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About Us

Learn about our mission, values, and the team behind FundMaxer's success.

Our Story

FundMaxer was founded in 2015 with a simple yet powerful mission: to make expert financial guidance accessible to everyone. Our founders, seasoned financial professionals, recognized that traditional investment services often excluded everyday investors or charged exorbitant fees that ate into returns.

Starting with a small team of dedicated advisors, we set out to create a more inclusive, transparent, and client-focused approach to wealth management. Over the years, we've grown into a trusted financial partner for thousands of clients across India, helping them navigate market complexities and achieve their financial goals.

Today, FundMaxer stands as a testament to our unwavering commitment to our clients' financial success. We combine cutting-edge technology with personalized human guidance to deliver investment solutions that truly work for our clients' unique circumstances and aspirations.

FundMaxer Story

Our Core Values

The principles that guide everything we do

Integrity

We uphold the highest ethical standards in all our dealings, ensuring transparency and honesty in every interaction with our clients.

Innovation

We continuously seek new and better ways to serve our clients, embracing technology and fresh thinking to stay ahead of market trends.

Client Focus

Our clients' financial goals are at the center of everything we do. We measure our success by the success of those we serve.

Excellence

We strive for excellence in all aspects of our service, from investment strategies to client communication and support.

Our Approach

At FundMaxer, we believe that successful investing is about more than just numbers—it's about understanding your unique financial situation, goals, and risk tolerance. Our approach combines data-driven analysis with personalized attention to create investment strategies that truly work for you.

We start by listening. Before making any recommendations, we take the time to understand your financial objectives, timeline, and comfort with risk. This forms the foundation of a tailored investment plan designed specifically for your needs.

Our investment philosophy is grounded in diversification, long-term thinking, and disciplined execution. We don't chase market trends or make emotional decisions. Instead, we rely on proven strategies backed by research and decades of collective experience.

Most importantly, we view our relationship with you as a partnership. We provide ongoing guidance, regular portfolio reviews, and transparent communication to ensure your investment strategy evolves as your life and the markets change.

Our Approach

Our Journey

Key milestones in FundMaxer's growth story

2015

Foundation

FundMaxer was founded with a mission to democratize access to quality financial advice.

2017

Expansion

Opened offices in three major Indian cities and expanded our team of financial advisors.

2019

Innovation

Launched our proprietary investment platform, making portfolio management more accessible.

2021

Recognition

Recognized as one of India's top emerging wealth management firms by Financial Excellence Awards.

2023

Milestone

Reached ₹1000 crore in assets under management and expanded services to include tax optimization.

2025

Present

Continuing to grow and innovate while staying true to our mission of client-focused financial guidance.

Meet Our Team

The experts behind FundMaxer's success

Team Member

Vikram Mehta

Founder & CEO

Team Member

Anjali Sharma

Chief Investment Officer

Team Member

Rahul Kapoor

Head of Financial Planning

Team Member

Priya Patel

Client Relations Director

Ready to Start Your Financial Journey?

Our team of experts is ready to help you achieve your financial goals.

Contact Us Today