Multinational Companies (MNC) Advantage

The objective of the fund is to deliver consistent capital appreciation by investing in multi-national corporations that have a strong parentage, internationally appreciated brands and a good corporate governance structure. The corporations included in the fund will have successful international operations, ongoing R&D and CAPEX programs, access to global research, along with a strong market share in its industry.

The deployment of funds is conducted in a staggered manner, equipping us to outperform the Index and deliver outstanding returns.

Launch Date

23rd September 2019

SEBI Code

INP000006022

Benchmark

S&P BSE 500

Clients

15

Fund Size

INR 18.19 Crores

2Y CAGR

29.76%

Min. Investment

INR 50,00,000

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.

Read More
...
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.

Read More

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.

zerodha
pmsBazar
Angelone
View Pricing Structure

CAGR

29.76%

Min. Investment

INR 50,00,000

Blogs

Wednesday, Mar 8, 2023

THE IMPORTANCE OF TAX-EFFICIENT PORTFOLIO MANAGEMENT
Read More

Wednesday, Apr 5, 2023

How Smallcase is changing the game for Retail Investors
Read More

Saturday, Dec 2, 2023

Essential Factors to Consider Before Hiring a PMS Manager
Read More