Dashboard

From Data to Decisions—all in one Dashboard

Once you log in to MyGeojit, you will by default land on the 'Dashboard' page of the app. Here,

• Your name will be displayed at the top

• Your Total Networth and Net worth with Geojit will be displayed separately.

• Scroll down to see your Investment Summary.

• Your DP Holdings, Mutual fund holdings, Smartfolio holdings, MTF, PMS details and Family Holdings Summary will be shown on this page.

This Section Contains :

• What are the 'Networth' figures ?

• How do I View My DP Holdings ?

• How do I View My Mutual Fund Holdings ?

• How do I view my Smartfolio basket details ?

• How do I view my MTF details ?

• How do I view my PMS Holding ?

What are Networth figures ?

Networth is the value of all assets minus the total of all liabilities. Your total net worth is what is owned, minus what is owed.

$$Networth (as-on- date) = Holdings + Cash balance - Loans$$

Click here to know more about the value breakdown

• On the 'Dashboard' page, find 'My Net Worth.'.

• Click on 'Details.'

• Your net worth will be displayed.

How to View My DP Holdings ?

Your DP Holdings is the total of 'all your investments'—equity holdings, bonds, ETFs, mutual funds, and other holdings.

• Log in to 'My Geojit.'

• You will land on the 'Dashboard' page.

• Scroll down to find the 'DP Holdings' section.

• Here, your net value will be displayed, and the holdings breakdown—equity, bonds, MF, ETF, and others—will be displayed.

• Click on 'View Details' to know the detailed summary.

• You will land on the 'DP Holding' page.

• Choose segment, DP, and date.

• Tap on Submit.

• All your holdings as per your preference will be listed.

• You can download this report by clicking on the 'download button' given towards the right side.

How to View My Mutual Fund Holdings ?

• Log in to 'My Geojit'.

• You will land on the 'Dashboard' page.

• Scroll down to find 'Mutual Fund' section.

• Your Net Value will be displayed along with the breakdown.

• Click on 'View Details'.

• Choose the account ID and date.

• Tap 'Submit'.

• All your holdings as per your preference will be listed.

• You can download this report by clicking on the 'download button' given towards the right side.

How do I view my Smartfolio holdings ?

• Log in to 'My Geojit'.

• You will land on the 'Dashboard' page.

• Scroll down to find 'Smartfolios'.

• Your net asset value will be displayed.

• If you click on 'View Details', you will be redirected to Smartfolios website.

How do I view my MTF details ?

• Log in to 'My Geojit'.

• You will land on the 'Dashboard' page.

• Scroll down to find 'MTF'.

• Both MTF Loan and MTF Holding will be displayed both in numbers and in pie chart.

• Click on 'View Details'.

• You will be redirected to the MTF Summary page of the products tab.

• Your MTF Summary will be displayed.

• Unaccounted MTF Interest represents daily interest for the month that has't been debited to your normal ledger.

• At month-end, the accumulated Unaccounted MTF Interest is debited to your normal ledger account.

How do I view my PMS Holdings ?

Your PMS holdings will be displayed in the Dashboard page of MyGeojit.

• Login to MyGeojit

• Scroll down to find PMS.

• Your total net asset value will be displayed, along with the breakdown- PMS Holding Value and PMS Cash.

• Click on 'View Details' to know the detailed summary of the holdings. You will be navigated to the PMS section of the Products page.