1. ₹11,600+ Cr Investment Banking pipeline - The active transaction pipeline stands at over ₹11,600 crore across 27+ opportunities, including six IPOs with DRHPs filed or approved totalling \~₹3,490 crore. Converting even a portion of this disclosed pipeline would deliver fee income multiples above the ₹55.88 crore Investment Banking revenue reported in the prior year.
2. ₹1,000 Cr Category II AIF (Pre-IPO & Secondaries) - The India Equity Opportunities Fund was launched in December 2025 with a target size of \~₹1,000 crore including greenshoe. Fundraising success adds a durable, high-margin management-fee and carry stream to a business that currently reports \~₹600 crore in total Asset Management AUM.
3. Private Wealth build-out - The Private Wealth business launched with senior hires from Barclays and Standard Chartered, new offices in four cities, and has already gathered \~₹9,500 crore in Assets Under Custody. A ₹9,500 crore AUC base, once fully transitioned to fee-generating advisory mandates, represents a step-change in the scale of the wealth segment relative to the existing \~₹300 crore PMS AUM.
4. ₹1,000 Cr Real Estate Fund - The Systematix Real Estate Fund (Category II AIF) was launched in May 2026 with a ₹1,000 crore target, focused on premium residential projects with top-10 developers. This adds a third AIF strategy alongside SME and Pre-IPO funds, broadening the asset management platform from which recurring fees are earned.
5. NSE Main Board listing - Equity shares began trading on the NSE Main Board on 6 October 2025 under the symbol SYSTMTXC. The NSE listing broadens the stock's investor base and improves liquidity, which directly supports the institutional brokerage franchise that is empanelled with 200+ institutional investors.
6. ₹125 Cr SME Growth Fund deployment - The Category I AIF closed at its ₹125 crore target and has committed ₹27.24 crore across data centre, FMCG, and defence investments, with 10+ deals in the pipeline. Deployment of committed capital activates management fees and creates the track record needed to scale future fund raises.
7. PMS track record and AUM growth - PMS AUM stands at \~₹475 crore with a 5-year CAGR of 18.0% and 3-year CAGR of 20.9% as of March 2026. Top-quartile performance across time periods provides the proof point to attract incremental allocations from the 13,000+ existing group wealth clients.