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.