Why Green Portfolio?

Managing Risk & Returns

We balance your portfolio to match your risk appetite while aiming for strong, consistent returns. Active monitoring helps us stay ahead of market shifts.

Unique Client Services

Every investor is unique. We offer personalized portfolios, direct access to experts, and services tailored to your financial goals.

⁠Security & Compliance

We follow strict SEBI guidelines and data security protocols to keep your investments safe and fully compliant at all times.

Backed by Performance,
Loved by Investors

See what our clients say about their sustainable investment journey

Green Portfolio helped me align my investments with my values. I've seen consistent returns while knowing my money is supporting renewable energy and sustainable agriculture.

Deepak Aggarwal

CEO, Shell Lubricants

24.3%

After 15 years of traditional investing, I switched to GreenPortfolio. Not only have my returns improved, but I sleep better knowing my portfolio is fossil-fuel free.

Rupesh Rajawat

Investment Banker

32.7%

The personalized approach to sustainable investing is what sets GreenPortfolio apart. They took time to understand my goals and created a strategy that’s performing beyond my expectations.

Manan Gandhi

Business Owner

18.4%

I wanted to make sure my retirement savings were supporting a future worth retiring into. GreenPortfolio’s educational resources helped me understand sustainable investing and make informed...

Rakesh Yadav

Business Owner

20.7%

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Meet The Visionaries

CA Divam Sharma

CEO, Co-Founder

Divam Sharma brings over two decades of experience in wealth management, client advisory, and business leadership. As the CEO and Co-Founder of Green Portfolio, a SEBI-registered Portfolio Management Services (PMS) firm, Divam leads the firm's strategic direction, client relationships, and business ... Read More

CA Anuj Jain

CIO, Co-Founder

Anuj Jain is the Chief Investment Officer and Co-Founder of Green Portfolio, where he leads the research team and chairs the investment committee. With over 15 years of hands-on equity investing experience and 5+ years in financial consultancy, Anuj is the architect behind the firm's investment proc... Read More

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FAQs

Green Portfolio is a SEBI-registered investment management firm offering professionally managed PMS, AIF, and Smallcase portfolios designed to help investors grow wealth through research-driven strategies.

All portfolios are managed by our in-house research and fund management team with decades of combined experience across equity research, portfolio construction, and risk management.

We offer:

• PMS (Portfolio Management Services)

• AIF (Alternative Investment Fund – Cat III)

• Smallcases (Model portfolios starting as low as ₹10,000)

Each product suits different investor profiles, risk appetites, and ticket sizes.

Our smallcases are DIY, transparent model portfolios with a fixed subscription fee, regardless of your investment amount. They require no high minimum (start at ~₹10,000) and are more focused and agile than traditional mutual funds.

PMS: ₹50 lakh

AIF: ₹1 Crore

Smallcases: Start at ~₹10,000 + subscription fee

Yes.

PMS registered with SEBI – PMS License No. INP000006022

Research Analyst License for Smallcases – RA License no. INH00008513

AIF (Cat III) registered with SEBI – AIF License no. IN/AIF3/25-26/1774

Very. You can track:

• Portfolio holdings
• Weight changes
• Rebalance updates
• Daily NAVs (PMS & AIF)
• End-of-day portfolio values (Smallcase via your broker)

Our research team uses a fundamental, bottom-up approach focused on:

• High-conviction ideas
• Strong business models
• Clean governance
• Attractive valuations
• Sectoral tailwinds

No. Equity returns are market-linked. We do not provide guaranteed or fixed returns.

Choose your preferred product:

• Smallcase: Subscribe & invest via your broker

• PMS/AIF: Schedule a call with our advisory team to complete onboarding

PMS: Fixed + variable fees depending on plan

AIF: As per scheme terms

Smallcases: Transparent and fixed subscription fee regardless of investment size

Click “Schedule a Call” on the website or WhatsApp us directly. Our advisory team will guide you based on your financial goals.

Yes. Our smallcases—starting at modest amounts—are designed for first-time investors as well as experienced market participants looking for focused portfolios.

• High-conviction, research-led investing
• Fully transparent portfolios
• Strong long-term performance track record
• Expertise across PMS, AIF & Smallcase
• Trusted by 60,000+ investors

Yes. NRIs can invest via PMS and AIF (as per regulatory requirements). Smallcases are also available to NRIs but only with select brokers. Contact support for more information, or WhatsApp us directly.

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