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Hyderabad, May 13, 2025 — In an era where precision, speed, and data-driven insights define the edge in financial markets, Hyderabad-based Maxiom Wealth is reimagining the fundamentals of portfolio management through artificial intelligence. The boutique financial advisory firm has announced the successful deployment of advanced AI capabilities across its investment systems, in a move that reflects both strategic foresight and operational maturity. At the heart of Maxiom’s investment approach lies its signature “Roots & Wings” philosophy — a dual-framework that combines conservative fundamentals with growth-oriented vision. While the “Roots” side emphasizes capital discipline and robust balance sheets, “Wings” focuses on identifying high-growth opportunities in resilient, cash-generative companies. With AI now integrated into this framework, Maxiom aims to sharpen its assessments, refine portfolio construction, and improve alignment with long-term investment objectives. AI as the Strategic Co-Pilot The firm’s proprietary AI platform is designed to crunch massive volumes of both structured and unstructured data — ranging from balance sheets to market sentiment reports — and deliver real-time, actionable insights. From risk-weighted scoring models to forward-looking scenario simulations, Maxiom’s systems are built for speed, adaptability, and precision. “Our AI stack incorporates machine learning, RAG-based analytics, and dimensionality reduction techniques like PCA, helping us isolate key performance drivers while filtering out the noise,” said Ram Medury, Co-founder of Maxiom Wealth. “This enables dynamic portfolio adjustment based on real-time developments, improving our agility without compromising our long-term discipline.” One of the key differentiators in Maxiom’s approach is the use of Retrieval-Augmented Generation (RAG) models. These tools go beyond the quantitative realm by parsing qualitative data — such as earnings call transcripts and analyst commentary — providing contextual layers that help analysts make more informed decisions. Delivering Value at Scale Over the last three years, the firm has quietly scaled its Assets Under Management (AUM) from ₹250 crore to ₹450 crore, growing at a CAGR of 21%. This growth, Medury asserts, is directly linked to the firm’s ability to leverage intelligent automation for more nuanced and resilient investing. The AI platform currently monitors over 2,000 publicly listed companies, enabling a dynamic feedback loop between data insights and investment actions. Whether it’s rebalancing for macroeconomic shifts or recalibrating exposure based on industry headwinds, the system empowers portfolio managers to act with clarity and speed — traits increasingly essential in today’s volatile markets. Balancing Tech with Trust Despite the heavy investment in AI, Maxiom maintains a human-in-the-loop model. “We don’t see AI as replacing analysts — it augments their judgment. Our belief is that the best investment outcomes stem from a collaboration between machine intelligence and human intuition,” Medury added. As AI continues to reshape the financial services landscape, Maxiom Wealth’s early bet on intelligent portfolio infrastructure positions it as a forward-looking player in the Indian wealth management space — one that is not only leveraging AI for smarter investing, but also redefining what trust and transparency look like in a tech-led advisory ecosystem.

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