Private Wealth Management

You have worked hard to build your wealth, now make it work for you. At Geojit Private Wealth, we provide an array of bespoke, comprehensive investment solutions to High Net Worth Individuals, Business Families, Corporates and Non-profit organizations. Our highly personalized services go beyond wealth creation – it is a lasting partnership for wealth preservation and growth. Geojit Private Wealth, the distribution arm of Geojit Financial Services, offers a host of investment options in various asset classes to help you meet your long term goals. You can count on our decades of experience in the financial industry and our team of experts to handhold you through your investment journey.
Why Choose Geojit Private Wealth

We not only help you in long term wealth creation, but also aim to build trust that lasts for generations.
And that makes us unique!


Experienced and empowered Wealth Managers


Personalised portfolio management with timely reviews


Comprehensive bouquet of products and services

What We Offer

Goal Based Investing

It entails a differentiated investment approach for the fulfilment of pre-defined goals like children’s marriage or your retirement life.


Retirement Schemes & Investments

The service focuses on the dual goal of safety and value retention of investment even after retirement. Geojit Private Wealth helps with portfolio diversification and continuous periodical review that ensures constant income from the retirement corpus for your monthly needs.


Taxation Services

Our experienced tax advisors and tax analysts are well equipped to help our clients meet their tax obligations by offering integrated services for both – Direct & Indirect Taxation.


Alternative Investments

Certain financial objectives require a unique investment approach. Alternative investments are focussed tools for a customised portfolio. Depending on your unique needs, Geojit Private Wealth helps with investments into Private Equity Funds, Real Estate Funds, Structured Products, Hedge Funds, Gold ETFs and Art Funds.


Trust & Estate Services

This service aims to ensure the maintenance and sustainability of your wealth and its protection from unanticipated liabilities, uncertainties and smooth transferring to next generations.

Geojit Private Wealth Products & Services

We offer a wide variety of investment products across asset classes


Portfolio Management Services

Equity markets can be an attractive avenue for wealth creation. Geojit Private Wealth provides investment options like Portfolio Management Services in multiple categories such as small-cap, mid-cap and large-cap. As we offer, Discretionary Portfolio Management Services, the portfolio manager manages every step of the investment journey.


Equity Trading

Equity investments will help you to create wealth over the long term. Along with proportional ownership of the company, Equity Trading also provides you with the benefit of liquidity and additional income in terms of dividends. Besides competitive brokerage, we provide you access to our advanced trading platform and in-depth research reports which will help you to take informed investment decisions.


Debt Investments

We help you make informed investment decisions related to debt products like Debt Mutual Funds, Income Funds, Arbitrage Fund, Fixed Maturity Plans, various risk range debt products like NBFC and MFC NCDs, Corporate Bonds/FDs, PSU Bonds and Tax-free bonds.


Family Office offering

The cornerstone of this service is the preservation and growth of financial assets and heritage of the families of Ultra High Net Worth Individuals.



Efficient management of liabilities is as important as creating assets. Geojit Private Wealth assists with various credits like Home Loan, Loan Against Property, Lease Rental Discounting, Loan Against Shares and Debt Syndication. We also help you with cost-effective management of liabilities.


Property Purchase and Financing

We provide comprehensive assistance in property-related transactions such as property valuation and legal scrutiny through certified and registered professionals and loan for property purchase by negotiating with leading banks and NBFCs.


Review and Audit of Portfolio

We provide comprehensive assistance in property-related transactions such as property valuation and legal scrutiny through certified and registered professionals and loan for property purchase by negotiating with leading banks and NBFCs.


Risk Management & Insurance Services

The primary aim of this service is to analyse and mitigate the present and future risks to your family.


Priority Services for Corporates and Charitable Institutions

Our service extends to the identification of income leakages, improvement in operational efficiency and reduction in incident’s cost to corporates along with cash flow management.

Private Wealth Management - Geojit Private Wealth

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