Archive · 14 Jan 2026
Smart Money Bets on Geojit Financial Services
Geojit Financial Services is a company that helps people invest in the stock market.
Recently, its profits dropped a lot, which made many regular investors worried and sell their shares.
However, some really smart investors, like Porinju Veliyath and the Jhunjhunwala family, are buying a lot of shares.
They think the company is worth more than its current price because it's making big changes to become more digital and serve more customers.
The company is also paying good dividends and has a lot of money under management.
Even though there are some risks, like new rules from the government that might affect trading, these smart investors believe that Geojit will do well in the long run.
Geojit Financial Services' net profit dropped by nearly 60% in Q2 FY26, causing retail investors to exit.
Smart money, including DIIs, Porinju Veliyath, and the Jhunjhunwala family, is aggressively buying shares.
The company is investing heavily in digital platforms like 'Flip' and 'FundsGenie' to compete with tech-first brokers.
Geojit trades at a P/B ratio of 1.7x, a 63% discount compared to peers like Angel One.
The company has a strong wealth management franchise with over 500 branches and a sticky base of HNIs.
- Who
- Geojit Financial Services, Porinju Veliyath, Rekha Jhunjhunwala, Domestic Institutional Investors (DIIs)
- What
- Smart money investing in Geojit Financial Services despite a 60% quarterly profit decline
- When
- Quarter ended December 2025
- Where
- India
- Why
- Valuation mismatch, long-term growth potential, and strategic investments in digital platforms
- Current Share Price
- Rs 73 (as of 13th January 2026)
- 52-Week High
- Rs 159
- Discount from ATH
- 54%
- DII Holding (Dec 2025)
- 10.13%
- Porinju Veliyath's Stake
- 1.43%
- Rekha Jhunjhunwala's Stake
- 7.2%
- P/B Ratio
- 1.7x
- Dividend Yield
- ~2%
- AUM (March 2025)
- Rs 100,065 cr
- Market Cap
- Rs 2,036 cr