Systematix PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Mar 04, 2022
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 client through flexibility and customization.
Systematix understand that a portfolio investment need strategies, expertise, monitoring and it get 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 is 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 to grow throughout that aid in providing finest monetary goals to customers.
Systematix PMS – Customer Ratings & Review
Here in this table, you can see the details about customer reviews and ratings for Systematix PMS.
|Systematix PMS Ratings|
|Returns Performance||3.0 / 5|
|Services||3.0 / 5|
|Charges||3.1 / 5|
|Experience||3.2 / 5|
|Strategies||3.5 / 5|
|Client Support||3.3 / 5|
|Overall Ratings||3.2 / 5|
Overview of Systematix Portfolio Management Services
Consider this table below, to know about the details about Systematix PMS –
|Registered Location||Mumbai, Maharashtra|
|Leadership||C. P. Khandelwal|
|Yr. of Establishment||1995|
Systematix PMS house provide higher flexibility in money management. Systematix PMS house hands out 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 in 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 over 600 different locations through its branches and franchisees. Sytematix targets large customer base through its 700 terminals across 19 states.
Systematix provide other ventures also such as Equity, Derivatives, PMS, commodities and many more. Systematix offers wide range of investment channels for investors.
Invest in Systematix PMS – Fill up the form Now!
Types of Systematix PMS
|Types of PMS|
The company provides both Discretionary and Non-Discretionary PMS. The preference of PMS depends upon the choice of investor. Through experience, we have calculated that mostly customer prefer to take Discretionary PMS.
In Discretionary PMS, fund managers takes directly in control the asset and rest who choose Non-Discretionary 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 –
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 2,500 Cr.|
|Number of Clients||200+|
|Investment Tenure||Minimum 3 yr.|
Mr. Arpit Agrawal, is the foremost Portfolio manager of Systematix PMS department. He has a vast range of experience of around 15 years in portfolio management, Audit and Equity Research.
Arpit has done CA and is a commerce graduate from Sydenham College, Mumbai. He posses AUM of approx 2,500 Cr, has done over 200 clients servicing and his investment tenure is minimum 3 yr.
Know Fund Managers of Other Portfolio Management Service Companies
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|Bellwether Capital PMS||Centrum PMS||Emkay Investment PMS|
|Bonanza Portfolio PMS||DHFL Pramerica PMS||Enam Asset Management PMS|
Systematix PMS Strategies
The various Systematix Portfolio Management Service Strategies are provided below:
|MID CAP||DYNAMIC INVESTMENT PORTFOLIO|
Systematix PMS has launched various types of PMS strategies to its client base. Those who are looking for an expert to supervise finances can surely knock the company’s door. The strategies include large cap strategy, Diversified strategy, Small-midcap strategy.
The systematix 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, so as it meets up the clients requirement.
The dedicated portfolios can further go into flexibility and customization according to the customers demand. Here, the fund manager has vast experience in dealing with the fluctuating nature of the market. The investment fund is taken care efficiently by executing proper institutional process.
Systematix Dynamic Investment Portfolio Strategy
Bottom up strategy is put to play here, which is objectified towards investment in mid sized businesses. Holding period in concern is of 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
Below table guides about the Returns Systematix Portfolio Management Service.
|Strategy||DYNAMIC INVESTMENT PORTFOLIO|
As seen in the table, the increase of return rate is good and exceptional.
This rate of performance tells that how healthily the range is developed over the following years. Consequently, Systamatix is one of the foremost preferences among the investors.
Know Returns of other PMS Brands
|Dynamic Equities PMS||Envision Capital PMS||Five Rivers PMS|
|Elite Wealth PMS||Equirus Securities PMS||Ghalla Bhansali PMS|
|Elixir Equities PMS||Estee Advisors PMS||Harmoney Wealth Advisory PMS|
Systematix PMS Investment Plans
Check out this table below that illustrate the Systematix PMS investment plans;
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The table clearly reveals all investment plans, you have calculated how various investment slab is available to glossary of Systematix PMS. To make investment in any Portfolio, it is required to make minimum payment of 25L.
Systematix has different types of investment plans like Gold, silver, bronze, platinum that is made to fulfil leach client 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 the 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
The below are the Systematix Portfolio Management Service Commission slabs:
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Systematix PMS have diverse fee-structure wedges have three different fee slabs, such as Prepaid commission slab, volume % commission slab, Profit sharing% commission slab. Moving on, these three slab system has been discussed in more details.
Systematix PMS Prepaid Commission
In this kind of fee structure, management take its charge before the investment time gets started. The commission charges are lower than other model because this is a prepaid model.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.25% of Investment|
|Investment – 50L – 1 Cr.||1.20% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.10% of Investment|
|Investment – 5 Cr. Plus||1.00% of Investment|
The prepaid commission model of systematix rules as follows, that it depends upon the investor’s amount. In the above table of commission model one can clearly see the difference of percentage according to the invested amount.
Like, at a investment of Rs.25 Lakh – Rs.50 Lakh, the prepaid commission is 1.5%. For investing fund that is of Rs.50 Lakh to Rs.1 Cr, the prepaid commission will then become 1.20%, for investment of Rs.1 Cr – Rs.5 Cr the prepaid charge is 1.10% & for investment of above Rs.5 Cr, the prepaid commission is 1.00%.
So, akin to this the prepaid value percentage varies as of low and high, which clearly changes with the invested amount.
Systematix PMS Volume% Commission
Systematix fees structure that is based up on the whole number of transactions completed by the fund manager is called as PMS volume % commision.
The cost structure of this type of commission model is based to the market scenarios and the loyalty of fund manager.
This sort of model is apt to offer a good payout. Check out this table to know more about systematix volume % commission model.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.125% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.120% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.110% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.100% of Total Transaction Volume|
While exposed in the table, if the twelve-monthly transaction sum is flanked by INR 25 Lakh to INR 50 Lakh, then 0.125% management fees will get deducted. If 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 fees 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 profit% slab for each range of investment.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||23% of Profit|
|Profit Amount – 5L – 10L||21% of Profit|
|Profit Amount – 10L – 50L||18% of Profit|
|Profit Amount – 50L Plus||15% of Profit|
On top we see, how the managing board charges its fees that directly varies with the amount 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, profit amount of Rs.50 Lakh – Rs.1 Cr. the, management would accuse 21% of the total profit. When, the profit is Rs.10 Lakh – Rs.50 Lakh, the management takes a charge 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 be paid.
Away from the commission fees, there are other charges which Systematix PMS house takes as surcharge approximating upfront fees, brokerage, Depository charges, Custodian charges and Exit load.
Know Charges models of other Portfolio Management Service Providers
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|Impetus Wealth Management PMS||Janak Merchant PMS||Karma Capital Advisors PMS|
|Indianivesh PMS||Jeetay Investments PMS||KB Capital PMS|
Systematix PMS Charges
The table shows, details of other charges that is exercised during PMS.
|Management Fees||As per commission model|
|Upfront Fees||0.8% – 1.8% of Asset Value|
|Brokerage Charges||0.009% – 0.029% of Total Transaction Value|
|Custodian Charges||0.32% – 0.42% of Asset Value|
|Depository Charges||0.18% – 0.20% of Asset Value|
|Exit Load – within 12 months||0.7% – 1.7% of Withdrawal Value|
|Exit Load – post 12 months||Free or 0.5% of Withdrawal Value|
Management fees – This is agreed before the parties sign to take up the PMS investment pact.
Upfront fees – The PMS management charge this fees, this is a kind of prepaid value, 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 fees which is 00.9%- 0.029% of the transaction amount.
Custodian charges – The custodian fees is taken up by the Systematix PMS house which is 0.32%- 0.42% of the asset worth.
Depositary charges – The depositary charges ranges between 0.18%-0.20% upon the value of 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 instant withdrawal that takes place within the period of 1 year of portfolio creation, then the exit load fees is charged between the brackets of 0.7% – 1.7% of the amount withdrawn.
If the withdrawn exceeds the period of 12 months then only 0.5% is excised to the withdrawn sum.
Systematix PMS Benefits
Look here, in the table to know about Systematix Portfolio Management Service benefits.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
The Systematix provide you the following benefits-
- The Systematix PMS house tender 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 engaed with the systematix PMS through online including the investments made.
- Systematix PMS house offer hassle-free contract related particulars through SMS update and E-MAIL’s regulary.
- For satisfaction of the client, PMS offers suppleness in their plans of investment and commission replica.
- Systematix PMS has huge of experience fund manager, relationship manager and 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 is provided
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 5 to 8 Times a month|
|Issue Resolving TAT||12 working days|
The issue resolving TAT for 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 hour through which customer can ask their problems hassle-free.
Systematix offer its client the support system of the relationship manager. In case of 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 fund manager, 1-2 times in a month.
The TAT is of 12 days for determining any type of PMS issue.
Systematix PMS Conclusion
Systematix PMS offers 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 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 fulfill your investment needs, do come to systematix where all your needs will be taken best care.
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 make an investment with Systematix PMS, it is easy and convenient. To do so you need to get access through the button of 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 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, 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 is 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 via online, including the investments made, at any time regarding their comprehensive portfolios.
- Via SMS update and daily E-MAIL, Systematix PMS house offers trouble-free contract related information.
- Via SMS update 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, 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 percent – 0.029 percent of the value of the sale.
- Custodian fees-The Systematix PMS building, which is 0.32 percent – 0.42 percent 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 percent-1.7 percent 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 you with comprehensive explanations of the entire 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.
Invest in Systematix PMS – Fill up the form Now!
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