Portfolio Management Tailored To Your Investment Goals

Achieving financial success through expert analysis, diversification and consistent monitoring of your portfolio.

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₹ 400 Cr+

Asset under Management

₹ 340 Cr+

Asset under Advice

30,000+

Customers Served

100+

Equities Covered

Our Services

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Portfolio Management Services (INR 50L+)

We offer personalized goal based investment management solutions for each user tailored to their personal goals and investment needs.

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Smallcases

We offer research analyst services to retail investors through some of India’s top fintech platforms for investing in Equity Markets.

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Our Investment Philosophy

Ability To Generate Incremental Returns

Apart from the basic screening on Return on Equity being greater than 15%, we also look for businesses that can replicate this return ratio on the incremental capital employed as well, as the ability to replicate returns shows the management’s ability of being able to find new avenues of growth for the business in a consistent manner.

Improving Operating Margins

We look at businesses that have an operating margin of atleast 15%, along with that operating margins should be improving, an industry high operating margin indicates cost efficiencies, process efficiencies, and many other competitive advantages.

Anti Fragility In The Business

We constantly look for businesses which have survived through at least one downcycle. This gives us confidence in the underlying business model and its strengths. A strong balance sheet adds to this thesis, as in a downturn, it helps in survival, but in an economic upcycle, a strong balance sheet enables businesses to grab big opportunities.

Avoiding Highly Leveraged Business

In our view, over leveraging is the best way to sink a business and weaken its ability to adapt and capitalise on new opportunities. Hence, we avoid businesses that have a Debt to Equity ratio higher than 100%.

Avoiding Public Sector Enterprises

A public sector enterprise was incorporated to serve first and make profits later. Other than that, PSEs carry an inherent red tapism in their operational culture, which in our view, makes for inefficient use of resources.

Talk To An Advisor!

An average call usually lasts 30 minutes and you can get all your queries addressed during this time.
Note: There are only a few slots available for the next few days. So if you want your queries addressed right now, you can text us on WhatsApp.

Schedule a Call

FAQs

In case you become a PMS client, the money is held with the custodian of your choice, we are partnered with Edelweiss, ICICI and Orbis. We simply give trade instructions to the custodian, and they handle the money.

In case you become a smallcase client, the money is invested through your own demat account under your own name, we provide you with the research to buy and sell stocks in the portfolio through smallcase platform.

At Green Portfolio, we determine the client’s risk tolerance and focus on providing the best solution to our clients. On the research front, our investment philosophy is kept stringent to ensure safety of client’s capital and alpha generation. You can read more about our investment philosophy here.

As a client to our portfolio management services, you get access to all research rationale, dashboard to track your investment, access to our research team, monthly factsheets and newsletters.

As a smallcase investor, you get access to our weekly newsletters covering macro and micro research, weekly performance reports, webinars, etc.

To become a PMS client, you can click here to schedule a call with our team. To subscribe to a smallcase, you can click here and subscribe to the Green Portfolio Smallcase of your choice.

Our Partners

zerodha
pmsBazar
Angelone

Founder's Note

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CA Divam Sharma

CEO, Co-Founder

Divam brings over a decade and a half of expertise in managing stock market investments, complemented by his MBA from the Indian School of Business, Hyderabad. He is also a member of The Institute of Chartered Accountants of India. Prior to co-founding Green Portfolio, he gained significant experience working with prominent institutions like Citi Bank and Kotak Mahindra Bank. Since the company's foundation, Divam has been a key motivator and leader. His responsibilities encompass client management, business development, and research, where he has made significant and influential contributions.


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CA Anuj Jain

CIO, Co-Founder

Anuj is the CIO and heads the research team that has been consistently outperforming the outperformers. With over 5 years in Financial Consultancy and 15 years of investing in equity markets, he is also a Member of The Institute of Chartered Accountants of India. He plays a crucial role on the investment committee.


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Complaint Status

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ODR Portal can be accessed by clicking here

What We Have To Say

Saturday, Mar 4, 2023

UNLOCKING INDIA’S ECONOMIC POTENTIAL: THE MULTIPLIER EFFECT OF INFRASTRUCTURE DEVELOPMENT IN FY24
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Monday, Mar 20, 2023

THE ONGOING DOWNWARD SPIRAL OF VI: A CAUSE FOR CONCERN
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Monday, Mar 20, 2023

Navigating the Challenges of Disinvestment
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