About Us

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We started our journey in 2017 with a vision of helping individuals and institutions achieve excellence in wealth creation and management.

In this journey, we realised that each individual is unique and so are their needs, dreams and goals. Hence, when we welcome you to the Maxima Family, we not only understand your financial goals but also your dreams and aspirations! Whether you are a student aspiring to become a doctor or a retiree who dreams to take a world tour or you may be a start-up with ambitious targets, we will be with you at every step.

Why Choose Us

A dream without a plan is just a wish! So how do we help you convert your wishes into dreams?

  • Communication is the key. We listen to your story and your dreams.
  • We translate them into quantifiable financial needs and design a plan to achieve them
  • We love to stay in touch with our family and friends. So, we catch up with you over a coffee for regular updates to ensure our well-drawn plan is on the right track
  • Keeping an eye on market conditions is our hobby. That helps us stay updated and ensure that we are on track as per the plan laid out. Take corrective steps wherever required.

So, let’s begin this journey together.

Oh yes, one more thing: Running algorithms is easy with computers. In fact, it’s a primary reason behind the development of these artificial brains. However, understanding the emotional weightage of your dreams and goals is very human. We rely on our skills to exploit the best out of computers, to balance out financial & emotional fronts. Hence, a small piece of advice from us depends on humans when it comes to chasing goals.

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