PORTFOLIO MANAGEMENT SERVICES
Systematix Wealth & Asset Services Private Limited
SEBI Registered Portfolio Manager
(SEBI Reg. No. INP000009728)
Portfolio Management Service (PMS) is an active portfolio management offering in which the portfolio is constructed as per the investment objectives and constraints specified by the client. The client has access to the services of a professional Investment Manager.
Systematix Wealth & Asset Services Private Limited offers discretionary and non-discretionary PMS. In discretionary PMS, the clients’ funds are managed by the portfolio manager who is responsible for securities selection and executing investment decisions. Non-discretionary PMS is a consultative investment approach wherein the portfolio manager suggests investment ideas. The choice and timing for investment rests with the investor, while the execution of the investment decision is done by the portfolio manager. Please refer to the Disclosure Document to know more about the Investment Approaches we offer.
Disclaimer
Past Performance is Not Indicative of Future Returns. The performance data for Portfolio Manager and Investment Approach provided at any of the places is not verified by SEBI or Any other Regulatory Authority
Investor Complaints Data
Disclosure Document
Systematix Wealth & Asset Services Private Limited is registered with SEBI as a Portfolio Manager. The Disclosure Document has been filed with SEBI as per SEBI (Portfolio Managers) Regulations, 2020.
PMS Fee Calculator
The PMS Fee Calculator is only a simplified simulator, actual fees will based on transactions and rates agreed.
https://www.systematixgroup.in/download/Fee-Calculation.xlsx
UPI related Communique for Customers
Dear Valued Client, effective October 01, 2025, SEBI has mandated that all registered intermediaries, such as Systematix, must use validated UPI handles ending with “@valid” for all investor-facing transactions. Investors are free to choose their preferred mode of payment, such as UPI, IMPS, NEFT, RTGS, or cheque. If an investor opts to use UPI for payment to registered intermediaries, they need to only use the new validated UPI IDs. All legitimate UPI IDs now end with “@valid” suffix.
After you enter the amount you intend to pay, you will see the options your bank provides to choose between UPI and Net banking. When you select UPI as the mode, you will be directed to the UPI Application. Before making your payment, you can check the format of the UPI handle on the payment application. Kindly check that it ends with “@valid [followed by the bank name].” You can also manually verify the UPI ID should you wish to.
For Systematix PMS, the validated UPI ID and QR Code is available herein below :
Systematix Wealth & Asset Services Private Limited (SWASPL) is regulated by the Securities and Exchange Board of India (SEBI). SWASPL is a company under the provisions of the Companies Act, 1956 having CIN U67190MH2013PTC247782, and its registered office is at The Capital, A Wing, 603-606 6th Floor, Plot No. C-70, G Block, Bandra Kurla Complex, Bandra (East) Mumbai 400 051, Maharashtra, India. Telephone No: +91 22 6619 8000. Fax number: +91 22 6619 8029. Website :www.systematixgroup.in SWASPL is registered with SEBI as a Portfolio Manager (Reg. No. INP000009728), as Category I and II Alternative Investment Fund with SEBI (Reg No. IN/AIF/1/18-19/0608 and IN/AIF/25-26/1921). SWASPL is also registered as a Mutual Fund Distributor having AMFI ARN No. ARN-32876 with the Association of Mutual Funds in India (Initial registration 09-05-2025 and valid till 08-05-2028). Compliance Officer details: Name: Mr. Pradeep B. Gotecha; Contact No.: +91 22 6619 8000; Email: compliance_pms@systematixgroup.in; Investor Grievance Email: grievance@systematixgroup.in
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