About MaxWealth Investments

About Us

MaxWealth Investments is a ‘one stop shop’ for all your financial and investment needs offering a range of services including financial planning, tax planning, asset and wealth management as well as loans. We operate on a complete tech based platform and have client base spread across the country. We also cater to international clients.

The Founder and CEO is a CFPCM from FPSB (U.S.A) which is considered as the gold standard in financial planning and recognised in 27 countries including U.S.A, U.K, Australia, Canada, India, Germany and many others.

An MBA in Finance, he holds other professional qualifications in Credit Analysis (CCO), Trade Finance (CTF) and CAIIB.

With an extensive experience of 18 years in the Banking & financial services sector including some of the top government banks like the State Bank of India, Indian Overseas Bank, IDBI Bank, he has a keen insight into the financial investment and advisory realm.

Our aim is to maximise the wealth creation potential of our clients by providing honest and accurate investment advise. We consider ‘TRUST’ and ‘INTEGRITY’ as our core values and strive for building a long term and sustainable relation with our clients.

Our Mission

Our mission is to help our clients to reach their long-term financial goals. We strive to be among the best providing financial services and products in India.

Our Vision

Our vision is to be a trusted partner for our clients and to be recognized as the best company in the provision of high-quality business and investment services.