Green Portfolio PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, Green Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
Total AUM | Rs.495.67 Cr. |
Avg. 1 Year Return | 38.27% |
Active Clients | 209 |
No. of Strategies | 5 |
Minimum Investment | Rs.50 Lakh |
Experience | 6 Years |
Green Portfolio PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Green Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Green Portfolio PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Green Portfolio Management Services
Check out various strategies or Investment approaches provided by Green Portfolio Managers.
Strategy Name | Special | Dividend Yield | MNC Advantage | Super 30 Dynamic | The Impact ESG Fund |
Start Date | 12-Jul-18 | 23-Sep-19 | 23-Sep-19 | 30-Sep-19 | 23-Mar-22 |
Category | Multi Cap | Thematic | Thematic | Thematic | Thematic |
Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
AUM (Rs.) | Rs.295.05 Cr. | Rs.24.20 Cr. | Rs.17.80 Cr. | Rs.106.50 Cr. | Not Disclosed |
No. of Stocks | 90 | 30 | 31 | 29 | 16 |
1 Yr. Return | 50.45% | 92.46% | 55.87% | 61.05% | 75.77% |
3 Yr. Return | 35.23% | 47.73% | 35.05% | 58.88% | NA |
5 Yr. Return | 27.16% | NA | NA | NA | NA |
Fund Manager | Mr. Divam Sharma | Mr. Divam Sharma | Mr. Divam Sharma | Mr. Divam Sharma | Mr. Divam Sharma |
Top Fund Managers of Green Portfolio PMS
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#2
#3
#4
#5
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Investment Facilities provided by Green Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Green Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Green Portfolio PMS Dashboard Link
Web Platform
Green Portfolio PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Green Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Green Portfolio PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Green Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof