Geojit Financial Services Limited

rs,

hange of India Limited, BSE Limited, 'Exchange Plaza', C-1, Block - G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Bandra (E), Mumbai - 400 051 Ph. No. 022-26598100 Scrip Code: GEOJITFSL-

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vernance. Out of the thirteen directors on the Board of the company, seven are independent directors. 1 4 2 3 2. Environmental empathy, Social responsibility and Governance (ESG) Geojit is at the fo

Rs 64,475 crore

eholder. 01 03 05 02 04 06 36 years in the Indian capital market Geojit has 500 offices and Rs 64,475 crore AUM and Custody as on end of Q4FY23. This is a reflection of the trust reposed in our expertise a

Rs.240 Crore

ithdraw it at any time. Launched in 2019, around 12,000 Active folios in Smartfolios, and AUM of Rs.240 Crores (end of Mar.23). ▪ Conservative • Prime • Defensive • LV Value Moderate • Magic Classic • •

50%

earch driven recommendations. In fundamental research, total coverage is 175+ companies of which 50% is large cap, 30% mid cap and 20% small cap. One-stop shop for all investment needs Advisory S

30%

mendations. In fundamental research, total coverage is 175+ companies of which 50% is large cap, 30% mid cap and 20% small cap. One-stop shop for all investment needs Advisory Services • Strong t

20%

undamental research, total coverage is 175+ companies of which 50% is large cap, 30% mid cap and 20% small cap. One-stop shop for all investment needs Advisory Services • Strong team of Certified

91%

ks. Technology Edge – Digital Transformation CLIENT ONBOARDING # TRADING & OPTION VOLUME $ 91% Online 84% Online Digital Marketing • Automated environment for campaigns, measuring effecti

84%

ogy Edge – Digital Transformation CLIENT ONBOARDING # TRADING & OPTION VOLUME $ 91% Online 84% Online Digital Marketing • Automated environment for campaigns, measuring effectiveness and en

85%

nication, Cloud Telephony # In Q4FY23, 91% of new accounts are opened in digital mode $ In Q4FY23, 85% of trading (intraday) and 84% of option volume are online. CRM • Sales Cloud ✓ Comprehensive Lea

100%

ng) of clients ❑ MF AUM -Mutual Fund Asset under management includes AUM of Geojit clients and 100% of Barjeel clients Mutual fund AUM both Indian and Offshore fund. BRANCH NETWORK CUSTOMER BASE

1.29 MILLION

s Mutual fund AUM both Indian and Offshore fund. BRANCH NETWORK CUSTOMER BASE $ 500 OFFICES 1.29 MILLION Across India & GCC countries $ $ AUH Rs 53,275 crore MARKET CAP $ Rs 954 crore NETWORTH

We offer four unique types of PMS portfolios

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GCC countries

1

We offer four unique types of PMS portfolios

• Advantage Portfolio Freedom Portfolio • • Dakshin Portfolio Ethical Portfolio • Our PMS Portfolios have outperformed their respective benchmarks in most of the periods. Our below PMS Strategies have been recognized by PMS Bazaar for their performance in the quarter ended 31/12/2022. PMS • Freedom Portfolio 5 Star • Advantage Portfolio 4 Star • Dakshin Portfolio 2 Star The above rating is powered by CRISIL FINANCIAL PLANNING Financial Planning Financial planning business is under our exclusive Investment Advisory division called STEPS. Geojit provides professional fee based Financial Planning service through certified and experienced financial planners. RESEARCH Research We offer research driven recommendations. In fundamental research, total coverage is 175+ companies of which 50% is large cap, 30% mid cap and 20% small cap. One-stop shop for all investment needs Advisory Services • Strong team of Certified Financial Planners (CFP) supported by advanced technologies Customized and pe

GCC countries

• Kuwait • Bahrain • UAE • Oman As on 31st Mar.2023 Group Company Structure Business Performance Key Performance Indicators –Q4FY23 ❑ $ As on 31.03..2023 ❑ ^Total Revenue for the quarter Q4FY23 ❑ AUH means Asset under holding Equity holding (DP holding) of clients ❑ MF AUM -Mutual Fund Asset under management includes AUM of Geojit clients and 100% of Barjeel clients Mutual fund AUM both Indian and Offshore fund. BRANCH NETWORK CUSTOMER BASE $ 500 OFFICES 1.29 MILLION Across India & GCC countries $ $ AUH Rs 53,275 crore MARKET CAP $ Rs 954 crore NETWORTH $ Rs 798 crore MF AUM $ Rs 11,200 crore EMPLOYEES 2633 $ ^ TOTAL REVENUE Rs 117 crore #ROE 10.87% Brokerage Business Amount in Crores ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity Brokerage Income, MTF Book and Smartfolios AUM Amount in Crores Assets Amount in Crores AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Eq