Geojit | Who We Serve

For High-Net-Worth Individuals and Families

At Geojit Private Wealth division, we help you achieve your goals and ambitions. We combine our wide range of experts with a full set of wealth management solutions and judicious .... personal advice to enable you and your family to flourish.

Planning & Advice

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Investing

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Borrowing & Liquidity Management

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Trusts & Estates

Our core investment strategies are designed to be the diversified investments that make up your long-term investment plan. To construct a well-diversified portfolio, our teams build strategic asset allocations based on your goals and preferences. We are .... providing the investment solution with the mix of various products from cash equivalent highly liquid investments to Angel investments subject to each client’s risk appetite. Private Wealth Service team then evaluate the current market environment & existing portfolios to identify tactical opportunities with the potential to enhance your portfolio by reducing risk or enhancing performance. Our specialists choose way to put their insights into practice within your portfolio through the thoughtful selection of investments across the active and passive universe.

Philanthropy

We believe your philanthropy plans and charitable structures belong at the heart of your overall wealth management strategy. With that in mind, our specialists work with you and your advisers, .... providing advice and support to guide the development of your philanthropy. We support you every step of the way, from initial vision and planning through to implementation and ongoing management of your charitable trusts and foundations.

Family Office Solutions

Customized advice with a multigenerational approach exclusively for centimillionaire and billionaire clients who require bespoke and holistic advisory solutions. Advice and solutions to help families .... flourish for generations, including intentional communication and decision-making, intergenerational wealth transitions, family governance, philanthropic legacies and more.

Corporate & its executives

Corporate Services We provide strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, arrangement corporate loans ....

• Executive Services We partner with corporate executives to navigate the challenges and capitalize on the opportunities created by equity-based compensation and securities laws.

• Investment Banking – We have strong back up of leading Investment banking partner for delivering very competitive services to our clients and we are 100 percent committed to your organization’s sustained success. By drawing on our deep industry and product experience as well as our dedicated resources, we provide advisory and financing services that allow you to capitalize on today’s opportunities and anticipate tomorrow’s challenges. Our involvement not limited to Managing your company’s assets, beyond that we are giving value addition services to improve your operational efficiency, Productivity, eliminate the errors occurred which caused to financial losses & reputational risk of the company etc.

Foundations & Non-Profit Organisations

• Building Relationships By fostering long-term partnerships with organizations and their boards and trustees, we strive to deliver investment expertise to help organizations achieve their mission through all market conditions.

• Investment Policy Development We work closely with foundations, endowments, and other not-for-profit organizations to create clearly defined guidelines governing the management of the organization’s assets.

• Research Analysis We have a rigorous research process that aims to identify high-quality investments for our clients' portfolios

• Risk Management We take a proactive approach to tomorrow’s challenges.

Who we serve

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