Geojit Financial Services Limited

rs,

ted, BSE Limited, To, The Manager, Listing Department, -1, Block G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Bandra (E), Mumbai Ph. No. 022-26598100 Ph. No.022 22721233 Scrip Code : GEO

Rs 55,900 crore

forms. Our legacy and what we have built 34 Years in the Indian capital market +466 offices and Rs 55,900 crore AUM and Custody as on end of Q1 FY 22. This is a reflection of the trust reposed in our expertise a

Rs100 crore

withdraw it at any time. ❑ Launched in end of 2019. Over 4,000 clients subscribed, and AUM crossed Rs100 crores. Wealth creation with Insightful Research Financial Planning Financial planning business under

50%

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

20%

ndamental research, total coverage is 160 + companies of which 50% is large cap, 30% mid cap and 20% small cap In PMS, we offer three unique types of portfolios •Advantage Portfolio •Freedom Portfol

85.57%

ompared to benchmarks across timelines. 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 investment ne

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 02 01 03 Broking Services 01 ➢ On

,84%

✓ End-to end multi channel service integration with CRM ✓ 60 degree view of customers In Q1 FY22 ,84% of new accounts are opened in digital mode 82% of total trading (intraday) and F&O volume of Branch

82%

with CRM ✓ 60 degree view of customers In Q1 FY22 ,84% of new accounts are opened in digital mode 82% of total trading (intraday) and F&O volume of Branch plus Franchisees are online (Q1 FY22) ➢ Cloud

12 MILLION

d on Broking business Business Performance Key Performance Indicators - Q1FY21 CUSTOMER BASE I.12 MILLION BRANCH NETWORK 466 OFFICES Across India & GCC countries AUH Rs 46,662CR MARKET CAP Rs 1801CR

Rs 46,662

1FY21 CUSTOMER BASE I.12 MILLION BRANCH NETWORK 466 OFFICES Across India & GCC countries AUH Rs 46,662CR MARKET CAP Rs 1801CR NETWORTH Rs 697.10CR MF AUM Rs 9253CR EMPLOYEES 2253 TOTAL REVENUE 1

“CREATING LIVELIHOOD • Support for enriching differently enabled children by Centre for Empowerment • Health care- SPARSH – Community illness health project – Funding critical 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 & F&O VOLUME Low yield volumes are happening 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 ✓ 60 degree view of customers In Q1 FY22 ,84% of new accounts are opened in digital mode 82% of total trading (intraday) and F&O volume of Branch plus Franchisees are online (Q1 FY22) ➢ 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