Platforms

Non-Discretionary PMS

Your Portfolio. Your Call. Our Expertise.

Systematix Multi-Asset NDPMS puts you firmly in control. Spanning equities, fixed income, gold and select alternatives, the strategy is dynamically managed across conservative, moderate and aggressive risk profiles backed by the full depth of Systematix research. You get institutional-grade portfolio insights. Every decision remains yours.

Disclaimers and Disclosures

Investment Advisory

Your Goals. Our Expertise. A Plan Built Around You.

Every advisory relationship begins with a thorough understanding of your financial goals, risk tolerance, investment horizon and liquidity needs - documented through a formal Investment Policy Statement that becomes the foundation for everything that follows.We recommend diversified portfolios spanning equities, fixed income, mutual funds, PMS, AIFs and other suitable opportunities, each backed by rigorous analysis and real-time market insight. Portfolios are reviewed periodically and refined as markets and client objectives evolve.

Distribution Services

Access to Curated Investment Opportunities

Systematix Wealth and Asset Services provides access to vetted opportunities across public and private markets through rigorous quantitative and qualitative evaluation. Offerings include mutual funds (equity, debt, hybrid, global), select PMS and AIFs (Cat I–III) across equity and alternatives, curated fixed income (corporate bonds, MLDs, structured credit with credit discipline) and select unlisted and pre-IPO opportunities.