Investor Presentaiton
Wealth creation with Insightful Research
Financial Planning
Financial planning business
under exclusive Investment
advisory division called
STEPS. Geojit provide
professional fee based
Financial Planning service
through certified and
experienced financial
planners
PMS
Our PMS portfolios have
outperformed their respective
benchmarks during the year 2020
and the early months of 2021. Our
Advantage Portfolio has ranked
5th position in January 2021 #
FINANCIAL PLANNING
CUSTOMERS
PMS
RESEARCH
RESEARCH
Research driven
recommendations - In
fundamental research, total
coverage is 160 + companies of
which 50% is large cap, 30%
Midcap and 20% small cap
In PMS We offer three unique types
of portfolios
•Advantage Portfolio
•Freedom Portfolio
•Dakshin Portfolio
# According to data compiled by pmsbazar.com, a private research firm that tracks around 190 PMS schemes in the country. Advantage Portfolio which has a bias towards
small and mid cap stocks have delivered higher returns compared to benchmarks across time lines. For 9 months, our Advantage Portfolio delivered a return of 85.57% while
Nifty Mid Cap 100's returned 77.22% (As on 28.02.2021)
G GEOJITView entire presentation