Your Wealth, Our Expertise
Premier wealth management services for discerning investors across India and beyond
Goal Planning & Advisory
Comprehensive financial planning tailored to your life goals
Mutual Funds
Curated selection of top-performing mutual funds
Portfolio Management (PMS)
Customized portfolio management for high net-worth individuals
Corporate Bonds
High-yield corporate bonds from AAA-rated issuers
Alternative Investment Funds
Exclusive access to AIFs for sophisticated investors
Insurance Services
Comprehensive life and vehicle insurance solutions
Personalized Approach
Tailored solutions for your unique goals
Secure & Compliant
AMFI registered and fully regulated
Proven Track Record
7+ years of consistent performance
Awards & Recognition
Recognized by leading industry publications and organizations
Best Wealth Manager
Kotak Insurance Annual Awards
2025
Top FinTech Plat
Banking Tech Awards
2025
Customer Choice Award
Investment Management Review
2024
What Our Clients Say
Don't just take our word for it - hear from our satisfied clients
“WealthMax has been instrumental in growing my wealth. Their PMS service delivered consistent 22% returns over 3 years. The team is professional and always available for consultation.”
Raj Malhotra Singh
Business Owner
Mumbai
“The financial planning team helped me achieve my dream home goal 2 years ahead of schedule. Their systematic approach and regular reviews kept me on track. Highly recommended!”
Priya Sharma
IT Professional
Bangalore
“Professional, transparent, and result-oriented. My portfolio has outperformed the market consistently. The insights and guidance provided have been invaluable.”
Amit Desai
Entrepreneur
Ahmedabad
“Mitramoney has been very effective in providing me with financial advisory..”
Ramesh Gupta
CEO
Hyderabad
Ready to Grow Your Wealth?
Schedule a free consultation with our wealth management experts today