency Fund Calculator

How many months of expenses your emergency fund should cover

Wealth Tracker

Wealth Tracker

Track and manage your wealth portfolio

Financial Wellness

Money works hard for me

Check if your money is working for someone else

My Family is well protected

Assess your family's insurance needs

I can meet my goals

Will you be able to meet key life goals like childrens' education?

My retirement is sorted

Will you enjoy comfort and peace after your working years?

Am I safe online

Are you cyber savvy, or will scamsters get you?

Downloads

Investor Charter

Ensuring Fair Investor Experience

Redressal Grievances

Swift and transparent resolution of investor complaints

Knowledge dropdown

Download App

Invest smart and track portfolios on the go.

QR Code
Blogs

Insights: Wealth Blog

In-depth analysis on wealth creation strategies

Compass: Personal Finance Blog

Getting more out of your money

Learning Centre

Investment Basics Blog

Learn the fundamentals of investing

Askguru

Blog on trending topics. Q&A

Maxiom Academy & Certification

Get certified and test your Financial IQ

Research

Roots & Wings Research

Factor-based analysis of listed Indian companies — balance sheet strength, ROE, promoter holding, cash flow quality and more

Sector Analysis

Top-10 companies, valuation snapshots and performance metrics across India's 15 largest sectors

Market Dashboards

Latest data on Mutual Fund SIPs, AUM, FII/DII flows, CPI inflation, IIP industrial production

City Financial Planning

Income ranges, savings-rate targets and city-specific priorities for Mumbai, Bangalore, Delhi NCR, Hyderabad and Pune

Books & eBooks

Roots & Wings: The Book

Investing in Stocks That Survive Crashes and Compound Through Booms

Wealth Management Playbook

Free ebook: 5 pillars of personal wealth for Indian investors

Retirement Planning Guide

Free ebook: corpus calculation, SWP strategy, tax-efficient withdrawals

Podcast
Loading episodes…
Pricing
↗ Book Consultation Login
Maxiom Wealth
    • Our Purpose, Mission and Values
    • Our Team
    • Our Journey
    • Media Coverage
    • Roots & Wings
    • Three-Lens Framework
    • LSG Model
    • Client Testimonials

    • Portfolio Management Services
    • Tax Planning
    • Offshore Products
    • Estate Planning
    • Alternate Investments
    • Private Equity
    • Private Credit

    • Financial Planning
    • Goal Based Investments
    • Retirement Planning
    • Post Retirement Solutions
    • FIRE Planning
    • Corporate Financial Wellness

    • Asset Management

    • Stocks
    • Mutual Funds
    • PMS

    • Investment Calculators
    • Personal Finance Calculators
    • Children & Family Calculators
    • Retirement Calculators
    • Education and Career Calculators
    • Lifestyle and Goal Calculators
    • Tax Calculators
    • Income & Cashflow Calculators
    • Trading Calculators
    • Loan Calculators
    • Miscellaneous Calculators

    • SIP for 1 Crore
    • SIP for Child Education
    • Retirement at 45
    • Retirement at 55
    • FIRE Calculator India
    • SWP for ₹1 Lakh / Month
    • SWP for ₹50,000 / Month
    • Home Loan 20-Year EMI
    • Gold vs Equity (10-Year)
    • Gold for Wedding Planning
    • Rental Yield: Mumbai vs Bangalore
    • NPS vs PPF Comparison
    • ELSS vs PPF Tax Saving
    • Freelancer Income Tax 2026
    • Emergency Fund Calculator

    • Wealth Tracker

    • Money works hard for me
    • My Family is well protected
    • I can meet my goals
    • My retirement is sorted
    • Am I safe online

    • Investor Charter
    • Redressal Grievances

    • Insights: Wealth Blog
    • Compass: Personal Finance Blog
    • Investment Basics Blog
    • Askguru
    • Maxiom Academy & Certification
    • Roots & Wings Research
    • Sector Analysis
    • Market Dashboards
    • City Financial Planning
    • Roots & Wings: The Book
    • Wealth Management Playbook (Free)
    • Retirement Planning Guide (Free)
    • All Podcasts

  • Pricing
Book Consultation ↗ Login
Skip to content
3 Positive Changes we can expect post COVID – 19 pandemic?

3 Positive Changes we can expect post COVID – 19 pandemic?

  • June 16, 2022March 19, 2026

COVID-19 has created quite some turmoil all over the globe, affecting everyone from the livelihood of individuals to the economies of countries. While the world… Read More »3 Positive Changes we can expect post COVID – 19 pandemic?

How Much Money Do You Really Need? Here’s A Financial Plan For Mutual Funds Investment

How Much Money Do You Really Need? Here’s A Financial Plan For Mutual Funds Investment

  • June 15, 2022March 19, 2026

This may sound like a stupid question. Don’t we all need a lot of money? And since we need a lot of money, shouldn’t we… Read More »How Much Money Do You Really Need? Here’s A Financial Plan For Mutual Funds Investment

How To Detect Potential Fraud In Companies Before Investing In Their Stocks?

How To Detect Potential Fraud In Companies Before Investing In Their Stocks?

  • May 5, 2022March 2, 2026

There are many “conflicts of interest” possible in any investing situation. These conflicts often emanate from promoters and management. Social media and mainstream media are… Read More »How To Detect Potential Fraud In Companies Before Investing In Their Stocks?

Gold Investment

4 Reasons Why Gold Should Be A Part Of Your Investment Portfolio

  • April 26, 2022March 2, 2026

The Different Perspectives on Gold Investment Gold is often viewed by different people in different ways. The enthusiasts will always vouch for the purchase of… Read More »4 Reasons Why Gold Should Be A Part Of Your Investment Portfolio

FII Investment Buying Trends in India | Global Trends | FII Investment Pattern To Direct Market

Should I Invest based on FII Flows in Indian Equities?

  • April 18, 2022March 2, 2026

There has been a lot of media attention on the inflows and outflows of FIIs. These seem to drive some set of investors into buy… Read More »Should I Invest based on FII Flows in Indian Equities?

Markets update april 2022

Multi-Bagger Stocks: How to Identify and Pick the Best Shares for Long-Term Investment

  • April 16, 2022March 2, 2026

Multi-bagger stocks are high-return investments, and they come in different magnitudes. For instance, a 2-bagger stock doubles in price, whereas a 5-bagger stock experiences a… Read More »Multi-Bagger Stocks: How to Identify and Pick the Best Shares for Long-Term Investment

How to Select the Best Mutual Fund

How to Select the Best Mutual Fund

  • April 16, 2022April 13, 2026

How to select the best mutual fund In my seminars and workshops, I am often asked this very innocuous question: “So, which is the best… Read More »How to Select the Best Mutual Fund

Are Quant funds a good way to diversify your portfolio during market volatility?

Are Quant funds a good way to diversify your portfolio during market volatility?

  • March 28, 2022March 2, 2026

Quantitative funds, also known as “quant funds,” are investment vehicles that use computer algorithms and other quantitative techniques to identify and trade stocks. They are… Read More »Are Quant funds a good way to diversify your portfolio during market volatility?

Quality or Value Investing: Which One is for Retail Investors? Definition, Strategies and Risks

Quality or Value Investing: Which One is for Retail Investors? Definition, Strategies and Risks

  • March 12, 2022March 2, 2026

Types Of Investment Strategies: Investing is one endeavor in which there are many possible approaches to arriving at a desired financial goal through quality and… Read More »Quality or Value Investing: Which One is for Retail Investors? Definition, Strategies and Risks

3 Reasons Why You May Be Getting Deprived On Mutual Fund Investment

3 Reasons Why You May Be Getting Deprived On Mutual Fund Investment

  • March 9, 2022March 2, 2026

You may be thinking that you are making good returns on your investments. You are possibly getting robbed too! While robbery may sound like an… Read More »3 Reasons Why You May Be Getting Deprived On Mutual Fund Investment

  • « Previous
  • 1
  • …
  • 25
  • 26
  • 27
  • 28
  • 29
  • …
  • 34
  • Next »

Get FREE Portfolio Check

Free · No commitment · Takes 60 seconds

Recent Posts

  • Nifty Up 5% After a Correction. Should You Top Up Your SIP?
  • FII, DII, FPI: What Do These Mean for Your SIP?
  • How a Public Provident Fund Can Secure Your Retirement
  • How Rising Oil Prices Affect Your Monthly Household Budget
  • What Are the Steps in the Portfolio Management Process?

Download App

Track your investments, manage goals, and stay updated on the go

App Store
Google Play

Stay Updated

Subscribe to our newsletter for market insights and updates

Contact Us

Address

C2 (Awfis) 3rd Floor, Plot #800,
Road #36, Jubilee Hills,
Hyderabad, India - 500033

Email

advisor@maxiomwealth.com

We will respond promptly

  • Portfolio Management
  • Alternate Investments
  • Estate Planning
  • Offshore Products
  • Private Credit
  • Tax Planning
  • Financial Planning
  • Retirement Planning
  • Corporate Financial Wellness
  • Goal-Based Planning
  • JEWEL
  • EMERALDE E
  • SPARK
  • EMERALD NE
  • GEM
  • DIAMOND
  • UG Education Abroad
  • UG Education in India
  • Masters Education Abroad
  • Helping Child Overseas
  • Careers
  • Contact Us
  • Pricing
  • Investor Center

Wealth Management Services

  • Portfolio Management
  • Alternate Investments
  • Estate Planning
  • Offshore Products
  • Private Credit
  • Tax Planning

Financial Advisory Services

  • Financial Planning
  • Retirement Planning
  • Corporate Financial Wellness
  • Goal-Based Planning

Quick Links

  • Careers
  • Contact Us
  • Pricing
  • Investor Center

Portfolio Management Services

  • JEWEL
  • EMERALDE E

  • SPARK
  • EMERALD NE

  • GEM
  • DIAMOND

Financial Planning

  • UG Education Abroad
  • UG Education in India
  • Masters Education Abroad
  • Helping Child Overseas

  • Sports Persons
  • Doctors
  • Retired Bank Employees
  • Entrepreneurs

  • Child Birth
  • Child Marriage
  • Health Emergency
  • Single Mothers
  • Single Parents

  • Disability
  • Sudden Death of Income Earners
  • Divorce
  • Migrating from India
  • Returning to India

Retirement Planning

  • Traditional Retirement Planning
  • Post Retirement Solutions
  • FIRE Planning

Goal Based Planning

  • Car Purchase
  • Education Goal
  • Home Ownership

  • Marriage Goal
  • Bike Loan
  • Retirement Goal

Financial Calculators

  • Investment Calculators
  • Personal Finance Calculators
  • Children & Family Calculators

  • Retirement Calculators
  • Education and Career Calculators
  • Lifestyle and Goal Planning Calculators

  • Tax Calculators
  • Income & Cashflow Calculators
  • Trading Calculators

  • Loan Calculators
  • Miscellaneous Calculators
Privacy Policy Terms of Service

SEBI Registered Portfolio Manager

Maxiom Asset Management Pvt. Ltd.

Registration No: INP000007881

Non Individual

Disclaimer: Equity & Mutual Fund investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not indicative of future returns.

© MaxiomWealth. All rights reserved.

WhatsApp QR Code

Scan to chat on WhatsApp

WhatsApp
WhatsApp QR
Chat