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

164

Fund Size

INR 295.05 Crores

2Y CAGR

28.22%

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.

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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.

zerodha
pmsBazar
Angelone
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FAQs

If your personal goals do not require you to withdraw your funds within the next three years, and you have a moderate risk appetite, this fund is suitable for you.

Our churn rate for Special Fund is 30%

In our PMS, we follow allocation of funds on individual account level, hence your funds are allocated only when the right entry points are available in the right stocks at the time if investing. This means that your portfolio allocation is unique to your time of entry, leading to a better risk-reward ratio.

CAGR

28.22%

Min. Investment

INR 50,00,000

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