Our PMS Offerings
All investment selections are based on first principles leveraging our investment philosophy and data science models.
SPARK
Emerging Quality-Growth
Lesser known small-cap companies with strong fundamentals for long-term growth.
GEM
Quality-Momentum Strategy
Companies with strong price trends and growth momentum across all market caps.
JEWEL
Flexi Cap Quality-Growth
Balanced investment in large, mid, and a few small-cap companies for long-term growth.
EMERALD
Diversified Equity MF
Long-term Growth
Strategic Debt & Other
Capital Preservation & Liquidity
DIAMOND
Retirement Planning
Provides stable retirement income through diversified debt, equity, and alternative investments for sustainability.
CORAL
Sectorial ETF Strategy
Data-driven sector rotation across 12 core sectors
Factor ETF Strategy
Momentum, quality & alpha-based investing
Investment Philosophy
Scientific and Process Driven Investing powered by our proprietary Roots & Wings Philosophy and advanced LSG Framework
Scientific Process
Three Eye Fund Selection Framework ensuring systematic and data-driven investment decisions
Sustainable Growth
Focus on businesses with high incremental return on capital and long growth runways
Risk Management
Strategic implementation of LSG Framework balancing Liquidity, Safety, and Growth
Long-Term Vision
Building sustainable competitive advantages over medium to long term horizons
The Maxiom Wealth Advantage
Our proprietary methodology combines scientific research with decades of market experience
Scientific Investment Process
Proprietary LSG Framework combined with Three Eye Fund Selection methodology for optimal portfolio construction
Risk-Intelligent Growth
Sophisticated risk management protocols ensuring balanced portfolio performance across market cycles
Research Excellence
Deep fundamental research backed by quantitative analysis and proprietary screening models
Personalized Strategy
Tailored investment approaches aligned with your specific financial goals and risk tolerance
Common Questions About PMS
Get answers to frequently asked questions about our PMS offerings. For more detailed discussions, our investment experts are ready to help.
Speak With An ExpertPMS is a professional investment service where experienced portfolio managers handle your investment portfolio with a personalized approach. At Maxiom Wealth, we offer various PMS options like Jewel PMS (Top 350 companies), Spark PMS (351-1000 ranked companies), and GEM (momentum and quality focus).
As per SEBI regulations, the minimum investment amount for PMS is Rs. 50 lakhs. This allows us to create a well-diversified portfolio that aligns with your investment objectives and risk profile.
Unlike mutual funds where investments are pooled, PMS offers personalized portfolio management with direct ownership of securities. You get transparency in holdings, customization options, and tax-efficient investing strategies tailored to your needs.
We follow a scientific and process-driven approach using our proprietary LSG (Liquidity Safety Growth) Framework and Three Eye Fund Selection Framework. Our investment philosophy focuses on creating sustainable wealth through disciplined investing.
You get access to our advanced portfolio tracking system with detailed reports, real-time updates, and performance analytics. Our dedicated relationship managers also provide regular portfolio reviews and updates.
