|
|
| Wealth Management is Systematix’s dedicated approach to cater its clients. |
|
| Systematix provides the full spectrum of wealth management solutions to you.
At Systematix Wealth Management we assume nothing about your requirements or the level of involvement you are
seeking. That is why we have a full range of personalized services to meet your needs. A wide range of expertise
and experience supports every aspect of your wealth management. Our admired wealth management advises are
credential of the combination of insightful research, winning strategies and most important management’s close
connectivity with the industry which provide easy access for first hand information. |
|
| At Systematix Wealth Management, we have extensive experience working with
Corporates and Marquis Who’s Who wealthy individuals, families and promoter groups throughout India. Not limited
to that, we also provide wealth management solutions to Wealth Managers. While every investor of this category
is unique, the knowledge we have accumulated helps us to foresee situations and needs that even our clients and
their families might not anticipate. Our multi-disciplinary team of advisors is trained to identify issues and
propose solutions appropriate to their specific situation. |
|
|
|
|
| Systematix Wealth Management has a dual structure where Private Client Group
offers personalized advisory services, on the other side Portfolio Management Services offers personalized asset management services. |
|
| Private Client Group (PCG) |
|
We believe that the key to a successful investment relationship is a full understanding of our client’s short and long term goals, attitude
towards risk and investment horizon. Diversification among desired assets need special attention which is why we aim to develop innovative
and customized investment strategies to meet the specific needs of our clients.
Our team of investment advisory specialists strive to cater to the needs of investors who choose to be highly active in their investment
decision-making. They use their expertise in asset allocation and investment selection to provide clients with appropriate choices, whether
they are aiming for more aggressive strategies to capture immediate market trends, or seeking advice on conservative hedging strategies.
Our advisors provide customized investment opportunities in equity, fixed income & liquidity management (through MFs), derivatives, currency,
commodities and innovative structured instruments (through third party products), that seek to meet specific investment objectives.
Our innovative mindset, unparalleled research, agile sales teams, and intensive execution systems have enabled us to relentlessly service our
clients in newer and different ways.
|
|
| Portfolio Management Services (PMS) |
|
Those clients who may not have the time or expertise to manage their wealth, and prefer to delegate the management of their portfolio, our
discretionary investment service is an ideal approach to achieve your financial goals. Our Portfolio Managers work with clients to design an
individual investment strategy in accordance with their objectives, risk tolerance, and liquidity needs and draw upon the best suited portfolio.
In a nut shell, based on our holistic investment approach and innovative product capabilities we offer you very active multi asset class portfolio
advisory & management services with personalized attention and active participation of Systematix's management.
|
|
|
|
|