At Geojit Private Wealth, we believe that the needs and goals of clients vary. Depending on their risk appetite and investment strategy, each client would require unique solutions for wealth creation. Precisely why, at Geojit Private Wealth, we offer an array of tailor-made solutions and services that would suit every portfolio.
An exclusive platform that consists of curated baskets of stocks based on your unique portfolio and investment appetite. It is hassle-free and a smart way to achieve your life goals.
Many clients prefer indirect exposure to the equity markets. We assist them with building a healthy mutual fund portfolio, which aligns with their investment objectives.
The objective of providing a wide array of investment products cannot be fulfilled without fixed-income investments. We help you make informed investment decisions related to debt products like ... Debt Mutual Funds, Income Funds, Arbitrage Fund, Fixed Maturity Plans, Various risk range debt products like NBFC and MFC NCDs, Corporate Bonds/FDs, PSU Bonds and Tax-free bonds.
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Certain financial objectives require a unique investment approach. Alternative investments are the building blocks of a customised portfolio. Depending on your unique needs, Geojit Private Wealth helps... with investments into Private Equity Funds, Real Estate Funds, Structured Products, Hedge Funds, Gold ETFs and Art Funds.
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Efficient management of liabilities is as important as creating assets. Geojit Private Wealth assists with various credits like Home Loan, Loan Against Property, Lease Rental Discounting, Loan Against Shares ... and Debt Syndication. We also help you with cost-effective management of liabilities.
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We provide comprehensive assistance in property-related transactions such as property valuation and legal scrutiny through certified and registered professionals and loan for property... purchase by negotiating with leading banks and NBFCs.
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The service focuses on the dual goals of safety and value retention of investment even after retirement. Geojit Private Wealth helps with portfolio diversification that ensures constant income from ...the retirement corpus for your needs.
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It is important to make an objective analysis and course-correct at regular intervals. We conduct periodical portfolio review through the maker checker process along with an independent audit by...achartered accountant to ensure that all investments and services are in alignment with your objectives. Goal Based Investing It entails a differentiated investment approach for the fulfilment of pre-defined goals like children’s marriage or retirement solutions. Risk Management & Insurance Services The primary aim of the service is to analyse and mitigate the present and future risks to your family.
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Geojit Private Wealth offers the most effective diversification strategies and financing for cashless transactions of options.
The cornerstone of the service is the preservation and growth of financial assets and heritage of the families of Ultra High Net Worth Individuals
The service focuses on the dual goals of safety and value retention of investment even after retirement. Geojit Private Wealth helps with portfolio diversification that ensures constant ...income from the retirement corpus for your needs.
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Our service extends to the identification of income leakages, improvement in operational efficiency and reduction in incident’s cost of corporates along with cash flow management
