About Us

We Are……

Started in the year 2022, IFI Wealth Max Private Limited is a well-diversified financial service company, offering one stop solutions in area of Investment, Finance, Insurance & Taxation. We believe in growing with its clients and creating valuable relationships. We offer a wide array of products and services, including integrated Financial planning, Wealth management, Loan, Mutual Fund, Insurance & Tax Consulting services. It’s about having the passion to go that extra mile and it’s about making the clients as part of the family. Our aim is to provide independent, high quality and customized Services to our clients.

“Your Wealth Maximization is THE motive by being your Growth Companion”.

IFI Wealth Max Private Limitedis promoted by a team of long serving financial service experts having an average experience of 05 years in Capital / Debt markets, Finance and allied services. Our team cater solutions for the investment and financial requirements of All Clients ranging from Individual to Corporates & Lower-Middle Class to High Net Worth Client.

In a world of unlimited alternatives and standardized offerings, IFI Wealth Max Private Limited holds the belief that the customer should be given a window of opportunity to define their own space. We endeavour to provide the customers financial solutions which have been designed bearing each and everyone’s unique needs in mind. IFI Wealth Max Private Limited is the ultimate destination for customized choices and personalized service in the area of Investment, Finance, Insurance & Tax consulting.

Our Vision

To be the First Choice of Community for Comprehensive Financial Growth with Compassion and Dignity

Our Mission

Our Mission is to deliver wealth creation through our one stop solutions in area of Finance speciality. We aspire to create an environment that assure the continuous enhancement of client wealth & growth.

Values

Passion

High energy and self-motivated with a ‘Do It’ attitude and entrepreneurial spirit.

Integrity

A company honouring commitment with highest ethical and business practices.

Team Work

Attaining goals collectively and collaboratively.

Excellence in Execution

Time bound result within the framework of the company’s value system.

Trustworthy

Keeping our promise, Every time.

Relationship

One transaction, lifetime relationship.

Innovation

Being ahead, With research and technology.

Our Philosophy

  • Keep Clients interest ahead of ours.
  • Educate & Empower clients to make smart financial decisions.
  • Investment as per Client Risk Profile.
  • Personalised Services to clients in a timely manner.
  • Help our clients to achieve financial freedom.
  • We believe a Satisfied Client is the Best Advertisement of any organization.

About Director:

CA Hardik I Mavani
Founder & Managing Director


Hardik is the founder and CEO of IFI Wealth Max Private Limited and has diverse experience in the financial services industry especially in Investments, Financial Services, Insurance, Business Consulting, Tax Planning and System Integration.

Hardik is the key architect of IFI Wealth Max Private Limited growth. By his vision, skills, outstanding commitment, in depth knowledge & strong analytical skill he efficiently assures flawless operations of the company.

Hardik holds a Chartered Accountancy (CA) degree from ICAI and has a Bachelor degree in Commerce from Gujarat University.