We not only help you in long term wealth creation, but also aim to build trust that lasts for generations. And that makes us unique!
It entails a differentiated investment approach for the fulfilment of pre-defined goals like children’s marriage or your retirement life.
The service focuses on the dual goal of safety and value retention of investment even after retirement. Geojit Private Wealth helps with portfolio diversification and continuous periodical review that ensures constant income from the retirement corpus for your monthly needs.
Our experienced tax advisors and tax analysts are well equipped to help our clients meet their tax obligations by offering integrated services for both – Direct & Indirect Taxation.
Certain financial objectives require a unique investment approach. Alternative investments are focussed tools for a customised portfolio. Depending on your unique needs, Geojit Private Wealth helps with investments into Private Equity Funds, Real Estate Funds, Structured Products, Hedge Funds, Gold ETFs and Art Funds.
This service aims to ensure the maintenance and sustainability of your wealth and its protection from unanticipated liabilities, uncertainties and smooth transferring to next generations.
We offer a wide variety of investment products across asset classes
Equity markets can be an attractive avenue for wealth creation. Geojit Private Wealth provides investment options like Portfolio Management Services in multiple categories such as small-cap, mid-cap and large-cap. As we offer, Discretionary Portfolio Management Services, the portfolio manager manages every step of the investment journey.
Equity investments will help you to create wealth over the long term. Along with proportional ownership of the company, Equity Trading also provides you with the benefit of liquidity and additional income in terms of dividends. Besides competitive brokerage, we provide you access to our advanced trading platform and in-depth research reports which will help you to take informed investment decisions.
We help you make informed investment decisions related to debt products like Debt Mutual Funds, Income Funds, Arbitrage Fund, Fixed Maturity Plans, various risk range debt products like NBFC and MFC NCDs, Corporate Bonds/FDs, PSU Bonds and Tax-free bonds.
The cornerstone of this service is the preservation and growth of financial assets and heritage of the families of Ultra High Net Worth Individuals.
Efficient management of liabilities is as important as creating assets. Geojit Private Wealth assists with various credits like Home Loan, Loan Against Property, Lease Rental Discounting, Loan Against Shares and Debt Syndication. We also help you with cost-effective management of liabilities.
We provide comprehensive assistance in property-related transactions such as property valuation and legal scrutiny through certified and registered professionals and loan for property purchase by negotiating with leading banks and NBFCs.
The primary aim of this service is to analyse and mitigate the present and future risks to your family.
Our service extends to the identification of income leakages, improvement in operational efficiency and reduction in incident’s cost to corporates along with cash flow management.
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To avail the service, you will be redirected to loans.geojitcredits.com