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Grow & Protect Wealth. Through Scientific Investment Strategies.

Join 10,000+ families who trust our independent research-backed approach to achieve their financial goals.

Portfolio Management Services
Expertly managed Mutual Funds
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Trust is the Only Currency We Pursue

62+

Trusting Families

9+

Client Locations

9 Cr

Portfolios Tracked

1+

Years of Market Insight

Our Core Values

Our Core Values

  • Bullet pointClient first
  • Bullet point100% transparent
  • Bullet point0 conflict of interest
  • Bullet pointNo hidden fee
Clients Who Trust Us

Clients Who Trust Us

  • Bullet point10,000+ families
  • Bullet pointEmpanelled at Large Corporates
  • Bullet pointClients from 1000+ locations
Expertise That Inspires Confidence

Expertise That Inspires Confidence

  • Bullet pointIIM, IIT, CA Rank-holders at the helm
  • Bullet point25+ Years Financial Expertise
  • Bullet pointGlobal CXO-Level Expertise
Research Span & Technology

Research Span & Technology

  • Bullet point5000+ stocks scanned
  • Bullet point1500+ mutual funds researched
  • Bullet point25+ years of data
  • Bullet pointAI-Driven Portfolio Construction
AI-Powered Investing

AI-Powered Investing

  • Bullet pointProprietary Risk Models using AI/ML
  • Bullet pointDynamic Portfolio Rebalancing
  • Bullet pointMarket Sentiment & Volatility Tracking
  • Bullet pointAutomated Alerts & Decision Support
Learn More

Gain Peace of Mind With Our Proven Strategies

Focused Equity

FOCUSED EQUITY

Better alpha with quality

Roots & Wings Investment Philosophy

Three Lens Framework

Dynamic Safety

DYNAMIC SAFETY

Harvest gains for cashflows

LSG framework for asset allocation

Rebalancing periodically for safety

Alternatives

ALTERNATES

Boost risk adjusted return

Active Momentum

Hedging for crash protection

AIFs, REITs, InvIT

Analyse & Improve Your Current Portfolio

Evaluate your portfolio against market benchmarks

Compare your investments with established market indices like Nifty 50 TRI

Check your portfolio for risk and diversification

Get detailed analysis of your portfolio's risk metrics and diversification status across market caps

Get expert guidance through a personal consultation

Schedule a 1-on-1 call with our investment experts to discuss your portfolio strategy

Review my portfolio
Your Portfolio
+22.11%
vs
Nifty 50 TRI
+16.58%
For illustrative purposes only. Past performance does not guarantee future returns.

Start a Goal Based Investment

OmniMax Benefits

Smart Goal Planning Tool

Investment Period
1-30 Years
Min. Investment
₹5,000
Smart Goal Tracking
Auto Portfolio Rebalancing
Regular Progress Updates

Set financial goals that truly matter

Prioritize investments based on your life goals like buying a house, child education, or retirement.

Get personalized investment strategy

Our algorithms craft a goal-based strategy tailored to your timeline and risk tolerance.

Track progress & stay on course

Easily monitor your journey and make timely adjustments with expert assistance.

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What Our Clients Say

"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. Harilal Neelakantan

Business Leader

"I have been very impressed with Maxiom Wealth Performance, Rebalancing, The Diligence in picking up the stocks.. is very critical and also I Love the model where there is flexibility

Mr. Ramesh Menon

SVP & CFO - Asia, Synchrony

"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.

Mr. Suman Sasmal

Ambassador, Coach

Complaint Data Of RIA