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
How to Choose the Best Financial Advisor in India

How to Choose the Best Financial Advisor in India

  • December 5, 2020March 19, 2026

Factors to Consider When Choosing the Best Financial Advisor in India If you are someone who wants to achieve financial stability and independence, then hiring… Read More »How to Choose the Best Financial Advisor in India

7 Financial Habits of a Successful Investor

7 Financial Habits of a Successful Investor

  • October 25, 2020March 19, 2026

Investing can be a great way to build wealth and achieve financial freedom. However, it can also be intimidating for beginners. The good news is… Read More »7 Financial Habits of a Successful Investor

How NRIs can benefit from their NRE deposits and FCNR accounts till 31st October 2022

How NRIs can benefit from their NRE deposits and FCNR accounts till 31st October 2022

  • October 20, 2020March 2, 2026

NRE deposits are deposits made by NRIs in Indian Rupees. The interest earned is completely tax-free. NRE deposit is akin to an investor converting foreign… Read More »How NRIs can benefit from their NRE deposits and FCNR accounts till 31st October 2022

Benefiting from India’s $5 Trillion Economy

Benefiting from India’s $5 Trillion Economy

  • October 15, 2020March 19, 2026

The remarkable thing about India’s economy is that it has grown faster every decade since independence. Never mind the so called Hindu rate of growth.… Read More »Benefiting from India’s $5 Trillion Economy

Maximize Your Returns: Transform Your Idle Savings into Ideal Investments

Maximize Your Returns: Transform Your Idle Savings into Ideal Investments

  • August 14, 2020March 2, 2026

Growing wealth by investing well is a great journey. Still, it can also be confusing and daunting, especially if you’re new to it. There are… Read More »Maximize Your Returns: Transform Your Idle Savings into Ideal Investments

Robo-advisors

Navigating the World of Robo-Advisors: Pros, Cons, and Comparison with Human Financial Advisors

  • June 2, 2020April 13, 2026

As technology continues to revolutionise the financial industry, more and more investors are turning to robo-advisors for investment management. Robo-advisors are online platforms that use… Read More »Navigating the World of Robo-Advisors: Pros, Cons, and Comparison with Human Financial Advisors

The Importance of Estate Planning and Wealth Transfer

The Importance of Estate Planning and Wealth Transfer

  • April 20, 2020March 2, 2026

As an investor, you work hard to build your wealth over a lifetime. It is natural to want to ensure that your assets are passed… Read More »The Importance of Estate Planning and Wealth Transfer

Wealth Management vs. Financial Planning

Wealth Management vs. Financial Planning

  • February 20, 2020March 19, 2026

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

How To Create Your Personal Financial Roadmap  – A 6-Step Approach

How To Create Your Personal Financial Roadmap – A 6-Step Approach

  • February 10, 2020April 13, 2026

As an investor, one of the most important steps towards achieving your financial objectives is to create financial plans. A financial roadmap is a personalised… Read More »How To Create Your Personal Financial Roadmap – A 6-Step Approach

Investment Planning for Major Life Milestones

Investment Planning for Major Life Milestones

  • December 22, 2019April 13, 2026

As individuals, we all have various milestones that we aspire to achieve in life. These milestones may include retirement, education, marriage, and home purchase. While… Read More »Investment Planning for Major Life Milestones

  • « Previous
  • 1
  • …
  • 29
  • 30
  • 31
  • 32
  • 33
  • 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