HOLISTIC PORTFOLIO MANAGERS & Investment Advisors
Portfolio Management & Investment Advisory by experts and machine learning algorithms for longterm wealth creation.
HOLISTIC PORTFOLIO MANAGERS & Investment Advisors
Portfolio Management & Investment Advisory by experts and machine learning algorithms for longterm wealth creation.
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.
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
SEBI Registered
Portfolio Manager
INP000007881
Non Individual
SEBI Registered Investment Advisor
INA200015583
Non Individual
BSE Membership
52605
AMFI Member
112310
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
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"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