Maxiom PMS - Diamond
Dependable Income And Managed Outcomes for Next Decades
DIAMOND focuses on providing stable income and capital preservation during retirement years through diversified investments across multiple asset classes, ensuring long-term sustainability with emphasis on credit quality, low volatility, and income generation.
The Diamond strategy is a professionally managed Portfolio Management Service distributed by Maxiom Wealth. Portfolio Management Services (PMS) is a professional investment service offered by SEBI-registered managers for HNI investors.
Diamond PMS Services
Elevating Your Retirement Journey with Professional Retirement-Focused Portfolio Management
Sustainable Retirement Income
DIAMOND PMS crafts a portfolio designed to provide reliable, consistent income streams to support your retirement lifestyle without depleting your principal investment.
Diversified Asset Allocation
Our retirement-focused approach combines growth, income, and stability through a carefully balanced mix of equity, debt, and alternative investments suited to retirement needs.
Long-Term Planning Focus
DIAMOND PMS incorporates longevity planning into portfolio construction, ensuring your investments are positioned to sustain you throughout your retirement years.
Inflation Protection
We specifically design your retirement portfolio with inflation-hedging components to protect your purchasing power throughout your retirement journey.
Sustainable Retirement Income
Diversified Asset Allocation
Long-Term Planning Focus
Inflation Protection
Sustainable Retirement Income
DIAMOND PMS crafts a portfolio designed to provide reliable, consistent income streams to support your retirement lifestyle without depleting your principal investment.
Diversified Asset Allocation
Our retirement-focused approach combines growth, income, and stability through a carefully balanced mix of equity, debt, and alternative investments suited to retirement needs.
Long-Term Planning Focus
DIAMOND PMS incorporates longevity planning into portfolio construction, ensuring your investments are positioned to sustain you throughout your retirement years.
Inflation Protection
We specifically design your retirement portfolio with inflation-hedging components to protect your purchasing power throughout your retirement journey.
Bottomline: Benefits of Retirement Planning with DIAMOND PMS
Stable Retirement Income
Our DIAMOND approach ensures consistent income generation through diversified investments suited for retirement needs.
Multi-Asset Strategy
DIAMOND diversifies across multiple asset classes including equity, debt, REITs, InvITs, and gold to provide balanced returns while managing risks effectively.
Capital Preservation
Focus on high credit quality investments and stable yields to protect your retirement corpus while beating inflation.
Transparent Retirement Planning
Clear and honest approach to retirement planning with regular portfolio monitoring and personalized support.
Diamond PMS Investor Fit Assessment
Determine if our retirement-focused investment approach aligns with your financial goals
₹50 Lakhs
Investment Size
3-5 Years
Time Horizon
Growth-Focused
Risk Profile
This assessment provides general guidance. For a personalized evaluation of whether DIAMOND PMS is right for you, please schedule a consultation with our wealth specialists.
Common Questions About DIAMOND PMS
Get answers to frequently asked questions about our DIAMOND PMS offerings. For more detailed discussions, our investment experts are ready to help.
Speak With An ExpertDIAMOND (Dependable Income And Managed Outcomes for Next Decades) is our retirement-focused investment strategy that aims to provide stable income and capital preservation through diversified investments across multiple asset classes.
We follow a balanced approach focusing on: 1) High credit quality investments, 2) Stable yields, 3) Low volatility assets, 4) Strategic diversification across equity, debt, REITs, InvITs, and gold, 5) Regular portfolio monitoring to ensure retirement goals are met.
The minimum investment is Rs. 50 lakhs, and the recommended time horizon is 5 years or longer. We focus on creating a balanced portfolio suitable for retirement needs with emphasis on regular income generation and capital preservation.
We protect retirement savings through diversification across asset classes, focus on high credit quality investments, maintaining stable yields, ensuring low volatility, and regular monitoring of the portfolio to align with retirement goals.
Key risks include market risk, interest rate risk, credit risk depending on underlying investments, liquidity risk, and the impact of inflation on retirement corpus. However, our diversified approach aims to minimize these risks.
DIAMOND is ideal for investors approaching retirement or already retired, looking for stable income, focusing on capital preservation, seeking inflation-beating returns, and wanting a professionally managed retirement portfolio with regular income streams.
