What are the different portfolios (PMS) offered by Geojit?

To cater to the investment needs of its High Net-worth Individual (HNI) clients, Geojit offers discretionary Portfolio Management Services (PMS) through four professionally managed portfolios. With a recommended investment horizon of 5-6 years, PMS is intended for investors seeking long-term wealth creation.

The 4 different types of portfolio services are:
  • The Advantage Portfolio is structured predominantly for investing in mid-cap and small-cap companies with a sound track record, quality management, steady earnings, high growth potential and strong fundamentals. 
  • The Freedom Portfolio aims to identify and invest in mispriced stocks of fundamentally strong large cap, mid-cap, and small-cap businesses, when available at reasonable valuations.
  • The Dakshin Portfolio is an equally weighted, multi-cap portfolio, with exposure to 25 high-quality companies headquartered in South India,.It consists of stocks with a market capitalization of less than Rs. 50,000 crores and is a passively managed portfolio based on a custom index constructed by MSCI for Geojit, the MSCI South India Domestic High Quality 25 Index.
  • The Ethical Portfolio is a unique multi-cap portfolio, specially designed for investments in principle-based stocks. With the NSE Nifty50 Shariah as its benchmark, it aims to focus on upcoming sectors and sectors that are beneficiaries of reforms undertaken in the economy.

Learn more about our PMS offerings.

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