Empowering Your Financial
Distribution Business
Your Partner for Seamless, Scalable, and Secure Financial Solutions
About Us
At MaxWealth, we are revolutionizing how India invests. We are a cutting-edge technology platform built specifically for Mutual Fund Distributors (MFDs), streamlining the entire investment process for both distributors and investors. With a focus on efficiency, accessibility, and innovation, MaxWealth offers a seamless digital experience—from onboarding to real-time transaction management.
We are here to
“Reinvent, Disrupt & Reimagine”
Why Choose Us
Accessibility
Easy access to mutual funds for all
types of investors
Efficiency
Faster processing times for
transactions and settlements.
Custom Tailored Solution
Flexible customisation solution as
per your business flow
Innovation
Minimal operational costs passed
on to users through competitive
pricing
Cost- Effectiveness
Enabling quick market entry, and
offering scalable infrastructure
with minimal maintenance
expenses.
Our Mission
At MaxWealth, our mission is to democratize mutual fund investing in India by empowering both investors and distributors through cutting-edge technology. We are committed to making investment opportunities more accessible, transparent, and efficient. By delivering a seamless, paperless, and secure digital experience, we aim to remove the complexities traditionally associated with mutual fund transactions. Through continuous innovation, we strive to redefine the way India invests.
Distributor Offerings
- Customer Onboarding – Seamless digital onboarding with KYC, risk profiling, and document verification.
- Distributor Back Office – Centralized and customizable dashboard for managing clients, tracking transactions, and monitoring AUM.
- Complete Aggregator Platform – End-to-end solution for offering multiple financial products from various providers through a single interface.
- White Labelled Platform – Fully customizable platform enabling businesses to launch under their own brand identity.
- Investor self service mobile application – Easy-to-use mobile app for investors to manage portfolios, transact, and track investments independently.
- ARN Configuration – Assign ARN (AMFI Registration Number) to
distributors for compliance and tracking - BSE ID Setup – Integrate distributor BSE IDs for seamless
transaction execution
Our Values
Customer – Centric: We design every feature and service with our users in mind, ensuring a seamless and intuitive experience.
Innovation: Our continuous pursuit of innovation keeps our platform at the forefront, delivering value with every update.
Integrity: We prioritize providing a reliable, secure, and compliant solution that you can trust.
Scalability: Our platform is built to grow with our partners—without compromising on performance or security
Mobile App Features
- Easy Account Setup – Quick and seamless onboarding with integrated KYC, PAN, and bank verification. Users can start investing in just a few steps with minimal documentation.
- Goal-Based Investing – Set personalized financial goals like retirement, education, or my first crore. The platform suggests suitable investment plans aligned with each goal.
- One-Click Transactions – Invest, redeem, switch, or start a SIP instantly with pre-filled data and saved preferences. Designed to make mutual fund transactions fast, simple, and hassle-free.
- Real-Time Portfolio Updates – Track portfolio performance, current value, and returns in real-time. Stay informed with instant updates on every transaction and market movement.
Let’s Shape the Future of Asset Distribution Together
Discover how our platform can be tailored to meet your unique distribution needs. Contact us for pricing and a personalized demo today.
