SEBI reg.
INP000009728
Services
Discretionary
Reported
30 Sep 2026

Systematix Wealth and Asset Services

₹5.50 Cr

Assets under management

7 clients · 2 strategies · 30 Sep 2026

Systematix Wealth and Asset Services managed ₹5.50 crore for 7 clients at 30 Sep 2026, across 2 strategies, most of it for domestic corporates. In September clients added ₹1.50 crore and withdrew ₹0.

Key numbers

SEBI registration
INP000009728
Discretionary AUM
₹5.50 Cr
Min. investment
₹50 lakh (SEBI)
Complaints pending
0

Strategies

Systematix Wealth and Asset Services’s PMS strategies, largest first
StrategyAsset classAUM1 yearBenchmark 1Y
Million to Billion Investment ApproachEquity₹3.06 Cr——
Systematix Emerging LeadersEquity₹2.44 Cr——

Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.

Who it manages money for

Systematix Wealth and Asset Services’s clients and assets by client type and service
Client typeServiceClientsAUM
Domestic corporatesDiscretionary3₹3.50 Cr
Domestic individuals and othersDiscretionary4₹2.01 Cr

Flows

Inflow, Sep 2026
₹1.50 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹1.50 Cr
Inflow, FY to date
₹5.50 Cr
Outflow, FY to date
₹0
Net, FY to date
₹5.50 Cr

Discretionary service. The financial year runs from 1 April.

Complaints

Pending at start of month
0
Received
0
Resolved
0
Pending at end of month
0

FAQs

How much does Systematix Wealth and Asset Services manage?

₹5.50 crore for 7 clients at 30 Sep 2026, as reported to SEBI.

How many clients does Systematix Wealth and Asset Services have?

7 clients at 30 Sep 2026, mainly domestic corporates, domestic individuals and others.

Which PMS strategies does Systematix Wealth and Asset Services offer?

It reported 2 to SEBI for 30 Sep 2026: Million to Billion Investment Approach, Systematix Emerging Leaders.

Is Systematix Wealth and Asset Services registered with SEBI?

Yes. It is registered with SEBI as a portfolio manager, registration number INP000009728.

Has Systematix Wealth and Asset Services had investor complaints?

In September it received 0 and resolved 0; 0 were pending at the end of the month.

What is the minimum investment in a PMS?

SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.

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