Wealth Management is one of Systematix’s core processes. We have been in the business for well over two decades, and have around 123 touchpoints in India. We also have around 50,000 clients, so we are well equipped to help you meet your financial targets.
Our wealth management team consists of nearly 200 employees, and is backed by one of the finest research teams in the business.
We pride ourselves on the level of customization we are capable of offering to HNI clients. We do this through an organized process where we make the effort to understand your goals, investment risk profile, and liquidity requirements. We then take a look at the data from our research team, and prepare a tailored asset allocation and investment strategy based on data and our vast experience in the finance sector.
However, once the plan is set in motion, we also constantly monitor the portfolio and review it periodically to take advantage of the prevailing market trends. We have monthly meetings with you, the client, and are not hesitant about rebalancing your portfolio if it will help you better.
There is nothing we enjoy more than growing your wealth, because it means success for the both of us. Come invest with Systematix and let us help you meet your financial goals.