Team

Gauri Sarpotdar, Home Maker

Gauri Sarpotdar, Home Maker

I have realised that in order to have steady & adequate monthly income, what is important is a disciplined approach in investments. I know, today I may my investments might be starting with small amounts. But I believe, tomorrow these same investments will support me and my family with monthly income. Thank you Maxima in restoring my beliefs.

Tejas Deshmukh, Student

Tejas Deshmukh, Student

The culture of saving is rooted deep in our family. I always tried to save a penny or two from my pocket money but never thought of investing it. Maxima made me realise that it is better to start early when it comes to investments. These investments will help me achieve my dreams. I plan to buy a luxurious car someday. My early investments will definitely contribute towards it.

Subodh Deshpande, Sales Professional

Subodh Deshpande, Sales Professional

What Maxima taught me is that just saving money is not enough, one needs to invest it through right instruments for maximum benefits. Furthermore, they not only made investments stress-free but also brought ease in transactions. It is great to have a friend like financial advisor who explains each plan thoroughly and brings ease in the entire process.

Abhijit Pradhan, IT Professional

Abhijit Pradhan, IT Professional

Looking for financial solutions and tax plans while tackling a busy work schedule can be tricky. But with Maxima it’s a breeze for me. They not only look after my tax planning but also help me chart my way towards achieving my goals and wealth creation.

Sushama Deshpande, Retired

Sushama Deshpande, Retired

Maxima Team helped us in placing the right portion of our kitty in a hybrid mutual fund which is an inflation efficient investment. After all, we still have a long way to go & our funds need to outlast us. Now we have fixed monthly income besides our regular pension.

Dr. Prasad Andhare, Cardiologist

Dr. Prasad Andhare, Cardiologist

I had always been looking for a professional friend who will give me an unbiased advice suiting my needs. And, my search brought me to Maxima. They have given me tailor made solutions that benefit my professional and personal lives. Additionally, what I like about them is their flexible approach. In the race of everyone claiming “I am the best”, Maxima stands out because of their approach and integrity.

Shruti Vanage, Business Head

Shruti Vanage, Business Head

Even though I had always wanted to invest in mutual funds, but never knew where and how to start. With the help of Maxima, this task has been easy. As I believe, Financial planning is not a product to buy it is a process. I am looking forward to having a knowledgeable & successful journey towards my financial freedom along with Maxima.

Venkatesh Rotti, Entrepreneur

Venkatesh Rotti, Entrepreneur

One of the drawbacks of being a businessman is irregular income. Sometimes it is difficult to secure your family from changing market conditions. Maxima comes to my rescue here. They have shown me a way to save money and secure my family’s future from uncertain business conditions.

Vaibhav Kasar, Cyber Security Professional

Vaibhav Kasar, Cyber Security Professional

Thank God I met Maxima team at the right time. I knew the benefits of savings. But they explained the advantages of staring investments at early stage when I have lesser responsibilities on my shoulders. The investment will be handy when I plan to buy a house and also I would be able to contribute towards my wedding.

AKSHAY DALI & GAITRI LOKE, Young Couple

AKSHAY DALI & GAITRI LOKE, Young Couple

We approached the Maxima team for complete financial planning. Surprisingly, our conversation began with our future plans. They enquired about our current income, liabilities, taxes, etc. Basis this information, they drew a financial plan that suits our needs just perfectly. I still can’t believe that they made a pocket for our dream vacation, which looked difficult for us.