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

Portfolio Management

Organization Type

Private

Head Office

Delhi

Founder

Divam Sharma

Founded In (year)

2018

Green Portfolio Management Service Performance or Returns

1 Year Return

38.27%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

37.85%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Green Portfolio PMS Commission, Charges or Fees

Fixed Fees

2.25% of Fund Value (AMC)

Variable AMC

1.25% of Fund Value

Variable Profit Sharing

15% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


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

#1

Mr. Divam Sharma

#2

NA

#3

NA

#4

NA

#5

NA

Check out Business Opportunities with Similar Brands

Investment Facilities provided by Green Portfolio Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Green Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Green Portfolio PMS Dashboard Link

Web Platform


Green Portfolio PMS Review or Ratings by Finec.in

Overall Rating

7.49 / 10

Portfolio Performance

7.64 / 10

Support

7.45 / 10

Facilities

7.68 / 10

Charges

7.38 / 10

Experience

7.30 / 10

Green Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006022

Contact Person

Vaibhav Ravat

Email ID

cs@greenportfolio.co

Telephone No.

080 8235 5299

Address

7/7, Ground Floor, Ansaari Road, DELHI, NATIONAL CAPITAL TERRITORY OF DELHI, 110002

Starting Date

Jun 11, 2018

Check out Business Opportunities with Similar Brands

Green Portfolio PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Green Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Green Portfolio PMS

Double your Investment in 3 YearsInvest in PMS