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Geojit Financial Services Ltd

Serviced Offices · Palayam, Thiruvananthapuram

7.6/10(7)Open nowTrust 6.2/10 · Good
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Address: Opposite Secretariat, Palayam, Thiruvananthapuram

Phone: 081119 90288

About Geojit Financial Services Ltd

We focus on building balanced portfolios for long-term growth. If you are looking to start a SIP or manage mutual funds in Palayam, our office provides the physical space and tools to get it done.

Managing your portfolio

Investing is not about finding one single product that handles everything. Instead, we work with you to build a collection of assets where each piece contributes to your overall goals. Balance remains the most important part of the process, and we provide the professional environment to help you track those decisions.

  • SIP setup and tracking
  • Mutual fund advisory
  • Portfolio review
  • Digital investment support

Digital investment tools

Most of our clients use the FundsGenie app to maintain their consistent investing habits. You can visit our Palayam office if you need help handle the platform or if you have questions about your existing financial planning. We focus on disciplined investing strategies that align with your personal milestones and wealth creation targets. Please check our disclosures online before making any final commitments.

Quick facts

  • Located in Palayam
  • Phone contact available
  • Digital SIP support
  • Disciplined investment focus

Facilities & amenities

  • Professional workspace
  • Internet access
  • Customer support desk
  • Phone consultations
How we verify listings

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Reviews & ratings

7 customer reviews
Review highlights80% positive

Clients who visit this office appreciate the straightforward approach to investment planning. Visitors often find the staff helpful when setting up the mobile application for the first time. Keep in mind that this location is primarily for financial services, so it is best to have your documents ready before arriving. Those interested in portfolio management report that the guidance provided feels practical and clear.

7.6/10
Based on 7 customer reviews
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Services & pricing

Verified
Mutual fund advisory
SIP account setup
Portfolio balancing
FundsGenie app assistance
Financial goal planning

Frequently asked

3 questions

Yes, you can visit us in Palayam to receive help with your SIP setup. We assist clients in using the FundsGenie app for their regular investments.

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From the business

  • Identifies as women-owned

Parking

  • On-site parking
  • Free parking lot
  • Free street parking

Payments

  • Accepts UPI
  • Accepts Google Pay
  • Accepts debit cards
  • Accepts credit cards
  • Cash only