WEALTH MANAGEMENT

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WEALTH MANAGEMENT:

Every customer has their own needs and aspiration so Maxchange Financial Service is to be the one stop solution for wealth management services. Our wealth management team provide client with the structured and innovative solutions. We have offerings both for corporate client and individual.

At Maxchange Financial Services, we abide by one principle, ‘Precious solutions for your Precious Wealth’. We develop personalized wealth management strategies for our clients by listening to them and understanding their financial needs and goals. Maxchange’s investment solutions cater to the financial needs of high net-worth individuals, retail clients, corporate houses and financial institutions.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-85362 Current validity of ARN – 03 Apr 2025 to 15 Apr 2028
EUIN - E070764

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