Does Geojit provide financial planning services to its clients?

Yes, Geojit is a SEBI registered investment advisor (INA200002817) that provides financial planning services through our exclusive Investment Advisory division called STEPS.

STEPS consists of a group of experienced and committed Certified Financial Planners (CFP). Our CFPs will guide you through different services (Personal Financial Planning, Investment Analysis, Retirement Planning, Insurance Planning, Tax Planning and Investor Education Services), so that you can make prudent and timely financial decisions.

For more information, visit our website.

Still need help? Create Ticket