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

The Systematix Group, established in 1995, is one of the leading broking house providing services of investment management and advisory services in the financial markets. Mission is to enhance the economic value of our client's business by providing integrated financial & investments products and services and Vision is to be amongst the most admired financial institutions in India with a reputation built on strong ethics and 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

Vijay Sarda has an exceptional knack in picking “Winners” early and currently leads the investment decision making process. Worked with Canara HSBC life Insurance Pvt. Ltd. was managing Growth and Equity fund, which have been amongst top performing fund under their category across time frame. Under Vijay’s leadership, the investment team at IDBI Federal Life Insurance handled a corpus of $250mn, with its flagship fund consistently outperforming benchmark and peers. Vijay has previously worked with 2 of the top 10 mutual funds in India, namely UTI Mutual Fund and ICICI Mutual Fund.  Vijay holds a B-Tech & 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

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