Sreeram Ramdas is a CFA Charterholder and Vice President at Green Portfolio. He has been an integral part of the company since the last four years. After beginning his journey with Green Portfolio, 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.
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 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 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.
Mr. Vaibhav Umesh Ravat is a qualified Company Secretary heading the Compliance department as the Compliance Officer at Green Portfolio. With a wealth of expertise in SEBI (PMS) Regulations, 2014, and SEBI (Research Analyst) Regulations, 2020, he adeptly leads the Compliance department of the company. His meticulous attention to detail and comprehensive understanding of regulatory frameworks ensure that the organisation operates with integrity and adherence to all regulatory requirements.
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.
Anchal is the content creator at Green Portfolio. Graduated from Delhi University, she started as an intern with the company. She oversees the entire financial content and marketing division of the company. After working as a Research Analyst for a few months at Green Portfolio, she switched to full time content as she has a niche in this area. Anchal also cleared her CFA Level 1 recently.
Total Team Strength
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