Systematix Group

Asset allocation for HNIs is more about creating a structure that endures cycles than it is about chasing returns. While targeted satellites like PMS, AIFs, or themes seek additional alpha, mutual funds can anchor that structure by offering diversification, liquidity, and tax efficiency.

We at Systematix create research-driven, tax-conscious frameworks that strike a balance between opportunity and stability.

Jan '26 saw DII's net buying recorded at ₹69,220.74 crore, while FII's net selling at ₹-41,435.22 crore.

Check out this post for the latest monthly FII & DII updates- July '25 to Jan '26!

Union Budget FY27 signals strong structural intent, but near-term growth support remains limited.

In this note from the MD’s Desk, our Managing Director, Mr Nikhil Khandelwal, shares his perspective on the Budget’s fiscal stance, revenue dynamics, and what the policy choices mean for markets, bond yields, and sectoral positioning in the year ahead.

The Union Budget 2026 focused on making everyday essentials, clean tech, healthcare and travel, lighter on the wallet. Take a look at what got cheaper and what got more valuable for you.

To learn more about the recent budget, follow Systematix!

During the Union Budget 2026, the government has allocated 12.2 lakh cr for CAPEX in FY 26-27, marking an approximate 10% uptick from the previous year's budgetary outlay.

Stay tuned for more highlights!

We are pleased to announce the launch of the India Equity Opportunity Fund - a Category II AIF focused on India’s pre-IPO and secondary market opportunities.

With a research-driven and disciplined investment approach, the fund aims to identify high-quality opportunities aligned with India’s long-term growth trajectory.

Target Fund Size: ₹1,000 Cr
Tenure: 6 years

Every cycle creates winners. The disciplined investor asks what comes next.

After a year dominated by precious metals, market leadership may be shifting toward segments where earnings visibility is improving, and valuations have reset. This is often where long-term alpha begins to form quietly.

Rebalancing after strong rallies is less about timing and more about staying aligned with fundamentals. If you’re reviewing your allocation for 2026, it may be a good moment to step back, reassess, and reposition with intent.

The India-EU FTA is finally here.

Negotiations first began in 2007. After 18 years of stop-start talks, the deal was finalized yesterday in New Delhi.

This is a fundamental shift in the trade landscape. 99% of Indian exports now have duty-free access to the EU, while India is dismantling its long-standing tariff walls on European goods.

Here are the key numbers from the agreement.

Systematix is pleased to announce that it acted as the Exclusive Financial Advisor to RAD Global Private Limited on its equity fundraise, facilitated by Vyom Partners LLP.
The transaction will support RAD Global’s growth plans, including capacity expansion and the strengthening of its distribution network across domestic and international markets. Systematix advised on deal structuring, negotiations, due diligence, and final closure.

From shifting policy priorities to stock-specific opportunities, Vijay Sarda, CIO - Equities, Systematix Asset & Wealth, shares his perspective on how markets may navigate Union Budget 2026 in an interaction with ETMarkets.

Read the full article here: https://bit.ly/45yrcgX

On this Republic Day, we honour the values that define India.
At Systematix Group, we remain committed to supporting India’s growth journey.