Revolutionise Asset Distribution with MaxWealth.
MaxWealth is your all-in-one platform for seamless mutual fund distribution today — and a powerful foundation to scale across a full spectrum of financial products tomorrow.
Whether you’re an IFA or MFD MaxWealth empowers you to streamline operations, deliver a modern investment experience, and scale effortlessly.
Unleash the Full Spectrum of Distribution Capabilities
Seamless Transactions
Real-time execution of transactions,
including purchases, redemptions,
and switches across a wide array of
mutual fund schemes.
Compliance Ready
Fully compliant with SEBI
regulations and integrated with BSE
systems.
Integrated Payment Gateway
Enable instant, smooth, and secure transactions for investors through supporting UPI, UPI AutoPay, NetBanking.
Digital
Onboarding
Offer a completely paperless experience with eKYC, PAN verification, risk profiling, and FATCA — all within minutes.
Global
Scalability
Go from local to global without worrying about infrastructure. Built to scale across geographies and asset classes — from India to the world.
Intuitive Admin Interface
Control everything from one place — set up schemes, define rules, manage distributors, and monitor system activities with a clean and powerful admin dashboard.
Robust
Reporting
From capital gains and portfolio allocation to commission and redemption logs — get deep insights to support data-driven decisions for both IFAs and investors.
Wide AMC Integration
Providing user’s access to
diverse investment options
under a single roof.
Modular
Architecture
Our plug-and-play platform allows you to add or modify modules as your business evolves — be it onboarding, reporting, transaction workflows, or distribution logic.
Distributor Centric Tools
Tailored tools like batch orders,
reporting, and commission tracking
streamline distributor operations.
Smart Notification Engine
Keep your clients engaged with automated alerts, reminders, in-app messages, emails, and WhatsApp integrations — all centrally managed.
Investor Empowerment
Users can track their investments,
view comprehensive reports, and
make informed decisions with ease,
backed by analytics and insights.
Our Success is Measured by Your Growth
Stay Ahead with Industry Insights
Why Mutual Fund Distributors Need a Mobile App in 2025
Revolutionizing Mutual Fund Distribution
Quick Digital Onboarding
Simplified Investment Tracking for Distributors and Investors
Risk Profiling
Let’s Shape the Future of Asset Distribution — Together
Whether you’re a solo IFA or a fast-growing distribution firm looking to power your advisor network — MaxWealth is built to scale with you.
✅ Paperless onboarding
✅ Real-time dashboards
✅ Scalable architecture
✅ White-labeled portals
