Systematix PMS – Review, Strategies, Returns, Charges & more

Systematix PMS is the paramount Portfolio management service around India. Systematix offers excellent portfolios to each client. The effort is to convene various needs of investment done by clients through flexibility and customization.

Systematix understands that a portfolio investment need strategies, expertise, and monitoring and it gets matures with time. It is very obvious to sustain the invested amount for the called duration of time to take advantage of the investment. Under various situations sometimes the investor takes his amount early before its tenure.

In this article, you will learn all the aspects of asset conditioning that are liable in Systematix Portfolio Management Service. The PMS house has an eagle eye that looks firmly over-invested money in the market. Systematix aims to make each financial deal grow throughout that aid in providing the finest monetary goals to customers.

Systematix PMS – Ratings & Review by Top10StockBroker

Here in this table, you can see the details about customer reviews and ratings for Systematix PMS.

Overview of Systematix Portfolio Management Services

Consider this table below, to know about the details of Systematix PMS – 

Systematix PMS house provides higher flexibility in money management. Systematix PMS house hands out a smart set of portfolio services consistently.

The firm is established in the year of 1995 and its registered office is in Mumbai, Maharashtra.

The firm has been established under the leadership of C.P. Khandelwal. He is the founder and visionary of the Systematix group. He is a qualified C.A. with a beautiful career of more than two decades. The company deals as a private firm.

Systematix has expanded exponentially all over pan-India in a very short duration. Today, the company is recognized to have more than 50,000 happy clients. The organization is enlarged to over 600 different locations through its branches and franchisees. Sytematix targets a large customer base through its 700 terminals across 19 states.

Systematix provides other ventures also such as Equity, Derivatives, PMS, commodities and many more. Systematix offers a wide range of investment channels for investors.

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Types of Systematix PMS

The company provides both Discretionary and Non-Discretionary PMS. The preference for PMS depends upon the choice of the investor. Through experience, we have calculated that most customers prefer to take Discretionary PMS.

In Discretionary PMS, fund managers take direct control of the asset and the rest who choose Non-Discretionary to go through a consultant phase before taking their last action.

Systematix PMS Fund Managers Details

In this table, we learn about the Systematix Portfolio Management Service fund managers details –

Mr. Arpit Agrawal is the foremost Portfolio manager of the Systematix PMS department. He has a vast range of experience of around 16 years in portfolio management, Audit and Equity Research.

Arpit has done CA and is a commerce graduate from Sydenham College, Mumbai. He possesses an AUM of approx 2,500 Cr, has done over 200 client servicing and his investment tenure is a minimum of 4 yr.

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Systematix PMS Strategies

The various Systematix Portfolio Management Service Strategies are provided below:

Systematix PMS has launched various types of PMS strategies for its client base. Those who are looking for an expert to supervise finances can surely knock on the company’s door. The strategies include large-cap strategy, Diversified strategy, and Small-midcap strategy.

The systematic group is very sophisticated PMS house and they don’t reveal their strategies but they stay always updated with the current market scenarios. The strategies are so shaped, that it meets up the client’s requirements.

The dedicated portfolios can further go into flexibility and customization according to the customer’s demand. Here, the fund manager has vast experience in dealing with the fluctuating nature of the market. The investment fund is taken care of efficiently by executing proper institutional processes.

Systematix Dynamic Investment Portfolio Strategy

A bottom-up strategy is put to play here, which is objectified towards investment in mid-sized businesses. The holding period in concern is long-term value investing, where absolute returns are expected across the duration of 3-5 years.

While actively managing the portfolio, Systematix creates a concentrated portfolio of not more than 20 stocks. Also, taking into account the risk profile, it is of moderate to high equity risk profile.

Systematix PMS Returns / Performance

The below table guides the Returns Systematix Portfolio Management Service.

As seen in the table, the increase in return rate is good and exceptional.

This rate of performance tells how healthily the range is developed over the following years. Consequently, Systamatix is one of the foremost preferences among investors.

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Systematix PMS Investment Plans

Check out this table below that illustrates the Systematix PMS investment plans;

The table reveals all investment plans, you have calculated how various investment slab is available in the glossary of Systematix PMS. To invest in any Portfolio, it is required to make a minimum payment of 25L.

Systematix has different types of investment plans like Gold, silver, bronze, and platinum that are made to fulfil each client’s needs. Bronze and silver plans are made to touch the less capital investors whereas, Gold and platinum are, made to suit investors with large capital.

The bronze plan comes up to the range of INR 25 Lakh to INR 50 Lakh. The silver plan has an array of INR 50 lakh to INR 1 crore. The Gold plan is offered in the range of INR 1 Crore to INR 5 Crore while the Platinum plan deals in above INR 5 crore investments.

Systematix PMS Fee Structure or Commission Slabs

Below are the Systematix Portfolio Management Service Commission slabs:

Systematix PMS have diverse fee-structure wedges that have three different fee slabs, such as Prepaid commission slab, volume % commission slab, and Profit sharing% commission slab. Moving on, these three slab system has been discussed in more detail.

Systematix PMS Prepaid Commission

In this kind of fee structure, management takes charge before the investment time gets started. The commission charges are lower than another model because this is a prepaid model.

The prepaid commission model of systematix rules as follows, it depends upon the investor’s amount. In the above table of the commission model, one can see the difference in percentage according to the invested amount.

Like, at an investment of Rs.25 Lakh – Rs.50 Lakh, the prepaid commission is 1.5%. For investing funds that are of Rs.50 Lakh to Rs.1 Cr, the prepaid commission will then become 1.20%, for investments of Rs.1 Cr – Rs.5 Cr the prepaid charge is 1.10% & for investments of above Rs.5 Cr, the prepaid commission is 1.00%.

So, akin to this the prepaid value percentage varies as low and high, which changes with the invested amount.

Systematix PMS Volume% Commission

Systematix fees structure that is based on the whole number of transactions completed by the fund manager is called PMS volume % commission.

The cost structure of this type of commission model is based on the market scenarios and the loyalty of the fund manager.

This sort of model is apt to offer a good payout. Check out this table to know more about the systematix volume % commission model.

As exposed in the table, if the twelve-monthly transaction sum is flanked by INR 25 Lakh to INR 50 Lakh, then 0.125% of management fees will get deducted. If the transaction sum is INR 50 Lakh – INR 1 Cr. then organization fees would accuse 0.120% of the total transaction amount.

If the total transaction volume is in the middle of INR 1 Cr. – INR 5 Cr. the management would allege 0.110%. When the deal amount is higher than INR 5 Cr. the Company’s management would charge 0.100% of the total transaction volume. This is how the volume% commission model works.

Systematix PMS Profit Sharing% Commission

In this type of fee module, the management would charge its fees after the profit has been made on the required investment amount. It is one of the convenient ways.

In this process, the percentage is high and the risk is little. Here underneath, one can see the profit% slab for each range of investment.

On top, we see, how the managing board charges its fees that directly vary with the amount of profit. In the vein of, if the profit amount is Rs.2.5 Lakh – Rs.5 Lakh, the organization would assert management fees, 23% of the total turnover amount.

At, a profit amount of Rs.50 Lakh – Rs.1 Cr. the management would accuse 21% of the total profit. When, the gain is Rs.10 Lakh – Rs.50 Lakh, the management takes a charge of 18% of the total return and when the profit quantity is over Rs.50 Lakh then the management would take 15% of the total profit to pay.

Away from the commission fees, there are other charges that Systematix PMS house takes as surcharges approximating upfront fees, brokerage, Depository charges, Custodian charges and Exit load.

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Systematix PMS Charges

The table shows, details of other charges that are exercised during PMS.

Management fees – This is agreed upon before the parties sign to take up the PMS investment pact.

Upfront fees – The PMS management charge this fee, this is a kind of prepaid value, and the charge ranges from 0.8%-1.8% of the total asset value.

Brokerage charges – This is charged by the Fund manager as a Brokerage fee which is 00.9%- 0.029% of the transaction amount.

Custodian charges – The custodian fees are taken up by the Systematix PMS house which is 0.32%- 0.42% of the asset worth.

Depositary charges – The depositary charges range between 0.18%-0.20% upon the value of the asset.

Exit Load Fees – The Systematix exit load is conditional upon the period of the amount withdrawn from the PMS house and upon its value.

If there is an instant withdrawal that takes place within 1 year of portfolio creation, then the exit load fees are charged between the brackets of 0.7% – 1.7% of the amount withdrawn.

If the withdrawal exceeds 12 months then only 0.5% is excised from the withdrawn sum.

Systematix PMS Benefits

Look here, in the table to know about Systematix Portfolio Management Service benefits.

Systematix provide you with the following benefits-

• The Systematix PMS house tenders you the TOP-up facility with a minimum amount of INR along with smart class product services.
• Clients can ensure anytime about their detailed portfolios, that they are engaged with the systematix PMS online including the investments made.
• Systematix PMS house offers hassle-free contract-related particulars through SMS updates and e-mails regularly.
• For the satisfaction of the client, PMS offers suppleness in their plans of investment and commission replica.
• Systematix PMS has a huge of experience fund managers, relationship managers and a fantastic customer care team that makes its portfolio services best to the client range.

Systematix PMS Customer Care

Here in the table underneath, particulars of customer support regarding PMS are provided

The issue resolving TAT for the systematix PMS team is 12 working days.

systematix PMS offers Direct Call support to its clients for solving personal queries. The WhatsApp and E-mail support is presented 24 hours through which customer can ask their problems hassle-free.

Systematix offers its client the support system of the relationship manager. In case of a high asset of INR 1 Crore investment or over, can connect 5-8 times with the fund manager in a month. Investors with low capital investment can also connect with the fund managers, 1-2 times a month.

The TAT is of 12 days for determining any type of PMS issue.

Systematix PMS Conclusion

Systematix PMS offers the most customized and flexible PMS all over PAN-INDIA. The PMS house has built its channels vastly over the period and has created a big customer base.

Today it acquires more than 50,000 happy customers. Systematix has kept a steady eye on the ever-changing market situation and has benefited many due to this. In addition, the Systematix group provides huge support round the clock in case of any query or problem.

So, if you are looking for a reliable PMS house to fulfil your investment needs, do come to systematix where all your needs will be taken the best care of.

Systematix PMS FAQs

Ques – How can I invest with Systematix PMS?

Answer – For investors, Systematix provides a wide variety of investment networks. If you are planning to invest with Systematix PMS, it is easy and convenient. To do so you need to get access through the button invest in PMS. You’ll find a form under the Investment Head once you’ve done so. There are some mandatory areas in that form, such as name, mobile number, city, and what sort of investment. You will get access to it once you have completed the form.

Ques – Who is the current fund manager of Systematix PMS?

Answer – Mr. Arpit Agrawal is the Systematix PMS Department’s chief Portfolio Manager. He has about 15 years of comprehensive experience in fund management, audit and equity analysis.

Ques – What is the approx AUM of Systematix PMS?

Answer – Arpit was a CA graduate and is a business graduate from Sydenham College, Mumbai. He has an AUM of approximately 2,500 Cr, has serviced over 200 customers and has a minimum investment period of 3 years.

Ques – Where can I check the return or performance of Systematix PMS?

Answer – In the article, we have provided you with, you can check the return and performance of the Systematix PMS right away. Our team operates with utmost importance towards the customers, hence the article is structured in a manner that offers data in both tabular, map and explanatory methods.

Ques – What are the different strategies used by Systematix PMS?

Answer – Systematix PMS has launched its consumer base with different kinds of PMS strategies. Those who are looking for a financial supervisory specialist will certainly knock on the door of the company. Large-cap strategy, diversified strategy, and small-midcap strategy are included in the strategies. The methods are so organised that they satisfy the requirements of the customers. Depending on the customer demand, the dedicated portfolios will go deeper into versatility and customization.

Ques – Where to find the fee structure and commission rate of Systematix PMS?

Answer – The article given to you is for your viability and comfort. Therefore, all you have to do to find the fee structure and the commission rate of the Systematix PMS is to locate the appropriate head within the article. All the content is written and checked, by our extremely efficient team.

Ques – How to call or reach Systematix PMS customer care?

Answer – There is more than one practical way for our customers to conveniently access customer support services. Within the article, there are techniques such as the mobile number, email ID and often the whatsapp number given, so there is no issue a customer would facee.

Ques – What are the benefits of investing with Systematix PMS?

Answer – Systematix gives you the following advantages:

• The TOP-up facility with a minimum amount of INR along with smart product class services is provided by the Systematix PMS home.
• Customers can ensure that they are misled with the systematix PMS online, including the investments made, at any time regarding their comprehensive portfolios.
• Via SMS updates and daily E-MAIL, Systematix PMS house offers trouble-free contract-related information.
• Via SMS updates and daily E-MAIL, Systematix PMS house offers trouble-free contract-related information.
• For customer loyalty, PMS provides versatility in its investment and commission replica plans.
• Systematix PMS has a wealth of experience with a fund manager, a relationship manager and a strong customer support team that makes its portfolio services better tailored to the customer range.

Ques – What are the different charges involved with Systematix PMS?

Answer – Management fees are negotiated before the parties sign the PMS investment agreement.

• Upfront fees-The management of the PMS charges these fees, this is a kind of prepaid value, and the cost varies from 0.8%-1.8% of the overall value of the asset.
• Brokerage charges are paid by the fund manager, which is 00.9 per cent – 0.029 per cent of the value of the sale.
• Custodian fees-The Systematix PMS building, which is 0.32 per cent – 0.42 per cent of the asset value, collects the custodian fees.
• The depositary charges differ between 0.18% and 0.20% of the value of the asset.
• Exit Load Fees-The exit load of Systematix is conditional on the length of the volume withdrawn from the PMS house and its value. If there is an immediate withdrawal within 1 year of the formation of the portfolio, the exit load fees are paid in the brackets of 0.7 cent-1.7 per cent of the amount withdrawn.

Ques – Where can I find all the details about Systematix PMS?

Answer – As per the comfort, ease and feasibility of our customers, the article we have provided you with on the Systematix PMS is designed and comprehensive. We provide comprehensive explanations of the complete PMS service in tables and graphs. Bold headers are provided for the topics to be easily found. We made all the work simple for you and gathered all the required information that you wanted.

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