- SEBI reg.
- INP000003203
- Services
- Discretionary, Non-discretionary
- Reported
- 30 Sep 2026
Geojit Financial Services
₹1,770 Cr
Assets under management
2,554 clients · 5 strategies · 30 Sep 2026
Geojit Financial Services managed ₹1,770 crore for 2,554 clients at 30 Sep 2026, across 5 strategies, most of it for domestic individuals and others. In September clients added ₹91.78 crore and withdrew ₹13 crore.
Key numbers
- SEBI registration
- INP000003203
- Discretionary AUM
- ₹1,709 Cr
- Non-discretionary AUM
- ₹61.22 Cr
- Min. investment
- ₹50 lakh (SEBI)
- Complaints pending
- 0
Strategies
| Strategy | Asset class | AUM | 1 year | Benchmark 1Y |
|---|---|---|---|---|
| Advantage Portfolio | Equity | ₹1,303 Cr | +5.37% | −2.33% |
| Beacon Portfolio | Equity | ₹183 Cr | −2.87% | −2.33% |
| Freedom Portfolio | Equity | ₹170 Cr | +1.56% | −7.09% |
| Dakshin Portfolio | Equity | ₹40.73 Cr | −4.39% | −2.33% |
| Ethical Portfolio | Equity | ₹12.38 Cr | −3.46% | −2.33% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Who it manages money for
| Client type | Service | Clients | AUM |
|---|---|---|---|
| Domestic individuals and others | Discretionary | 2,014 | ₹1,343 Cr |
| Non-resident Indians | Discretionary | 507 | ₹348 Cr |
| Domestic individuals and others | Non-discretionary | 17 | ₹59.27 Cr |
| Domestic corporates | Discretionary | 15 | ₹18.15 Cr |
| Non-resident Indians | Non-discretionary | 1 | ₹1.95 Cr |
Flows
- Inflow, Sep 2026
- ₹91.78 Cr
- Outflow, Sep 2026
- ₹13 Cr
- Net, Sep 2026
- ₹78.78 Cr
- Inflow, FY to date
- ₹287 Cr
- Outflow, FY to date
- ₹107 Cr
- Net, FY to date
- ₹180 Cr
Discretionary service. The financial year runs from 1 April.
Complaints
- Pending at start of month
- 1
- Received
- 0
- Resolved
- 1
- Pending at end of month
- 0
FAQs
How much does Geojit Financial Services manage?
₹1,770 crore for 2,554 clients at 30 Sep 2026, as reported to SEBI.
How many clients does Geojit Financial Services have?
2,554 clients at 30 Sep 2026, mainly domestic individuals and others, non-resident indians, domestic corporates.
Which PMS strategies does Geojit Financial Services offer?
It reported 5 to SEBI for 30 Sep 2026: Advantage Portfolio, Beacon Portfolio, Freedom Portfolio, Dakshin Portfolio, Ethical Portfolio.
Is Geojit Financial Services registered with SEBI?
Yes. It is registered with SEBI as a portfolio manager, registration number INP000003203.
Has Geojit Financial Services had investor complaints?
In September it received 0 and resolved 1; 0 were pending at the end of the month.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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