Portfolio Management Service
Geojit, a SEBI registered Portfolio Manager (Reg. No.INP000003203) offers discretionary portfolio management services. Geojit has a team of experts who carefully take investment decisions based on the clients' objectives. The Portfolio Management team has a successful track record of more than 10 years in the capital market. The team has access to Geojit' strong Equity Research, and Fundamental & Technical Analysis.
To generate medium to long-term capital growth (3-4 years) by identifying undervalued stocks and those with growth opportunities from a select list of well researched stocks.
To suite your investment strategy, we offer two unique types of portfolio under our Portfolio Management Services.
Rs. 25 lakhs for resident Indians and NRIs.
Portfolio and NAV are communicated weekly via e-mail.
As the stocks are normally held for medium to long term, the net asset value will be affected by market volatility.
Portfolio Management Service fee
Option 1: 3% p.a. (charged @0.75% at the end of every quarter on the average of beginning and ending NAV)
Option 2: 1% p.a. (charged @0.25% at the end of every quarter on the average of beginning and ending NAV) and performance fee
20% on gain in NAV over and above 12% p.a. based on the high watermark concept charged at the end of the year or on withdrawal.
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