Geojit Financial Services Ltd · NSE:GEOJITFSL
Geojit Financial Services — Q2 FY2024 Earnings Presentation
34 slides from Geojit Financial Services's earnings presentation, Oct 31, 2023
Slide 1: Earnings Update Q2 FY24 - Shareholders' Presentation cover letter
CEGEOJIT PEOPLE YOU PROSPER WITH 31.10.2023 To, To, The Manager, The Manager, Listing Department, Listing Department, National Stock Exchange of India Limited, BSE Limited, 'Exchange Plaza', C-1, Block - G, Phiroze Jeejeebhoy Towers, Bandra-Kurla Complex Dalal Street, Bandra (E), Mumbai - 400 051 Mu
Slide 2: Investor Presentation - 31st October 2023
INVESTOR PRESENTATION - 31st OCTOBER 2023 2023 @Geojit. All rights reserved
Slide 3: Helping our customers create long term wealth
“Helping our customers create long term wealth is our purpose of existence” It was laid down in 1987 and continues to be as valid as ever. Today, we provide all the products Our technology platforms like and services our customers need, be it Flip, Selfie, TraderX, Smartfolios, financial planning, a
Slide 4: Over 35 years of excellence
Established in 1987, Geojit is a leading investment services company in India. Over Promoters: BNP Paribas, C. J. George – Founder & MD of Geojit, and KSIDC*. Joint Ventures/partnerships in UAE, Oman, Bahrain and Kuwait. Assets under custody and management of ₹ 79,243 crore. Multi channel client sup
Slide 5: Landmark events
Landmark events ST TO LAUNCH Commodity trading Depository in rubber, cardamom, transactions through gold and silver futures Integrated trading the internet system for both cash and derivative segments Internet and mobile trading 2023 @Geojit. All rights reserved
Slide 6: Geojit Milestones
Geojit Milestones 1987 1988 1995 1997 C J George founded Company was Geojit and Co. becomes a Launch of Portfolio M/s C J George and Co., renamed Geojit Public Limited Company Management Services a proprietary firm at and Co. named Geojit Securities Ltd. with SEBI registration Ravipuram, Kochi, Kera
Slide 7: Catering to all investment needs
Catering to all investment needs Advisory Financial Product Broking Services Distribution Services SEBI registered investment advisor Advanced MF platform and App - FundsGenie Online and offline support Separate division named STEPS with MF recommendations by in-house research team Fundamental resea
Slide 8: STEPS
STEPS It is THE SPECIALISED FINANCIAL PLANNING AND INVESTMENT ADVISORY DIVISION of Geojit. STEPS provides fee based Financial Planning, Investment Analysis, Retirement Planning, Tax Planning and Investor Education Services. Our Certified Financial Planners The financial plan is reviewed provide pers
Slide 9: Our Products and Services
Our Products and Services INVEST MANAGE WEALTH LOANS PROTECTION Equity Private Wealth Management Loan Against Shares/Mutual Funds General Insurance Mutual Fund Portfolio Management Services Margin Trading Funding Health Insurance Currency Global Investments 3rd Party Loan Distribution Life Insurance
Slide 10: Portfolio Management Services
Portfolio Management Services Geojit is a SEBI registered Portfolio Manager and offers discretionary portfolio management services. We offer four unique portfolios Advantage Freedom Dakshin Ethical No Entry load. Portfolio Portfolio Portfolio Portfolio 1% Exit load if exiting before 12 months Our PM
Slide 11: Our Investment Platforms
Our Investment Platforms Baskets Digital Loan MF Investment Trading of stocks Against Shares & MF platform Platforms Smartfolios offers baskets Investors can avail Loan Cutting-edge platform Flip and TraderX make of stocks selected by Against Shares, Mutual Funds to analyze and invest in investing e
Slide 12: Smartfolios - Stock Baskets
Smartfolios - Stock Baskets Smartfolios’ baskets of stocks are selected, Recommendations as per the investment Hassle-free process with zero created and given proper weightage to strategy of the basket of stocks are shared additional charges, except reflect risk appetite / strategy or theme. with cl
Slide 13: Our advanced trading platform
Our advanced trading platform WATCHLIST ANALYSIS OPTIONS HEATMAP VIEW CHAIN RESEARCH 2023 @Geojit. All rights reserved
Slide 14: Heatmap View, Watchlist, Options Chain
HEATMAP VIEW WATCHLIST OPTIONS CHAIN The "Heatmap View" allows for a Watchlist is a useful tool for investors "Option Chain" is a listing of all options quick visual representation of the because it allows them to easily monitor for a specific Security that provides Percentage Changes in the the per
Slide 15: Research and Analysis
RESEARCH ANALYSIS The "Research" tab on a The "Analysis" tab Security Page is a dedicated provides a range of section that provides you information to help with the Geojit's Research investors understand the Recommendations for Technical & Fundamental that particular security. aspects of the securit
Slide 16: Geojit's National Presence
Geojit’s National Presence Jammu & Kashmir 495 offices across India Punjab Uttarakhand Delhi - NCR Haryana Uttar Pradesh Rajasthan Bihar We have presence in Madhya Pradesh 19 States and 2 Union Territories Gujarat West Bengal Maharashtra Jharkhand Odisha Geojit network Goa Telangana 78% branch netwo
Slide 17: Geojit's presence in the Gulf Cooperation Council countries
Geojit’s presence in the Gulf Cooperation Council countries BARJEEL GEOJIT FINANCIAL SERVICES LLC – UAE Joint Venture with the Al Saud Group since 2001 1st Indian licensed stock brokerage in UAE Headquartered at Dubai, with branches SYRIA in Abu Dhabi and Sharjah IRAQ IRAN BUSINESS PARTNERSHIP WITH
Slide 18: Group Structure
Group Structure GEOJIT FINANCIAL SERVICES LIMITED Subsidiaries Joint Ventures Associates Geojit Credits Geojit Technologies Barjeel Geojit BBK Geojit Pvt Ltd Pvt Ltd Financial Services LLC Securities Co. K.S.C.C. Geojit Techloan Geojit IFSC Ltd Pvt Ltd Qurum Business Geojit Group Geojit Investments
Slide 19: Geojit's B2B Partnerships
Geojit’s B2B Partnerships For trading in the capital market, we currently have institutional tie ups with prominent banks. 3-in-1 tie up NRI Repatriable (NRE) PIS 2023 @Geojit. All rights reserved
Slide 20: Geojit's B2B Partnerships
Geojit’s B2B Partnerships Through Geojit’s Online Trading Platform, partner banks’ clients can: Set aside funds in View their bank Contact exclusive Call their bank account balance & Centre team & toll-free to purchase shares demat holdings number dedicated to partner banks’ clients 3-in-1 integrate
Slide 21: Brokerage Business
Brokerage Business ( ₹ in Crores ) ADTO - Average daily turnover. Derivative includes Equity F&O CDS and Commodity
Slide 22: Brokerage Income, MTF Book and Smartfolios AUM
Brokerage Income, MTF Book and Smartfolios AUM ( ₹ in Crores )
Slide 23: Assets
Assets ( ₹ in Crores ) AUH – Asset under holding – Demat holding value of Geojit Clients AUM – Assets under Management – Mutual Fund holding of Geojit Clients Equity AUM includes Equity ,ELSS, Index funds and Hybrid funds excluding Conservative funds and Arbitrage funds.
Slide 24: Key figures: market capitalization, networth, clients added
MARKET ClLIENTS ADDED CAPITALIZATION Currently DURING Q2 FY24 EMPLOYEES ₹1252 crore 30,063 2775 over 82% of retail trading volumes are done via the internet (including mobile app) Currently NETWORTH ₹821 crore over 95% Client Onboarding are done via online Figures as on 3Oth September 2023 2023 @Geo
Slide 25: Consolidated Results
Consolidated Results ( ₹ in lacs ) 2023 @Geojit. All rights reserved
Slide 26: Consolidated Results
Consolidated Results ( ₹ in lacs )
Slide 27: Consolidated Revenue mix
Consolidated ( ₹ in lacs ) Revenue mix
Slide 28: Financial Trend
GEOVIT Financial (in lacs ) Trend Total Income Total Expenses 14,551 11,225 11,597 9,719 8,684 8,109 Q2FY23 Qury24 Q2FY24 Q2FY23 aury24 Q2Fy24 PBT —PBT Margin PAT 33% 3,748 28% 25% 2,376 2,208 4,832 Yu 2,913 Q2FY23 Qiry24 Q2FY24 Q2FY23 Qiry24 Q2FY24
Slide 29: Revenue Mix
@GEOVIT PEOPLE YOU PROSPER WITh Revenue Mix (in lacs ) Revenue Mix 2% 4% 4% maa = 7% 8% = Distribution Income | | 3,296 3,119 17% pos 18% 2,323 2,367 2,203 20% 20% 6% ox 6% 5% 7% 21% _ 21% Q2FY23 Q3FY23 Q4FY23 QLFY24 Q2FY24 228% 19% Mutual Fund Income Insurance Income 1,795 1861 1,838 1,871 7027 1,3
Slide 30: Awards and Recognition
Awards and Recognition Geojit received CRISIL-PMS Bazaar Award At the annual “NCDEX Commodity for its Advantage Portfolio Awards” held on 19th May 2023 in at an event held in Mumbai. Mumbai, Geojit was presented the Our Advantage Portfolio strategy is one award for Best Broking of the top performing
Slide 31: ESG performance
ESG performance • Green Building accreditation • Undertake CSR activities in • Active oversight from for Corporate office fields of women empowerment, Board of Directors education and health • Care and protect biodiversity • Dedicated Board-level Corporate • Prioritizing a lean, flexible and Respons
Slide 32: Corporate Social Responsibility
Corporate Social Responsibility EDUCATION HEALTH Digital asset creation for Kerala History Museum SPARSH- A community health project that provides medical in association with Madhavan Nayar Foundation support to chronic patients from deprived backgrounds, identified by employees Student Police Cadet
Slide 33: Corporate Social Responsibility
Corporate Social Responsibility Livelihood enhancement program for visually impaired WOMEN EMPOWERMENT women at Pothanikkad, Kerala provides vocational training like computer training, chair caning, book binding, daily Vocational training for women at Vocational living skills etc. Braille Education
Slide 34: Thank You
THANK YOU GEOJIT FINANCIAL SERVICES LTD. 34/659-P, Civil Line Road, Padivattom, Kochi – 682024 Phone: 484 2901000 www.geojit.com This presentation is for information purposes only and does not constitute an offer or recommendation to buy or sell any securities of Geojit. This presentation also does
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