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.
Networth and total investment, including assets and loans.
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 ?
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.
Please Note : Pending settlement value will not reflect in DP Holdings or Networth with Geojit.
On the 'Dashboard' page, find 'My Net Worth.'.
Click on 'Details.'
Your net worth will be displayed.
Your Networth breakup details include : Equity holdings, Gold bonds, ETFs, mutual funds, debentures, property, precious metals, vehicles, and deposits. These fields will be displayed only if you have entered holdings in each category.
The sum total of your investment can also be seen.
Just below the total investment, you can find the details of your liabilities or loans.
The 'My Networth' field indicates the amount you get after deducting the loan amount from your total investment.
How to view my DP Holdings
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.
DP Holding is available only for those whose DP is in Geojit.
How to View My Mutual Fund Holdings ?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find the '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 Smartfolios 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 the 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 hasn'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.
How do I view my deposits?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find 'Deposits.' Click on the 'Add' button.
You will be navigated to the 'Deposits' page of the 'Other Assets' section under the 'Products' tab.
You can add your savings, fixed deposits, and other bank deposits under this section.
How do I view my property details?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find 'Property.' Click on the 'Add' button.
You will be navigated to the 'Property' page of the 'Other Assets' section under the 'Products' tab.
How do I view the details of my precious metal holdings?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find 'Precious Metals.' Click on the 'Add' button.
You will be navigated to the 'Precious Metals' page of the 'Other Assets' section under the 'Products' tab.
How do I view the details of my loan?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find 'Loan.' Click on the 'Add' button.
You will be navigated to the 'Loan' page of the 'Products' tab.
How do I view the details of my insurance?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find 'Insurance.' Click on the 'Add' button.
You will be navigated to the 'Insurance' page of the 'Products' tab.
There you can add the details of your life/health/general insurances.
How do I view the details about the vehicles I own?
Log in to 'My Geojit.'
You will land on the 'Dashboard' page.
Scroll down to find 'Vehicles.' Click on the 'Add' button.
You will be navigated to the 'Vehicles' page of the 'Other Assets' section under the 'Products' tab.
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