Dividend Yield Fund
The objective of the fund is to generate dividends along with capital appreciation for investors, through a diversified set of equities from various sectors. It is essential for the companies to exhibit a high degree of corporate governance, consistent growth patterns, and future growth prospects and have a high dividend yield.
Since these stocks have a proven track record of financial
excellence and distribute a commendable portion of their earning,
they almost always assure a lucrative return to the investor.
We aim to provide substantial gains in the medium to long term,
with a minimum time horizon of three years. And throughout this
investment period, we provide comprehensive research reports on
a quarterly basis.
Launch Date
23rd September 2019
SEBI Code
INP000006022
Benchmark
S&P BSE 500
Clients
30
Fund Size
INR 20.32 Crores
Fund Managers
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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Our Custodians
SEBI Registered Custodian is mandatorily appointed by SEBI Registered PMS to manage fund accounting and custody of funds invested by investors with the PMS. This ensures investor safety and transparency for PMS investors. Green Portfolio has appointed Edelweiss, ICICI, and Orbis as its custodians. Our PMS clients can choose to work with either of these custodian partners. Note: we also offer a completely online onboarding process, for details get in touch with us.
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