{"id":1771,"date":"2022-10-19T15:50:18","date_gmt":"2022-10-19T10:20:18","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=1771"},"modified":"2025-11-18T15:30:03","modified_gmt":"2025-11-18T10:00:03","slug":"how-to-invest-in-maxiomwealth-portfolio","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/how-to-invest-in-maxiomwealth-portfolio\/","title":{"rendered":"How to Invest in Maxiom wealth portfolio"},"content":{"rendered":"\n<p>At Maxiom Wealth, investing in Equities is a simple and seamless process. We have listed down the sequence of steps in the process of investing in our Portfolios (Invest in Maxiom wealth Portfolio).<\/p>\n\n\n\n<p><strong><u>Step 1<\/u><\/strong><strong>&nbsp;<\/strong><\/p>\n\n\n\n<p>Log In to app.maxiomwealth.com<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-1.png\" alt=\"\" width=\"1069\" height=\"601\"\/><\/figure>\n\n\n\n<p><strong><u>Step 2<\/u><\/strong><\/p>\n\n\n\n<p>To know your pending &amp; upcoming investments click on \u201cMy Investment Schedule\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-2.png\" alt=\"\" width=\"1074\" height=\"604\"\/><\/figure>\n\n\n\n<p>Note: &#8211; Ensure your account has no compliance issues before undertaking this step. Click on \u201cClear Compliance\u201d to clear compliance issues for your account.<\/p>\n\n\n\n<p><strong><u>Step 3<\/u><\/strong><\/p>\n\n\n\n<p>Select a portfolio to see all your pending and upcoming schedules as cards under respective plans. Click on cards to select scheduled instalments or enter a custom amount. Click on \u201cContinue to Invest\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-3.png\" alt=\"\" width=\"1076\" height=\"605\"\/><\/figure>\n\n\n\n<p><strong><u>Step 4<\/u><\/strong>&nbsp;<\/p>\n\n\n\n<p>To facilitate in placing your transactions, you are redirected to Gateway. Select your preferred stock broker used for Maxiom Wealth\u2019s product. Select your preferred stock broker for Maxiom Wealth\u2019s product.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-4.png\" alt=\"\" width=\"1079\" height=\"607\"\/><\/figure>\n\n\n\n<p><strong><u>Step 5<\/u><\/strong>&nbsp;<\/p>\n\n\n\n<p>Login to your stock broker account.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Invest\/I+5.png\" alt=\"\" width=\"1079\" height=\"570\"\/><\/figure>\n\n\n\n<p><strong><u>Step 6<\/u><\/strong>&nbsp;<\/p>\n\n\n\n<p>Buy Orders are displayed as per the recommendations. Click on \u201cReview Orders\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-5.png\" alt=\"\" width=\"1080\" height=\"608\"\/><\/figure>\n\n\n\n<p><strong><u>Step 7<\/u><\/strong><\/p>\n\n\n\n<p>If your short on funds in your demat account, you can add funds by clicking on \u201cAdd Funds\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-6.png\" alt=\"\" width=\"1070\" height=\"602\"\/><\/figure>\n\n\n\n<p><strong><u>Step 8<\/u><\/strong><\/p>\n\n\n\n<p>To deposit funds in your demat account, enter required amount and other details. Click \u201cContinue\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Invest\/I+8.png\" alt=\"\" width=\"1075\" height=\"567\"\/><\/figure>\n\n\n\n<p><strong><u>Step 9<\/u><\/strong><\/p>\n\n\n\n<p>Once your payment is successful, Buy Orders are displayed as per recommendation. Click on \u201cReview Funds\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Invest\/I+9.png\" alt=\"\" width=\"1090\" height=\"576\"\/><\/figure>\n\n\n\n<p><strong><u>Step 10<\/u><\/strong>&nbsp;<\/p>\n\n\n\n<p>Click on \u201cPlace Orders\u201d to initiate transactions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-7.png\" alt=\"\" width=\"1076\" height=\"605\"\/><\/figure>\n\n\n\n<p><strong><u>Step 11<\/u><\/strong>&nbsp;<\/p>\n\n\n\n<p>Click on \u201cConfirm Orders\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-8.png\" alt=\"\" width=\"1075\" height=\"604\"\/><\/figure>\n\n\n\n<p>Note: &#8211; Although it\u2019s advisable not to change the quantities at this stage, you can add or remove quantities by clicking edit orders.<\/p>\n\n\n\n<p><strong><u>Step 12<\/u><\/strong>&nbsp;<\/p>\n\n\n\n<p>Upon successful execution, you are redirected back to Maxiom wealth where you can review your order status in the transactions screen. In case of any failed orders, you can click on retry to complete your orders. Click on \u201cView Dashboard\u201d to go to dash board.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Invest\/I+12+1.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Invest\/I+12+2.png\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/jamaappprod.s3.ap-south-1.amazonaws.com\/Blog\/UserManual\/Invest\/I+12+3.png\" alt=\"\"\/><\/figure>\n\n\n\n<p><strong><u>Step 13<\/u><\/strong><\/p>\n\n\n\n<p>Click on \u201cMy Investment Schedule\u201d card to invest in other product portfolios.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-9.png\" alt=\"\" width=\"1081\" height=\"608\"\/><\/figure>\n\n\n\n<p><strong><span style=\"text-decoration: underline\">Step 14<\/span><\/strong><\/p>\n\n\n\n<p>Here is the last point in invest in Maxiom wealth portfolio. Upload contract notes to ensure your portfolio is recorded in maxiom wealth and avoid discrepancies later. Go to Profile and select \u201cContract Notes\u201d. Click \u201cUpload Contract Note\u201d to upload a contract note file.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/maxiomwealth.com\/blog\/wp-content\/uploads\/sites\/20\/2025\/11\/How-to-Invest-in-maxiomwealth-2-2-1024x576.png\" alt=\"\" class=\"wp-image-6125\" width=\"1117\" height=\"628\" srcset=\"https:\/\/maxiomwealth.com\/blog\/wp-content\/uploads\/sites\/20\/2025\/11\/How-to-Invest-in-maxiomwealth-2-2-1024x576.png 1024w, https:\/\/maxiomwealth.com\/blog\/wp-content\/uploads\/sites\/20\/2025\/11\/How-to-Invest-in-maxiomwealth-2-2-300x169.png 300w, https:\/\/maxiomwealth.com\/blog\/wp-content\/uploads\/sites\/20\/2025\/11\/How-to-Invest-in-maxiomwealth-2-2-768x432.png 768w, https:\/\/maxiomwealth.com\/blog\/wp-content\/uploads\/sites\/20\/2025\/11\/How-to-Invest-in-maxiomwealth-2-2-1536x864.png 1536w, https:\/\/maxiomwealth.com\/blog\/wp-content\/uploads\/sites\/20\/2025\/11\/How-to-Invest-in-maxiomwealth-2-2.png 1920w\" sizes=\"(max-width: 1117px) 100vw, 1117px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/jama-wp.s3.ap-south-1.amazonaws.com\/Blog+Images\/Investment+Guide\/How+to+Invest+in+maxiom+wealth-10.png\" alt=\"\" width=\"1120\" height=\"630\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>At Maxiom Wealth, investing in Equities is a simple and seamless process. We have listed down the sequence of steps in the process of investing in our Portfolios (Invest in Maxiom wealth Portfolio). Step 1&nbsp; Log In to app.maxiomwealth.com Step 2 To know your pending &amp; upcoming investments click on \u201cMy Investment Schedule\u201d. Note: &#8211;&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/how-to-invest-in-maxiomwealth-portfolio\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How to Invest in Maxiom wealth portfolio<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-1771","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1771","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=1771"}],"version-history":[{"count":3,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1771\/revisions"}],"predecessor-version":[{"id":6133,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1771\/revisions\/6133"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=1771"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=1771"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}