Systematix Shares

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.

Fund Managers

Mr. Arpit Agrawal

Portfolio Manager

Mr. Arpit is a CA and Commerce Graduate from Sydenham college, Mumbai with 17 yrs in Portfolio Management, Equity Research and Audit. At Systematix, he is responsible for driving Equity Portfolio Management proposition. In Earlier roles, Arpit was a Co-founder and Partner in Tamohara Investment Managers, a boutique investment management firm providing portfolio management services .Between 2009-2014, He worked with Barclays Wealth India as Portfolio Manager managing Discretionary and Non discretionary Long Only Equity Portfolios to the tune of approx 200cr. The team also supported the Asia Discretionary Portfolio team on their India Equity Exposure. Between 2004 and 2008, Arpit was Heading Equity Research at Arihant Capital Markets Ltd. He started his career with Audit and Management consulting and has been part of the India team at KPMG where worked with clients across sectors.


Strategy

SYSTEMATIX - DYNAMIC INVESTMENT PORTFOLIO - SMALL & MID CAP

Strategy was started on April 1st 2018 and is a Muti Cap Strategy with Small Cap biased. Portfolio will not hold more than 20 stocks with moderate to high risky profile with Mid Cap oriented strategy. Dynamic Investment Portfolio follows Bottoms up strategy with a bias towards investing in mid and small sized businesses with a long term value investing approach focussing towards generating absolute returns over 3-5 years.

To Know the Strategy Performance Click Here ...

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