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Systematix PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Systematix Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Systematix PMS - Snapshot

Total AUM

Rs.151.36 Cr.

1 Year Return

46.60%

Minimum Investment

Rs.50 Lakh

Experience

29 Years

Active Clients

58

Systematix Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.45 / 5

Fees

3.38 / 5

Experience

3.55 / 5

Support

3.54 / 5

Facilities

3.42 / 5

Overall Rating

3.47 / 5

Star Rating


Overview of Systematix Portfolio Management Services

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

C. P. Khandelwal

Founded In (year)

1995

No. of Active Clients

58

Minimum Investment

Rs.50 Lakh

Investment Strategies

1

Systematix PMS Returns or Performance

1 Year

46.60%

Nifty 50 - 1 Year

17.34%

3 Year

25.61%

Nifty 50 - 3 Year

13.57%

5 Year

26.93%

Nifty 50 - 5 Year

20.77%

Systematix PMS Charges or Cost

Fixed Fees

2% of Fund Value (AMC)

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Systematix PMS Investment Strategies

Strategy Name Dynamic Investment Portfolio
Start Date 01-Apr-18
Category Multi Cap
Benchmark S&P BSE 500
AUM (Rs.) Not Disclosed
No. of Stocks Not Disclosed
1 Yr. Return 46.60%
3 Yr. Return 25.61%
5 Yr. Return 26.93%
Fund Manager Mr. Nikhil Khandelwal

Top Portfolio Managers of Systematix Portfolio Management Services

#1

Mr. Nikhil Khandelwal

Systematix Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Systematix Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

1.15% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Systematix PMS - SEBI Details

SEBI Reg. No.

INP000002692

Contact Person

Rakesh Kumar

Telephone No.

022 3029 8000

Address

The Capital A wing No 603 606, 6th Floor Plot C 70 G Block Bandra Kurla Complex Bandra East, MUMBAI, MAHARASHTRA, 400051

Starting Date

May 13, 2017

Systematix Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Systematix Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Systematix PMS Backoffice or Dashboard Link

Web Platform

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