Together, we can give a makeover to your finances. For getting a perfect result, we will understand your current status, needs and loans. Tell us about your goals too. That will help us in designing the right plan.
In the process of creating this plan, we take a holistic approach. We consider your current liabilities, future plans, growth expectancy, taxes incurred, spending & saving habits, risks involved, etc. Most importantly, financial planning is not complete without thinking about emergencies. Therefore, we work on following parameters:
Most importantly, financial planning is not complete without thinking about emergencies. Therefore, we work on following parameters:
So, with these parameters in mind, we draw a plan that is Your perfect match. Your investment plan is not less than your soulmate. It is unique and it is designed just for you. It's not a math that same formula can be applied to everyone. In fact, it’s a chemistry - there are emotions involved and compatibility issue needs to be tackled. Thus, all the information that you will provide will enable us to draw a perfect plan for you which will suit your needs.
So, don’t be surprised to see your finances’ newer version. They might allow you to fly sky high. You never know!
C – 301, Green Acres Phase 1,
Ghodbunder Road, Waghbil,
Thane W, Pin - 400615
+91 9833542239
+91 9619903590
Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.
AMFI Registered Mutual Fund Distributor – ARN-133333 | Date of initial registration ARN – 24-Nov-2017 | Current validity of ARN – 23-Nov-2026
Grievance Officer- Maxima Ventures LLP | contact@maximaventuresllp.com
Important Links | Disclaimer | Disclosure | Privacy Policy | SID/SAI/KIM | Code of Conduct | SEBI Circulars | AMFI Risk Factors