Build Wealth through a curated portfolio of funds across market caps and asset classes.
Achieve growth and stability by tapping into the expertise of a a variety of fund managers, all in one PMS portfolio. Our algorithms scan thousands of mutual fund schemes and calibrate the quality of their stock & bond holdings. With timely rebalancing, this is a recipe for long term wealth creation.
We pick the best funds across market caps and asset classes to meet your goals. This augurs well for a stable portfolio.
We track thousands of stocks and their scores are aggregated calculating each fund’s exposure. Thus equity funds having the best stocks are selected.Â
We track the movement of every funds in its peer group rankings. This gives a solid insight on consistency making us pick funds that are ‘in form’.
We implement more filters to check AUM and churn, scrutinising fund reputation &Â fund manager’s experience. This ensures reliability.
We track thousands of bonds and their credit scores are aggregated to pick the best debt/hybrid funds.
Quality checks and performance assessments, along with rebalancing help stay on track. Expect monthly reports and quarterly reviews.
Our detailed analysis of stock quality, bond quality, peer performance power SAPPHIRE PMS' mutual fund insights. Each fund is scrutinised for optimal performance.
Customised mutual fund portfolios reflect your financial aspirations and risk appetite. Crafted to perfection, always.
With Sapphire, every move is laid bare, ensuring absolute transparency in portfolio management.
The Sapphire PMS edge sharpens the focus on maximising mutual fund returns, ensuring your investments consistently shine.
Maxiom Wealth's Sapphire PMS dives deep into mutual fund intricacies for informed decisions.
Leverage our seamless mobile and web app integration for effortless portfolio tracking.
Adhering to ISO 9001 certified processes, our PMS standards are uncompromised.
As a fiduciary registered with SEBI, our pledge is to always serve your best interests.
From advisory brilliance to impeccable execution, our spectrum of services never falls short.
Unbiased, research-driven mutual fund insights fueled by our own data analytics platform.
Let Sapphire's expert mutual fund portfolio management guide your investment journey. Your path to wealth leverages data and best of human expertise.
Navigate the volatile terrains of mutual funds with Sapphire's risk-mitigating processes. Lead indicators of potential fund under performance make investments resilient.
With Maxiom Wealth and Sapphire PMS, always stay in the know. Every decision, every move – it's all transparent.
With quality of stocks & bonds as well as the peer ranking guiding key investment choices, the portfolio is geared for optimal returns.
Sapphire PMS by Maxiom Wealth enables expert mutual fund portfolio management emphasising better returns with unparalleled transparency.
Our seasoned advisors employ specialised strategies within Sapphire PMS to ensure optimal returns while mitigating potential risks. These include checking quality of portfolio, consistence of fund, fund manager track record and various other indicators.
Absolutely! With Sapphire PMS, every step, every decision is laid out for our investors, ensuring absolute clarity.
Yes, Maxiom Wealth is proud to be registered with SEBI, upholding the highest standards of mutual fund portfolio management with Sapphire PMS.
Sapphire PMS’s core selection strategy revolves around quality of portfolio and the fund’s consistency.
No, our mutual fund insights and decisions are powered by our proprietary data analytics, ensuring complete objectivity.