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Mutual Funds Review
Get New Mutual Funds
Portfolio Management Services
Small Case Investing
We customize your Investment Portfolio into Equities, Mutual Funds and Fixed Income Securities to help you generate high returns. We have 6 schemes which follow a staggered allocation approach and ensure best wealth creation opportunities!
FUND NAME
Green Portfolio Special
Green Portfolio MNC Fund
Green Portfolio Dividend Yield Fund
Green Portfolio Super 30
*As per SEBI suggested Watermark
Fixed Fee (per Annum)
(Billed Quarterly)
2%
2%
1%
1%
Variable Fee
(Billed at end of year or exit)*
20% (Hurdle Rate-8%)
20% (Hurdle Rate-8%)
20% (Hurdle Rate-8%)
20% (Hurdle Rate-8%)
Contact Us
Advisory Fee:
Plan Alpha:
20% Profit Sharing (Charged on quarterly basis)
Note:
Currently we do not offer Non Discretionary PMS
Edelweiss and Orbis are our Custodians
Benefits with Green Portfolio:
3 Generations of Successful Investing Experience
(PMS)-INP000000006022
CA and MBA
Qualified Fund Managers
Well Diversified
Portfolios under every scheme
Each Portfolio is Customized
As per the client risk profiling and investment horizon
Access to Our Well Documented
investment rationale
Access to portfolio
through our Client portal
Diversify Your Investments
among 6 schemes
Staggered Investment
style to ensure long term wealth creation