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PORTFOLIO MANAGEMENT SERVICE AT SYSTEMATIX
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Investing is an Art and Science in itself. When it comes to investing, every individual
have their unique needs and expectations based on their risk taking capabilities.
Some needs and expectation are universal. Regardless of the money involved, everyone
desires capital protection and generation of positive absolute returns. We recognize
this and manage the portfolios keeping in view such investment objectives. Investing
in equities is not a one-time event, nor is it straight forward as putting money
in a bank or fixed deposit
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SSSIL provides a professionally managed Portfolio Management Services to Individual
client (Resident and non Resident) and non-individual client (firms, companies,
trusts or societies, huf) by building and developing client’s portfolio considering
client’s risk profile and temperaments. At Systematix, we have experience and specialization
in WMS to an exclusive group of private clients based on their unique needs and
expectations. We understand the importance of hard earned money and we endeavor
to build and grow assets on this solid foundation to make money work more efficiently.
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At Systematix, experience Wealth Management with a difference. You will enjoy a
lasting relationship based on trust and quality service. Our Portfolio Managers
will design and implement portfolios around your unique needs and expectations.
We will advise you on a range of products based on your investment horizon, return
expectations and risk tolerance. By entrusting the management of your Portfolios
with us, enjoy the convenience of hassle free investing without compromising on
quality.
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KEY SERVICES OF SSSIL
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1. Daily NAV can be checked online on our website.
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2. Statements like Holding and performance on demand.
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3. Monthly Holding Statement by email.
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4. Quarterly Performance/ Holding/ transaction report at your doorstep.
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5. Yearly audited statement at your doorstep. Relationship Manager will be your
one point Contact and will be available on demand.
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6. Relationship Manager will be your one point Contact and will be available on
demand.
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7. Meeting with Fund manager on demand.
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Please carefully read the risk disclosure document as prescribed by SEBI & FMC and
Do’s & Don’ts by NCDEX
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