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

What We Do

What We Do

WealthMax is a Dedicated Team Of Professionals having niche experience in not only Management of Financial Instruments like, Mutual Funds, Portfolio Management Schemes, Life Insurance , General Insurance, Fixed Deposits, Bonds, but also advise clients on their Unclaimed Investments. We provide customized service to nagging problems of Blocked Investments in Shares , Mutual Funds, Unclaimed Insurance, Inoperative Bank Accounts in the country. WealthMax is an expert in bringing your money back.

Transmission of Investments

Transmission of shares at times is hugely cumbersome and runs into many legal complications... Read more

Transfer of Shares

An investor may face numerous problems while transferring shares to his name. Wealthmax provides...Read more

Unclaimed Dividends

Although the government has ensured unclaimed dividends, deposits, debentures, bonus...Read more

Life Insurance

The term Life Insurance is quite incomplete with out the prefix ADEQUATE Life Insurance...Read more

Mutual Funds

Worldwide Mutual Fund has a long and successful history. The popularity of the Mutual Fund...Read more

Fixed Deposits

FDs are one of the oldest and most common methods of investing. When it comes to assured returns...Read more

Tax planning

In the last budget, finance minister introduced Section 80C replacing Section 88...Read more