Maxima Wealth: Mutual Funds

Name: Maxima Wealth: Mutual Funds
Author: Maxima Wealth

Android app by Maxima Wealth. Finance · Maxima Wealth

Store rating: Unknown
Store rating count: Unknown
Download price: Free to download
In-app purchases: Not listed in captured metadata
Version: 1.6.3
Listing last refreshed: 2026-09-16

Store description excerpt

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.

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