PMS Offerings from Systematix Group
Systematix PMS offers offers a range of portfolios to help and meet the varied needs of client requirements that provide further customization and flexibility.
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PMS MENU
PMS - OVERVIEW
PORTFOLIO MANAGEMENT SERVICE

Portfolio Management Service (PMS) is a sophisticated investment vehicle that offers customized investment strategies to capitalise on opportunities in the market. Efficient Investment Management requires time, knowledge, understanding, expertise and constant monitoring of developments in micro and macro economical environment. That is difficult for investors because of involvement in its own business profession and other activities.

Those who need an expert to help to manage their investments, PMS is the right answer.

Experienced Fund Manager consider your financial goal and market envronment to form a right investment strategy that is best suitable for your portfolio. Given the unpredictable nature of the markets, Our fund manager's experience and skill set along with strong research back up make your investment to grow over the period and help you to achieve your financial goals.

Systematix PMS provide you access to an Institutional process of money management with higher flexibility and dynamic approach.

HOW DO YOU BENEFIT FROM SYSTEMATIX’S PORTFOLIO MANAGEMENT SERVICES :
  • Sound & Strong Management enjoys strong relationships with Corporates across the industries.
  • Smart Class of products & service offerings and inclination towards continuous product innovation.
  • Investment Expertise across Asset Classes.
  • Consistency in performance.
  • Established track record of Wealth Management,PCG Services & PMS.
  • Widespread geographical presence and dedicated team for investor’s services.
  • Experienced Investment Management Team.
PRODUCTS

Systematix PMS offers a range of portfolios to help meet the varied needs of client requirement that provide further customization and flexibility.

PMS - DISCRETIONARY OFFERS
Dynamic Investment Portfolio
Objective

Dynamic Investment Portfolio follows opportunist and momentum play strategy coupled with active profit booking. The broad nature of this scheme is to take advantage of the opportunities available by way of short-term market anomalies, catching the momentum etc., which are likely to emerge from changing sector dynamics and structural changes in the sectors responsible for growth of a particular business or companies.

Features
  • Balanced diversification across sectors and capitalization may or may not be achieved.
  • Dynamically concentrated portfolio of 5–50 stocks.
  • Sector and stock concentration may be higher than the limit mentioned in other schemes.
Suitability
  • For investors with medium term investment horizon.
  • Moderate to high equity risk profile.
Ideal Tenure
  • 12+ months.
Value Enhancer Portfolio
Objective

The main objective of Value Enhancer Portfolio is to generate long-term capital appreciation through investment in equities and equity related instruments with emphasis on companies perceived to be “under valued” from the point of view of their long term growth prospects and potential.

Features
  • Balanced diversification across companies and sectors by investing in a basket of medium to large cap companies.
  • Not more then 50 stocks.
  • Sector concentration limited to 30%.
  • Stock concentration limited to 10%
Suitability
  • For investors with long term investment horizon.
  • Moderate equity risk profile.
Ideal Tenure
  • 36+ months.
Absolute Freedom Portfolio
Objective

The main objective of the Absolute Freedom Portfolio is to generate medium to long term capital appreciation through investment in equities and equity-related instruments, with emphasis on companies across a wide range of service and manufacturing sectors. The broad nature of this scheme is to invest in companies having long term strategies to capture high growth opportunities and be poised to benefit from growth in the sector.

Features
  • Balanced diversification across companies and sectors.
  • Investing in a basket of medium to large cap companies.
  • Not more then 50 stocks.
  • Stock concentration limited to 10%
Suitability
  • For investors with medium to long term investment horizon.
  • Moderate to high equity risk profile.
Ideal Tenure
  • 24+ months.
Dynamic Mutual Fund Portfolio (FoF)
Objective

Dynamic MF Portfolio is a portfolio of Mutual Fund schemes that combines investor's investment objectives with market dynamics effectively. Fund Manager selects the appropriate MF schemes from across the categories including Equity, Debt & Money Market to create a portfolio that optimizes the risk‐reward.

Dynamic MF Portfolio is a unique blend of both MF and PMS
Suitability
  • Medium to long term investment horizon.
  • Portfolio to be formed in accordance to Risk Return of each client.
Ideal Tenure
  • 12+ months.
Customize Portfolio
Objective

Customized Portfolio is tailor made to address investor’s unique objectives. Investment objectives may vary from client to client and the portfolio can be structured/customized according to the individual client’s preferences. Fund Manager in consultation with client, documents specific objectives and based on those objectives construct and manage the portfolio.

Suitability
  • Portfolio to be formed in accordance to specific Risk Return expectation of client.
Ideal Tenure
  • 18+ months.
PMS - NON DISCRETIONARY OFFERS
Non Discretionary Portfolio Management Services
  • The objective is to advice clients on various investment instruments depending on the client’s needs and risk-return profile.
  • Provide administrative services for execution of transactions as per the mandate from the client.
  • Client will decide his own investments based on Fund Manager’s view.
  • Portfolio Manager's role is limited to providing investment advice, research and facilitating the execution of transactions.
  • Portfolios available under Discretionary category are also available in Non-Discretionary category.
PMS - ADVISORY SERVICES
Advisory Services
  • Advising on the portfolio strategy, investment and divestment of individual securities on the clients' portfolio
  • Client is responsible for Execution of transactions
  • Client will decide his own investments based on Fund Manager’s view.
  • This service is entirely at the client's risk.