Greenedge Associates Llp
GreenEdge Associates LLP is a New Delhi-based AMFI-registered mutual fund distributor and APMI-registered PMS provider offering paperless wealth management, mutual fund distribution, PMS, AIFs, and government bonds to individual retail investors, NRIs, HNIs, working professionals, and families in India and globally.
- Company typePrivate
- Founded2018
- HeadquartersNew Delhi, India
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Greenedge Associates Llp does
GreenEdge Associates LLP is a New Delhi-based wealth management and financial advisory firm structured as a limited liability partnership, founded in 2018 by Jitesh Verma, CA Rohit Arora, and Reema Arora. The firm operates as an AMFI-registered mutual fund distributor (ARN 244654) and an APMI-registered Portfolio Management Services provider (APRN-06682), delivering personalized investment advisory to individual retail investors, Non-Resident Indians (NRIs), High Net Worth Individuals, working professionals, and families. Its core client proposition is paperless, goal-oriented wealth creation with risk profiling, periodic portfolio reviews, and family-level portfolio management.
The product suite spans equity, debt, hybrid, index, gold, and international mutual funds; customized PMS products through empanelment with third-party PMS providers; Alternative Investment Funds (AIFs) including real estate, private equity, hedge funds, and venture capital; Specialized Investment Funds (SIFs); Exchange Traded Funds (ETFs); corporate Fixed Deposits; and government-backed instruments including RBI bonds at 8.05%. The technology layer is built on the Investwell platform and consists of a mobile application (GreenEdge-Investwell, available on iOS and Android), a web-based client portal at greenedge.investwell.app, and four financial planning calculators (SIP, SIP Step-up, SIP+Lumpsum, Retirement Planning). All onboarding and transactions are executed through a 100% paperless workflow, with CKYC-compliant KYC support including Video KYC.
The business model is commission-based: GreenEdge does not charge clients direct fees, and instead earns revenue from mutual fund companies (via AMC distribution commissions) and stock broking platforms (via referral/revenue-share arrangements), supplemented by fee-based PMS mandates. Distribution is delivered through a consultative sales model, with direct advisory consultations, a small in-house team of co-founders plus one associate (CA Garima Singhal), and supporting partnerships with seven major Indian AMCs (SBI Funds Management, ICICI Prudential AMC, HDFC AMC, Franklin Templeton, Nippon Life India AMC, Kotak Mahindra AMC, Axis AMC). The firm claims a 'Multiple Crore AUM' book and an NRI client base spanning the global Indian diaspora, though specific AUM, revenue, and customer count figures are not publicly disclosed.
Greenedge Associates Llp firmographics
Firmographics- Name
- Greenedge Associates Llp
- Legal name
- Green Edge Associates LLP
- Website
- https://greenedgeassociates.in
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- GreenEdge Associates LLP is a New Delhi-based AMFI-registered mutual fund distributor and APMI-registered PMS provider offering paperless wealth management, mutual fund distribution, PMS, AIFs, and government bonds to individual retail investors, NRIs, HNIs, working professionals, and families in India and globally.
- Ownership category
- akta.pro rank
Greenedge Associates Llp industry classification
Industry- Product category
- Wealth Management and Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Greenedge Associates Llp is headquartered
LocationHeadquarters
- HQ city
- New Delhi
- HQ country
- India
- HQ region
- Asia
Offices1 record
Markets served
Greenedge Associates Llp business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Mutual Fund Distribution Commission: GreenEdge earns revenue through commissions from mutual fund companies (AMCs) for distributing their mutual fund products. They are an AMFI Registered Mutual Fund distributor with ARN 244654.
- Stock Broking Platform Revenue Share: Revenue is also earned from stock broking platforms through partnerships, where GreenEdge directs clients to these platforms for trading and investment services.
- Portfolio Management Services: PMS services are provided under APMI registration No. (APRN)-06682, with empanelment with third-party PMS providers across India including AMCs and financial institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | No direct client charges - commission-based model |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Greenedge Associates Llp product offering
Product offeringCore offering
GreenEdge Associates LLP distributes and advises on a range of Indian investment products, including mutual funds (equity, debt, hybrid, index, sovereign gold, and international), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Fixed Deposits, Government Bonds, Exchange Traded Funds (ETFs), and Specialized Investment Funds (SIFs), delivered through a 100% paperless workflow. The firm also operates a mobile app and web client portal for family-level portfolio tracking and recurring portfolio reviews.
Product overview
GreenEdge Associates LLP operates as a financial advisory and wealth management firm offering an integrated suite of investment products and services. The core offering centers on mutual fund distribution (including equity, debt, hybrid, index, gold, and international funds), supplemented by Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Fixed Deposits, and Government Bonds. The firm provides a mobile app for real-time portfolio tracking and family-level monitoring, alongside a suite of financial planning calculators (SIP Calculator, SIP Step-up Calculator, SIP + Lumpsum Calculator, Retirement Planning Calculator) to support investor decision-making. The complete investment workflow is executed through a 100% paperless process, with clients accessing their portfolios via the Investwell platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Mutual Fund Distribution Distribution of professionally managed mutual fund schemes including equity funds, debt funds, hybrid funds, index funds, sovereign gold funds, and international funds, offered through a 100% paperless process for individual investors, families, and NRIs.
- Portfolio Management Services (PMS) Customized professionally managed investment vehicles for high-net-worth individuals, providing a direct basket of equities, fixed income, and structured products with strategic asset allocation, delivered under APMI empanelment (APRN-06682).
- Fixed Deposits Distribution of company fixed deposits offering assured returns with flexible tenure options from financial institutions, NBFCs, manufacturing companies, housing finance companies, and government companies.
- Government Bonds Distribution of government-backed fixed-income investments, including RBI bonds offering 8.05% interest with cumulative and non-cumulative options, providing safe and reliable wealth protection instruments for clients.
- Alternative Investment Funds (AIFs) Distribution of non-traditional investments including real estate, private equity, hedge funds, and venture capital funds, with strategies beyond conventional investing for portfolio diversification and enhanced returns.
- Exchange Traded Funds (ETFs) Distribution of low-cost diversified ETFs providing exposure to indices, sectors, or commodities as part of a diversified portfolio.
- Specialized Investment Funds (SIFs) Distribution of sophisticated investment vehicles bridging traditional mutual funds and high-ticket PMS/AIF offerings, offering more advanced strategies within a regulated and tax-efficient framework.
- GreenEdge Mobile App Mobile application enabling investors to track portfolios, monitor returns, and review insights at the family level through a clean, intuitive dashboard, accessible via the Investwell platform.
Quantifiable outcome
- Monthly portfolio reports shared with all investors at the beginning of each month
- +1 more outcomes
Companies that use Greenedge Associates Llp
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles5 records
Greenedge Associates Llp technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature4 records
Greenedge Associates Llp partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core.
- SBI Funds ManagementcoreMajor Indian asset management company and mutual fund provider. GreenEdge distributes SBI mutual fund products as an AMFI registered distributor. One of the largest AMCs in India by assets under management.
- ICICI Prudential Asset Management CompanycoreLeading joint venture between ICICI Bank and Prudential Corporation. GreenEdge distributes ICICI Prudential mutual fund products as an AMFI registered distributor.
- HDFC Asset Management CompanycoreOne of India's largest mutual fund houses, majority owned by HDFC Bank. GreenEdge distributes HDFC mutual fund products.
- Franklin Templeton Asset ManagementcoreGlobal asset management firm with significant presence in Indian mutual fund market. GreenEdge distributes Franklin Templeton mutual fund products.
- Nippon Life India Asset ManagementcorePart of Nippon Life Insurance Company, one of Japan's largest life insurers. GreenEdge distributes Nippon India mutual fund products.
- Kotak Mahindra Asset ManagementcorePart of the Kotak Mahindra Group, a major Indian financial services conglomerate. GreenEdge distributes Kotak mutual fund products.
- Axis Asset ManagementcoreSubsidiary of Axis Bank, offering a range of equity and debt mutual fund schemes. GreenEdge distributes Axis mutual fund products.
- InvestwellcoreTechnology platform providing client portal and app infrastructure for GreenEdge's client login and portfolio management services. Client portal accessible at greenedge.investwell.app.
- Third-Party PMS ProviderscoreGreenEdge is empanelled with a wide range of reputed third-party Portfolio Management Service providers across India, including AMCs and financial institutions, to offer specialized PMS offerings to HNIs.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Greenedge Associates Llp competitors and assessment
Company assessmentDirect peers
- INDmoney: Indian wealth management super-app offering mutual funds, stocks, NPS, and US equities with human advisory tiers. Closely comparable to GreenEdge's hybrid digital-plus-advisory model and similar multi-product positioning.
- Groww: India's largest direct mutual fund and equity investment platform with millions of users. Competes for the same retail investor onboarding funnel that GreenEdge targets, but uses a fully self-service, zero-commission model.
- Choice International: Indian financial services firm offering mutual fund distribution, wealth advisory, and PMS/AIF distribution. Comparable business model and customer segments, with stronger broking infrastructure.
- Prudent Corporate Advisory Services: Listed Indian mutual fund distribution and wealth advisory company with extensive partner network. Directly comparable business model as an AMFI-registered distributor serving retail and HNI clients, but at significantly larger scale.
- Kuvera: India's leading direct mutual fund distribution and goal-based investing platform. Highly comparable to GreenEdge in product focus (mutual funds, FDs, bonds) and Indian retail/NRI customer base, but operates at much greater scale with proprietary technology.
- Anand Rathi Wealth Management: Listed Indian wealth advisory firm offering financial planning, mutual fund distribution, and PMS/AIF to HNI clients. Comparable multi-product advisory model serving similar customer profiles across India.
- Scripbox: Goal-based mutual fund advisory platform in India with both digital and advisor-assisted offerings. Comparable customer segment (urban retail and NRI investors) and similar mutual-fund-led product strategy.
- NJ Wealth: Large Indian mutual fund distribution and wealth advisory network operating on a partner/associate model. Closely comparable in product shelf (MF, PMS, AIF, bonds) and consultative advisory approach.
Emerging players
- Zerodha (Coin): India's largest stock broker, with Coin as its direct mutual fund platform. Targets the same Indian retail investor but with a fully self-service model that bypasses advisor commissions—a structural threat to GreenEdge's distribution model.
Broad incumbents
- Motilal Oswal Wealth Management: Diversified Indian financial services group with wealth advisory, broking, and asset management. Comparable advisory and PMS offerings, but operates as a much larger established incumbent with proprietary research and broking infrastructure.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Greenedge Associates Llp social profiles
Digital presenceGreenedge Associates Llp compliance and trust
Trust signalCompliance4 records
Greenedge Associates Llp financial estimates
Financial estimateRevenue estimate
Valuation estimate
Greenedge Associates Llp leadership team
Management profileNumber of profiles
Profiles4 records
Greenedge Associates Llp funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Greenedge Associates Llp M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Greenedge Associates Llp
What does Greenedge Associates Llp do?
GreenEdge Associates LLP distributes and advises on a range of Indian investment products, including mutual funds (equity, debt, hybrid, index, sovereign gold, and international), Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), Fixed Deposits, Government Bonds, Exchange Traded Funds (ETFs), and Specialized Investment Funds (SIFs), delivered through a 100% paperless workflow. The firm also operates a mobile app and web client portal for family-level portfolio tracking and recurring portfolio reviews.
Is Greenedge Associates Llp a public or private company?
Greenedge Associates Llp is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Greenedge Associates Llp founded?
Greenedge Associates Llp was founded in 2018. It employs 1 to 10 people.
Where is Greenedge Associates Llp based?
Greenedge Associates Llp is headquartered in New Delhi, India, in the Asia region.
How does Greenedge Associates Llp make money?
Three revenue lines are on record. Mutual Fund Distribution Commission is the primary driver. The others are stock Broking Platform Revenue Share and portfolio Management Services.
Who are Greenedge Associates Llp's main competitors?
Direct peers on record are INDmoney, Groww, Choice International, Prudent Corporate Advisory Services, Kuvera, Anand Rathi Wealth Management, Scripbox and NJ Wealth. Zerodha (Coin) is listed as an emerging player. Motilal Oswal Wealth Management is listed as a broad incumbent.
Does Greenedge Associates Llp have an API?
No public API is recorded for Greenedge Associates Llp.
What industry is Greenedge Associates Llp in?
Greenedge Associates Llp's product category is Wealth Management and Investment Advisory. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based). Its NAICS code is 523940 and its SIC code is 6282.