Maxima Wealth: Mutual Funds

Maxima Wealth

About this app

Maxima Wealth is a comprehensive application designed to assist users in effectively managing their investment portfolios. Here are some of the key features and services offered by the app:

1. **Portfolio Access**: Users can access various financial assets, including Mutual Funds, Bonds, Fixed Deposits, Portfolio Management Services (PMS), and Insurance, all from a centralized platform.

2. **Detailed Financial Reports**: Users can obtain detailed reports encompassing all their financial assets, providing a clear overview of their financial situation to make informed decisions.

3. **User-Friendly Access**: The app offers a simplified login process via a Google email ID, making user authentication straightforward.

4. **Transaction Statements**: Users have the ability to generate transaction statements for any desired period, enabling them to review their investment history and monitor financial activities.

5. **Capital Gain Reports**: Advanced capital gain reports are available, which are especially useful for accurate calculation and reporting of capital gains, particularly for tax purposes.

6. **Document Access**: Users can conveniently download statements of accounts from any Asset Management Company (AMC) in India with just one click, enhancing document accessibility.

7. **Online Investments**: The app facilitates online investments in various mutual fund schemes and new fund offers. It also tracks all orders until unit allotment, ensuring transparency in the investment process.

8. **SIP Tracking**: Users receive updates on their ongoing and upcoming Systematic Investment Plans (SIPs) and Systematic Transfer Plans (STPs) through an SIP report.

9. **Insurance Management**: Users can use the app to stay informed about insurance policies and premium payment deadlines.

10. **Folio Details**: The app provides comprehensive information about folios registered with each Asset Management Company (AMC), offering insights into users' holdings and investments.

11. **Financial Calculators and Tools**: Maxima Wealth offers a variety of financial calculators and tools, including retirement planners, SIP calculators, SIP delay estimators, SIP step-up calculators, marriage financial planners, and EMI calculators. These tools assist users in making informed financial planning decisions.

Maxima Wealth provides a comprehensive platform for users to manage their investments, monitor financial goals, and make well-informed financial decisions using an array of features and tools.

What’s new

- Enhanced security with VAPT fixes, SSL Pinning & 2FA
- Added Fundsnet Mobile support
- Added Contact Us on Sign In & Share Folio Details
- Added Custom Period, SIP Delay & Step-Up Calculators
- Added Cancel Order in NSE Invest Track Order
- Added Last Financial Year export option
- Improved Financial Calculators & Goal Reports
- Improved MF Central, Portfolio Reports & Sharing
- Improved Notifications, Navigation, KYC & Risk Profile
- Improved Broker Dashboard & CRM integration