We help you create wealth through smart and disciplined investment management solutions

We constantly research and review your stocks, mutual funds, debt funds etc to get you the most out of your money and protect it from losing its intrinsic value

  • CA, MBA Team with 3 generations of investment experience
  • SEBI Registered Fund Management Company
  • Indias top performing PMS company (SEBI Data)
  • Investment advisory for small savers to high net worth investors.
Customized investment solutions for >50 Lakh investments

Green Portfolio is a SEBI Registered PMS offering customized investment management solutions including Value as well as Momentum products. We as a team have 3 generations of successful investing experience. Be it an NRI, Senior Citizen, Businessman, Service, Professional, we offer customized portfolio management suiting all needs and profiles.Our USP’s includes research access, fund manager access, customized investing, and our investment philosophy with years of success mantras.

Our PMS Offerings

Green Portfolio Smart Index – Sensex (India Index) has risen by over 16% CAGR (compounding) over the last 40 years since inception. This Index constitutes of the most consistent compounders of wealth in India. Sensex is a free float market weight stock market index of 30 well established and financially sound companies listed on Bombay Stock Exchange of India.

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Wealth creation by investing through Demat account with any broker (greenportfolio.smallcase.com)

Value Investing or Quant Based Fundamental Investing, you can subscribe to our investment advice on the click of a button.

We offer you products for SIP as well as Lump-sum investing and help you with the right customized investments and the right entry and exit strategies basis your personal financial profile.

Moreover, you can own shares in the Demat account of the Broker of your choice (i.e. Kotak, Edelweiss, Zerodha, HDFC, ICICI, 5Paisa etc )

Our Smallcase (Advisory) offerings:
Proven Market Leader Vision Fund (Algorithm Based Multi-cap Investing)

"Multicap Strategy investing in Established Companies who have been leaders & dominated/sector their industry over multiple market /GDP Cycles.Tactical allocation of capital is done based on Economy Cycle & Company Lifecycle. Emphasis on High Quality Business linked to Indian Consumption & Growth Story, Low Debt To Equity, Sustainability Of Operating & Profit Margins amidst disruption in technology &, Strong Competitive Edge Over Peers( Moat), Visibility Of Earnings & aided by economic/policy tailwinds . Rigorous Stock Selection based on 40 Performance Metrics & 9 Valuation Metrics. Creating Wealth by buying the " Right Business- Free Cash Flow Generating & Strong Balance Sheet " at the "Right valuation " when the uptrend starts & selling when valuations peaks & trend turns bearish. Our proprietary algorithm helps to identify long term trends to determine entry/ exit decisions thereby generating wealth for our partners. Goal is to outperform Indexes, Mutual Funds & Diversified PMSs by 5-8%. "

Minimum Time Horizon: 1.5 Years - 3 Years

Multi-bagger Investing (Special)

SIP Investment in stocks that have the potential to turn to multi baggers. This is our Multi-bagger Strategy. Over the years our Fund Managers have consistently compounded wealth by investing in stocks that have become multi-baggers. This is a value strategy where the stocks are selected basis corporate governance, potential to grow, industry dynamics, company fundamentals, valuations, promoter integrity and capability. We also lay emphasis on company strategies of marketing, R&D spend, product capabilities, competition, feed-back from stakeholders etc.

We have a comprehensive report documented, quarterly updated and shared for all the investments done under this strategy.

Time Horizon- Minimum 3-5 Years

Smart Index- Dalal Street –

Smartly accumulate Bluechip stocks through SIP

Sensex (India Index) has risen by over 16% CAGR (compounding) over the last 40 years since inception. This Index constitutes of the most consistent compounders of wealth in India.

Sensex is a free float market weight stock market index of 30 well established and financially sound companies listed on Bombay Stock Exchange of India.

Historically, at a time horizon, only 15-25 stocks in the Index perform while the rest of the stocks underperform. Smart Index carefully selects the best 20-25 companies out of the 30 companies represented by Sensex. This scheme also times the entry and exit through staggered buying and selling. This strategy helps in generating a 2-5 pc alpha over the Sensex returns.

Time Horizon- Minimum 1 Year

The Banking Street –

Lumpsum investing in Banking, Financial Services and Insurance Companies BFSI stocks have high weight in most of the mutual fund and smart money investors. These stocks rise together and correct together. Through this strategy, you can park lumpsum investment in these stocks to take benefits from the uptick in BFSI index. We will send sell update on the complete portfolio when we feel that the momentum in this BFSI index has reversed.

Time Horizon- Minimum 1 Year

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Get investment ideas and review of your existing share investments

Unlike traditional brokers, we help you create a customized portfolio basis your risk-return profile, and financial goals. We help you rebalance portfolios and time the investment flows basis market dynamics. Our Advisory services work as a yearly subscription to help you manage your investment portfolio.

Services:
  • Risk-Return profiling (self and family)
  • Financial Planning
  • Portfolio review report of your existing investments
  • Advise on new investment and portfolio rebalance
  • Access to discussions with our experts
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Invest with Mutual Funds schemes of 44 Mutual Fund Houses and also get your existing Portfolio Reviewed

Green Portfolio helps you choose the best Mutual Funds from over 2500 schemes. We follow a unique approach of continuous and rigorous research on the underlying investment portfolio of the schemes along with the traditional research parameters like historical returns, fund manager profile, sortino and sharpe ratios etc.

We help you re-balance the portfolio basis valuations, investment horizon, and risk profile. We also help you time the investments by suggesting on increasing or reducing SIP basis market dynamics.

Our Offerings

Invest in best Mutual Funds - We help you invest in the “Sahi Hai Mutual Fund”. Our team helps you with buying Mutual Funds through a hassle free process. We continuously monitor and help you switch your mutual fund investments to increase your portfolio returns. We give you access to our app through which you can monitor your investments. You have access to our investor relations team.

Mutual Fund Portfolio Review - We care for your existing investments. We do an extensive study of your portfolio basis your financial profile and risk-return expectations and help you rebalance the portfolio to be able to generate the best returns from your mutual fund investments.

Mutual Fund Advisory Services - Unlike traditional brokers, we help you create a customized portfolio basis your risk-return profile, and financial goals. We help you rebalance portfolios and time the investment flows basis market dynamics.

Our Advisory services work as a yearly subscription to help you manage your investment portfolio.

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Complete Income Tax filing and related solutions through our partner CA Firms

We understand your finances. Our Chartered Accountant DNA helps you comply with the income tax requirements.

Be it filing of your ITR, getting a consultation on your financial matters, or any requirement related to compliance, tax notices, financial planning, our team helps you with detailed customized solutions.

Reach out to our team for your income tax matters.

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Family Office solutions for Non Resident Indians

Through our dedicated desk for NRI’s and Non-Indian Investors, we provide end to end investment solutions. This includes consulting on investment avenues, channels, compliance, documentation, risk and goal mapping, account opening, investment advice and management.

We have extensive support from Chartered Accountants, Lawyers, Financial Planners, Custodians, and Bankers to provide you the most efficient and hassle free experience.

Our Offerings
Financial Goal Setting and Planning

Financial planning focuses on identifying effective financial plans and strategies according to an investor’s risk appetite and financial goals.

There are a host of investment products including insurance, shares, bonds, mutual funds, bank deposits, and real estate. Investment planning helps to identify the most appropriate portfolio mix.

Financial Planning Services Include:
  • Financial Goal Setting and Planning
  • Investment Assistance
  • Financial Coaching
  • Periodic Reviews of strategy
Investment Assistance

We help you invest in Mutual Funds, Stocks, PMS, AIF, Debt Funds, Fixed Deposits and Properties in India

Taxation

NRI can have income under salary, capital gains, house property, other sources and business profession. Our NRI desk helps you efficiently plan your taxes.

This service includes help related to
  • Taxable Income from an NRI
  • Income from Salary
  • Income from House Property
  • Rental Payments to an NRI
  • Income from Business and Profession
  • Income from Capital Gains
  • Special Provision Related to Investment Income
Legal
NRIs usually come back to India to complete their process mostly related to legal issues. There are varied legal issues that NRIs face like property dispute. Non Resident Indians (NRI) face challenges on the following aspects:
  • Property Disputes
  • Family Partition
  • Matrimonial
  • Child Custody
  • Cheque Bounces
  • Money Recovery
  • Labour Dispute
  • Matrimonial Dispute
  • Domestic Violence
  • Corporate Laws
  • Will and Succession
  • Taxation Notice, Money Repartriation
  • Immigration Assistance
  • Reach out for issues related to any of your above details.

Documentation and Compliance- Our NRI desk helps you efficiently manage your documentation and compliance including PAN application, PIS, FPI, Income Tax, Filings, Account opening, Bank accounts (NRE/NRO), Demat account etc.

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Invest in promising unlisted shares of India (like PayTM, Flipkart)

Green Portfolio is partnered with the most prominent dealers of unlisted shares in India. We help you make the right investments at the right price and most convenient and efficient process.

The shares are transferred to your Demat account through the Delivery Instruction Slip (DIS) process.

These are the most sought after companies of India and have generated lots of wealth for the investors in the past.

Green Portfolio also does research on the companies valuations and growth potential and helps you invest in the right unlisted shares.

Following is a list of companies you can own through this service:
  • UTI AMC
  • PayTM
  • Xerox India Limited
  • Schneider Electric President Limited
  • SBI Home Finance Limited
  • HDB Finance
  • Razorpay
  • Metropolitan Stock Exchange of India
  • Kurlon
  • Fino Paytech
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