Maxiom PMS – Emerald Diversified Mutual Funds

The primary objective of the Emerald PMS strategy is to generate superior long-term, risk-adjusted returns. By investing in a curated portfolio of high-quality mutual fund schemes across market caps and asset classes, it aims to combine stability with performance. The focus is to deliver wealth creation with low drawdowns, backed by intelligent rebalancing and consistency in fund quality.

• Multi-Manager Approach: Leverages the expertise of top fund managers across equity, debt, and hybrid schemes within one consolidated PMS structure.
• Algorithm-Based Fund Selection: Proprietary algorithms scan thousands of mutual funds to select the best-in-class based on quality, consistency, and risk.
• Cross-Market Allocation: Diversified exposure across large cap, mid cap, and small cap segments, as well as fixed income products.
• Timely Rebalancing: The portfolio is consistently monitored and adjusted to maintain optimal performance and asset quality.

Maxiom Wealth’s investment philosophy is anchored in its proprietary framework:

• Roots: Strong balance sheets, low leverage, high RoE, and significant promoter shareholding ensure financial longevity and alignment.
• Wings: Businesses with resilient earnings, stable cash flows, and consistent growth potential are prioritized.
• Machines: AI/ML-powered algorithms are used for smart rebalancing, performance tracking, and decision automation.

This “Roots & Wings, Powered by Machines” model ensures that investors benefit from both value and growth investing principles while staying ahead in a volatile market.