A dynamic flexi-cap portfolio designed to invest across all market capitalizations.
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Discover an investment portfolio designed to meet your unique financial goals with our expert portfolio managers.
Experience peace of mind, knowing our professional team handles your funds with judicious blend of knowledge and experience.
Your financial objectives are our top priority as we collaborate to achieve your long-term goals.
Leave the investment complexities to us, while you focus on living your life to the fullest.
Trust our experts to handle the complexities, making investing a hassle-free and rewarding journey.
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.
Since 1997, our expert Professional Managers have been listening to your needs and making investment decisions keeping your goals in mind.
One of the goals of PMS is optimal risk management. Our experts ensure that your investments suit your risk appetite.
You will get weekly updates on your portfolio and your Net Asset Value right to your email.
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.
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.
Beacon is a dynamic flexi-cap portfolio, meticulously designed to offer a balanced investment strategy that capitalizes on the strengths of all market capitalizations—large, mid, and small-cap stocks.
26/07/2024
Balanced – Growth
Flexi - Cap
INR 50 Lakhs
BSE 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Beacon Portfolio | >-5.025 | -3.048 | NA | NA | NA | NA | NA | NA | NA | NA | NA | -2.968 |
| **S&P BSE 500 TRI | -6.447 | -3.575 | NA | NA | NA | NA | NA | NA | NA | NA | NA | -2.579 |
|
*Returns are as on 31st October 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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Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.
13/06/2003
Open Ended – Growth
Mid and Small cap
INR 50 Lakhs
S&P BSE 500 TRI/S&P BSE 500
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -4.454 | -1.739 | 8.546 | 23.898 | 19.284 | 15.984 | 30.466 | 23.932 | 13.785 | 14.900 | 16.529 | 21.691 |
| **S&P BSE 500 TRI/S&P BSE 500 | -6.447 | -3.575 | 8.716 | 35.792 | 22.033 | 15.670 | 25.327 | 19.830 | 15.188 | 14.338 | 12.447 | 16.818 |
|
*Returns are as on 31st October 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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|
**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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Invests in undervalued large, mid and small-cap stocks with high growth potential.
23/11/2011
Open Ended – Growth
Multi cap
INR 50 Lakhs
NIFTY 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -5.302 | -3.180 | 7.347 | 21.709 | 11.632 | 9.449 | 19.563 | 15.383 | 10.608 | 11.545 | NA | 14.973 |
| NIFTY 500 TRI | -6.119 | -2.676 | 8.097 | 28.302 | 17.190 | 12.374 | 21.486 | 16.612 | 14.294 | 12.617 | NA | 14.876 |
|
*Returns are as on 31st October 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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A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.
20/03/2019
Open ended
Multi cap growth
INR 50 Lakhs
S&P BSE 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -5.857 | -4.821 | 6.413 | 35.726 | 22.366 | 13.994 | 22.487 | 18.953 | NA | NA | NA | 15.803 |
| **S&P BSE 500 TRI | -6.447 | -3.575 | 8.716 | 35.792 | 22.033 | 15.670 | 25.327 | 19.830 | NA | NA | NA | 18.000 |
|
*Returns are as on 31st October 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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A unique multi-cap portfolio to invest in principle-based stocks.
31/01/2022
Open-ended
Multicap – Growth
INR 50 Lakhs
S&P BSE 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -6.380 | -7.722 | 8.713 | 25.140 | 15.423 | NA | NA | NA | NA | NA | NA | 11.630 |
| **S&P BSE 500 TRI | -6.447 | -3.575 | 8.716 | 35.792 | 22.033 | NA | NA | NA | NA | NA | NA | 17.630 |
|
*Returns are as on 31st October 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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|
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. |
||||||||||||
Beacon is a dynamic flexi-cap portfolio, meticulously designed to offer a balanced investment strategy that capitalizes on the strengths of all market capitalizations—large, mid, and small-cap stocks.
26/07/2024
Balanced – Growth
Flexi - Cap
INR 50 Lakhs
BSE 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| Beacon Portfolio | -5.025 | -3.048 | NA | NA | NA | NA | NA | NA | NA | NA | NA | -2.968 |
| **S&P BSE 500 TRI | -6.447 | -3.575 | NA | NA | NA | NA | NA | NA | NA | NA | NA | -2.579 |
|
*Returns are as on 31st October 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. |
||||||||||||
Invests in mid and small-cap stocks with quality management, strong fundamentals and growth potential.
13/06/2003
Open ended - growth
Mid and small cap
INR 50 Lakhs
S&P BSE 500 TRI/S&P BSE 500
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -4.454 | -1.739 | 8.546 | 23.898 | 19.284 | 15.984 | 30.466 | 23.932 | 13.785 | 14.900 | 16.529 | 21.691 |
| **S&P BSE 500 TRI/S&P BSE 500 | -6.447 | -3.575 | 8.716 | 35.792 | 22.033 | 15.670 | 25.327 | 19.830 | 15.188 | 14.338 | 12.447 | 16.818 |
|
*Returns are as on 31st October 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. |
||||||||||||
|
**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 |
||||||||||||
Invests in undervalued large, mid and small-cap stocks with high growth potential.
23/11/2011
Open ended - growth
Multi cap
INR 50 Lakhs
NIFTY 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -5.302 | -3.180 | 7.347 | 21.709 | 11.632 | 9.449 | 19.563 | 15.383 | 10.608 | 11.545 | NA | 14.973 |
| NIFTY 500 TRI | -6.119 | -2.676 | 8.097 | 28.302 | 17.190 | 12.374 | 21.486 | 16.612 | 14.294 | 12.617 | NA | 14.876 |
|
*Returns are as on 31st October 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. |
||||||||||||
A multi-cap portfolio with exposure to 25 high-quality companies headquartered in South India.
20/03/2019
Open ended
Multi cap growth
INR 50 Lakhs
S&P BSE 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -5.857 | -4.821 | 6.413 | 35.726 | 22.366 | 13.994 | 22.487 | 18.953 | NA | NA | NA | 15.803 |
| **S&P BSE 500 TRI | -6.447 | -3.575 | 8.716 | 35.792 | 22.033 | 15.670 | 25.327 | 19.830 | NA | NA | NA | 18.000 |
|
*Returns are as on 31st October 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. |
||||||||||||
A unique multi-cap portfolio to invest in principle-based stocks.
31/01/2022
Open ended
Multicap – Growth
INR 50 Lakhs
S&P BSE 500 TRI
| Performance (TWR) of portfolios as on : 31-10-2024 | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -6.380 | -7.722 | 8.713 | 25.140 | 15.423 | NA | NA | NA | NA | NA | NA | 11.630 |
| **S&P BSE 500 TRI | -6.447 | -3.575 | 8.716 | 35.792 | 22.033 | NA | NA | NA | NA | NA | NA | 17.630 |
|
*Returns are as on 31st October 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. |
||||||||||||
|
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. |
||||||||||||
Geojit proudly aligns with prominent shareholders, which comprise BNP Paribas, Mr. C.J. George (Chairman and Managing Director), KSIDC (Kerala State Industrial Development Corporation), and Rekha Rakesh Jhunjhunwala.
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.
Geojit presents four distinct portfolios, each crafted to cater to individual financial aspirations and objectives, ensuring personalized investment strategies for optimal growth.
With 37 years entrenched in the Indian capital market, Geojit brings unparalleled experience, trust, and understanding to its clientele, driving consistent financial success stories.
Geojit proudly aligns with prominent shareholders, which comprise BNP Paribas, Mr. C.J. George (Chairman and Managing Director), KSIDC (Kerala State Industrial Development Corporation), and Rekha Rakesh Jhunjhunwala.
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.
Geojit presents four distinct portfolios, each crafted to cater to individual financial aspirations and objectives, ensuring personalized investment strategies for optimal growth.
With 37 years entrenched in the Indian capital market, Geojit brings unparalleled experience, trust, and understanding to its clientele, driving consistent financial success stories.
Get access to the finest PMS advisors by scheduling a call with Geojit.
Instead of dealing with aggressive salespeople, you'll exclusively interact with outstanding advisors.
At Geojit Hotline, we prioritize your privacy and promise to never intrude on your personal space with unsolicited calls or messages.
We understand the importance of providing comprehensive advice, which is why we offer you our undivided attention for a minimum of 30 minutes.
Our consultations are provided at no cost to you, and we will never pressure you into making a investment through Geojit.
