Welcome to Maxsurge
Max Surge Advisers is a personalized wealth management advisory and a financial planning services company (firm) that offers custom planning services for individuals who are passionate about ensuring that the fruits of their labour yield optimum results and stay ahead of market dynamics.
The advisers and principal consultants at Max Surge are NISM certified and follow established norms and comply with statutory requirements of SEBI and other regulators in creating plans for Individuals. With a combined experience of over 5 decades, the advisers ensure a strong commitment to excellence, strict adherence to ethical practices and a solid focus on innovation.
With humble beginnings in a career selling Insurance, a training stint in helping groom Insurance and financial advisors and an eventual culmination as a full-fledged Advisory, MaxSurge is enviably positioned to cater to your individual needs. We strongly believe that a Financial advisor is as critical as your personal physician, your gym instructor and your nutrition expert.
We follow a well proven methodology that involves a detailed understanding of your needs and aspirations, the creation of a personal risk profile, the creation of a plan that involves phases, products and realization milestones that is aligned to your aspirations and goals. The implementation involves an inbuilt quality assurance and control mechanism that helps us proactively measure metrics and take necessary corrective actions. The Process driven methodology helps us refine and make modifications to ensure that the plan is always aligned.