Family Portfolio

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

Your Family Portfolio is the consolidated holding statement of you and your family members. You can add up to 10 family members to your Family Portfolio. If you have added the accounts of your family members, you can access their DP holdings, Mutual Fund holdings & P&L, etc.

This Section Contains :

• How do I view my 'Family Portfolio' ?

• How to add members to family portfolio ?

• What all details can I access if I add a family member ?

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How do I view my Family Portfolio?

• Go to My Accounts.

• Find Family Portfolio and click on it.

Family Portfolio view

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How to add members to Family Portfolio

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

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

• Click on Submit.

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

Request received view

Accept request

• If they accept the request, their account will be added to your profile.

• If you are sharing your account with anyone, that will also be displayed on this page.

• To delete any account added to your profile, click the 'Recycle bin' 🗑 icon.

Note: Family Portfolio is currently not available for accounts whose DP is not in Geojit and for non-individual accounts like HUF, partnerships, trustees, etc.

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What all details can I access if I add a family member ?

If you have added the accounts of your family members under Family Portfolio, then you can access their

• DP Holding

• Mutual Fund Holding

• Mutual Fund P&L