How do I add members to the Family Portfolio through MyGeojit?

Your Family Portfolio gives you a single, consolidated view of the investments held by you and your family members. You can add up to 10 family accounts, and once added, you’ll be able to conveniently view their DP holdings, Mutual Fund holdings, P&L, and more—all in one place.

Family Portfolio is currently not available for accounts whose DP is not in Geojit and for non-individual accounts like HUF, partnerships, trustees, etc.