Services offered by Geojit Financial Services
Geojit Financial Services, a SEBI-registered entity, with over 37 years of experience, stands as a beacon of trust and expertise in providing steadfast guidance and support to help you reach your financial goals.
Electronic Storage and Trading

Geojit provides portfolio management services by offering diversified portfolios that align with varied goals and risk tolerance. Our Portfolio Managers have a deep understanding of the markets and are well adept with fundamental analysis and stock picking to mitigate risk and maximize returns.

Mutual Fund

Geojit provides you access to high-quality mutual funds that can be tailored to your goals, different risk profiles, and investment objectives. Based on in-depth research, we recommend suitable schemes and help you invest and monitor your mutual fund portfolio at all times.

Insurance

Identifying the best insurance plan requires professional guidance and Geojit with our lasting association with leading players in the industry will help you choose the apt life, health, and general insurance options.

Private Wealth

Private wealth management team, backed by years of experience, will focus on identifying investment opportunities and customized wealth management solutions. Geojit offers you wealth management solutions that help you to grow and protect your wealth while achieving your financial and strategic goals.

Global investemnt

Geojit IFSC Limited offers a unique opportunity to trade in cross currencies, precious metals, global stocks, and overseas mutual funds. Investors can trade in products listed on India’s first IFSC exchanges and settle trades in USD.

What we Offer
Diverse product offering
Diverse Product Offerings

Certified financial advisors stand ready to assist clients in planning to achieve their goals, be it retirement, children’s education, tax planning, or even a trip around the world.

Invest Easily Anytime Anywhere
Invest Easily Anytime, Anywhere

Experience the ultimate convenience of investing in mutual funds through the FundsGenie app, our investment platform, or through any of our branches. Gain a competitive edge with our well researched mutual fund recommendations and enjoy a seamless, paperless onboarding process to start investing instantly.

Expert Management
Expert Management with Risk Mitigation

Geojit is a SEBI registered Portfolio Management Service provider offering professionally managed portfolios to investors with an investible surplus of Rs.50 lakh or more. Our Portfolio Managers are well versed in their understanding of equities markets, financial market operations, fundamental analysis, and stock picking.

Comprehensive Insurance Solutions
Comprehensive Insurance Solutions

Geojit partners with leading insurers to meet all your insurance needs. With nearly two decades of experience in financial product distribution, we deeply understand the importance of insurance in your life and help you select the best plans. Enjoy customer-friendly service from our branches and dedicated support team as they assist you in choosing right insurance plan and also help you with claim settlement.

Tailored Wealth Solutions
Tailored Wealth Solutions

Geojit Private Wealth provides an array of bespoke, comprehensive investment solutions to High-Net-Worth Individuals, Business Families, Corporates and Non-profit organizations. Our highly personalized services go beyond wealth creation – it is a lasting partnership for wealth preservation and growth. We offer a host of investment options in various asset classes to help you meet your long-term goals. You can count on our decades of experience in the financial industry and our team of experts to handhold you through your investment journey.