|
| Offering of Systematix PMS |
|
|
Systematix PMS offers a range of portfolios to help meet the varied needs of client
requirements that provide further customization and flexibility.
|
|
|
Discretionary Portfolio Management Service offering include
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
We also offer
|
|
|
|
|
|
|
|
|
 |
| PORTFOLIO MANAGEMENT SERVICE |
|
Portfolio Management Service (PMS) is a sophisticated investment vehicle that
offers cutomized investment strategies to capitalise on opportunities in the market.
Efficient Investment Management requires time, knowledge, understanding,
expertise and constant monitoring of developments in micro and macro economical
environment. That is difficult for investors because of involvement in its own
business profession and other activities.
Those who need an expert to help to manage their investments, PMS is the right answer.
Experienced Fund Manager consider your financial goal and market envronment to form a
right investment strategy that is best suitable for your portfolio. Given the unpredictable
nature of the markets, Our fund mangers‘experience and skill set along with strong research
back up make your investment to grow over the period and help you to achieve your financial goals.
Systematix PMS provide you access to an Institutional process of money management with higher flexibility and dynamic approach.
|
|
| How do you benefit from Systematix’s Portfolio Management Services : |
|
 |
Sound & Strong Management enjoys strong relationships with Corporates across the industries |
|
Smart Class of products & service offerings and inclination towards continuous product innovation |
|
Investment Expertise across Asset Classes |
|
Consistency in performance |
|
Established track record of Wealth Management,PCG Services & PMS |
|
Widespread geographical presence and dedicated team for investor’s services |
|
Experienced Investment Management Team |
|
|
| Products |
|
|
Systematix PMS offers a range of portfolios to help meet the varied needs of client
requirement that provide further customization and flexibility.
|
|
|
|
|
| Objective |
|
|
The main objective of Value Enhancer Portfolio is to generate
long-term capital appreciation through investment in equities
and equity related instruments with emphasis on companies
perceived to be “under valued” from the point of view of their
long term growth prospects and potential.
|
|
| Features |
|
|
Balanced diversification across companies and sectors by investing in a basket of medium to large cap companies. |
|
Not more then 30 stocks. |
|
Sector concentration limited to 30% |
|
Stock concentration limited to 10% |
|
|
| Suitability |
|
|
For investors with long term investment horizon |
|
Moderate equity risk profile |
|
|
| Ideal Tenure |
|
|
36+ months |
|
|
 |
|
|
|
|
| Objective |
|
|
Dynamic Investment Portfolio follows opportunist and momentum
play strategy coupled with active profit booking. The broad nature
of this scheme is to take advantage of the opportunities available by
way of short-term market anomalies, catching the momentum etc., which
are likely to emerge from changing sector dynamics and structural
changes in the sectors responsible for growth of a particular business
or companies.
|
|
| Features |
|
|
Balanced diversification across sectors and capitalization may or may not be achieved. |
|
Dynamically concentrated portfolio of 5–50 stocks |
|
Sector and stock concentration may be higher than the limit mentioned in other schemes |
|
|
| Suitability |
|
| For investors with medium term investment horizon |
| Moderate to high equity risk profile |
|
|
| Ideal Tenure |
|
| 12+ months |
|
|
|
|
|
|
|
| Objective |
|
|
The main objective of the Absolute Freedom Portfolio is to generate medium
to long term capital appreciation through investment in equities and
equity-related instruments, with emphasis on companies across a wide range
of service and manufacturing sectors. The broad nature of this scheme is to
invest in companies having long term strategies to capture high growth
opportunities and be poised to benefit from growth in the sector.
|
|
| Features |
|
|
Balanced diversification across companies and sectors. |
|
Investing in a basket of medium to large cap companies. |
|
Not more then 30 stocks. |
|
Stock concentration limited to 10% |
|
|
| Suitability |
|
|
For investors with medium to long term investment horizon |
|
Moderate to high equity risk profile |
|
|
| Ideal Tenure |
|
|
24+ months |
|
|
|
|
|
|
|
|
|
Dynamic MF Portfolio is a portfolio of Mutual Fund schemes that combines investor's
investment objectives with market dynamics effectively. Fund Manager selects the
appropriate MF schemes from across the categories including Equity, Debt & Money Market
to create a portfolio that optimizes the risk‐reward.
|
|
|
This is an actively-managed portfolio of MF schemes, where the portfolio management process involves two steps of rigorous screening. |
|
First, the broad directional calls are taken based on the sectoral performance, comparative valuation between large cap, midcap and small cap, etc., while selecting the equity schemes and assessment of yield curve movement in selection of debt schemes. |
|
The next step of the screening process involves comparative performance of AMCs, track record of MF Fund Managers and database analysis involving qualitative & quantitative parameters. |
|
|
| Dynamic MF Portfolio is a unique blend of both MF and PMS |
|
| Suitability |
|
|
Medium to long term investment horizon |
|
Portfolio to be formed in accordance to Risk Return of each client |
|
|
| Ideal Tenure |
|
|
12+ months |
|
|
|
|
|
|
|
|
|
Customized Portfolio is tailor made to address investor’s unique objectives.
Investment objectives may vary from client to client and the portfolio can be
structured/customized according to the individual client’s preferences. Fund
Manager in consultation with client, documents specific objectives and based
on those objectives construct and manage the portfolio.
|
|
| Suitability |
|
|
Portfolio to be formed in accordance to specific Risk Return expectation of client |
|
|
| Ideal Tenure |
|
|
18+ months |
|
|
|
|
|
|
|
| Non Discretionary Portfolio Management Services : |
|
|
The objective is to advice clients on various investment instruments depending on the client’s needs and risk-return profile. |
|
Provide administrative services for execution of transactions as per the mandate from the client. |
|
Client will decide his own investments based on Fund Manager’s view. |
|
Portfolio Manager's role is limited to providing investment advice, research and facilitating the execution of transactions |
|
Portfolios available under Discretionary category are also available in Non-Discretionary category |
|
|
| Advisory Services : |
|
|
Advising on the portfolio strategy, investment and divestment of individual securities on the clients' portfolio |
|
Client is responsible for Execution of transactions |
|
This service is entirely at the client's risk |
|
|
|
|
|
|
|
| Non Discretionary Portfolio Management Services : |
|
|
The objective is to advice clients on various investment instruments depending on the client’s needs and risk-return profile. |
|
Provide administrative services for execution of transactions as per the mandate from the client. |
|
Client will decide his own investments based on Fund Manager’s view. |
|
Portfolio Manager's role is limited to providing investment advice, research and facilitating the execution of transactions |
|
Portfolios available under Discretionary category are also available in Non-Discretionary category |
|
|
| Advisory Services : |
|
|
Advising on the portfolio strategy, investment and divestment of individual securities on the clients' portfolio |
|
Client is responsible for Execution of transactions |
|
This service is entirely at the client's risk |
|
|
|
|
|
|
|