Addressing New Regulations: Re-pricing Updates
Tuesday, Jan 21, 2025
Dear Investor,
Green Portfolio launched its smallcases back in 2020, with the sole idea that good quality investment research was not accessible to every investor at large.
If you wanted good quality research, you had to shell out an annual fee in the range of 30,000-50,000 for reputed investment managers. To make sense of this fee, your portfolio had to be in the range of 20-25 Lacs to start with. Which means if you were starting out with financial markets, your options were limited.
We saw an opportunity to democratize in this space and so we launched our smallcase offerings. Now that we are nearing almost 5 years, we are happy to have cumulatively served over 54,000 families in India and beyond. Covering more than 250 stocks over 7 different strategies and 40+ multi-baggers over the years.
More recently, we have doubled down on our efforts to democratize investment knowledge for investors by launching the Green Sharks Podcast where we interview promotors of listed entities on their businesses, understand their business landscape and their business playbook, bringing it to you on YouTube, for free. We believe there is no better way to learn about an industry or business, but from the very people who lead them.
Throughout the years, the regulator’s role in making model portfolio products a success has been imperative, making sure the investor interest was always kept at the forefront. However, the recent set of announcements from the regulator in January 2025 have brought in a wave of changes which fundamentally affect our business and how we operate it.
Think of it this way, you travel to your workplace every day by bus. Since you avail the bus service each day, and the intention is to keep going to office, you opt for a monthly bus pass, which makes your daily interaction with the service much more seamless. You get better pricing, and you don’t have to worry about daily payments. Now imagine there is a new rule that does not let you avail the monthly bus pass, and as a result, you have to keep on paying daily for bus tickets at a higher price, even when your intention is to use the bus service daily for the foreseeable future. This is similar to the recent changes in RA regulations, where previously, clients could pay a single fee for access to our model portfolio services for a full year and focus on their investment goals.
This was especially important for RA’s like us, where the goal is to optimize for longer term gains, and not short term blips. Now, we can only charge a quarterly fee, breaking the same experience into parts. While the quality of the service remains unchanged, the process becomes more fragmented, even for investors who have long term investment goals.
As a result, in lieu of new regulations, our smallcase pricing has been updated, all Green Portfolio smallcases will now come with a 3 month plan. However, we are trying our best to keep the cost of the product in check and bring you a consistent level of value. Regardless of how the plans are structured, our quality of service will remain the same and keep on improving.
Your continued support matters the most to us, since that is what has brought us so far, and will continue to carry us forward through dynamic markets.
Here's the updated subscription structure.
This pricing structure helps us to keep the subscription cost under check by providing a discounted pricing for the renewals. This will not only help you to save some bucks but also encourages you to invest for longer period.
Happy Investing!
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