About MaxWealth by Mindstack

The team behind the operating system.

MaxWealth is built by Mindstack Technologies, a specialist team from Mangalore that has spent years building the platforms Indian wealth, advisory and lending firms run on.

Based in
Mangalore
Works with
India and abroad
Builds in
Wealth, advisory, lending

Mindstack works with AMCs, distributors, RIAs, NBFCs and brokers. We build the platforms they run their business on and keep them running after launch. MaxWealth is what that work became when we turned it into one product any firm can put its own name on.

The parts nobody writes about.

Shipped in production · 00 / 15

  • CAMS RTA feeds
  • KFintech RTA feeds
  • BSE StAR MF
  • NSE NMF II
  • Direct RTA submission
  • e-NACH mandates
  • e-Sign
  • KYC checks
  • Nominee rules
  • EUIN tagging
  • GST on commission
  • TDS on commission
  • Clawback windows
  • Brokerage reconciliation
  • Capital gains

RTA feeds, exchange integrations, mandates and e-Sign, then the parts that decide whether a distributor gets paid correctly. Our team has shipped against all of it in production, so that depth is there from the first day of your rollout.

  • feeds
  • rails
  • compliance
  • money

Who you will work with.

  1. Arun Bhat

    Technical direction

    Arun Bhat

    Co-founder and Director

    Comes from engineering and spends most days with a client's product lead, working out how a build should fit their operations. He sets technical direction across the portfolio.

  2. Shazad Maved

    Delivery and engineering

    Shazad Maved

    Co-founder and Director

    Runs delivery and the engineering team. Owns the parts of the work that keep platforms live in production, years after they ship.

  3. Swastik Poojary

    Product and partners

    Swastik Poojary

    Chief Product and Growth, Senior Partner

    Leads product strategy and partner engagements. The first call for firms working out whether MaxWealth is the right fit for how they run.

Platforms we built before MaxWealth.

MaxWealth is what years of custom builds for Indian financial firms taught us. Over ₹500 Cr in assets is tracked on wealth platforms our team has delivered, and most of them are still maintained by us.

Selected platforms in production

  • Findola Capital
  • SanchayKaro
  • RupeeFund
  • Vertex Broking

Some of the teams Mindstack has worked with

  • Findola Capital
  • Torus Money
  • Reliance
  • Redefine Wealth
  • Miles Wealth
  • BFC Capital
  • SanchayKaro
  • RupeeFund
  • Vertex Broking

Where we are heading.

MaxWealth starts with mutual funds because that is where Indian distributors do most of their work. The operating system is built to carry more than that.

Mindstack Technologies · Mangalore, India · enquiries@mindstack.in

On the roadmap

  • Automated sub-broker payouts across your network
  • WhatsApp client engagement
  • FDs, bonds, insurance and NPS, built to the same depth as mutual funds

Talk to the people who built it.

In a 30 minute call we run MaxWealth on your own workflow and tell you which parts are live and which are planned. You get a written quote once we have seen how your firm works.

enquiries@mindstack.in. We respond within one business day.