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Systematix Shares and Stock (I) Ltd – Portfolio Management Services (PMS)

Systematix Group, founded in 1995, is a prominent financial services firm specializing in investment management and advisory within the financial markets. Our core objective is to augment the economic value of our clients' enterprises through comprehensive financial and investment products and services. Our aspiration is to be recognized as a leading financial institution in India, distinguished by our unwavering commitment to ethical practices and client trust.

AUM (₹ Cr)

172.39

Clients

61

Strategies

1

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Systematix Shares and Stock (I) Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Dynamic Investment Portfolio Multi Cap & Flexi Cap 1.96% 23.64% 22.71% Apr 2018

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Vijay Sarda

Chief Investment Officer – Equities

Mr. Vijay Sarda possesses a demonstrated ability to identify promising investment opportunities at an early stage and currently oversees the firm's investment decision-making framework. Previously, at Canara HSBC Life Insurance Pvt. Ltd., he managed Growth and Equity funds that consistently ranked among the top performers in their respective categories. During his tenure at IDBI Federal Life Insurance, Mr. Sarda's leadership guided an investment corpus of $250 million, with the flagship fund achieving sustained outperformance against both benchmarks and peer funds. His prior experience includes roles at two of India's leading mutual fund houses, UTI Mutual Fund and ICICI Mutual Fund. Mr. Sarda holds a B.Tech degree and an MBA in Finance from the Symbiosis Institute of Business Management, Pune.

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Regulatory Information

SEBI Registration: INP000002692

Registered Office: The Capital A Wing No 603 606,6Th Floor Plot C 70 G Block Bandra Kurla Complex Bandra East,Mumbai,Maharashtra,India-400051

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)