Direct Sourcing & Multi-Banking Partner
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Vertical 02 • Wealth, Market Access & Protection

Demat, Trading,
Investment & Insurance.

Invest. Protect. Grow.

At Paishastra, our Demat, Trading, Investment & Insurance vertical helps customers access financial-market and protection solutions through regulated platforms and authorized partners.

Strategic Association

Authorized Business Partner with Geojit Financial Services

Regulated platform access for Demat, Trading & market distribution channels.

Pillar 01

Demat & Trading Services

Through our association with Geojit Financial Services, customers can access Demat and Trading services through an appropriate regulated platform.

Demat Account Opening

Streamlined, secure digital account opening assistance with full compliance verification.

Equity Trading

Access to major stock exchanges with advanced charting, execution, and research tools.

Market Access & Tech

Fast, institutional-grade mobile and desktop platforms powered by Geojit technology.

Pillar 02

Investment Solutions

We help customers explore investment opportunities based on their financial objectives, investment horizon, and risk considerations through authorized and regulated channels.

Mutual Funds

Explore equity, debt, and hybrid mutual fund portfolios curated for specific horizons.

Investment Products

Structured financial products through regulated partners matching risk appetite.

Portfolio Solutions

Long-term asset allocation models balancing liquidity, return, and stability.

Wealth Creation

Disciplined compounding strategies aimed at inter-generational wealth growth.

Pillar 03

Insurance & Protection

We help customers explore protection-oriented insurance solutions through licensed insurance partners and appropriate distribution channels.

Life Insurance

Term insurance and family protection plans to safeguard loved ones.

Health Insurance

Comprehensive health and critical illness coverage against medical inflation.

General Insurance

Motor, commercial, and property protection against unexpected liabilities.

Asset Protection

Industrial plant, machinery, transit, and commercial asset coverage.

Wealth Compounding Estimator

Systematic Investment (SIP) Calculator

Calculate the potential growth of disciplined mutual fund and equity portfolios via Geojit Partner channels.

Open Geojit Demat / SIP
Monthly SIP Amount₹10,000 / mo
₹1,000₹50,000₹2,00,000/mo
Expected Annual Return (CAGR)12% p.a.
6% (Debt)12% (Balanced/Equity)18% (Aggressive)
Investment Horizon / Timeframe10 Years (120 Months)
1 Year15 Years30 Years
Projected Maturity Corpus
₹23,23,391
Total Amount Invested:₹12,00,000
Estimated Wealth Growth:₹11,23,391
Authorized Distribution: Geojit Partner
Start Goal-Based Portfolio

* Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

Regulated Onboarding

3-Step Fast-Track Demat Activation

Seamless 100% paperless onboarding via Geojit Financial Services.

1

Submit Details

Provide PAN, Aadhaar, and linked bank account credentials for instantaneous digital e-KYC.

2

Digital In-Person Verification

Complete a 2-minute video IPV and Aadhaar OTP e-Sign directly on the Geojit secure portal.

3

Trade & Build Wealth

Account activated within hours. Access mobile trading apps, SIP allocations, and research reports.

Our Structured Approach

A disciplined, five-step framework for managing your market access and financial protection.

1Understand — Financial objectives & horizon
2Assess — Risk profile & suitability considerations
3Guide — Unbiased education & product exploration
4Connect — Authorized distribution & Geojit channels
5Support — Ongoing portfolio & service assistance

Paishastra Advantage

Empowering clients through professional standards and transparent market access.

Access to regulated platforms and authorized partners
Requirement-based financial guidance & suitability review
Demat & Equity Trading platform support
Investment awareness and mutual fund assistance
Comprehensive insurance solution access
Structured and responsive customer support

Explore Demat, Wealth & Insurance

Connect with our team to open a Demat account through Geojit or evaluate your protection portfolio.

Initiate Investment Inquiry