Green Portfolio Pvt Ltd – Portfolio Management Services (PMS)

Established in 2018 out of a shared enthusiasm for equities by our duo of co-founders, our company embarked on its path with an initial dedication of INR 5 Crores. Over the years, we have grown and expanded our business with more than 8,000 retail investors, with an AUM and AUA (asset under advisory) of INR 750 Crores. Our skill lays in identifying under the radar businesses, the hidden gems – businesses that no one speaks about, those undervalued ones. At Green Portfolio, our mission is to provide top-notch research to everyone who seeks it, democratizing access to valuable business insights.

AUM (₹ Cr)

625.47

Clients

399

Strategies

6

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Green Portfolio Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Special Multi Cap & Flexi Cap -10.76% 16.46% 21.33% Jul 2018
Dividend Yield Thematic 7.48% 30.77% 29.98% Sep 2019
MNC Advantage Thematic -8.30% 17.29% 21.16% Sep 2019
Super 30 Dynamic Thematic -16.97% 20.54% 33.48% Sep 2019
The Impact ESG Fund Thematic -16.35% 23.64% Mar 2022
The Green Ethical Fund Thematic -11.94% Jun 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

CA. Anuj Jain

CIO, Co-Founder

Anuj functions as the research head and leads the investment committee. With 16 years of experience in stock market investing and financial consultancy, he brings aboard an extensive skillset. He is a member of The Institute of Chartered Accountants of India, and a graduate from Delhi University. Anuj Jain has been mentioned on international media and has delivered lectures on subjects of professional interest at various business forums.

CA. Divam Sharma

CEO, Co-Founder

With over 15 years of experience in managing investments in the stock market, he is an MBA from Indian School of Business, Hyderabad. Divam is a member of The Institute of Chartered Accountants of India Divam has been the driving force of the company since its inception. He is responsible for customer management, business development and has played a pivotal role in strategic decisions.

Interested in Green Portfolio Pvt Ltd?

Get in touch with our investment advisors to learn more about Green Portfolio Pvt Ltd's portfolio management services and how they align with your investment goals.

Regulatory Information

SEBI Registration: INP000006022

Registered Office: 3rd Floor, 10, Poorvi Marg, DLF Phase 2, Sector 25, Gurgaon, Haryana, India, 122008

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)