Systematix PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Systematix Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.66.11 Cr.
Avg. 1 Year Return 36.13%
Active Clients 32
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 29 Years

Systematix PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

C. P. Khandelwal

Founded In (year)

1995

Systematix Portfolio Management Service Performance or Returns

1 Year Return

36.13%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

39.14%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Systematix PMS Commission, Charges or Fees

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%


Best Strategies by Systematix Portfolio Management Services

Check out various strategies or Investment approaches provided by Systematix Portfolio Managers.

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 54.10%
3 Yr. Return 37.47%
5 Yr. Return 30.42%
Fund Manager Mr. Nikhil Khandelwal

Top Fund Managers of Systematix PMS

#1

Mr. Nikhil Khandelwal

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Systematix Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Systematix Portfolio Management 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 PMS Dashboard Link

Web Platform


Systematix PMS Review or Ratings by Finec.in

Overall Rating

6.93 / 10

Portfolio Performance

6.90 / 10

Support

7.07 / 10

Facilities

6.83 / 10

Charges

6.76 / 10

Experience

7.10 / 10

Systematix Portfolio Management Services - 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

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Systematix PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Systematix Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Systematix PMS

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