Overview

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.

The Process

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Monthly portfolio review with clients

Constant portfolio monitoring & periodic review

Monthly review meetings with client and portfolio rebalancing if required

Understanding risk and return profile

Understanding client's Goal

Analysing client's investment risk profile

Understnading client's liquidity requirements

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Documentation and Execution

Documentation

Execution

Recording and maintaining MIS

Finalising Asset Allocation

Incisive research and selection of appropriate investments

Preparation of tailored asset allocation & investment strategy

Crystallized after thorough discussion by investment committee comprising Director and CEO, Research Head and Relationship Manager

Client Success Stories: Key Takeaways

Step 1

Discussion with client on Risk-Return-Liquidity options.

Arriving at a suitable Risk-Return matrix

Step 2

Exhaustive analysis of market conditions and suitable products

Final asset allocation plan discussed with cllient

Step 3

Documentation and plan execution started

Active engagement with client for fund transfer

Step 4

Monthly MIS shared with client

Monthly portfolio review done with client

Step 5

Client feedback on
portfolio acknowledged and portfolio changes made if suited to original asset allocation

The Products

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core

CORE STRENGTH

arrow-tickEquity Broking

arrow-tickStock Ideas - both for investment and trading

arrow-tickCorporate Action Ideas

arrow-tickHybrid Investments like InvITs and REITs

arrow-tickInitial Public Offerings

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equity-new

THIRD PARTY PRODUCTS - EQUITY

arrow-tickMutual Funds

arrow-tickEquity Portfolio Management Schemes

arrow-tickAlternative Investment Funds

arrow-tickVenture Capital Funds

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debt

THIRD PARTY PRODUCTS - DEBT

arrow-tickMutual Funds

arrow-tickSecondary Market Bonds

arrow-tickDebt Portfolio Management Schemes

How Do We Do It: Investment Advisory

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Investment Committee

  Market view, strategy,   governance
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Investment Advisory & Product Group

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External Experts

  Market intelligence
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MUTUAL FUND
DIRECT EQUITY / PMS
NCD / BONDS
ALTERNATE INVESTMENTS
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Client Advisor

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Product Suitability

   As per client's risk profile
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Client Portfolio

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Portfolio Review

  On periodic basis

The Ecosystem

Systematix Wealth Management deploys focused specialists for each aspect of the advisory processPlanning, Advisory, Execution and Servicing

Product Provider

Selected based on portfolio objectives and value addition

Selected based on client’s risk and return appetite

Active engagement to monitor performance and continued portolio suitability

Relationship Manager

Plans bespoke investment solutions based on portfolio objective

Partners in strategic dialogue

Brings all of Systematix to client’s doorstep

Connects with recommended product providers

Conducts periodic portfolio reviews and changes if needed

Account Manager

Account servicing

Reporting and MIS

Documentation and execution

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Client

INVEST WITH US

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