Special Fund
The investment objective of the PMS business is to consistently grow our investor's wealth through disciplined selection and allocation of investment capital while ensuring protection from capital erosion.
Over the years our Fund Managers have consistently compounded wealth by identifying and investing in Multi-Bagger stocks. This is a Growth at Reasonable Price strategy with utmost importance on corporate governance, growth prospects, industry dynamics, key company fundamentals, valuations and promoter integrity. We also emphasize the company’s marketing strategy, R&D spend, product capabilities, competition, feedback from stakeholders.
Launch Date
12th July 2018
SEBI Code
INP000006022
Benchmark
S&P BSE 500
Clients
235
Fund Size
INR 314.78 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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