In today’s data-driven world, transparency and real-time access to investment insights aren’t just add-ons — they’re expectations.
MaxWealth bridges the gap between distributors and investors by offering a unified investment tracking experience through intuitive dashboards, detailed reporting, and a feature-rich mobile app.
Distributor Offerings
Customer Onboarding
Fully digital and SEBI-compliant KYC flow — initiated from either distributor or client end.
Distributor Back Office
Complete admin control with onboarding status tracking, transaction visibility, and reporting insights.
Aggregator Platform
Consolidate investments across multiple AMCs and view it in one place.
Investor Self-Service App
Let clients track and manage their portfolio independently while staying connected to your advice.
White-Labelled Branding
Launch your own branded web and mobile platforms — build trust with your name upfront.
Mobile App Features
Easy Account Setup
Start investing in minutes with seamless onboarding and Aadhaar eSign.
Goal-Based Investing
Users can define life goals (education, retirement, etc.) and invest accordingly.
One-Click Transactions
Buy, redeem, or start a SIP with just a tap.
Integrated KYC Flow
Complete KYC with automated ID verification and real-time validation.
Real-Time Portfolio Updates
Investors stay updated with NAV changes, valuation shifts, and goal progress.
Transaction Flexibility
Switch funds, pause SIPs, or redeem instantly — no paperwork, no delays
