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
Benchmark
BSE Midcap Index
Fund Size
INR 173.33 Crores
Clients
125
SEBI Code
INP000006022
Fund Managers
CA Divam Sharma
CEO, Co-Founder
With over 15 years of experience in managing investments in the stock market, and being an MBA from Indian School of Business Hyderabad, Divam is a member of The Institute of Chartered Accountants of India. Divam has been the driving force of the company since its inception. He is responsible for customer management, business development and research, and has played a pivotal role.
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CA Anuj Jain
CIO, Co-Founder
Anuj heads the research team that has been consistently outperforming the Sensex. With over 5 years in Financial Consultancy and 15 years of investing in the stock market, along with being a Member of The Institute of Chartered Accountants of India, He plays a crucial role in the investments that Green Portfolio allocates to special stocks.
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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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