Maxiom Wealth’s PMS – SPARK

Maxiom PMS is focused on capital appreciation with risk-adjusted returns, leveraging high-quality equity investments across market capitalizations. The objective of the:

SPARK Emerging Companies Strategy is to drive faster long-term growth by investing in high-growth small-cap companies with strong fundamentals that align with the Roots & Wings philosophy.

Maxiom’s investment strategy for both JEWEL and SPARK follows a structured, disciplined, and long-term equity allocation framework powered by AI and deep fundamental research.

• SPARK PMS Strategy:
  • Focuses on small-cap companies that meet Maxiom’s strict quality-growth filter.
  • Has a proven track record of beating benchmarks since its launch in 2021.

Maxiom Wealth’s core investment philosophy is termed “Roots & Wings, Powered by Machines”, combining the stability of sound fundamentals with the agility of modern data analytics.

1. Roots:
   • Low-debt companies with strong balance sheets.
   • High Return on Equity (ROE).
   • Strong promoter shareholding.
2. Wings:
   • Companies with scalable growth, resilient cash flows, and strong earnings visibility.
3. Machines:
   • Algorithms powered by AI/ML.
   • Automated triggers for portfolio rebalancing and asset allocation.