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Geojit Financial Services Ltd – Portfolio Management Services (PMS)

A leading Indian investment services company, Geojit has presence across India and in the Gulf Corporation Council countries. A rich heritage of providing effective financial solutions has made us a trusted partner of over a million people. We provide a wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning. Along with traditional offerings, we have built a comprehensive portfolio of digital products and services. Our multi-channel distribution network comprising of branches, online portal, dedicated customer care and phone service caters to all the investment needs of the clients.

AUM (₹ Cr)

1527.28

Clients

2191

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Geojit Financial Services Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Advantage Portfolio Small & Mid Cap 1.97% 13.65% 19.14% Jun 2003
Freedom Portfolio Mid & Large Cap 4.72% 8.76% 11.26% Nov 2011
Dakshin Portfolio Multi Cap & Flexi Cap -14.16% 10.52% 11.40% Mar 2019
Ethical Portfolio Multi Cap & Flexi Cap -6.21% 7.54% — Jan 2022
Beacon Portfolio Multi Cap & Flexi Cap -2.78% — — Jul 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Geojit Financial Services Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Geojit Yield Plus Fund

Long Short - Conservative — — — Jul 2025

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Dhiraj Tanwar

Fund Manager

Dhiraj has 18+ years of experience with a robust background in various areas of finance viz. Financial Planning, Advisory Services & Portfolio Management. He holds expertise in Equities, Derivatives, Mutual funds, Bonds & Currencies Segment. Prior to joining Geojit , he served as a Fund Manager for AIF at Yes Securities India Limited. He has worked with Motilal Oswal Financial Services and IIFL, gaining actionable insights into Equities and Derivatives. He started his career with Edelweiss in January 2007 in their Treasury division where he devised arbitrage and options strategies in cash and futures markets.

Mr Rupin Mukesh Shah

Fund Manager

He has more than 20 years of experience in the field of Fund Management and Equity Research. He believes in ground level research and has a strong ability of picking high- quality stocks across sectors.In his previous stints, he had an exposure across Buy-side/sell-side (institutional) Indian equity analysis, prop desk and foreign equity markets.Before Joining Geojit, he was a Portfolio Manager at InCred Capital Wealth and a part of Fund Management Team in Reliance Wealth Management.He is a master’s in finance from ICFAI University. He has also cleared level 2 of CFA program, USA.

Interested in Geojit Financial Services Ltd?

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Regulatory Information

SEBI Registration: INP000003203

Registered Office: 34/659-P, Civil Line Road, Padivattom, Kochi,Kerala, India-682024

Disclaimer

This profile is provided for general informational purposes only and is based on publicly available information, regulatory disclosures, and independent research. While reasonable care is taken, the content may not always reflect the latest updates.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)