Freezing of Folios of physical shareholders... Last date for KYC is 30th September 2023... Act now Ref: SEBI Circular SEBI/HO/MIRSD/MIRSD-PoD-1/P/CIR/2023/37

About Us

Who We Are

23+
Years Experience
Who We Are

About Wealthmax

Wealthmax is not just a financial services company; we are a team of passionate experts who understand the intricate nuances of the financial landscape. Our collective expertise spans across diverse domains, from Mutual Funds and Portfolio Management Schemes to Life Insurance, General Insurance, Fixed Deposits, and Bonds. Our commitment to excellence and client-centricity drives us to offer tailored solutions that align with our clients' unique financial goals.

Success Project
+95%
Customer Review
+4.7

Our Promise

At Wealthmax, we believe that every individual deserves personalized attention and guidance on their financial journey. Our promise is to deliver transparent, honest, and trustworthy advice, placing your best interests at the core of everything we do. Whether you are seeking to grow your investments, protect your assets, or recover unclaimed wealth, we have the knowledge and tools to help you succeed.

Our Vision

Our vision is to be the premier financial services firm that brings clarity, confidence, and control to the financial lives of our clients. We envision a world where everyone can make informed financial decisions and unlock the full potential of their investments.

5+
Year Experience
1000+
Client Served
10+
Countries Served
200 Cr.
Recovered Money