Invest Smart, Invest Smallcase

Achieving financial success through expert analysis, diversification and consistent monitoring of your portfolio.

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High Quality Right Price +48.11% •
SmartNIFTY Index +29.03% •
High Dividend Yield and Capital Appreciation +43.72% •
Multi National Companies (MNC) Advantage +22.76% •
Smallcap Compounders +36.95% •
Green Ethical Portfolio - Shariah Investing +8.09% •

₹ 300 Cr+

Asset Under Advice

20,000+

Clients Served

All You Need To Know Smallcase Investment Stocks

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Consistent Performance

Green Portfolio smallcases are checked for historical outperformance to ensure that only consistently outperforming strategies are selected.

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Generations Of Expertise

Our team has over 30 years of successful track record in creating wealth from stocks.

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Rebalance

Our Smallcases are rebalanced on a regular basis. On Interim basis, our research team reviews our smallcases and realigns their weights with selected asset allocation strategy for the future.

Pick Your Smallcase Stocks

High Quality Right Price

Invest in stocks that will benefit from Aatma Nirbhar Bharat theme! (Rec amt 5-10 lakhs)

3Y CAGR
48.11%
Min. Investment
₹20,470

High Volatility

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SmartNIFTY Index

Invest in the top 12-15 NIFTY stocks to ensure outperformance (Rec amt 10-15 lakhs)

3Y CAGR
29.03%
Min. Investment
₹65,445

Medium Volatility

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High Dividend Yield and Capital Appreciation

Invest in High Dividend Yield and Growth Stocks (Rec amt 5-10 lakhs)

3Y CAGR
43.72%
Min. Investment
₹37,848

High Volatility

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Multi National Companies (MNC) Advantage

Invest in the best MNC's following our High-Quality Right Price philosophy (Rec amt 5-10 lakhs)

2Y CAGR
22.76%
Min. Investment
₹45,989

High Volatility

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Smallcap Compounders

Invest in SmallCap stocks which can generate multifold returns (Rec amt 5-10 lakhs)

2Y CAGR
36.95%
Min. Investment
₹35,140

High Volatility

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Green Ethical Portfolio - Shariah Investing

Invest in a diversified portfolio of stocks based on Shariah Principles of Investing.

3M CAGR
8.09%
Min. Investment
₹31,738

High Volatility

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Smallcase Calculator

Select A Smallcase


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Quick & Simple Investing

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Buy multiple stocks in 1 click

Place orders for up to 50 stocks in 1 click as a smallcase and save time

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Track smallcases anytime, anywhere

Track & manage seamlessly with a real time index value, inclusive of corp. actions & dividends

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Invest regularly with SIPs

Invest in a disciplined manner by starting a SIP on your smallcase for every week, month or quarter

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Diverse Portfolios

We offer a diverse set of portfolios for the different needs and goals of our clients.

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Smooth Integration with Broker

Smallcase offers a seamless investing experience with 13 of the country’s brokers.

FAQs

Smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective. Smallcases are modern investment products that help you build a low cost, long term and diversified portfolio. Each smallcase is a professionally managed basket of stocks or ETFs that reflects a strategy, idea or theme.

For example, our ESG portfolio is a thematic portfolio that consists of the 15 mid and small-cap companies that are rated highly on ESG parameters and are potential multi-baggers.

Green Portfolio is a SEBI registered Portfolio Management Service Company and a Research Analyst. Green Portfolio was formed in 2015, and began our PMS operations in 2018. Since then, we have been one of the performing portfolio management services on a consistent basis. We offer investment advisory services for investing in Equity Markets. Green Portfolio brings quality research with accessibility and ease of use to the PMS and the retail investor.

Yes, we are SEBI registered.

We offer two types of services – PMS and Retail investment offerings through Smallcase.

Our smallcase portfolio basket consists of an average of 20 stocks. However, depending on market factors and valuation comfortability, the number of holdings in Smallcase may vary.

Under the PMS, we offer 5 products and under the retail we offer 7 products. The relevant web link for PMS and retail are as below:

https://greenportfolio.co/portfolio-management-services/

https://greenportfolio.co/green-portfolio-retail/

The companies have been selected after proper screening and due diligence by our research team and the fund manager. We believe in the long term investment philosophy and therefore the churn rate is low. Our churn rate is 20%-25% in a year.

The rebalance is done quarterly. The client gets a prior email 7-10 days prior to the date of rebalancing. In some cases, if the company fundamentals change rapidly, we will have to push the rebalance overnight. For example, if the company becomes a target takeover company and our research suggests that the new group of promoters are unfit to run the same, we will take an exit to protect long term wealth.

We believe in buying quality and growth companies at a reasonable price that are undervalued with huge potential to grow in the future. We invest in companies having strong fundamentals, a strong balance sheet, low debt, cash-rich, resilient management and high promoter’s stake and avoid highly leveraged business.

We are disinclined towards public sector names.

Currently, we are offering 6 months and 12 months plans for our retail products. The relevant weblink for fee structure is as below:

https://greenportfolio.smallcase.com/

The client needs to follow the following process: 1. Visit the relevant smallcase page
2. Reach out to us directly on call or email if you have any
3. questions before proceeding

Fill in personal details

1. Select your broker
2. Make the payment

Once the client has subscribed to the smallcase and has made the minimum investment into the portfolio. The relevant stocks will be reflected on your Demat account that very second. The timing and buying is 100% at the discretion of the investor.

At the time of making the payment, the screen will show the full amount. However, post-payment only the net amount will be deducted from the bank account. The client can also refer to the invoice which will be sent to their registered email.

We preach beginning the investment with a minimum amount and then eventually increasing the portfolio size through monthly SIPs. However, it is not mandatory to invest any amount a month.

Our investment strategy is focused on generating wealth over the long term. Hence we recommend investing INR 5 – 10 Lakh over 3-5 years to fully take advantage of the portfolio.

Subscription is an advisory fee that the company charge’s from the client. To make the investment, the client separately needs to add the funds for the minimum investment.

The client will get an email/phone notification from Smallcase for the renewal. In case the client don’t intend to renew the product, he/ she will not receive the rebalance update and other notifications from the company. However, the client will have full control on their portfolio.

The company only charge the subscription fees as an advisory fees from the clients. There are no hidden cost/ extra charge to be paid nor deducted. The other charges are related to depository charges and capital gains tax which is not in our purview.

Yes, the client can exit the portfolio anytime. There will not be any charge at the time of exit.

At the time of initial subscription, the client can opt for auto renewal or manual renewal option. Under the auto renewal, the amount for subscription will automatically get deducted from the bank account. In case of manual renewal, the client had to pay a requisite amount for the renewal and to continue the service.

Unfortunately, the client would not be able to change the broker ID in case the client has already invested. However, the client can subscribe using the new broker ID and make a fresh investment.

We frequently roll out coupon codes for existing as well as new clients.

We have multiple communication channels with the client like calls, messages, FAQs, surveys, brand pages, social media sites, newsletters, offers/ promotions. We believe in providing excellent customer service and winning customer loyalty and therefore our team is frequently in touch with the client to address their questions.

Name of the official : Amit Bisht
Phone : +91 9560060385
Email : smallcase@greenportfolio.co

All sales are final. There will be absolutely no refunds and cancellations are subject to certain exceptions.

No, we are not providing you with execution services, we are providing you with the research, by creating a model portfolio and updating it on a regular basis, the execution is facilitated by the smallcase platform and your broker.

Sometimes, the auto renew feature on your subscription is set to ON, in such a case, discount coupons might not apply. Make sure that the auto renew feature is set to OFF. To do so, disable the auto-renew feature for the smallcase via the App (via the subscription tab).

Webinars

#ASK ME ANYTHING with Green Portfolio

Do you have any Bewildering Investment Questions?!

Beyond Charts | In my 20s with Green Portfolio

In this video, know more about the people behind Green Portfolio smallcases, and their story of getting into stock markets & investments.

The Covid 2nd Wave - The state of Indian Economy and our Investment Strategy

Join Divam Sharma, CEO, Co-founder, Green Portfolio and Sreeram Ramdas, Research Analyst, Green Portfolio for an insightful session on "The Covid 2nd Wave - The state of Indian Economy and our Investm...

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Smallcase Investment

Which is the Smallcase Investment for me?

The smallcase investment for an individual investor will depend on their specific investment objectives, risk tolerance, and financial situation, and it is important for each investor to carefully consider these factors before making any investment decisions about which is the smallcase investment for you.

There are many different smallcases available on the smallcase platform, each of which is designed to track a specific investment theme or strategy. Our smallcases include:

  1. Smallcap Compunders which include SmallCap stocks which can generate multifold returns (Rec amt 5-10 lakhs)

  2. Multi National Companies (MNC) Advantage which includes: Invest in the MNC’s following our High-Quality Right Price philosophy (Rec amt 5-10 lakhs)

  3. High Dividend Yield and Capital Appreciation which includes High Dividend Yield and Growth Stocks (Rec amt 5-10 lakhs)

  4. SmartNIFTY Index wherein you can invest in the 12-15 NIFTY stocks to ensure outperformance. This one of the smallcase investment option for investing in a basket of performing NIFTY Stocks. (Rec amt 10-15 lakhs)

  5. High Quality Right Price wherein you can invest in stocks that will benefit from Aatma Nirbhar Bharat theme! (Rec amt 5-10 lakhs)

It is important to remember that investing in smallcases, or any other financial product, carries risks, and it is important to be aware of these risks and to carefully consider your own investment objectives and risk tolerance before making any investment decisions and deciding the smallcase investment catered to you. Ultimately, the smallcase investment for you will depend on your individual financial situation and investment goals. It’s important to carefully consider your options and do your own research before making any investment decisions.

Small Case Stocks

What are the different types of stocks in a smallcase bucket?

A smallcase is a portfolio of stocks that is built around a specific theme or strategy. The small case stocks included within a smallcase are chosen by investment experts based on various criteria, such as company performance, industry trends, and economic data. Smallcases can be used as a convenient and diversified way to invest in the stock market, as they provide exposure to a range of companies within a specific theme or strategy.

There are many different types of smallcases available, each with its own specific investment focus. Some examples of small case stocks themes include technology, healthcare, renewable energy, and emerging markets.

When investing in a smallcace, it’s important to understand the risks and potential returns of the specific small case stock you’re considering. As with any investment, there is the potential for both gains and losses, and it’s important to carefully consider your own financial situation and risk tolerance before making any investment decisions. It may also be helpful to consult with a financial advisor for personalized investment advice.

Smallcase for long term

What is the smallcase for long term growth?

Green Portfolio’s High Quality Right Price wherein you can invest in stocks that will benefit from Aatma Nirbhar Bharat theme which makes it one of the smallcase for long term growth. While the success of a smallcase depends on a multitude of factors, here are some general considerations that you might take into account when looking for the smallcase for long term.

Here are a few things to keep in mind:

  1. Diversification: It’s generally advisable to diversify your investments, as this can help manage risk and potentially increase the long-term returns of your portfolio. Look for smallcases that are diversified across different sectors and industries.

  2. Long-term growth prospects: Consider smallcases that focus on companies with strong long-term growth prospects, such as those in industries that are expected to experience strong growth in the future, such as technology or healthcare.

  3. Risk tolerance: Choose a smallcase that aligns with your risk tolerance. It’s important to be comfortable with the level of risk you’re taking on, as you don’t want to take on more risk than you’re comfortable with.

  4. Fees and expenses: Be sure to consider the fees and expenses associated with the smallcase, as these can eat into your returns over time.


Ultimately, the smallcase for long term will depend on your individual financial situation and investment goals. It’s important to carefully consider your options and do your own research before making any investment decisions.

Smallcase share price

How is the share price of smallcases calculated? Is it volatile?

The share price of a smallcase is the value of the smallcase based on the current market prices of the stocks it holds. The share price of a smallcase is typically calculated by taking the sum of the current market prices of the individual stocks in the smallcase, divided by the number of stocks in the smallcase.

The share price of a smallcase can fluctuate over time based on the performance of the individual stocks it holds, as well as market conditions and other external factors. The value of a smallcase share price can go up or down depending on these factors, and it’s important to be aware that investing in a smallcase carries the risk of potential losses as well as the possibility of gains.