Smart Investing, Simplified with Wealthmax
WealthMax empowers you to make smarter, data-driven decisions. Streamline your portfolio, reduce risks, and align your investments with the future.
60+ Years
of Experience
₹51000+ Cr
Assets under Advisory
41+ Lakh
Investors
5,000+
Attendees gained insights to optimize and diversify their portfolios for better returns.
20+ years
Session with experienced Wealth Managers handling assets worth over ₹1000 Crores
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Introducing Wealthmax
A Millionaires' Portfolio Analytics Tool - Now Available for Each of Us
Position Overlap
Identify how much overlap exists in your holdings to prevent redundant investments and optimize growth potential.
Fund Comparison & Ranking
Compare all your funds in one place, ranked and valued based on our models, to make smarter investment choices
Market Insights
Stay informed with the latest business and economic news, stock updates, and fund insights for smart decision-making.
Correlation Analysis
Understand the relationships among funds to diversify intelligently and minimize risk exposure.
Sector-Wise Yearly Performance
Assess which sectors are performing well to make industry-aligned investment choices and make portfolio future proof
Optimize Your Portfolio
Get custom insights to adjust your portfolio and enhance performance with our expertly crafted investment models
Position Overlap
Identify how much overlap exists in your holdings to prevent redundant investments and optimize growth potential.
Fund Comparison & Ranking
Compare all your funds in one place, ranked and valued based on our models, to make smarter investment choices
Market Insights
Stay informed with the latest business and economic news, stock updates, and fund insights for smart decision-making.
Correlation Analysis
Understand the relationships among funds to diversify intelligently and minimize risk exposure
Sector-Wise Yearly Performance
Assess which sectors are performing well to make industry-aligned investment choices and make portfolio future proof
Optimize Your Portfolio
Get custom insights to adjust your portfolio and enhance performance with our expertly crafted investment models