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Geojit Financial Services Ltd – Portfolio Management Services (PMS)

Geojit, a prominent Indian financial services firm, operates extensively across India and within the Gulf Cooperation Council region. With a substantial track record of delivering impactful financial solutions, we have established ourselves as a reliable advisor to over one million individuals. Our offerings encompass a diverse range of products and services, including the distribution of mutual funds and insurance, equities and derivatives, commodities, Portfolio Management Services (PMS), and financial planning. Complementing our conventional services, we have developed a robust suite of digital products and solutions. Our expansive distribution framework, which includes physical branches, an online platform, dedicated customer support, and telephone services, is designed to address the varied investment requirements of our clientele.

AUM (₹ Cr)

1527.28

Clients

2191

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Geojit Financial Services Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Advantage Portfolio Small & Mid Cap 1.97% 13.65% 19.14% Jun 2003
Freedom Portfolio Mid & Large Cap 4.72% 8.76% 11.26% Nov 2011
Dakshin Portfolio Multi Cap & Flexi Cap -14.16% 10.52% 11.40% Mar 2019
Ethical Portfolio Multi Cap & Flexi Cap -6.21% 7.54% — Jan 2022
Beacon Portfolio Multi Cap & Flexi Cap -2.78% — — Jul 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Geojit Financial Services Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

Geojit Yield Plus Fund

Long Short - Conservative — — — Jul 2025

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr Dhiraj Tanwar

Fund Manager

With over 18 years of professional experience, Dhiraj possesses a comprehensive understanding of financial domains including financial planning, advisory services, and portfolio management. His expertise spans Equities, Derivatives, Mutual Funds, Bonds, and Currencies. Before his tenure at Geojit, he held the position of Fund Manager for Alternative Investment Funds (AIF) at Yes Securities India Limited. His prior roles at Motilal Oswal Financial Services and IIFL provided him with practical knowledge in Equities and Derivatives. Dhiraj commenced his career in January 2007 with Edelweiss in their Treasury department, where he developed arbitrage and options strategies across cash and futures markets.

Mr Rupin Mukesh Shah

Fund Manager

With over two decades of dedicated experience in investment management and equity analysis, he possesses a proven track record. His investment philosophy is rooted in in-depth, on-the-ground research, enabling him to effectively identify premium investment opportunities across diverse industries. Previously, his professional journey encompassed roles in both buy-side and sell-side institutional equity analysis within India, as well as experience with proprietary trading desks and international equity markets. Prior to his current role at Geojit, he served as a Portfolio Manager at InCred Capital Wealth and was a member of the Fund Management team at Reliance Wealth Management. He holds a Master's degree in Finance from ICFAI University and has successfully completed Level II of the CFA program in the USA.

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Regulatory Information

SEBI Registration: INP000003203

Registered Office: 34/659-P, Civil Line Road, Padivattom, Kochi,Kerala, India-682024

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

The individuals or organizations featured have not endorsed or approved this content. Affluense AI does not act as a broker, distributor, intermediary, or investment advisor.

For official or regulatory matters, please refer to formal communication channels of the respective organization.

Last Updated: December 2025 · Published by Affluense AI (affluense.ai)