Green Portfolio PMS Logo

Green Portfolio PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Green Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Green Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Green Portfolio PMS - Business Summary

Total AUM

Rs.623.85 Cr.

Avg. 1 Year Return

3.04%

Active Clients

384

No. of Strategies

6

Minimum Investment

Rs.50 Lakh

Experience

7 Years

Compounded Annual Returns of Green Portfolio Management Services

1 Year

3.04%

Nifty 50 - 1 Year

9.02%

3 Year

18.26%

Nifty 50 - 3 Year

27.34%

5 Year

19.80%

Nifty 50 - 5 Year

22.60%

Green Portfolio PMS Charges or Fees

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

nil

Exit Load 2nd Year

nil

Exit Load 3rd Year

nil

Top Fund Managers of Green Portfolio Management

#1

Mr. Divam Sharma

Check out Business Opportunities with Similar Brands

Investment Solutions offered by Green Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Green Portfolio Management

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 PMS Dashboard or Backoffice Platform

Web Platform


Green Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Green Portfolio PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Check out Business Opportunities with Similar Brands

Green Portfolio Manager - 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

Customer ratings and reviews of Green Portfolio PMS

Double your Investment in 3 YearsInvest in PMS