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A. DISCRETIONARY
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i. Value Enhancer Portfolio
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ii. Absolute Freedom Portfolio
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iii. Dynamic Investment Portfolio
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B. NON DISCRETIONARY
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C. ADVISORY
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JUST FIVE STEPS TO BECOME PMS CLIENTS
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Step 1: Submit Your Details in Registration Form with your contact no. and
email ID or Call us at 022-20398000 or mails at pms@systematixshares.com and our
RM will contact you and will provide you PMS Kit.
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Step 2: Read Disclosure Document atleast 2 days prior before entering into
an Agreement.
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Step 3: Keep all the required document ready and sign the Portfolio Management
Service Agreement available in sales kit provided to you by RM.
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Step 4: Give a Cheque of Amount you wish to invest in PMS Scheme in favour
of Systematix Shares & Stocks (I) Ltd.This cheque is other then Account opening
charges.
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Step 5: After verification and other Account opening formality will be over
and you will receive a welcome letter containing your client code, PMS login id
and password.
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