
Our Expertise

Our Expertise

Our Expertise
Our Services
Our Services
Our Services

Mutual Funds
About:
We help you invest confidently in mutual funds that align with your financial goals — whether you’re planning for retirement, building an emergency corpus, or creating long-term wealth.
Mutual funds are professionally managed investment vehicles that pool money from many investors and invest in diversified assets such as equities, debt, and hybrid instruments. With access to a broad range of schemes and experienced advisory support, you benefit from diversification, professional management, and disciplined investing.
What’s Included:
Personalized Investment Planning
Mutual Fund Research & Selection
Systematic Investment Plans (SIPs)
Performance Monitoring & Rebalancing
Tax-Efficient Investing

Mutual Funds
About:
We help you invest confidently in mutual funds that align with your financial goals — whether you’re planning for retirement, building an emergency corpus, or creating long-term wealth.
Mutual funds are professionally managed investment vehicles that pool money from many investors and invest in diversified assets such as equities, debt, and hybrid instruments. With access to a broad range of schemes and experienced advisory support, you benefit from diversification, professional management, and disciplined investing.
What’s Included:
Personalized Investment Planning
Mutual Fund Research & Selection
Systematic Investment Plans (SIPs)
Performance Monitoring & Rebalancing
Tax-Efficient Investing

Mutual Funds
About:
We help you invest confidently in mutual funds that align with your financial goals — whether you’re planning for retirement, building an emergency corpus, or creating long-term wealth.
Mutual funds are professionally managed investment vehicles that pool money from many investors and invest in diversified assets such as equities, debt, and hybrid instruments. With access to a broad range of schemes and experienced advisory support, you benefit from diversification, professional management, and disciplined investing.
What’s Included:
Personalized Investment Planning
Mutual Fund Research & Selection
Systematic Investment Plans (SIPs)
Performance Monitoring & Rebalancing
Tax-Efficient Investing

GIFT City Investments
About:
We provide seamless access to GIFT City (Gujarat International Finance Tec-City), India’s international financial hub, enabling investors to participate in global markets with enhanced efficiency and transparency.
Through GIFT City, clients can access international funds, global equities, foreign currency investments, and offshore financial products while benefiting from a robust regulatory framework and potential tax efficiencies.
Investing through GIFT City helps you:
- Access Global Markets from India
- World-Class Regulatory Framework Regulated by IFSCA
- Dollar-Denominated Investments
- Portfolio Diversification
- Expert Advisory by Maximus Wealth
What’s Included:
Personalized Global Investment Strategies
Due Diligence and Product Selection
End-to-end Onboarding and Compliance Support
Ongoing Portfolio Monitoring and Reporting

GIFT City Investments
About:
We provide seamless access to GIFT City (Gujarat International Finance Tec-City), India’s international financial hub, enabling investors to participate in global markets with enhanced efficiency and transparency.
Through GIFT City, clients can access international funds, global equities, foreign currency investments, and offshore financial products while benefiting from a robust regulatory framework and potential tax efficiencies.
Investing through GIFT City helps you:
- Access Global Markets from India
- World-Class Regulatory Framework Regulated by IFSCA
- Dollar-Denominated Investments
- Portfolio Diversification
- Expert Advisory by Maximus Wealth
What’s Included:
Personalized Global Investment Strategies
Due Diligence and Product Selection
End-to-end Onboarding and Compliance Support
Ongoing Portfolio Monitoring and Reporting

GIFT City Investments
About:
We provide seamless access to GIFT City (Gujarat International Finance Tec-City), India’s international financial hub, enabling investors to participate in global markets with enhanced efficiency and transparency.
Through GIFT City, clients can access international funds, global equities, foreign currency investments, and offshore financial products while benefiting from a robust regulatory framework and potential tax efficiencies.
Investing through GIFT City helps you:
- Access Global Markets from India
- World-Class Regulatory Framework Regulated by IFSCA
- Dollar-Denominated Investments
- Portfolio Diversification
- Expert Advisory by Maximus Wealth
What’s Included:
Personalized Global Investment Strategies
Due Diligence and Product Selection
End-to-end Onboarding and Compliance Support
Ongoing Portfolio Monitoring and Reporting

Equities
About:
Equity investing allows you to participate in the long-term growth of strong businesses. At Maximus Wealth, we follow a disciplined, research-driven approach to equity investing, aligned with your financial goals and risk appetite.
Investing in equities offer
- Potential for superior long-term returns
- Hedge against inflation
- Ownership in high-quality companies
- Ideal for long-term wealth creation
What’s Included:
Direct Equity Investments
Long-term & Goal-based Portfolios
Large-cap, Mid-cap & Select Small-cap exposure
Core & Satellite Portfolio Approach
Risk-managed Stock Selection

Equities
About:
Equity investing allows you to participate in the long-term growth of strong businesses. At Maximus Wealth, we follow a disciplined, research-driven approach to equity investing, aligned with your financial goals and risk appetite.
Investing in equities offer
- Potential for superior long-term returns
- Hedge against inflation
- Ownership in high-quality companies
- Ideal for long-term wealth creation
What’s Included:
Direct Equity Investments
Long-term & Goal-based Portfolios
Large-cap, Mid-cap & Select Small-cap exposure
Core & Satellite Portfolio Approach
Risk-managed Stock Selection

Equities
About:
Equity investing allows you to participate in the long-term growth of strong businesses. At Maximus Wealth, we follow a disciplined, research-driven approach to equity investing, aligned with your financial goals and risk appetite.
Investing in equities offer
- Potential for superior long-term returns
- Hedge against inflation
- Ownership in high-quality companies
- Ideal for long-term wealth creation
What’s Included:
Direct Equity Investments
Long-term & Goal-based Portfolios
Large-cap, Mid-cap & Select Small-cap exposure
Core & Satellite Portfolio Approach
Risk-managed Stock Selection

Insurance
About:
Insurance is the foundation of a strong financial plan. At Maximus Wealth, we help you choose the right insurance solutions to protect your family, income, and assets with clarity, transparency, and unbiased advice.
Why Insurance is Important
- Financial security for your family
- Protection against life’s uncertainties
- Safeguards long-term wealth creation
- Peace of mind
What’s Included:
Need-based Insurance Planning
Right Coverage, Right Premium Guidance
Policy Comparison Across Insurers
Claims Assistance & Ongoing Support

Insurance
About:
Insurance is the foundation of a strong financial plan. At Maximus Wealth, we help you choose the right insurance solutions to protect your family, income, and assets with clarity, transparency, and unbiased advice.
Why Insurance is Important
- Financial security for your family
- Protection against life’s uncertainties
- Safeguards long-term wealth creation
- Peace of mind
What’s Included:
Need-based Insurance Planning
Right Coverage, Right Premium Guidance
Policy Comparison Across Insurers
Claims Assistance & Ongoing Support

Insurance
About:
Insurance is the foundation of a strong financial plan. At Maximus Wealth, we help you choose the right insurance solutions to protect your family, income, and assets with clarity, transparency, and unbiased advice.
Why Insurance is Important
- Financial security for your family
- Protection against life’s uncertainties
- Safeguards long-term wealth creation
- Peace of mind
What’s Included:
Need-based Insurance Planning
Right Coverage, Right Premium Guidance
Policy Comparison Across Insurers
Claims Assistance & Ongoing Support

Fixed Deposits
About:
Fixed Deposits (FDs) are one of the most trusted investment options for investors seeking capital safety and assured returns. At Maximus Wealth, we help you choose the right fixed deposit solutions that offer competitive interest rates while aligning with your liquidity needs and financial goals.
Fixed Deposits provide stability to your portfolio, especially during volatile market conditions. They are ideal for conservative investors, retirees, and anyone looking to preserve capital with predictable income.
What’s Included:
Bank Fixed Deposits
Corporate Fixed Deposits
Senior Citizen Fixed Deposits
Tax-Saving Fixed Deposits
Comparison of Interest Rates Across Institutions

Fixed Deposits
About:
Fixed Deposits (FDs) are one of the most trusted investment options for investors seeking capital safety and assured returns. At Maximus Wealth, we help you choose the right fixed deposit solutions that offer competitive interest rates while aligning with your liquidity needs and financial goals.
Fixed Deposits provide stability to your portfolio, especially during volatile market conditions. They are ideal for conservative investors, retirees, and anyone looking to preserve capital with predictable income.
What’s Included:
Bank Fixed Deposits
Corporate Fixed Deposits
Senior Citizen Fixed Deposits
Tax-Saving Fixed Deposits
Comparison of Interest Rates Across Institutions

Fixed Deposits
About:
Fixed Deposits (FDs) are one of the most trusted investment options for investors seeking capital safety and assured returns. At Maximus Wealth, we help you choose the right fixed deposit solutions that offer competitive interest rates while aligning with your liquidity needs and financial goals.
Fixed Deposits provide stability to your portfolio, especially during volatile market conditions. They are ideal for conservative investors, retirees, and anyone looking to preserve capital with predictable income.
What’s Included:
Bank Fixed Deposits
Corporate Fixed Deposits
Senior Citizen Fixed Deposits
Tax-Saving Fixed Deposits
Comparison of Interest Rates Across Institutions

Bonds
About:
Bonds are fixed-income instruments that offer regular interest income and capital stability. At Maximus Wealth, we help you invest in carefully selected bonds that balance safety, returns, and liquidity.
Why Invest in Bonds?
- Regular and predictable income
- Lower volatility than equities
- Better yield potential than traditional deposits
- Portfolio diversification
What’s Included:
Government Bonds & PSU Bonds
High-quality Corporate Bonds
Tax-free Bonds (where available)
Short-term & Long-term Bonds

Bonds
About:
Bonds are fixed-income instruments that offer regular interest income and capital stability. At Maximus Wealth, we help you invest in carefully selected bonds that balance safety, returns, and liquidity.
Why Invest in Bonds?
- Regular and predictable income
- Lower volatility than equities
- Better yield potential than traditional deposits
- Portfolio diversification
What’s Included:
Government Bonds & PSU Bonds
High-quality Corporate Bonds
Tax-free Bonds (where available)
Short-term & Long-term Bonds

Bonds
About:
Bonds are fixed-income instruments that offer regular interest income and capital stability. At Maximus Wealth, we help you invest in carefully selected bonds that balance safety, returns, and liquidity.
Why Invest in Bonds?
- Regular and predictable income
- Lower volatility than equities
- Better yield potential than traditional deposits
- Portfolio diversification
What’s Included:
Government Bonds & PSU Bonds
High-quality Corporate Bonds
Tax-free Bonds (where available)
Short-term & Long-term Bonds

Equity PMS & AIF
About:
Equity investing enables you to participate in the growth of strong businesses over the long term. At Maximus Wealth, we follow a disciplined, research-driven approach to equity investing, aligned with your financial goals and risk appetite.
Benefits of Investing in Equities:
- Potential for superior long-term returns
- Hedge against inflation
- Ownership in high-quality companies
- Ideal for long-term wealth creation
What’s Included:
Direct Equity Investments
Long-term & Goal-based Portfolios
Large-cap, Mid-cap & Select Small-cap Exposure
Core & Satellite Portfolio Approach

Equity PMS & AIF
About:
Equity investing enables you to participate in the growth of strong businesses over the long term. At Maximus Wealth, we follow a disciplined, research-driven approach to equity investing, aligned with your financial goals and risk appetite.
Benefits of Investing in Equities:
- Potential for superior long-term returns
- Hedge against inflation
- Ownership in high-quality companies
- Ideal for long-term wealth creation
What’s Included:
Direct Equity Investments
Long-term & Goal-based Portfolios
Large-cap, Mid-cap & Select Small-cap Exposure
Core & Satellite Portfolio Approach

Equity PMS & AIF
About:
Equity investing enables you to participate in the growth of strong businesses over the long term. At Maximus Wealth, we follow a disciplined, research-driven approach to equity investing, aligned with your financial goals and risk appetite.
Benefits of Investing in Equities:
- Potential for superior long-term returns
- Hedge against inflation
- Ownership in high-quality companies
- Ideal for long-term wealth creation
What’s Included:
Direct Equity Investments
Long-term & Goal-based Portfolios
Large-cap, Mid-cap & Select Small-cap Exposure
Core & Satellite Portfolio Approach

Loan Against Securities
About:
Unlock Liquidity Without Selling Your Investments. A Loan Against Securities (LAS) allows you to meet your financial needs by borrowing against your existing investments—without disrupting your long-term wealth creation. At Maximus Wealth, we help you access competitive LAS solutions with ease and transparency.
Benefits of opting for a loan against security include:
- Immediate liquidity
- No need to sell investments
- Lower interest rates compared to unsecured loans
- Continue to benefit from market upside
Securities Eligible for LAS
- Equity shares
- Mutual fund units
- Bonds & debentures
- Other approved financial securities
What’s Included:
Loan Structuring & Eligibility Assessment
Competitive Rate Comparison
End-to-end Documentation Support
Ongoing Portfolio & Loan Monitoring

Loan Against Securities
About:
Unlock Liquidity Without Selling Your Investments. A Loan Against Securities (LAS) allows you to meet your financial needs by borrowing against your existing investments—without disrupting your long-term wealth creation. At Maximus Wealth, we help you access competitive LAS solutions with ease and transparency.
Benefits of opting for a loan against security include:
- Immediate liquidity
- No need to sell investments
- Lower interest rates compared to unsecured loans
- Continue to benefit from market upside
Securities Eligible for LAS
- Equity shares
- Mutual fund units
- Bonds & debentures
- Other approved financial securities
What’s Included:
Loan Structuring & Eligibility Assessment
Competitive Rate Comparison
End-to-end Documentation Support
Ongoing Portfolio & Loan Monitoring

Loan Against Securities
About:
Unlock Liquidity Without Selling Your Investments. A Loan Against Securities (LAS) allows you to meet your financial needs by borrowing against your existing investments—without disrupting your long-term wealth creation. At Maximus Wealth, we help you access competitive LAS solutions with ease and transparency.
Benefits of opting for a loan against security include:
- Immediate liquidity
- No need to sell investments
- Lower interest rates compared to unsecured loans
- Continue to benefit from market upside
Securities Eligible for LAS
- Equity shares
- Mutual fund units
- Bonds & debentures
- Other approved financial securities
What’s Included:
Loan Structuring & Eligibility Assessment
Competitive Rate Comparison
End-to-end Documentation Support
Ongoing Portfolio & Loan Monitoring

Ready to Transform Your Wealth?
Schedule a free consultation and discover how Maximus Wealth Consulting can streamline your operations, optimize performance, and deliver measurable results.

Ready to Transform Your Wealth?
Schedule a free consultation and discover how Maximus Wealth Consulting can streamline your operations, optimize performance, and deliver measurable results.

Ready to Transform Your Wealth?
Schedule a free consultation and discover how Maximus Wealth Consulting can streamline your operations, optimize performance, and deliver measurable results.
