A flexible approach, focusing on small and midcap companies with strong foundations and promising growth potential.
Minimum Investment : ₹50 Lakhs
Green Portfolio was founded in 2018 by two passionate co-founders with an initial investment of INR 5 Crores. Over the years, the company has expanded its reach, serving over 8,000 retail investors and managing an AUM and AUA of INR 750 Crores.
Specializing in identifying undervalued businesses and hidden gems, Green Portfolio focuses on providing top-tier research and valuable business insights, democratizing access to essential financial knowledge for all.
With over 15 years of expertise in managing stock market investments, Divam is an MBA graduate from the Indian School of Business, Hyderabad, and a member of The Institute of Chartered Accountants of India. As the driving force behind the company, Divam has been instrumental in its growth from the outset. He leads customer management, spearheads business development, and plays a key role in making strategic decisions that shape the company’s direction.
Anuj Jain, with over 16 years of experience in stock market investing and financial consultancy, leads the research and investment strategy at the firm. A Chartered Accountant from The Institute of Chartered Accountants of India and a graduate of Delhi University, Anuj combines his technical expertise with practical insights. He has been featured in international media and regularly shares his knowledge at business forums. His thoughtful approach to investing and deep understanding of market dynamics play a crucial role in driving the fund’s success.
*Data as of June 2024
Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns
Speaker – Mr. Sunil Singhania (Founder & Abakkus Asset Management)
Host – Vikas Agrawal (AIF & PMS Experts India Pvt Ltd.)
Speaker – Mr. Pankaj Murarka (Director & CIO, Renaissance Investment Managers)
Host – Vikas Agrawal (Founder & CEO, AIF & PMS Experts India Pvt Ltd.)
Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns
Over 350 investors
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our process
Over ₹500 crores
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our process
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Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
The fund focuses on small and midcap companies with strong parentage and solid business fundamentals, targeting high growth potential in these segments.
Investments are made in manufacturing-oriented growth companies with a high margin of safety and potential to become large or mega-caps, avoiding PSUs.
Frequent management discussions, factory visits, and performance tracking help identify any changes in the investment thesis, allowing for necessary adjustments.
Macro factors, corporate governance, financial health, and traditional valuation metrics like price-to-earnings are key in the investment selection process.
Investments are sold if the target price is met, the thesis plays out early, or the investment thesis fails. Regular reviews help guide the decision to sell.
