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Green Portfolio PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Green Portfolio Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Green Portfolio PMS - Snapshot

Total AUM

Rs.656.54 Cr.

1 Year Return

47.46%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

306

Green Portfolio Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.82 / 5

Fees

3.69 / 5

Experience

3.65 / 5

Support

3.73 / 5

Facilities

3.84 / 5

Overall Rating

3.75 / 5

Star Rating


Overview of Green Portfolio Portfolio Management Services

Organization Type

Private

Head Office

Delhi

Founder

Divam Sharma

Founded In (year)

2018

No. of Active Clients

306

Minimum Investment

Rs.50 Lakh

Investment Strategies

6

Green Portfolio PMS Returns or Performance

1 Year

47.46%

Nifty 50 - 1 Year

17.34%

3 Year

28.51%

Nifty 50 - 3 Year

13.57%

5 Year

33.57%

Nifty 50 - 5 Year

20.77%

Green Portfolio PMS Charges or Cost

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Green Portfolio PMS Investment Strategies

Strategy Name Special Dividend Yield MNC Advantage Super 30 Dynamic The Impact ESG Fund The Green Ethical Fund
Start Date 12-Jul-18 23-Sep-19 23-Sep-19 30-Sep-19 23-Mar-22 27-Jun-24
Category Multi Cap Thematic Thematic Thematic Thematic Thematic
Benchmark S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500 S&P BSE 500
AUM (Rs.) Rs.355.43 Cr. Rs.20.32 Cr. Rs.17.06 Cr. Rs.190.60 Cr. Not Disclosed Rs.2.05 Cr.
No. of Stocks 90 30 31 29 16 Not Disclosed
1 Yr. Return 44.14% 42.42% 38.50% 46.92% 65.34% NA
3 Yr. Return 22.49% 32.44% 26.25% 32.85% NA NA
5 Yr. Return 31.13% 36.45% 29.52% 37.16% NA NA
Fund Manager Mr. Divam Sharma Mr. Divam Sharma Mr. Divam Sharma Mr. Divam Sharma Mr. Divam Sharma Mr. Divam Sharma

Top Portfolio Managers of Green Portfolio Portfolio Management Services

#1

Mr. Divam Sharma

Green Portfolio Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Green Portfolio Portfolio Management - Investment Facilities

Custom Strategy

Provided

Strategy Switch

Provided

Switch Charges

0.75% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Provided

Early Exit

Provided

Early Exit Charges

Free

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Green Portfolio PMS - SEBI Details

SEBI Reg. No.

INP000006022

Contact Person

Vaibhav Ravat

Telephone No.

080 8235 5299

Address

7/7, Ground Floor, Ansaari Road, DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110002

Starting Date

Jun 11, 2018

Green Portfolio Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Green Portfolio Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Green Portfolio PMS Backoffice or Dashboard Link

Web Platform

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