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.
Investment Objective
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.
Strategy
To suite your investment strategy, we offer three unique types of portfolio under our Portfolio Management Services.
Minimum Investment
Rs. 25 lakhs for resident Indians and NRIs.
Reports
Portfolio and NAV are communicated weekly via e-mail.
Risk factors
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
Fee Option 1 |
Fixed |
3% Fixed per annum |
Fee Option 2 |
Fixed +Variable |
2% Fixed + 20% of Variable above 15% return |
Fee Option 3 |
Fixed +Variable |
1% Fixed + 20% of Variable above 10% return |
FIXED FEE
The fixed fee is charged at the end of every quarter(0.75% in Option 1, 0.50% in Option 2 & 0.25% in Option 3) on the average of beginning and ending NAV
PERFORMANCE (VARIABLE) FEE
The performance fee is based on the high watermark concept charged at the end of the year or on withdrawal.
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No entry load or lock in period
We have no entry load currently, an exit load is applicable on any withdrawal from PMS within a period of 1 year after investment