Why Investors Trust Green Portfolio?

Research-Centric Investing Philosophy

We employ a fundamental, bottom-up research framework focusing on quality companies at attractive valuations.

Personalized Portfolio Alignment

Every strategy is tailored to your financial goals, risk tolerance and time horizon.

Robust Security & Regulatory Compliance

SEBI-registered advisory with strict data security and governance practices.

Backed by Performance,
Loved by Investors

See what our clients say about their sustainable investment journey

After trying a few strategies, I wanted something I could stick with for years. The DiviGrowth smallcase is easy to track, and the dividend tilt suits my long-term plan. Plus the updates explain changes clearly without over-communicating.

Deepak Aggarwal,

CEO, Shell Lubricants

Performance Stat 24.3%

I came to Super 30 PMS for customization and tighter risk alignment, not excitement. The portfolio feels high-conviction but measured, and the team has stayed consistent through different market phases while keeping my goals front and center.

Rupesh Rajawat,

Investment Banker

Performance Stat 32.7%

I was spending too much time second-guessing my own trades. High Quality Right Price smallcase gave me a fundamentals-led way to participate in India’s growth story, and the structure has helped me stay calm and consistent instead of reacting emotionally.

Manan Gandhi,

Business Owner

Performance Stat 18.4%

Trend-chasing has proved expensive in the past, especially when markets turn. With Super 30 PMS, I’ve liked the discipline: fewer ideas, stronger research, and a clear focus on fundamentals and risk control that makes it easier to stay invested during volatility.

Rakesh Yadav

Business Owner

Performance Stat 20.7%

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Meet The Visionaries

CA Divam Sharma

CEO, Co-Founder

Divam Sharma brings over two decades of experience in wealth management, client advisory, and business leadership. As the CEO and Co-Founder of Green Portfolio, a SEBI-registered Portfolio Management Services (PMS) firm, Divam leads the firm's strategic direction, client relationships, and business ... Read More

CA Anuj Jain

CIO, Co-Founder

Anuj Jain is the Chief Investment Officer and Co-Founder of Green Portfolio, where he leads the research team and chairs the investment committee. With over 15 years of hands-on equity investing experience and 5+ years in financial consultancy, Anuj is the architect behind the firm's investment proc... Read More

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FAQs

Green Portfolio is a SEBI-registered investment management firm offering professionally managed PMS, AIF, and Smallcase portfolios designed to help investors grow wealth through research-driven strategies.

All portfolios are managed by our in-house research and fund management team with decades of combined experience across equity research, portfolio construction, and risk management.

We offer:

• PMS (Portfolio Management Services)

• AIF (Alternative Investment Fund – Cat III)

• Smallcases (Model portfolios starting as low as ₹10,000)

Each product suits different investor profiles, risk appetites, and ticket sizes.

Our smallcases are DIY, transparent model portfolios with a fixed subscription fee, regardless of your investment amount. They require no high minimum (start at ~₹10,000) and are more focused and agile than traditional mutual funds.

PMS: ₹50 lakh

AIF: ₹1 Crore

Smallcases: Start at ~₹10,000 + subscription fee

Yes.

PMS registered with SEBI – PMS License No. INP000006022

Research Analyst License for Smallcases – RA License no. INH00008513

AIF (Cat III) registered with SEBI – AIF License no. IN/AIF3/25-26/1774

Very. You can track:

• Portfolio holdings
• Weight changes
• Rebalance updates
• Daily NAVs (PMS & AIF)
• End-of-day portfolio values (Smallcase via your broker)

Our research team uses a fundamental, bottom-up approach focused on:

• High-conviction ideas
• Strong business models
• Clean governance
• Attractive valuations
• Sectoral tailwinds

No. Equity returns are market-linked. We do not provide guaranteed or fixed returns.

Choose your preferred product:

• Smallcase: Subscribe & invest via your broker

• PMS/AIF: Schedule a call with our advisory team to complete onboarding

PMS: Fixed + variable fees depending on plan

AIF: As per scheme terms

Smallcases: Transparent and fixed subscription fee regardless of investment size

Click “Schedule a Call” on the website or WhatsApp us directly. Our advisory team will guide you based on your financial goals.

Yes. Our smallcases—starting at modest amounts—are designed for first-time investors as well as experienced market participants looking for focused portfolios.

• High-conviction, research-led investing
• Fully transparent portfolios
• Strong long-term performance track record
• Expertise across PMS, AIF & Smallcase
• Trusted by 60,000+ investors

Yes. NRIs can invest via PMS and AIF (as per regulatory requirements). Smallcases are also available to NRIs but only with select brokers. Contact support for more information, or WhatsApp us directly.

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Research-Driven Equity Investing & Wealth Management for Indian Investors

Invest in Smallcases, PMS & AIF with Expert Portfolio Construction & Risk-Managed Strategies Backed by SEBI-Registered Research.

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