Green Portfolio

What Green Portfolio does

Green Portfolio Private Limited is a SEBI-registered investment management firm headquartered in Gurgaon, India, founded in 2014 by chartered accountants Divam Sharma (CEO, ex-Citi Bank and Kotak Mahindra) and Anuj Jain (CIO). The firm operates three product lines targeting distinct investor segments: Portfolio Management Services (PMS) with a ₹50 lakh minimum for HNW investors across six strategies (Special Fund, Super 30 Fund, Dividend Yield Fund, MNC Advantage Fund, Impact ESG Fund, Green Ethical Fund); Alternative Investment Fund Category III with a ₹1 crore minimum via the India Infinite Fund focused on pre-IPO and private market opportunities; and Smallcases (model portfolios) starting at approximately ₹10,000 for retail investors, distributed through 16+ broker platforms including Zerodha, Groww, Angel One, HDFC Securities, and ICICI Direct.

The firm's core technology is a proprietary dual-layer evaluation framework that scores every listed Indian stock across 18 parameters (historical financials, competitive positioning, balance sheet strength, peer-relative valuation, and forward-looking growth) and overlays fund-level evaluation (strategy consistency, manager track record, expense ratio, risk-adjusted rolling returns). Portfolio construction emphasizes under-the-radar companies with average portfolio market cap around ₹12,000 crore, manufacturing-oriented exposure, and ground-level on-site research including factory visits, with 3-5 year holding horizons and rules-based rebalancing. PMS operations are custodied through ICICI Bank, Nuvama, and Orbis, ensuring client-level direct ownership of securities. A 2026 product extension added Roadmap Mutual Fund Baskets (milestone-based SIP portfolios at ₹1,800/year) and the Green Portfolio Go digital onboarding platform.

Green Portfolio's business model is subscription- and fee-based. Revenue streams include fixed smallcase subscription fees (₹999-₹10,000/year across tiers), PMS management fees (fixed plus performance fees after hurdle rate using High Water Mark methodology), AIF management fees per scheme terms, and the ₹1,800/year Roadmap MF Basket subscription. The go-to-market is hybrid: self-serve smallcase distribution via broker platform integrations for retail investors, and direct advisory consultation (scheduled calls and WhatsApp outreach) for PMS/AIF targeting HNWIs, UHNIs, and NRIs. The firm reports AUM of approximately ₹660 crore in PMS (per founder bio) with broader assets under management and advisory exceeding ₹1,000 crore, serving 65,000+ investors. The company is privately held with no disclosed institutional or PE backing.

Name

Green Portfolio

Legal name

Green Portfolio Private Limited

Website

https://greenportfolio.co

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Green Portfolio Private Limited is a SEBI-registered Indian investment management firm offering PMS (₹50L+), AIF Cat III (₹1Cr+), and smallcase model portfolios (₹10K+) to retail, HNI, and NRI investors, built on a proprietary 18-parameter stock scoring framework and distributed through 16+ broker platforms.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Portfolio management services
• Smallcase investing
• Alternative investment fund
• Equity research advisory
• Wealth management

Headquarters

HQ city

New Delhi

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Infrastructure

Revenue model

1. Smallcase Subscriptions: Fixed subscription fees charged regardless of investment amount. Plans include 3-month, 6-month, and annual options. Access to curated stock portfolios, rebalance updates, and stock alerts.
2. PMS Management Fees: Fixed management fees plus variable performance fees after hurdle rate. High Water Mark methodology used where performance fees are billed only after previous losses are recovered.
3. Roadmap Mutual Fund Baskets Subscription: Annual subscription fee of ₹1,800 per year for milestone-based mutual fund portfolio recommendations, monitoring, and rules-based rebalancing.
4. AIF Management Fees: Fees as per scheme terms for Alternative Investment Fund (Category III) management including India Infinite Fund focused on pre-IPO opportunities.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels10 records

Core offering

Green Portfolio is a SEBI-registered investment management firm that builds and manages equity portfolios for Indian retail and HNI investors. It offers three core product lines: Portfolio Management Services (PMS, minimum ₹50 lakh), Alternative Investment Fund Category III (AIF, minimum ₹1 crore), and Smallcases/model portfolios (starting at ~₹10,000), all powered by a proprietary dual-layer evaluation framework that scores every listed Indian stock across 18 parameters.

Product overview

Green Portfolio is a SEBI-registered investment management firm offering three distinct investment product lines: Portfolio Management Services (PMS) for HNWIs with ₹50 lakh minimum, Alternative Investment Fund (AIF Cat III) for sophisticated investors with ₹1 crore minimum, and Smallcases (model portfolios) for retail investors starting at ₹10,000. The PMS division manages six distinct strategies (Special Fund, Super 30 Fund, Dividend Yield Fund, MNC Advantage Fund, Impact ESG Fund, and Green Ethical Fund), while the AIF includes the India Infinite Fund for pre-IPO and private market opportunities. Smallcases span multiple themes including DiviGrowth Capital, Auto Advantage Tracker, Green Ethical Portfolio, Smallcap Compounders, High Quality Right Price, GDR Tracker, Pharma Select, 100 Year Portfolio, Bharat Tech Infra Tracker, and Large Cap Value Fundamental. The company also launched Roadmap Mutual Fund Baskets on smallcase, offering milestone-based mutual fund portfolios for ₹25 lakh, ₹1 crore, and ₹5 crore goals. All products are integrated with 16 major broker platforms for seamless execution and rebalancing.

Differentiator

Problem solved

Functional benefit

Brands

• Super 30 Fund: PMS focused on special situations including management changes, deleveraging, mergers, and business turnarounds
• India Infinite Fund
• Green Ethical Fund
• Impact ESG Fund
• DiviGrowth Capital
• Smallcap Compounders
• Green Shark Podcast

Products and services

• Portfolio Management Services (PMS) SEBI-registered personalized portfolio management service for high net worth Indian investors with minimum ₹50 lakh investment, offering six distinct equity strategies with direct ownership of securities in the client's name.
• Smallcases (Model Portfolios) Research analyst-curated stock baskets available to retail investors through 16+ Indian broker platforms, starting at approximately ₹10,000 plus subscription fees, covering themes such as dividends, smallcaps, ESG, auto, pharma, and tech infrastructure.
• Alternative Investment Fund (AIF Category III) Pooled alternative investment vehicle for sophisticated investors requiring minimum ₹1 crore, including the India Infinite Fund providing access to pre-IPO opportunities and private market investments.
• Roadmap Mutual Fund Baskets Milestone-based mutual fund portfolio subscription product offered via the smallcase platform at ₹1,800 per year, with three variants (Roadmap to ₹25 Lakh, ₹1 Crore, ₹5 Crore) using direct mutual fund plans with rules-based rebalancing.
• Green Sharks Podcast

Quantifiable outcome

• Super 30 Dynamic Fund delivered 34.99% return over 5 years and 25.52% CAGR since inception, outperforming S&P BSE 500 TRI benchmark of 16.40%
• +7 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

Feature3 records

Partnerships

Six partnerships are on record, tiered core and flagship.

• PMS Bazaar (DAIS 2026)coreGTM or Marketing Partner · 14 February 2026Green Portfolio participated as fund manager presenter at the Dubai Alternative Investment Summit (DAIS) 2026 hosted by PMS Bazaar. Over 300 delegates from 5 countries and 26 cities attended. Event connected NRI and global investors to India's evolving alternative investment ecosystem.
• ICICI Prudential Asset Management CompanyflagshipGTM or Marketing Partner · 14 February 2026Served as Title Sponsor for DAIS 2026 summit, demonstrating ICICI Prudential's commitment to supporting Indian alternative investment distribution to global investors.
• ICICI Bank (Custodian)coreOthersSEBI-mandated custodian for PMS operations ensuring fund accounting and custody of investor funds. Funds are segregated in client's name with no amount transferred to Green Portfolio's private account.
• Nuvama Wealth Management (Custodian)coreOthersSEBI-registered custodian providing wealth spectrum platform access for Green Portfolio PMS clients to monitor portfolios.
• Orbis (Custodian)coreOthersSEBI-registered custodian providing online portal access for Green Portfolio PMS client reporting and portfolio monitoring.
• Broker Platform Partners (16+)coreChannel Partner/ Reseller/ DistributorSmallcases distributed through 16+ broker platforms: Alice Blue, Angel One, AxisDirect, Nuvama, Groww, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, Trustline, Upstox, Zerodha, 5paisa, ICICI direct, Dhan, Fundzbazar, Fisdom.

Scale indicators7 records

Recent moves6 records

Expansion highlights5 records

Others

• Smallcase: Theme-based model-portfolio platform through which Green Portfolio distributes the bulk of its retail smallcase products; a channel partner / ecosystem enabler rather than a head-on competitor.

Direct peers

• Marcellus Investment Managers: Boutique India-focused PMS / AIF manager founded by ex-Berkeley基金经理 Saurabh Mukherjea, applying fundamental, 'few high-conviction ideas' research with 3-5 year holding periods — directly comparable to Green Portfolio's bottom-up, manufacturing-tilted philosophy and PMS/AIF product structure.
• ValueQuest Investment Advisors: SEBI-registered PMS / AIF boutique running Concentrated, SuperValue, and Leaders strategies with a bottom-up value-tilted framework similar to Green Portfolio's 'under-the-radar, GARP-leaning' approach; serves overlapping HNWI / family-office client base.
• Windmill Capital: Smallcase-native portfolio manager offering thematic and model portfolio strategies distributed via the same 16+ broker ecosystem that Green Portfolio uses; direct competitor in the retail smallcase subscription segment.
• Orpheus Capital: Boutique India PMS / AIF manager with fundamentally-research-driven, manufacturing-led strategies targeting HNWI clients; overlaps closely with Green Portfolio's product mix and minimum-ticket positioning.
• Abakkus Capital: Founder-led (Sunil Singhania) India PMS/AIF boutique running concentrated equity and smallcap strategies; directly comparable to Green Portfolio's smallcap-compounder and special-situation PMS strategies.
• Ambit Capital (Ambit Investment Advisors): Research-led Indian PMS with a fundamentals-tilted, mid/small-cap orientation and strong CIO bench; competes for the same HNWI / family-office client and strategy positioning as Green Portfolio.

Broad incumbents

• Motilal Oswal Wealth Management: Established full-service Indian brokerage and wealth manager with a large PMS, AIF, and smallcase footprint; competes across all three of Green Portfolio's product tiers as a much larger, multi-strategy incumbent.
• Kotak Mahindra Wealth Management: Bank-affiliated wealth and portfolio management franchise with full-stack PMS/AIF capabilities and deep HNWI distribution; CEO Divam Sharma's prior tenure at Kotak makes this a directly comparable distribution competitor.
• ASK Investment Managers: Large Indian PMS / wealth advisory firm with diversified PMS strategies and institutional AIF offerings; competes for the same HNWI client pool with broader product breadth and longer track record.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/Greenportfolioc
• YouTubeyoutube.com/@greenportfolioco
• LinkedInlinkedin.com/company/greenportfolio
• Instagraminstagram.com/greenportfolio.co
• Facebookfacebook.com/greenportfolioco

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Green Portfolio