Services offered by Systematix Group
The Systematix Group, established in 1995, is one of the leading broking house providing services of investment management and advisory services in the financial markets.
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SERVICES MENU
WEALTH MANAGEMENT
We have built our Wealth Management offering with a passion for excellence. Here’s how....

The Wealth Management team at Systematix works with the objective of providing our clients with a bouquet of smart investment products, each analysed and evaluated meticulously and thereafter blended together to precisely meet your unique investment needs. We have an enviable research team that spans multiple asset classes bringing insightful research to our team of wealth managers. The proximity and connectivity of our Management with industry enables us to view in closer detail, the companies we study for investing.

Our approach is entirely client-centric, which means that the services and products will be tailored to suit your specific requirements, while we build the wealth management plan around you. We draw from our expertise spanning every aspect of wealth management to create solutions for exclusively for you. What makes us truly different is what we do after you make the investments, we constantly monitoring of your investments, fine tuning them to dynamic external scenario of today.

Our team of experts from every aspect of the wealth management process works with integrity and diligence, bringing with them decades of experience to create and manage winning investment plans.

We have extensive experience in working with corporate and marquee clients which include the who’s who of India’s UHNIs, including industrialists and business promoter groups. This unique situation benefits us immensely as the learning from our interactions enables to see what lies ahead, but also foresee what lies around the corner.

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Systematix Wealth Management has a dual structure where Private Client Group offers personalized advisory services, on the other side Portfolio Management Services offers personalized asset management services.

Private Client Group (PCG)

We believe that the key to a successful investment relationship is a full understanding of our client’s short and long term goals, attitude towards risk and investment horizon. Diversification among desired assets needs special attention which is why we aim to develop innovative and customized investment strategies to meet the specific needs of our clients. Our team of investment advisory specialists strives to cater to the needs of investors who choose to be highly active in their investment decision-making. They use their expertise in asset allocation and investment selection to provide clients with appropriate choices, whether they are aiming for more aggressive strategies to capture immediate market trends, or seeking advice on conservative hedging strategies. Our advisors provide customized investment opportunities in equity, fixed income & liquidity management (through MFs), derivatives, currency, commodities and innovative structured instruments (through third party products), that seek to meet specific investment objectives. Our innovative mindset, unparalleled research, agile sales teams, and intensive execution systems have enabled us to relentlessly service our clients in newer and different ways.

Portfolio Management Services (PMS)

For those clients who may not have the time or expertise to manage their wealth, and prefer to delegate the management of their portfolio, our discretionary investment service is an ideal approach to achieve your financial goals. Our Portfolio Managers work with clients to design an individual investment strategy in accordance with their objectives, risk tolerance, and liquidity needs and draw upon the best suited portfolio. In a nut shell, based on our holistic investment approach and innovative product capabilities we offer you very active multi asset class portfolio advisory & management services with personalized attention and active participation of Systematix's management.