13/06/2003
Strategic Wealth Creation: Your Ideal Path to Financial Freedom with Geojit's Discretionary PMS.
Discover an investment portfolio designed to meet your unique financial goals with our expert portfolio managers.
Invest with Confidence: Geojit's Discretionary PMS - Your Trusted Wealth Partner
Experience peace of mind, knowing our professional team handles your funds with judicious blend of knowledge and experience.
Your Success, Our Priority: Geojit's Discretionary PMS - Building Wealth Together.
Your financial objectives are our top priority as we collaborate to achieve your long-term goals.
Invest with Peace of Mind: Geojit's Discretionary PMS Takes Care of Everything!
Leave the investment complexities to us, while you focus on living your life to the fullest.
Decisions Simplified, Profits Amplified: Geojit's Discretionary PMS - Smart Investing Made Easy.
Trust our experts to handle the complexities, making investing a hassle-free and rewarding journey.
WHY CHOOSE
Geojit's Portfolio Management Services?
Are you looking to achieve long term wealth creation with a bespoke investment plan? Welcome to Geojit's Portfolio Management Services! Our portfolio managers have a judicious blend of knowledge and experience in equity markets, financial market operations, fundamental analysis, and stock picking. Our team of experts excels at crafting portfolios designed to cater to a wide variety of needs thorough research and data-driven strategies. With our discretionary approach, you can entrust your funds to our capable hands, while we navigate the market on your behalf. Join the ranks of our satisfied clients who have unlocked their wealth potential with Geojit.
Professional Management
Since 1997, our expert Professional Managers have been listening to your needs and making investment decisions keeping your goals in mind.
Risk Management
One of the goals of PMS is optimal risk management. Our experts ensure that your investments suit your risk appetite.
Regular Updates
You will get weekly updates on your portfolio and your Net Asset Value right to your email.
Easy Investment
Geojit Portfolio management services is ideal for investors who are interested in capital market but lack time and expertise to manage equity investment well. Here our Portfolio managers decides on the scrip selection, and the timing of entry and exit.
WHAT WE OFFER
A Solution for Your long-term wealth creation
Successful PMS requires experts who can craft a portfolio with deep market understanding and aligning that with your needs. With our expertise in maintaining harmony between market maneuvering and mature financial positioning, you can trust us to help you manage your wealth with confidence.
Our Advantage, Freedom, Dakshin and Ethical portfolios are designed to meet unique requirements.
Portfolio highlights
Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.
Launch date
Type
Open Ended – Growth
Fund style
Mid and Small cap
Minimum investment
INR 50 Lakhs
Benchmark
S&P BSE 500 TRI/S&P BSE 500
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Advantage Portfolio | 1.667 | 12.855 | 17.826 | 25.127 | 21.859 | 20.952 | 33.030 | 25.793 | NA | 16.007 | NA | 22.075 |
| **S&P BSE 500 TRI/S&P BSE 500 | 0.961 | 12.888 | 18.753 | 41.007 | 25.322 | 18.893 | 27.522 | 22.859 | NA | 15.439 | NA | 17.220 |
|
*Advantage Portfolio Inception : 13.06.2003, Freedom Portfolio Inception :23.11.2011,Dakshin Portfolio Inception : 20.03.2019,Ethical Portfolio Inception : 31.01.2022 . Return up to 1 year is absolute and more than 1 year is CAGR |
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**The benchmark index for investments on or after 30.04.2013 : S&P BSE 500 TRI, The benchmark index for investments prior to 30.04.2013:S&P BSE 500 |
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Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
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Portfolio highlights
Invests in undervalued large, mid and small-cap stocks with high growth potential.
Launch date
23/11/2011
Type
Open Ended – Growth
Fund style
Multi cap
Minimum investment
INR 50 Lakhs
Benchmark
NIFTY 500 TRI
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 year | 10 Year | 15 year | Since Inception |
| Freedom Portfolio | -0.398 | 10.999 | 16.054 | 22.368 | 14.176 | 12.140 | 20.571 | 18.188 | NA | 11.791 | NA | 15.438 |
| NIFTY 500 TRI | 1.358 | 12.544 | 15.765 | 32.542 | 20.504 | 15.152 | 23.470 | 19.372 | NA | 13.599 | NA | 15.450 |
|
*Returns are as on 31st August 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI. |
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|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
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Portfolio highlights
A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.
Launch date
20/03/2019
Type
Open ended
Fund style
Multi cap growth
Minimum investment
INR 50 Lakhs
Benchmark
S&P BSE 500 TRI
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Dakshin Portfolio | 1.281 | 12.443 | 20.263 | 38.298 | 27.190 | 17.879 | 26.333 | 22.042 | 00.00 | 00.00 | 00.00 | 17.656 |
| **S&P BSE 500 TRI | 0.961 | 12.888 | 18.753 | 41.007 | 25.322 | 18.893 | 27.522 | 22.859 | 00.00 | 00.00 | 00.00 | 19.603 |
|
*Returns are as on 31st August 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI. |
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|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
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Portfolio highlights
A unique multi-cap portfolio to invest in principle-based stocks.
Launch date
31/01/2022
Type
Open-ended
Fund style
Multicap – Growth
Minimum investment
INR 50 Lakhs
Benchmark
S&P BSE 500 TRI
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Ethical Portfolio | 1.346 | 19.041 | 23.361 | 32.563 | 21.100 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 16.575 |
| **S&P BSE 500 TRI | 0.961 | 12.888 | 18.753 | 41.007 | 25.322 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 21.003 |
|
Geojit Ethical Portfolio is based on a theme which changes as per the market trend. The calculated back test return is not based on scientific method. |
||||||||||||
|
*Returns are as on 31st August 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI. |
||||||||||||
|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
||||||||||||
Portfolio highlights
Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.
Launch date
13/06/2003
Type
Open ended - growth
Fund style
Mid and small cap
Minimum investment
INR 50 Lakhs
Benchmark
S&P BSE 500 TRI/S&P BSE 500
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Advantage Portfolio | 1.667 | 12.855 | 17.826 | 25.127 | 21.859 | 20.952 | 33.030 | 25.793 | NA | 16.007 | NA | 22.075 |
| **S&P BSE 500 TRI/S&P BSE 500 | 0.961 | 12.888 | 18.753 | 41.007 | 25.322 | 18.893 | 27.522 | 22.859 | NA | 15.439 | NA | 17.220 |
|
*Advantage Portfolio Inception : 13.06.2003, Freedom Portfolio Inception :23.11.2011,Dakshin Portfolio Inception : 20.03.2019,Ethical Portfolio Inception : 31.01.2022 . Return up to 1 year is absolute and more than 1 year is CAGR |
||||||||||||
|
**The benchmark index for investments on or after 30.04.2013 : S&P BSE 500 TRI, The benchmark index for investments prior to 30.04.2013:S&P BSE 500 |
||||||||||||
|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
||||||||||||
Portfolio highlights
Invests in undervalued large, mid and small-cap stocks with high growth potential.
Launch date
23/11/2011
Type
Open ended - growth
Fund style
Multi cap
Minimum investment
INR 50 Lakhs
Benchmark
NIFTY 500 TRI
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Freedom Portfolio | -0.398 | 10.999 | 16.054 | 22.368 | 14.176 | 12.140 | 20.571 | 18.188 | NA | 11.791 | NA | 15.438 |
| NIFTY 500 TRI | 1.358 | 12.544 | 15.765 | 32.542 | 20.504 | 15.152 | 23.470 | 19.372 | NA | 13.599 | NA | 15.450 |
|
*Returns are as on 31st August 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI. |
||||||||||||
|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
||||||||||||
Portfolio highlights
A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.
Launch date
20/03/2019
Type
Open ended
Fund style
Multi cap growth
Minimum investment
INR 50 Lakhs
Benchmark
S&P BSE 500 TRI
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Dakshin Portfolio | 1.281 | 12.443 | 20.263 | 38.298 | 27.190 | 17.879 | 26.333 | 22.042 | 00.00 | 00.00 | 00.00 | 17.656 |
| **S&P BSE 500 TRI | 0.961 | 12.888 | 18.753 | 41.007 | 25.322 | 18.893 | 27.522 | 22.859 | 00.00 | 00.00 | 00.00 | 19.603 |
|
*Returns are as on 31st August 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI. |
||||||||||||
|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
||||||||||||
Portfolio highlights
A unique multi-cap portfolio to invest in principle-based stocks.
Launch date
31/01/2022
Type
Open ended
Fund style
Multicap – Growth
Minimum investment
INR 50 Lakhs
Benchmark
S&P BSE 500 TRI
| Performance (TWRR) of portfolios as on : 31-08-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Scheme | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | 3 Year | 4 Year | 5 Year | 7 Year | 10 Year | 15 Year | Since Inception |
| Ethical Portfolio | 1.346 | 19.041 | 23.361 | 32.563 | 21.100 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 16.575 |
| **S&P BSE 500 TRI | 0.961 | 12.888 | 18.753 | 41.007 | 25.322 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 00.00 | 21.003 |
|
Geojit Ethical Portfolio is based on a theme which changes as per the market trend. The calculated back test return is not based on scientific method. |
||||||||||||
|
*Returns are as on 31st August 2024, Returns less than one year are Absolute and more than one year TWRR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI. |
||||||||||||
|
Peer Comparison: https://www.apmiindia.org/apmi/IACompare.htm?action=iacomaprepage |
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WHY CHOOSE GEOJIT
We Provide Elite Services Catered Just For You
Esteemed Shareholder Consortium
Geojit proudly aligns with prominent shareholders, which comprise BNP Paribas, Mr. C.J. George (Managing Director and CEO), KSIDC (Kerala State Industrial Development Corporation), and Rekha Rakesh Jhunjhunwala.
500+ Offices Across India and GCCs
Geojit showcases an expansive network of 500+ offices, spanning India and the GCC region, ensuring unmatched accessibility and localized PMS expertise for our esteemed clients.
Diverse Portfolio Choices Tailored
Geojit presents four distinct portfolios, each crafted to cater to individual financial aspirations and objectives, ensuring personalized investment strategies for optimal growth.
Three Decades of Market Expertise
With 37 years entrenched in the Indian capital market, Geojit brings unparalleled experience, trust, and understanding to its clientele, driving consistent financial success stories.
WHY CHOOSE GEOJIT
We Provide Elite Services Catered Just For You
Esteemed Shareholder Consortium
Geojit proudly aligns with prominent shareholders, which comprise BNP Paribas, Mr. C.J. George (Managing Director and CEO), KSIDC (Kerala State Industrial Development Corporation), and Rekha Rakesh Jhunjhunwala.
500+ Offices Across India and GCCs
Geojit showcases an expansive network of 500+ offices, spanning India and the GCC region, ensuring unmatched accessibility and localized PMS expertise for our esteemed clients.
Diverse Portfolio Choices Tailored
Geojit presents four distinct portfolios, each crafted to cater to individual financial aspirations and objectives, ensuring personalized investment strategies for optimal growth.
Three Decades of Market Expertise
With 37 years entrenched in the Indian capital market, Geojit brings unparalleled experience, trust, and understanding to its clientele, driving consistent financial success stories.
Advice you can count on
Get access to the finest PMS advisors by scheduling a call with Geojit.
No sales representatives
Instead of dealing with aggressive salespeople, you'll exclusively interact with outstanding advisors.
Zero tolerance for spam
At Geojit Hotline, we prioritize your privacy and promise to never intrude on your personal space with unsolicited calls or messages.
A 30-minute dedicated consultation
We understand the importance of providing comprehensive advice, which is why we offer you our undivided attention for a minimum of 30 minutes.
Completely free of charge
Our consultations are provided at no cost to you, and we will never pressure you into making a investment through Geojit.
