Trusted Since 1999

Your Partner in Wealth Management

Systematic Investments is dedicated to empowering families with tailored financial solutions, built on trust, expertise, and a client-centric approach. Join 1000+ families who have secured their financial future with us.

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1000+ Happy Clients

Trusted by families across India

26+

Years in the Business

Trusted expertise since 1999

25 Cr+

Assets Under Management

Growing wealth systematically

1000+

Happy Clients

Families achieving their goals

About Us

Who We Are

Learn about our journey, our mission, and our commitment to securing your financial future.

About Systematic Investments

At Systematic Investments, we're dedicated to empowering families with tailored financial solutions. With a client-centric approach, we've served more than 1000 clients globally, managing assets worth 20–25 Cr.

Our mission is clear: to protect 100,000 families from significant financial risks, including the loss of income before and after retirement.

Global Clientele
Family-Focused
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Our Journey Since 1999

In the bustling world of finance, Systematic Investments stands as a beacon of trust and dedication. Founded by the visionary Mr. Vivek Bhande, the company has its roots deeply embedded in hard work and commitment.

"Since 1999, his relentless pursuit of excellence and unwavering integrity has sculpted Systematic Investments into a name that truly inspires trust."

Today, with decades of experience and dedication, we proudly offer a range of financial products designed to help clients achieve their goals with confidence and security.

Our Core

Our Values & Philosophy

The principles that guide every decision we make for our clients.

Honesty
Integrity
Transparency
Ethical
Customer-Centric Servicing

Our Philosophy

"To make a meaningful difference in people's lives by equipping them with the knowledge and tools to achieve their financial aspirations."

100K

Families to Protect

29+

Years of Service

Our Services

How We Help You Invest with Confidence

From understanding your goals to reviewing your portfolio, we provide comprehensive support for your financial journey with clarity and expertise.

Financial Education

Educate about the need for financial planning

Goal Understanding

Assist in understanding your financial goals

Risk Profiling

Help evaluate your financial risk profile

Corpus Planning

Support in identifying the corpus needed for your goals

Financial Concepts

Help you understand key financial concepts

Portfolio Review

Support with portfolio review and rebalancing

Product Expertise

Wide range of investment and protection solutions tailored to your needs

Mutual Funds
Mediclaim
Term Insurance
PMS
Fixed Deposits
Educational Loans
Other Solutions
Our Mission

What Drives Us Every Day

Our mission is clear and unwavering: to make a meaningful difference in the financial lives of families across India.

Empower Families

Help families become financially independent and self-reliant

Mitigate Risks

Protect against significant financial risks and uncertainties

Secure Future

Ensure a secure future for you and your loved ones

Exclusive Benefits

Exclusive Offers for Clients

We believe in going the extra mile. These exclusive offers are designed to help you stay on top of your finances.

Free Portfolio Reviews

Comprehensive analysis of your current investments at no cost

Half-Yearly Financial Check-ups

Regular reviews to keep your financial plan on track

Personalized Financial Assessments

Detailed evaluation of your unique financial situation

Personalized Financial Planning

Custom strategies designed specifically for your goals

Our Impact

Recognitions & Real-Life Impact

Stories of success and the real difference we've made in our clients' lives over the years.

200++

Clients Achieved Their Goals

Assisted more than 200 clients in achieving their financial goals and planning for education, marriage, and retirement.

500++

Claims Settled Successfully

Settled more than 500 claims successfully, ensuring our clients received timely support during critical moments.

21+

Years of Planning Success

Planned an education journey for a 3-year-old girl; she has now completed her post-graduation, secured a job, and started her own investments.

Building lasting relationships through trust and results
Our Approach

Our Systematic Advisory Process

A structured, transparent approach to help you achieve your financial goals with confidence.

Step 01

Discover

Understand your current financial picture, goals, and aspirations through detailed consultation.

Step 02

Design

Build a tailored financial plan and product mix aligned with your risk profile and timeline.

Step 03

Implement

Execute investments with discipline, clarity, and complete transparency at every step.

Step 04

Review

Periodic portfolio reviews and rebalancing to keep you on track towards your goals.

Client Stories

What Our Clients Say

Real stories from families who have entrusted us with their financial journey.

"Working with Systematic Investments has transformed my approach to financial planning. Their personalized advice and consistent follow-ups have helped me secure my family's future with confidence."

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Rajesh Sharma

Business Owner, Mumbai

"The team's dedication to understanding my goals and their transparent approach made all the difference. My portfolio has grown steadily, and I feel financially secure for the first time."

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Priya Mehta

IT Professional, Thane

"After retirement, I was worried about my finances. Mr. Bhande and his team created a plan that gives me regular income while protecting my capital. Highly recommended!"

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Anil Kumar

Retired Teacher, Pune

4.9

Average Rating

98%

Client Retention

1000+

Happy Families

Our Team

Meet Your Financial Partners

Meet the experts who are committed to securing your financial future with personalized guidance and unwavering support.

Vivek Bhande - Founder

26+

Years Experience

Founder

Vivek Bhande

Founder, Systematic Investments

Family's Financial Expert

Vivek Bhande is a Family's Financial Expert at Systematic Investments dedicated to empowering individuals to make wise financial decisions. With a focus on prioritizing goals and optimizing resources, he helps clients take proactive steps toward financial success.

"Since 1999, my mission has been to help families achieve financial independence through disciplined planning and trusted guidance."

1000+

Clients Served

25 Cr+

AUM

500+

Claims Settled

Our Dedicated Support Team

Ensuring seamless service and support for all your financial needs

Seema Kawade

Service Executive

Client Relations Expert

Service Executive focused on addressing client queries and ensuring seamless service.

Rakesh Jadhav

Service Executive

Operations Specialist

Service Executive dedicated to reliable, responsive servicing and operational support.

Get in Touch

Let's Talk About Your Financial Goals

Ready to take control of your financial future? Reach out for a free portfolio review or a discovery call. We're here to help you achieve your financial aspirations.

Trusted Partnerships

Our Featured Partners

We work with India's most trusted insurance and financial institutions to bring you the best products

LIC
HDFC ERGO
TATA AIA
Star Health
New India Assurance
LIC
HDFC ERGO
TATA AIA
Star Health
New India Assurance
LIC
HDFC ERGO
TATA AIA
Star Health
New India Assurance
IRDAI Registered
AMFI Registered
28+ Years Experience