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Geojit Financial Services Ltd
Geojit Financial Services Ltd

Geojit Financial Services Ltd

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AUM 1,518.89 Cr
(As on Oct, 2025)
No. of schemes5
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About Geojit Financial Services Ltd

Geojit Financial Services Ltd manages assets worth Rs 1518.89 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap, 1 Mid And Large Cap and 3 Multi Cap And Flexi Cap schemes.

bt_logoPORTFOLIO MANAGERS

Dileep K
Dileep K
  • Schemes managed 3
  • Total AUM Undisclosed
  • Highest return in 1 year +0.55 %
Profile

Mr. K Dileep, A Post Graduate in Commerce is having 22 years of experience in capital market industry. He is the General Manager and Head of Portfolio Management Services at their corporate office in Kochi. Mr. Dileep is also the spokesperson for his organization for many years. His media presence includes appearance in business segment of Amrita TV daily morning news and Money News in Mathrubhumi Television on every Saturdays. He has contributed more than 300 articles in Mathrubhumi, the national daily in Malayalam on capital markets and Banking & Finance.

Deepali Jose
Deepali Jose
  • Schemes managed 4
  • Total AUM Undisclosed
  • Highest return in 1 year +0.55 %
Profile

Pawan Parakh
Pawan Parakh
  • Schemes managed 5
  • Total AUM Undisclosed
  • Highest return in 1 year +0.55 %
Profile

Pawan Parakh is a Fund Manager at Geojit Financial Services. Pawan has 18 years of experience in Fund Management & Institutional equity research. During this period, he has worked with marquee organizations like Edelweiss, HDFC, HSBC & Deloitte. As a fund manager, Pawan has a track record of managing large PMS schemes and has generated sustainable wealth on a consistent basis. As a sell-side analyst, Pawan has been amongst the top-rated analysts in Asia money and other such ranking platforms. Pawan actively interacts with company managements and industry experts to have a better understanding of ground realities and future emerging trends.

Rupin Mukesh Shah
Rupin Mukesh Shah
  • Schemes managed 5
  • Total AUM Undisclosed
  • Highest return in 1 year +0.55 %
Profile

He has more than 20 years of experience in the field of Fund Management and Equity Research. He believes in ground level research and has a strong ability of picking high- quality stocks across sectors.In his previous stints, he had an exposure across Buy-side/sell-side (institutional) Indian equity analysis, prop desk and foreign equity markets.Before Joining Geojit, he was a Portfolio Manager at InCred Capital Wealth and a part of Fund Management Team in Reliance Wealth Management.He is a master’s in finance from ICFAI University. He has also cleared level 2 of CFA program, USA.

bt_logoFund Manager Interview Video

"Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes
Mutual Fund Investment Guide 2026 | Detailed Analysis & Ratings Of India’s Top Schemes40:28
"Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund
Market Guru: DP Singh Dy MD & Jt. CEO, SBI Mutual Fund19:21

bt_logoPMS SCHEMES

AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
6 Out of 53
Fixed Fee
3%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
Nifty 50 TRI
Category
Mid AND Large Cap
Category Rank
2 Out of 20
Fixed Fee
3%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
48 Out of 251
Fixed Fee
3.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
181 Out of 251
Fixed Fee
3%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
15% Or 10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
235 Out of 251
Fixed Fee
3%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the total AUM managed by Geojit Financial Services Ltd ?
The total AUM managed by Geojit Financial Services Ltd is ₹ 1,518.89 crores
What is the total number of schemes managed by Geojit Financial Services Ltd ?
The total number of schemes managed by Geojit Financial Services Ltd is 5
What is the best performing PMS scheme of Geojit Financial Services Ltd in 1 year ?
The best performing PMS scheme of Nippon Life India Asset Management Ltd in 1 year is Geojit - Advantage Portfolio.
What is the best performing PMS scheme of Geojit Financial Services Ltd in 3 years?
The best performing PMS scheme of Geojit Financial Services Ltd in 3 years is Geojit - Advantage Portfolio