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Family Portfolio

Access the trading reports of your family members in your account.

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Last updated 2 days ago

Your 'Family Portfolio' is the consolidated holding statement of you and your family members. If you have added the accounts of your family members under Family Portfolio, then you can access that account's DP Holding, Mutual Fund Holding, PMS Holding, and Mutual Fund P&L. You can add 10 family members to your family portfolio. How do I view my 'Family Portfolio'?

  • Go to 'My Accounts.'

  • Find 'Family Portfolio', Click on it.

  • To add a member, click on the 'âž• add a family member'.

  • Enter the portfolio details like customer ID, DOB, account, and relationship.

  • Click on Submit.

  • A request will be received by them in their account. (My Account > Family Portfolio > My Portfolio Shared With )

  • If they accept the request, then that account will be added to your profile. - If you are sharing your account with anyone, that too will be displayed on this page.

  • You can delete any account added to your profile by clicking on the 'Recycle bin' 🗑 icon.

Currently, 'Family Portfolio' feature is available only for those whose DP is in Geojit.