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Who is it for?
Portfolio management service caters to the investment needs of high net worth clients.
Minimum Investment
Minimum Investment amount for PMS is Rs. 50 Lakhs
Contact number
04842901753
Why Choose Portfolio Management Services?
Our Portfolio Managers are well versed in their understanding of equities markets, financial market operations, fundamental analysis and stock picking. Geojit became a SEBI registered PMS in 1997 and our team of experts at Geojit, with access to strong technical and fundamental research, offer investment options to meet your financial goals.
Portfolio Management Service
Professional Management
Professional management where managers decide where to invest, and when to buy and sell investments.
Pms Risk Management
Risk Management
Mitigation of risk is one of the core principles of PMS. It helps in ensuring stable returns in the long run.
Pms Investment Service
Regular Updates
Geojit’s PMS provides weekly updates on the portfolio and Net Asset Value through email.
What we Offer
Successful PMS requires a sharp understanding of the markets and your needs. At Geojit, we understand both. Our Advantage,Freedom, Dakshin & Ethical portfolios have been designed to cater to a wide variety of needs.
Pms Quality Advantage Portfolio
Advantage Portfolio
Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.
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Freedom Portfolio
Freedom Portfolio
Invests in undervalued large, mid and small-cap stocks with high growth potential.
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Dakshin Portfolio
Dakshin Portfolio
A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.
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Ethical Portfolio
Ethical Portfolio
A unique multi-cap portfolio to invest in principle-based stocks.
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Geojit Services

Geojit, a member of NSE and BSE, has a wide network of office in India and the Gulf Corporation Council countries in India and abroad, rendering quality equity trading services. Geojit not only has a strong offline presence but also provides automated online trading services.

Geojit also provides a Call & Trade facility to its customers wherein they can place and track their orders through our dedicated Call Centre Desk by dialling the toll free number 1800-425-5501 or 91-484-2405822 (Standard Rates Apply).

Fees
Options 1
Fixed Fees Only
Flat fee of 3% per annum will be charged in four equal instalments i.e. 0.75% every quarter, on the average value of investments at the beginning and ending NAV of the quarter.
For example, if the amount invested is Rs. 50 lakhs and the NAV at the end of the first quarter is Rs.60 lakhs, a fee of 0.75% is charged on Rs. 55 lakhs i.e. Rs.41250/- for that quarter.
Options 2
Fixed Fees and Performance Fees
Flat fee of 2% per annum will be charged in four instalments i.e. 0.50% every quarter, on average value of investment at the beginning and ending NAV of that quarter, And
On completion of one year, if the return on investment is more than 15% of the investment, 20% of the gains over and above 15%, is charged as performance fee. This is based on the high watermark concept
For example, if a client invests Rs.50 lakhs and after completion of one year, the investment value is Rs.60 lakhs, then the charges will be 2% flat fee (0.50% charged quarterly) and the performance fee will be 20% of Rs.2,50,000 (which is the gain over and above 15% of the investment of Rs.50 lakhs i.e. Rs.7,50,000/-) which is Rs.50,000/-.
Options 3
Fixed Fees and Performance Fees
Flat fee of 1% per annum will be charged in four installments i.e. 0.25% every quarter, on average value of investment at the beginning and ending NAV of that quarter And
On completion of one year, if the return on investment is more than 10% of the investment, 20% of the gains over and above 10%, is charged as performance fee. This is based on the high watermark concept.
For example, if a client invests Rs. 50 lakhs and after completion of one year, the investment value is Rs.60 lakhs, then the charges will be 1% flat fee (0.25% charged quarterly) and the performance fee will be 20% of Rs.500,000 (which is the gain over and above 10% of the investment of Rs. 50 lakhs i.e. Rs.500,000/-) which is Rs. 100,000/-. Performance Fee
*Terms and conditions applied

For Disclosure Document, please click here.
For PMS Complaint Data. Click Here.
For Investor Charter PMS. Click Here