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 an Ex-Banker and has worked with the Top Government Banks of the country for more than a decade. He has an extensive experience of 17 years in the financial services sector. He holds an MBA in Finance and other professional qualifications in Credit Analysis (CCO), Trade Finance (CTF) and CAIIB that further enhance his advisory skills.

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.