Max Life Pension Fund Management

Max Life Pension Fund Management Ltd. is a wholly owned subsidiary of Max Life Insurance Company Limited which is India’s leading private life insurance company managing Asset Under Management (AUM) of Rs. 1 lakh+ Crore (Source: Max Life Public Disclosure, FY 21-22). Max Life Pension Fund Management Ltd. registered as a Pension Fund Manager (PFM) under Pension Fund Regulatory & Development Authority (PFRDA) to manage pension corpus for the subscribers of NPS. The team at Max Life Pension Fund Management are a group of seasoned executives with extensive experience and are well equipped in investing & managing diversified asset classes.

Vision

  • We envisage the financial independence of our customers by being the most admired longevity finance solution experts and securing their future.

Mission

  • To strive to provide best-in-class digital services to our customers for their retirement financial planning needs
  • To serve our customers through apt retirement financial roadmap and commitment to doing what is right
  • To offer professionally managed industry best returns and services, conveniently
  • To be a strong socially relevant business offering best value added and innovation services to our customers

INVESTMENT PHILOSOPHY

  1. The investment philosophy of Max Life Pension Fund Management Ltd aims to maximize risk adjusted returns on a consistent and long-term basis. The overall investment strategy adheres to guidelines as released by PFRDA.
  2. Our focus is on generating adequate returns on subscriber investments while complying with norms pertaining to overall ‘Risk management’, ‘Compliance and Corporate Governance’, ‘Conflict of Interest’ and all other required protocols.
  3. Investments across asset classes are made to maximize returns while managing all market and portfolio related risks. Fixed Income investments consider Interest rate risk, Credit risk and Liquidity risk. Equity investments are made in stocks from the pre-approved investment universe provided by PFRDA.

Max Life Pension Fund Management