Maxiom Wealth Advisory

Maxiom Wealth helps you invest in top-performing stocks, mutual funds and PMS to build your financial future and achieve your life goals.
Thousands of investors across the world enjoy these benefits:

1. Invest with peace of mind, in best stocks and mutual funds guided by Roots & Wings Philosophy.
2. Investment advice is curated by a team of IIM, IIT and CA Rank holders with decades of industry experience.
3. Zero conflict of interest and zero bias. Clean operating model. We are a SEBI Registered Investment Advisory company (Type:corporate INA200015583).
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FREE Tools:

1. Personalised financial plan to achieve all life goals (retirement, education etc).

2. Assess risk profile and identify the best investment profile for you. This can reduce risk and grow your money faster.
3. Single place to import easily and track ALL your entire stocks and mutual fund portfolio.Track assets like PPF, EPF, Real Estate, NPS too. Get a unified view, save time and effort.
4. Link investments/assets to goals to track achievement percentages.

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Ram Kalyan Medury (founder) says:

"We started Maxiom Wealth to make investing transparent. As investors we found that wrong products were being pushed with high indirect costs.

Avoiding untrustworthy promoters/middlemen helps invest in high quality stocks and funds.

Reducing the effect of emotions using technology helps preserve wealth by reducing drawdowns when markets are choppy.
Prosperity is inevitable when people are confident to stay invested in good equities over longer time frames. Our models enable this."

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Roots & Wings Investment Philosophy:
Maxiom follows an Investment Philosophy called Roots & Wings. A team of industry experts having 30+ years experience in advisory & research carefully selects stock portfolios. They are aided by machine learning algorithms and operate with a transparent model without any hidden brokerages or commissions.
Roots:
Roots aim to preserve wealth by selecting companies with low debt, consistent ROE/ROCE & promoter integrity. We prefer to invest in businesses that carry very low debt. This means that their growth is fuelled by their customers and through internal accruals. We like companies that consistently reward their shareholders through high levels of Return on Equity, Return on Capital Employed and Return on Assets. This signals not only an efficient business but also one that i