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Equity
Margin Trading Funding
SmartfoliosNEW
Currency Futures
Depository Services
Commodity
IPO
Sovereign Gold Bond
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.
Portfolio Management Service
Professional Management
Professional management where managers decide where to invest, and when to buy and sell investments.
Pms Risk Management
Risk Management
Mitigation of risk is one of the core principles of PMS. It helps in ensuring stable returns in the long run.
Pms Investment Service
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 & Beacon portfolios have been designed to cater to a wide variety of needs.
Pms Quality Advantage Portfolio
Advantage Portfolio
Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.
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Freedom Portfolio
Freedom Portfolio
Invests in undervalued large, mid and small-cap stocks with high growth potential.
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Dakshin Portfolio
Dakshin Portfolio
A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.
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Ethical Portfolio
Ethical Portfolio
A unique multi-cap portfolio to invest in principle-based stocks.
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Beacon Portfolio
Beacon Portfolio
A dynamic flexi-cap portfolio designed to invest across all market capitalizations
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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
Fixed charge of 3% per annum, charged every quarter on Daily average market value.
Options 2
Fixed Fees and Performance Fees
Fixed charge of 2% per annum, charged every quarter on Daily average market value. Performance fees on inception anniversary: 20% of the return over and above 15% (hurdle rate up to which no performance fees will be charged) of the amount invested.
Options 3
Fixed Fees and Performance Fees
Fixed charge of 1% per annum, charged every quarter on Daily average market value. Performance fees on inception anniversary: 20% of the return over and above 10% (hurdle rate up to which no performance fees will be charged) of the amount invested.
*Terms and conditions applied

For Disclosure Document, please click here.
For PMS Complaint Data. Click Here.
For Investor Charter PMS. Click Here
For PMS Fee Calculator. Click here
For SCORES. Click here