Geojit Financial Services Limited

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k Exchange of India Limited, BSE Limited, ‘Exchange Plaza’, C-1, Block – G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Bandra (E), Mumbai – 400 051 Mumbai – 400 001. Ph. No. 022-26598100 Ph. No.02

51,600 crore

Our Legacy and What we have built 34 Years in the Indian Capital Market +450 offices and 51,600 crore AUM and Custody as on end of FY 21, This is a reflection of the trust reposed in our expertise a

50%

ch driven recommendations - In fundamental research, total coverage is 160 + companies of which 50% is large cap, 30% Midcap and 20% small cap In PMS We offer three unique types of portfolios •A

30%

ndations - In fundamental research, total coverage is 160 + companies of which 50% is large cap, 30% Midcap and 20% small cap In PMS We offer three unique types of portfolios •Advantage Portfolio

20%

undamental research, total coverage is 160 + companies of which 50% is large cap, 30% Midcap and 20% small cap In PMS We offer three unique types of portfolios •Advantage Portfolio •Freedom Portf

85.57%

mpared to benchmarks across time lines. For 9 months, our Advantage Portfolio delivered a return of 85.57% while Nifty Mid Cap 100’s returned 77.22% (As on 28.02.2021) One- Stop shop for all Investmen

77.22%

9 months, our Advantage Portfolio delivered a return of 85.57% while Nifty Mid Cap 100’s returned 77.22% (As on 28.02.2021) One- Stop shop for all Investment Needs Broking Services 02 01 03

20.68%

H 658.66CR EMPLOYEES 2259 TOTAL REVENUE 426.81CR AUH 43,182CR MF AUM 8466CR ROE 20.68% AUH means Asset under holding. –Equity holding of clients MF AUM -Mutual Fund Asset under manage

100%

ing. –Equity holding of clients MF AUM -Mutual Fund Asset under management includes Geojit AUM and 100% of Barjeel MF AUM both Indian and Offshore fund. Return on Equity (ROE)= Total comprehensive incom

2%

clients and Interest from Margin funding. Financial Trend Amount in Lakhs Revenue Break up 2% 7% 15% 8% 6% 3% 5% 13% 12% 5% 2% 4% 15% 13% 5% 2% 3% 15% 16% 6%

7%

ents and Interest from Margin funding. Financial Trend Amount in Lakhs Revenue Break up 2% 7% 15% 8% 6% 3% 5% 13% 12% 5% 2% 4% 15% 13% 5% 2% 3% 15% 16% 6% 62%

15%

and Interest from Margin funding. Financial Trend Amount in Lakhs Revenue Break up 2% 7% 15% 8% 6% 3% 5% 13% 12% 5% 2% 4% 15% 13% 5% 2% 3% 15% 16% 6% 62% 62%

“CREATING LIVELIHOOD • Support for enriching differently enabled children by Centre for Empowerment • Health care- SPARSH – Community health project – Funding critical illness treatments for poor people EDUCATION • We have procured 130 TVs for poor students for facilitating online classes during lockdown.”

Domestic

1

Scheme

1

Scheme

Technology Edge – Digital Transformation CLIENT ONBOARDING TRADING VOLUME  Digital Marketing Chart based on 2021 March month business Low yield volumes are happening online • 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  60 degree view of customers .  Cloud Telephony , Email integration with CRM – Collaboration with Customers  Employees Collaboration and Productivity tools  RPAs for recurring and redundant processes Sustained Wealth Creation for Customers Provide diversified mix of products with advisory and personalized attention to help customers protect and grow their wealth while developing long-term relations to facilitate cross-sales SOLUTIONS OFFERED FOR DIVERSE NEEDS OF