Stratwell Consulting Logo
Stratwell Consulting Logo
Stratwell Services image

Our Expertise

Stratwell Services image

Our Expertise

Stratwell Services image

Our Expertise

Our Services

Our Services

Our Services

Business Strategy Image

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

Business Strategy Image

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

Business Strategy Image

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

Digital Transformation Image

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

Digital Transformation Image

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

Digital Transformation Image

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

Financial Advisory Image

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

Financial Advisory Image

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

Financial Advisory Image

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

Operation Optimization Image

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

Operation Optimization Image

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

Operation Optimization Image

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

Digital Transformation Image

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

Digital Transformation Image

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

Digital Transformation Image

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

Financial Advisory Image

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

Financial Advisory Image

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

Financial Advisory Image

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

Financial Advisory Image

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

Financial Advisory Image

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

Financial Advisory Image

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

CTA Image

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.

CTA Image

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.

CTA Image

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.