Our Team

Sreeram Ramdas

Vice President

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Sreeram Ramdas

Vice President

Sreeram Ramdas is Vice President at Green Portfolio. He has been an integral part of the company since the last three years. After beginning his journey with Green Portfolio as an intern, the company nurtured him to be a leading analyst and oversee major verticals of the business. Graduated from one of the top UK business schools - University of Exeter in 2020, and he is also a CFA Level 3 candidate.

Chetan Sarpal

Vice President

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Chetan Sarpal

Vice President

Chetan has over 11 years of experience in capital markets and managing direct and institutional sales in the financial industries. Prior to working at Green Portfolio, he was Regional Manager with Purnartha Advisory, Ex-Axis Securities and Ex-ICICI Securities. He is heading Offline Sales and Distribution here at Green Portfolio.

Karan Arora

Senior Manager - Advisory

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Karan Arora

Senior Manager - Advisory

Karan handles the retail front here at Green Portfolio, building a seamless experience for our smallcase investors. He currently overlooks all digital efforts in marketing, business development and operations for the advisory business here at Green Portfolio. Graduated from the University of Delhi, he is working on product to improve our existing services, as well as introduce new value additions for our investors.

Harsh Mudgal

Wealth Manager

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Harsh Mudgal

Wealth Manager

Harsh is a financial advisor having expertise in wealth management. He has worked with numerous clients, including high net worth individuals, businesses, and institutions. Having completed his MBA in Finance from Institute of Management Technology, he is currently pursuing the CFA charter. He is committed toward providing his clients the best of the services.

CA Vasu S. Gupta

Senior Research Analyst

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CA Vasu S. Gupta

Senior Research Analyst

Vasu is responsible to find companies which are going to be contributors in achieving India’s next Trillion, among other things, he also looks after companies in the portfolio on concurrent basis, handles management interactions, plant visits, con-calls and AGM. Vasu is also member of Institute of Chartered Accountants of India and has graduated from the University of Delhi.

Vaibhav Ravat

Compliance Officer

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Vaibhav Ravat

Compliance Officer

Vaibhav is a qualified Company Secretary, and heads the Compliance and Secretarial Department in the company. He is well versed with SEBI regulations pertaining to PMS, RA, LODR, SAST, PIT etc. Before joining Green Portfolio, Vaibhav had worked with Aarvi Encon Limited, a listed entity. Vaibhav is keen on implementing a robust compliance system in the company.

Tanya Gupta

Research Analyst

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Tanya Gupta

Research Analyst

Tanya holds a post-graduate degree in Economics from IGNOU in Delhi, and currently a CFA L3 candidate. She is sector agnostic with keen passion and vigor in stock market. Here at Green Portfolio, her work involves gathering and analyzing data, conducting surveys, reviewing financial reports, and preparing reports and presentations to communicate findings to stakeholders. She is also responsible for developing and maintaining databases and creating forecasts and projections.

Meet The Team!

Our Founders

CA Divam Sharma

CA Anuj Jain

Our Team

Sreeram Ramdas

Chetan Sarpal

Karan Arora

Harsh Mudgal

CA Vasu S. Gupta

Vaibhav Ravat

Tanya Gupta

12

Research Analysts

25

Total Team Strength

Our Journey

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