Geojit PMS or Portfolio Management – Performance, Cost, Support & more
Geojit PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.
Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.
The Geojit Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.
Geojit PMS - Snapshot
Total AUM
1 Year Return
Minimum Investment
Experience
Active Clients
Geojit Portfolio Management Review & Ratings by Franchisebyte
Portfolio Performance
Fees
Experience
Support
Facilities
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Star Rating
Overview of Geojit Portfolio Management Services
Organization Type
Head Office
Founder
Founded In (year)
No. of Active Clients
Minimum Investment
Investment Strategies
Geojit PMS Returns or Performance
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
Geojit PMS Charges or Cost
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Geojit PMS Investment Strategies
| Strategy Name | Advantage Portfolio | Freedom Portfolio | Dakshin Portfolio | Ethical Portfolio | Beacon Portfolio |
| Start Date | 13-Jun-03 | 23-Nov-11 | 20-Mar-19 | 31-Jan-22 | 26-Jul-24 |
| Category | Small & Mid Cap | Large & Mid Cap | Multi Cap | Multi Cap | Flexi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 35 | 35 | 25 | 29 | Not Disclosed |
| 1 Yr. Return | 23.90% | 21.71% | 35.73% | 25.14% | NA |
| 3 Yr. Return | 15.98% | 9.45% | 13.99% | NA | NA |
| 5 Yr. Return | 23.93% | 15.38% | 18.95% | NA | NA |
| Fund Manager | Ms. Deepali Jose | Ms. Deepali Jose | Ms. Deepali Jose | Ms. Deepali Jose | Not Disclosed |
Top Portfolio Managers of Geojit Portfolio Management Services
#1
Geojit Portfolio Manager - Customer Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Geojit Portfolio Management - Investment Facilities
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
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Geojit PMS - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
Geojit Portfolio Management Services - Eligibility Criteria
Age
Nationality
Investment
Geojit Portfolio Management - Documents Required
PMS Agreement
POA
Demat Account
PAN
Address Proof
Geojit PMS Backoffice or Dashboard Link
Web Platform
