If you are new to the financial markets, or would prefer our services, then we say “WELCOME”. The world of smart investing now awaits you and we, one of India’s leading financial services intermediaries, will be assisting you at every step of the way.
At Geojit, we endeavour to make your process of opening a new with us easy and hassle free. One of the main aspects of opening an account is filling out the Know Your Client (KYC) form as stipulated by SEBI.
In 2011, SEBI revised its rules regarding KYC and implemented a uniform Know Your Client (KYC) Requirement for the Securities Market. The same KYC form and supporting documents should be used by all SEBI registered Intermediaries.
If you have already completed your KYC with another intermediary, then you can become a Geojit client in a few steps.
We will begin the account opening process by verifying your KRA status and downloading the details of the same.
If you are new to the Capital markets, then we will provide you with a KRA KCY form and you will be required to submit relevant identification documents.
Here are the steps to be followed to open an account:
You can login to the Geojit system immediately on receipt of the user ID. On logging in for the first time you have to necessarily change your password for security reasons.
Please note:
In case you need any assistance in filling up the form and understanding the documents, you may contact our marketing executive / branch official.
After you have submitted all the documents and the cheque, the same will be processed by our ‘Client Registration Department’ at the Head Office in Kochi, Kerala. If any document / information is missing, then we will contact you.
* These rates are not applicable for the customers of Geojit Joint Ventures
We offer highly competitive brokerage rates that provide great value for money for our clients. Our clients have free access to our state of the art online and mobile trading platform, Selfie, as well as other value added services such as research reports.
Brokerage rates applicable for Online Retail Trading with Geojit Financial Services Ltd. are as follows:
Cash Market :
Futures & Options :
This is applicable to Ordinary Resident account only
These rates are subject to minimum brokerage as under:
* These rates are not applicable for the customers of Geojit Joint Ventures.
DOCUMENTS TO BE SUBMITTED FOR REGISTRATION
To open an account you are required to submit the documents mentioned below while opening an Online Trading and Demat account.
A Trading account is opened in single name, while demat account may be opened in joint name with a maximum of three holders. It is however essential that the customer maintains a demat account with Geojit for availing the online Trading facility. In case the permanent address is different from the correspondence address then the proof of address has to be submitted for separately for each of them from the list given below.
For a two-in-one account: i.e. Trading and Demat
a) Copy of Bank Statement
b) Copy of first page of the Bank Pass Book.
c) A cancelled cheque (only if the account holder’s name is printed on it)
a) Passport copy
b) Voter Id card copy
c) Driving license copy
d) Bank Pass book copy
e) Verified copies of: Electricity bill or telephone bill in the customers name (not more than two months old) or Leave and license agreement/agreement for sale.
f) Copy of Ration Card
g) Identity card/document with address, issued by:
IN ADDITION TO ALL OF THE DOCUMENTS STATED FOR RESIDENT INDIVIDUALS, FOR AN NRI, THE FOLLOWING ADDITIONAL DOCUMENTS ARE REQUIRED:
Download Client Registration Documents (Rights & Obligations, Risk Disclosure Document, Do’s & Don’t’s) in Vernacular Language
| Assamese | Bengali | Gujrati | Hindi | Kanada |
| Kashmiri | Konkani | Malyalam | Marathi | Oriya |
| Punjabi | Sindhi | Tamil | Telegu | Urdu |
| Client Registration Documents | KYC Documents (In English) |
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| Document in Vernacular | ||
| Assamese | Bengali | Gujrati | Hindi | Kanada |
| Kashmiri | Konkani | Malyalam | Marathi | Oriya |
| Punjabi | Sindhi | Tamil | Telegu | Urdu |
INTRODUCING SELFIE –SELF-DIRECTED TRADING & INVESTMENT PLATFORM
SELFIE is an Advanced Investment Platform that comes with multiple conveniences and flexibilities. The following additional Products & Services will be available in SELFIE if you have signed the new Terms & Conditions and POA*:
Many more features…
*Applicable to Ordinary Resident account only
Geojit, a member of NSE and BSE, has a network of around 470 branches in India and abroad, rendering quality equity trading services. Geojit not only has a strong offline presence but also provides automated online trading services.
Geojit also provides a Call & Trade facility to its customers wherein they can place and track their orders through our dedicated Call Centre Desk by dialling the toll free number 1800-425-5501 or 91-484-2405822 (Standard Rates Apply).
Geojit’ retail spread caters to the need of individual investors. Trading in equities is made simple, safe and interesting with smart advice from the research desk through daily SMS alerts, market pointers, periodical research reports, stock recommendations and customer meets organized frequently.
The online trading platform SELFIE, allows customers to access the markets by setting up their own market watch, receiving research tips, stock alerts, real-time charts and news and many more features enable the customer to take informed decisions. SELFIE’s mobile edition allows customers to access stock market on their mobile phones.
We offer highly competitive brokerage rates that provide great value for money for our clients. Our clients have free access to our state of the art online and mobile trading platform, Selfie, as well as other value added services such as research reports.
Brokerage rates applicable for Online Retail Trading with Geojit Financial Services Ltd. are as follows:
Cash Market :
Futures & Options :
| Particulars | Online Brokerage |
| Options Index | Rs.50 per lot |
| Options Stock | Rs.75 per lot |
Cash Market :
A discount of 20 % from the existing offline brokerage is applicable for trades executed through Customer Care.
This is applicable to Ordinary Resident account only
These rates are subject to minimum brokerage as under:
Taxes, levies and other statutory charges shall be charged extra.
* These rates are not applicable for the customers of Geojit Joint Ventures
For new investors who want to know more about Equities and Capital Market, please visit Class Room.
* Applicable to Ordinary Resident account only
Geojit, a SEBI registered Portfolio Manager (Reg. No.INP000003203) offers discretionary portfolio management services. Geojit has a team of experts who carefully take investment decisions based on the clients’ objectives. The Portfolio Management team has a successful track record of more than 10 years in the capital market. The team has access to Geojit’ strong Equity Research, and Fundamental & Technical Analysis.
To generate medium to long-term capital growth (3-4 years) by identifying undervalued stocks and those with growth opportunities from a select list of well researched stocks.
To suite your investment strategy, we offer three unique types of portfolio under our Portfolio Management Services.
Advantage Portfolio: It is positioned to invest predominantly in equities of Mid and Small cap companies. The fund will normally invest in stocks of Mid and Small cap companies that have a sound track record, quality management, earnings and growth potentials and strong fundamentals.
Freedom Portfolio: It invests across a wide gamut of fundamentally strong business in the Large cap, Mid cap and Small cap stocks.It identifies undervalued stocks with high growth potential and available at reasonable valuations.
Dakshin Portfolio: A Multi cap Portfolio of 25 High Quality companies headquartered in South Indian States. This is an equally weighted portfolio and will have only stocks with full market capitalization of less than 50,000 CR INR. This is based on the custom index – MSCI South India Domestic High Quality 25 Index constructed by MSCI for Geojit Financial Services Ltd.
Rs. 50 lakhs for resident Indians and NRIs.
Portfolio and NAV are communicated weekly via e-mail.
As the stocks are normally held for medium to long term, the net asset value will be affected by market volatility.
| Fee Option 1 | Fixed | 3% Fixed per annum |
| Fee Option 2 | Fixed +Variable | 2% Fixed + 20% of Variable above 15% return |
| Fee Option 3 | Fixed +Variable | 1% Fixed + 20% of Variable above 10% return |
The fixed fee is charged at the end of every quarter(0.75% in Option 1, 0.50% in Option 2 & 0.25% in Option 3) on the average of beginning and ending NAV
The performance fee is based on the high watermark concept charged at the end of the year or on withdrawal.
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We have no entry load currently, an exit load is applicable on any withdrawal from PMS within a period of 1 year after investment
In congruity with industry standards & practice and our business requirements, our employees are incentivized, financially or otherwise, for the business generated through various financial products & services offered. However, we do not have an incentive structure that encourages sale of products that are in conflict with your interests. Earnest efforts have been made to introduce the most comprehensive products & services, keeping our client’s best interest in mind. This disclosure is being made voluntarily, towards our initiative to eliminate conflict of interest situations.