Geojit Financial Services Limited

rs,

: GEOJITFSL - EQ To, The Manager, listing Department, SSE Limited, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001. Ph. No.022 22721233 Scrip Code : 532285 Dea r Sir/Madam, S

rs. 1

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 73,882 crore

eholder. 01 03 05 02 04 06 36 years in the Indian capital market Geojit has 498 offices and Rs 73,882 crore AUM and Custody as on end of Q1FY24. This is a reflection of the trust reposed in our expertise a

Rs.275 Crore

thdraw it at any time. Launched in 2019, around 12,400 Active folios in Smartfolios, and AUM of Rs.275 Crores (end of June.23). Aggressive • Prestige • Ace • • • • • CANSLIM Southern Icons Ethical Select L

40%

earch driven recommendations. In fundamental research, total coverage is 200+ companies of which 40% is large cap, 30% mid cap and 30% small cap. One-stop shop for all investment needs Broking Ser

30%

mendations. In fundamental research, total coverage is 200+ companies of which 40% is large cap, 30% mid cap and 30% small cap. One-stop shop for all investment needs Broking Services • Online and

94%

nks. Technology Edge: Digital Transformation CLIENT ONBOARDING # TRADING & OPTION VOLUME $ 94% Online 86% Online Digital Marketing • Automated environment for campaigns, measuring effecti

86%

logy Edge: Digital Transformation CLIENT ONBOARDING # TRADING & OPTION VOLUME $ 94% Online 86% Online Digital Marketing • Automated environment for campaigns, measuring effectiveness and en

85%

and redundant processes # In Q1FY24, 94% of new accounts are opened in digital mode $ In Q1FY24, 85% of trading (intraday) and 86% of option volume are online. FEATURES HEATMAP VIEW WATCHLIST ANA

1.30 MILLION

iness Performance Key Performance Indicators –Q1FY24 BRANCH NETWORK CUSTOMER BASE 498 OFFICES 1.30 MILLION Across India & GCC countries AUH Rs 61,393 crore MARKET CAP Rs 1172 crore NETWORTH Rs 820 c

Rs 61,393 crore

FY24 BRANCH NETWORK CUSTOMER BASE 498 OFFICES 1.30 MILLION Across India & GCC countries AUH Rs 61,393 crore MARKET CAP Rs 1172 crore NETWORTH Rs 820 crore MF AUM Rs 12,489 crore ❑ As on 30.06..2023 ❑

Rs 1172 crore

R BASE 498 OFFICES 1.30 MILLION Across India & GCC countries AUH Rs 61,393 crore MARKET CAP Rs 1172 crore NETWORTH Rs 820 crore MF AUM Rs 12,489 crore ❑ As on 30.06..2023 ❑ ^Total Revenue for the quar

We offer four unique types of PMS portfolios

1

Technology Edge

1

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. • 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. PMS PMS RESEARCH RESEARCH Research We offer research driven recommendations. In fundamental research, total coverage is 200+ companies of which 40% is large cap, 30% mid cap and 30% small cap. One-stop shop for all investment needs Broking Services • Online and offline support Research on 200+ stocks • across multiple sectors and economy a

Technology Edge

Digital Transformation CLIENT ONBOARDING # TRADING & OPTION VOLUME $ 94% Online 86% Online Digital Marketing • Automated environment for campaigns, measuring effectiveness and end-to-end integration • New Interfaces – Partner Portal, Customised Communication, Cloud Telephony CRM • Sales Cloud ✓ Comprehensive Lead and Sales Management ✓ Campaign – Lead- Sales matrix, Dashboards to monitor • Service Cloud ✓ End-to end multi-channel service integration with CRM ✓ 360-degree view of customers • • • Cloud Telephony, Email integration with CRM – Collaboration with Customers Employees Collaboration and Productivity tools RPAs for recurring and redundant processes # In Q1FY24, 94% of new accounts are opened in digital mode $ In Q1FY24, 85% of trading (intraday) and 86% of option volume are online. FEATURES HEATMAP VIEW WATCHLIST ANALYSIS OPTIONS CHAIN RESEARCH FEATURES HEATMAP VIEW WATCHLIST OPTIONS CHAIN The "Heatmap View" allows for a quick visual representation of the Percentage Changes in

GCC countries

• Kuwait • Bahrain • UAE • Oman As on 30.06.2023 Present Company Structure As on 30.06.2023 Transferring Broking and allied business to the wholly owned subsidiary ➢ NSE Circular 02/2022 dated January 7, 2022, prohibits a member of stock exchange from investing in other companies engaged in businesses other than securities/ commodities derivative businesses, or businesses incidental/ consequential to such securities/ commodities derivative businesses. ➢ Hence, it is regulatory imperative to restructure Company’s business to become compliant with the NSE Circular. ➢ Subject to Shareholders approval, the Board gave its consent to transfer Broking and allied business carried on by the Company as a going concern on a ‘slump sale basis’ to Geojit Investments Limited, wholly owned subsidiary. ➢ The suggested restructuring solely involves the holding company and its wholly owned subsidiary, with no impact at a consolidated level. Restructuring Schematic GFSL will retain the “Retained Business