At Maxiom Wealth, we are committed to redefining wealth management. With a unique blend of expertise, technology, and a client-centric approach, we strive to deliver unparalleled financial services. Our mission is to empower you to achieve financial freedom and peace of mind.
MaxiomWealth Equity Wealth Creation Long Term.
Small Cap Algorithmic Research in Key Stocks.
Growth in Equities with Quality & Momentum.
Mutual Fund Portfolios Selected by Roots&Wings.
We started Maxiom Wealth to make investing transparent. As investors we found that wrong products were being pushed with high indirect costs. To make investing safer, it was important to avoid untrustworthy promoters and remove emotion using technology, from the investing process. This helps preserve wealth by reducing draw downs when markets are choppy. Prosperity happens when people are confident to stay invested in good equities over longer time frames.Our best financial advisory services and Wealth management services are designed to help clients make informed investment decisions based on their long-term financial goals. Our models have been geared for this over the years
Founded on the principles of transparency and client-first philosophy, Maxiom Wealth emerged as a response to the need for honest, effective wealth management. Our journey began with a simple question: How can we make investing more rewarding for our clients? This quest led to the creation of a company that puts clients’ interests at the heart of everything we do.
To be India’s most trusted and client-centric wealth advisory, helping people achieve financial independence & financial well-being, grow & preserve wealth.
Enable better investing advised by industry experts & unbiased research powered by machine learning algorithms, operating on a transparent & fee-based model free of hidden costs.
Ram Medury is the Founder-CEO of MaxiomWealth.com. Ram holds an MBA from IIM Bangalore and a Bachelor’s Degree in Computer Science and is pursuing a Masters in Technology from IIT Hyderabad. Over a 25+ year career, he has held leadership roles spanning Finance, Investments & Technology at Infosys, ICICI Group, and Poonawalla Fincorp. He was twice adjudged among the “Best CIOs of India”. Ram has in the past been a speaker at various industry events and has written for ET, Entrepreneur and other leading publications. Along with Manoj, Ram is finishing a book on “How to invest in high quality companies”.
Ram is a voracious reader and dabbles in Technology, Investments, Yoga, Cycling, Advaita Vedanta, Travel, and Himalayan Treks. He loves to spend time with Nature and in the Great Outdoors.
Manoj Trivedi is the Director of Strategy at Maxiom Wealth. He is a member of The Institute of Chartered Accountants of India and holds an MBA specializing in Finance & Strategy from IIM, Bangalore. He also holds an Advanced Diploma in Finance from ICFAI, is a member of the ICWAI. Manoj is an ideal blend of academics, services, professional practice, and entrepreneurship, with more than 30 years of experience spanning Investment Advisory, Management Consulting, Information Technology, Project Finance, and FinTech. Manoj has covered 100,000+ people across various Indian corporates to inculcate good investing habits.
Manoj loves to teach, read and listen to old Hindi film music.
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Maxiom Wealth founded with a vision to “To be India’s most trusted and client-centric wealth advisory, helping people achieve financial independence & financial well-being, grow & preserve wealth.
Obtained our first SEBI RIA registration.
Investment App launched. Reached the first milestone of 25,000 users on our investment advisory platform .Started Equity advisory service
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Soft launched equity research service, ‘JEWEL’ focused on top 350 companies by market cap.
Launched Equity advisory portfolio with our investment philosophy “Roots & Wings, powered by Machines”.
Obtained our Corporate RIA registration.Certified as per ISO9001 and ISO270001 standards
Launched ‘Spark’ strategy which expands equity portfolio coverage to top 1000 companies .