ETHICAL&INDEPENDENT INVESTMENT ADVISORS & WEALTH ADVISORS
Investment & Financial Planning advisory by experts and machine learning algorithms for longterm wealth creation.
Also Available On
Number of complaints as per SEBI guidelines
| At the beginning of the month | 0 | Received during the month | 0 | Resolved during the month | 0 | Pending at the end of the month | 0 | Reason for pending | N/A |
| At the beginning of the month | 0 |
| Received during the month | 0 |
| Resolved during the month | 0 |
| Pending at the end of the month | 0 |
| Reason forpendency | N/A |
We constantly seek to identify strong business ‘rooted’ to preserve wealth and having 'wings' to prosper; all powered by machine learning algorithms.
Roots to Preserve
-Promotor Integrity for Stability
-Low Debt for Longevity
-High Returns on Equity for Capital Efficiency
Wings to Prosper
-High Growth in Sales, Profits, Cash Flows
-Dominant Market Share
-Resilience with lesser draw-downs
Powered by Machines
- Powered by Data Science and ML algorithms leveraging neural networks
- 1000s of balance sheet, P&L numbers on 1000s of companies crunched to construct portfolios
Portfolio picks from stocks in top 350 companies giving potential for higher growth.
We reduce risk by suitable diversification across sectors and stocks.
Unlike many funds, we reduce excessive diversification to enable better growth.
We test for low drawdown and faster recovery to make portfolios robust.
Stocks that don't make the cut are clinically removed without emotion.
Allocation and prompt rebalancing help keep portfolio growth steady.
We’ve Deployed Technology To Reinvent Equity Investment Management. Unique in the industry.
Selection
Our technology Complements our experts for a quality portfolio.
- Algorithms Select Best Equities
- Allocation & Rebalancing Engine enables smooth growth
Execution
Smooth execution leaving the heavy lifting to us:
- Simple one-click investing with leading
demat accounts
- Invest regularly via Lumpsum or SIPs
Servicing
Get technology enabled service and tracking at your fingertips:
- Track your investments anytime
anywhere
- Webapp, iOS & Android Apps
We don't touch your holdings, units or money.
We don't accept brokerage making us conflict-free.
Flexible and free to withdraw any time. Zero exit loads.
What you see is what you get. No hidden or indiret costs.
Investment Analysis Based on our Roots & Wings Investment Philosophy
GoI DIPP Registered
Department of Industrial Policy and Promotion Ministry of Commerce and Industry Government of India
View Registration
TESTIMONIALS
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"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
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"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
â–¶
"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
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"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
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"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
TESTIMONIALS
â–¶
"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
â–¶
"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
â–¶
"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. ,,
Mr. Nageswera Rao Vasireddy, Sales Leader,
Pharma
Industry
â–¶
"I have been very impressed with Maxiom Wealth Performance, Rebalancing, 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
â–¶
"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.,,
Mr. Suman Sasmal, Ambassador, Coach,
Consultant
OpenExO
