Founded in 2018 by two co-founders driven by a common passion for equity investments, our firm commenced operations with an initial capital allocation of INR 5 Crores. Subsequently, we have achieved significant growth, serving over 8,000 retail investors and managing Assets Under Management (AUM) and Assets Under Advisory (AUA) totaling INR 750 Crores. Our core competency lies in the identification of undervalued and overlooked companies, often referred to as "hidden gems." Green Portfolio's objective is to deliver premium research services, thereby making sophisticated business insights accessible to a broad investor base.
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| 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.
CIO, Co-Founder
The Investment Committee is overseen by the Head of Research, Anuj. His 16 years of experience in equity markets and financial advisory provide a comprehensive expertise. He holds membership with The Institute of Chartered Accountants of India and is an alumnus of Delhi University. Anuj Jain's insights have been featured in international media, and he has addressed professional topics at numerous business forums.
CEO, Co-Founder
With more than fifteen years dedicated to managing equity portfolios, this individual holds an MBA from the Indian School of Business, Hyderabad. He is also a distinguished member of The Institute of Chartered Accountants of India. As the principal architect of the firm since its establishment, he spearheads client relations, drives business expansion, and has been instrumental in shaping strategic initiatives.
Get in touch with our partner to learn more about Green Portfolio Pvt Ltd's portfolio management services and how they align with your investment goals.
SEBI Registration: INP000006022
Registered Office: 3rd Floor, 10, Poorvi Marg, DLF Phase 2, Sector 25, Gurgaon, Haryana, India, 122008
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)
