Portfolio Management Services (PMS)

Portfolio management services are specialised services offered by professional money managers who aim to create an investment portfolio of stocks, bonds, cash and other assets for the client. A team of experts conducts thorough research and takes investment decisions based on the client’s objectives.

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.

Professional Management

Professional management where managers decide where to invest, and when to buy and sell investments.

Risk Management

Mitigation of risk is one of the core principles of PMS. It helps in ensuring stable returns in the long run.

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.

Advantage Portfolio

Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.

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Freedom Portfolio

Invests in undervalued large, mid and small-cap stocks with high growth potential.

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Dakshin Portfolio

A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.

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Ethical Portfolio

A unique multi-cap portfolio to invest in principle-based stocks.

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Beacon Portfolio

A dynamic flexi-cap portfolio designed to invest across all market capitalizations

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Advantage Portfolio

Investment Strategy: The fund will normally invest in stocks of mid & small cap companies having sound track record, quality management, strong fundamentals, earnings and growth potential.
Portfolio Features:
Fund Style: Mid and Small cap
Type: Open Ended - Growth
Launch Date: 09.01.2004
Benchmark: Nifty Midcap 100
Min investment: Rs. 50 lacs

Performance as on 31-10-2021*

	3 Month	6 Month	1 Year	3 Year	5 Year	10 Year	Since Inception
ADVANTAGE	13.40%	33.30%	85.00%	19.60%	12.70%	14.90%	22.90%
NIFTY MIDCAP 100	12.70%	28.20%	78.90%	21.00%	14.50%	15.70%	19.30%

*Return (TWR) up to one year is Absolute and more than one year is CAGR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI

Freedom Portfolio

Investment Strategy: Invests across a wide gamut of fundamentally strong business in the large cap, Mid cap and Small valuations.
Portfolio Features:
Fund Style: Multi cap
Type: Open Ended - Growth
Launch Date: 17.02.2012
Benchmark: Nifty 500
Min investment: Rs. 50 lacs

Performance as on 31-10-2021*

	3 Month	6 Month	1 Year	3 Year	5 Year	Since Inception
FREEDOM	11.10%	22.30%	56.30%	18.40%	12.90%	16.60%
NIFTY 500	11.70%	22.20%	61.10%	18.20%	15.30%	15.20%

*Return (TWR) up to one year is Absolute and more than one year is CAGR. Any change in investment approach may have an impact on portfolio performance. The performance is not verified by SEBI

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Investment Amount

^₹25,00,000

₹ 25 Lakh is the minimum investment amount.

Estimated Profit

^₹14,50,621

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

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Portfolio Management Services (PMS)

Who is it for?

Minimum Investment

Contact number

Investment Calculator

Geojit Services

Fees