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GEOJIT FINANCIAL SERVICES LIMITED

GEOJIT FINANCIAL SERVICES LIMITED

Geojit Financial Services Ltd is one of India’s leading financial services companies, headquartered in Kochi, Kerala. Established in 1987, it is widely recognized for its strong presence in retail brokerage, investment advisory, and wealth management. Geojit is backed by global players like BNP Paribas, which has been a strategic partner and shareholder.\r\n\r\nThrough its Portfolio Management Services (PMS), Geojit offers customized equity investment solutions aimed at long-term wealth creation. The PMS focuses on identifying fundamentally strong businesses, using a combination of research-driven, bottom-up stock picking and disciplined portfolio construction. Their strategies cater to both conservative and growth-oriented investors, ranging from diversified multi-cap portfolios to focused, high-conviction ideas.

Profile
AUM (Cr.) 1,364.35
Profile
AUM Rank 53
Profile
Investment Approaches 5
Profile
As On 01 March 2026
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Investment Approaches Performance

Investment Approach Category 1 M 3 M 6 M 1 Y 2 Y 3 Y 5 Y Inception AUM (Cr.) Inception Date

Portfolio Manager Profile

Rupin mukesh shah Rupin mukesh shah

Rupin Mukesh Shah is an experienced portfolio manager with expertise in equity research, stock selection, and portfolio ... Rupin Mukesh Shah is an experienced portfolio manager with expertise in equity research, stock selection, and portfolio construction. At Geojit Financial Services, he leads the PMS strategies such as Advantage Portfolio, Beacon Portfolio, Dakshin Portfolio, Ethical Portfolio, and Freedom Portfolio.\r\n\r\nWith a strong background in analyzing businesses across sectors, Rupin focuses on bottom-up, research-driven stock picking and emphasizes companies with strong fundamentals, sustainable earnings growth, and sound corporate governance. His investment style blends value discovery with growth potential, aiming to deliver long-term wealth creation for investors. Read More

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