About Geojit Financial Services Limited Geojit Financial Services is an integrated investment-services and wealth-management firm offering equity and derivatives broking, mutual-fund and insurance distribution, portfolio management (PMS), alternative investment funds (AIF), loan-against-securities/mutual-funds lending, and NRI/GCC wealth advisory. It earns through broking commissions, interest income on its margin-trading and loan-against-shares book, and distribution/advisory fees on mutual funds, insurance, PMS and AIF products, delivered via a branch network, financial consultants and dealers, and proprietary digital trading and investment platforms. The company also runs joint ventures and subsidiaries across the Gulf (UAE, Bahrain, Oman, Kuwait), an IFSC unit at GIFT City, and a private-wealth entity in DIFC, Dubai serving NRI and international clients.
Business segments
Equity & Equity-Related (Transaction-based) Wealth Management / Financial Products (Recurring) Asset Management Treasury & Investment Income Technology & Platform Income Other Operating Income
Key products & brands: Flip, TraderX, Smartfolios, FundsGenie, STEPS (financial planning), MyGeojit, Geojit Yield Plus (Category III AIF), Advantage Portfolio (PMS), Ethical Portfolio (PMS), Freedom Portfolio (PMS), Beacon Portfolio (PMS), Dakshin Portfolio (PMS)
Key data
Geographic footprint
20 states and 3 union territories
Tier II/III concentration
78% of branches and 76% of clients based in Tier II & III cities
Sales force (Financial Consultants + Dealers)
2,403
International presence
GCC operations in UAE (Dubai HQ, branches in Abu Dhabi & Sharjah), Bahrain, Oman and Kuwait via joint ventures/subsidiaries, plus a DIFC (Dubai) private-wealth entity and a GIFT City IFSC unit
Active SIP clients
1.75 lakh
Mutual fund holding clients
3,17,940
PMS portfolio strategies offered
5 (Advantage, Ethical, Freedom, Beacon, Dakshin)
Headquarters
Kochi, Kerala, India
Employees
3,768 (2026-03-31)