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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 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.

PMS Offer


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 Performance3.0 / 5
Services3.0 / 5
Charges3.1 / 5
Experience3.2 / 5
Strategies3.5 / 5
Client Support3.3 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Systematix Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipC. P. Khandelwal
Yr. of Establishment1995

Systematix PMS

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.


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Types of Systematix PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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
NameArpit Agrawal
Experience15 Years
Highest QualificationCA
AUM (in Cr.)Approx 2,500 Cr.
Number of Clients200+
Investment TenureMinimum 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.


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Systematix PMS Strategies

The various Systematix Portfolio Management Service Strategies are provided below:

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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.

Here below, look at what the large cap, Diversified, and small-cap strategy represents:

Systematix Large cap strategies

Large cap is referred to “large market capitalization”. Portfolios based on large cap seek to have long term capital appreciation. It has a modest overweight position in consumer discretionary companies due to growth potential that is already identified.

Systematix Diversified strategies

Diversified strategy cleaves investors amount in multiple enclose funds. This is done to diversify the risk in one single take. This strategy type groups large number of client range.

Systematix Small-cap strategy

Small cap strategies are based on the companies with small market capitalisation. Small-cap beats the institutional investors and has outperformed large-cap stocks.


Systematix PMS Returns / Performance

Below table guides about the Returns Systematix Portfolio Management Service.

Returns (CAGR)
3 Year10%
5 Year11%
7 Year8.5%
10 Year11.5%
11 Year Plus12.5%

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

The PMS performance grow with a sturdy rate in 3 years, like it cultivate by 10%, for 5 years it gets hiked to 11%, for 7 years it again shoots to 8.5%, then in 10 years it breed up to 11.5% & for 11 plus years it hop’s to 12.5% CAGR.

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.


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Systematix PMS Investment Plans

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

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
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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 – 50L1.25% of Investment
Investment  – 50L – 1 Cr.1.20% of Investment
Investment – 1 Cr. – 5 Cr.1.10% of Investment
Investment – 5 Cr. Plus1.00% 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 – 50L0.125% 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. Plus0.100% 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 – 5L23% of Profit
Profit Amount – 5L – 10L21% of Profit
Profit Amount – 10L – 50L18% of Profit
Profit Amount – 50L Plus15% 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.


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Systematix PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.8% – 1.8% of Asset Value
Brokerage Charges0.009% – 0.029% of Total Transaction Value
Custodian Charges0.32% – 0.42% of Asset Value
Depository Charges0.18% – 0.20% of Asset Value
Exit Load – within 12 months0.7% – 1.7% of Withdrawal Value
Exit Load – post 12 monthsFree 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
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

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

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 8 Times a month
Issue Resolving TAT12 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.


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