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Green Portfolio PMS started its services in 2018. Despite being a new player in the market, the company hold three generations of experience in the investment industry.

They provide quality products and services to meet the different requirements of every client’s financial goals. Read ahead to get a complete guide on the strategies and investment plans of Green Portfolio PMS.

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Green Portfolio PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Green Portfolio Portfolio Management Services –

Green Portfolio PMS Ratings
Returns Performance 3.8 / 5
Services 3.9 / 5
Charges 3.8 / 5
Experience 3.1 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★★

The above ratings given in the table will help us to understand better the performance of Green Portfolio PMS broking house in every field.


Overview of Green Portfolio Portfolio Management Services

Overview
Company Type Private
Registered Location Delhi
Leadership Divam Sharma
Yr. of Establishment 2018

Green Portfolio PMS is considered one of the most consistent and best-performing PMS in the current market scenario.

The team of fund managers and research analysts are qualified and have the right resources to help with equity investments.

The services of the PMS are regulated by SEBI mandates and thus have a minimum investment bracket of Rs.50 Lakhs.

They do provide flexibility in this investment plan. Once the client has made the initial minimum payment, they are allowed to make even smaller investments moving forward.

They even offer advisory services to help new retail investors get familiarised with the process of investing and guide them to help reach their financial goals.

The Green Portfolio Portfolio Management Services is a holistic solution for the HNI and retail investors’ requirements for long-term and short-term investments.


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    Types of Green Portfolio PMS

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    Green Portfolio provided both discretionary and non-discretionary PMS. This leaves the clients with two types of Green Portfolio PMS to choose from any of the PMS.

    If they are new retail investors and are not sure about their skills in trading and investment then they can opt for discretionary PMS. This way experienced fund managers can handle the trading and the other necessities.

    The other option is to go with non-discretionary PMS. In this, the fund managers will only exercise limited actions.

    The clients will have full control over their portfolio, as they decide on the stocks to invest in. The fund managers will only execute the orders as per the client’s instructions.


    Green Portfolio PMS Fund Managers Details

    Fund Manager’s Details
    Name Divam Sharma
    Experience 15 Years
    Highest Qualification MBA
    AUM (in Cr.) Approx 467.18 Cr.
    Number of Clients 110
    Investment Tenure Minimum 3-5 yrs.

    The clients will be in touch with one of the organisation’s best fund managers- Divam Sharma.

    He holds an average experience of 15 years in the investment field. He has an MBA degree and has successfully aided 110 clients to meet their investment goals.

    The assets under his management amount to approximately Rs.467.18 Cr. Here are the Green Portfolio PMS Fund Managers’ Details:

    Divam Sharma (Fund Manager)

    Apart from graduating as a business major, he is also a member of the Institute of Chartered Accountants of India.

    He is the major driving force of the organisation and is completely involved with handling the customer and playing a pivotal role in aiding the research part of the portfolio investments.


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    Green Portfolio PMS Strategies

    Strategies
    Green Portfolio – Dividend Yield THEMATIC
    Green Portfolio – Index THEMATIC
    Green Portfolio – MNC Advantage THEMATIC
    Green Portfolio – Special MULTI CAP
    Green Portfolio – Super 30 THEMATIC
    Green Portfolio – The Impact ESG Fund THEMATIC

    The Green Portfolio PMS Strategies provides ideal long-term investment plans which have healthy ROE and safety from high exposure to market risk. The strategies are as follows:

    Green Portfolio – Dividend Yield

    The major strategy of the fund is to generate dividends alongside capital appreciation. The portfolio will contain stocks from varying sectors and markets.

    The major segment of the portfolio will constitute small-cap stocks with 40% approximately in large-mid cap companies.

    The portfolio has a track record of adding only the companies with strong free cash flow and superior and strong balance sheets.

    Green Portfolio – Index

    The fund uses SBI ETF as its benchmark and thus creates its portfolio by investing in large-cap companies from the paint to the banking sector. There will be effectively 15-20 stocks with 90% from large-cap companies.

    The minimum investment amount is Rs.50 Lakhs and the stocks are carefully picked from the BSE Sensex Index.

    Green Portfolio – MNC Advantage

    The fund focuses on investing in multinational corporations. The companies chosen should have a strong market share in both national and international markets.

    They should have an experienced R&D team and good CAPEX programs. Even among the MNCs, the small-cap are given higher weightage than the large and mid-cap stocks.

    Green Portfolio – Special

    The objective of this fund is to ensure regular appreciation of investors’ wealth generated from disciplined stock selection and investment allocation.

    The fund manager will include multi-baggers in the portfolio and monitor them to ensure consistent dividends.

    Green Portfolio – Super 30

    The fund provides high returns however it is suitable for clients who have a high appetite for risk. The fund constitutes stocks which are to show better performance due to a special situation such as M&A, change in key management, deleveraging etc.

    Green Portfolio – The Impact ESG Fund

    This is the best portfolio for investors looking to invest in companies that are sustainable and have a strong sense of ESG. The stocks should also portray a high growth rate over an investment period of 5 or more years.


    Green Portfolio PMS Returns / Performance

    Strategy Green Portfolio – Dividend Yield Green Portfolio – Index Green Portfolio – MNC Advantage Green Portfolio – Special Green Portfolio – Super 30 Green Portfolio – The Impact ESG Fund
    Category THEMATIC THEMATIC THEMATIC MULTI CAP THEMATIC THEMATIC
    Return (CAGR) 1M -1.14% -3.44% 0.30% -1.73% -3.16% -6.18%
    3M 12.05% 7.17% 18.69% 17.46% 12.03% 15.63%
    6M 5.44% -2.97% 15.91% 9.82% -3.00% 13.69%
    1Y 4.76% -7.16% 14.50% 7.36% 0.94% NA
    2Y 36.76% 14.10% 38.49% 43.04% 61.65% NA
    3Y 29.94% NA 27.80% 34.10% 29.60% NA
    5Y NA NA NA NA NA NA
    Since Inception 29.70% 10.81% 27.55% 28.12% 29.18% 27.78%
    Inception Year Sep, 2019 Dec, 2019 Sep, 2019 Jul, 2018 Sep, 2019 Mar, 2022

    All the above-mentioned portfolios have shown consistent performance and proved that Green Portfolio PMS Returns / Performance have outperformed the benchmarks by quite a margin. The monthly fund performance is provided here.

    The Dividend yield, MNC Advantage, Special, super 30 and ESG Fund provides a return of approximately 27%-29% for the investments made in the past 3-4 years and the Index fund generates a 10.81% of return for investments made in 2019.


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    Green Portfolio PMS Investment Plans

    Investment Plans
    Bronze (25L – 50L) Yes
    Silver (50L – 1 Cr.) Yes
    Gold (1 Cr. – 5 Cr.) Yes
    Platinum (5 Cr. Plus) Yes

    Green Portfolio PMS Investment Plans ensure that the portfolios are rightly balanced and diversified to generate the highest return. However, to generate a such return, the clients need to first make investments.

    The clients might need to make a minimum investment, but they can also invest more than that. The maximum bracket for investment is Rs.5 Cr and above. Many other investment brackets are depending on the amount listed here.


    Green Portfolio PMS Fee Structure or Commission Slabs

    Commission / Fees Structure
    Prepaid Commission Yes
    Volume% Commission Yes
    Profit Sharing% Commission Yes

    There are three different commission slabs present for the convenience of the client and the fund managers.

    The Green Portfolio PMS Fee Structure or Commission Slabs consist of commissions calculated on transactions, profits and client-agent agreements.


    Green Portfolio PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.2% of Investment
    Investment – 50L – 1 Cr. 1.3% of Investment
    Investment – 1 Cr. – 5 Cr. 1.2% of Investment
    Investment – 5 Cr. Plus 1.1% of Investment

    The yearly commission charged based on pre-determined terms is divided into four slabs depending on the investment amount.

    The bronze plan will be charged 1.2% of the investment, the silver plan 1.3%, the gold plan 1.2%, and the platinum plan 1.1%. The Green Portfolio PMS Prepaid Commission is one of the most preferred commission plans.


    Green Portfolio PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.12% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.13% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.10% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.11% of the Total Transaction Volume

    The table shows the breakup of the commission slab charged as per the volume of transactions.

    If the transaction is between 25 lakhs and 50 lakhs, the commission calculates to 0.12% of the volume, 0.13% for transactional volume between 50 lakhs and 1 Cr.

    And for volume above 1 Cr., the Green Portfolio PMS will range between 0.11% and 0.10%.


    Green Portfolio PMS Profit Sharing% Commission

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 15% of Profit
    Profit Amount – 5L – 10L 12% of Profit
    Profit Amount – 10L – 50L 13% of Profit
    Profit Amount – 50L Plus 14% of Profit

    This Green Portfolio PMS Profit Sharing% Commission slab depends on the profit amount. Thus, the fund manager will be able to take a share of the profits they earned for their clients.

    For profits earned between Rs.2.5 Lakhs to Rs.5 Lakhs, the profit share will be 15%. For Rs.5 lakhs to Rs.10 lakhs, the profit per cent is 12% and for any profit above Rs.10 lakhs, the fund manager will earn 13%-14% as commission.


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    Green Portfolio PMS Charges

    Charges
    Management Fees As per the commission model
    Upfront Fees 1.2% – 2.0% of Asset Value
    Brokerage Charges 0.01% – 0.08% of Total Transaction Value
    Custodian Charges 0.20% – 0.45% of Asset Value
    Depository Charges 0.21% – 0.45% of Asset Value
    Exit Load – within 12 months 1.2% – 2.0% of Withdrawal Value
    Exit Load – post 12 months Free

    There are multiple Green Portfolio PMS Charges that the client needs to make to get full advantage of the services the organisation provides. Apart from the brokerage, there are management fees that are completely dependent on the commission slab.

    The other charges listed here are either calculated on the asset value or the withdrawal amount. The exit load if done after 12 months of investment, there will be no additional charges.


    Green Portfolio PMS Benefits

    Benefits / Advantages
    Top-up Facility Yes
    Back office Reports Yes
    Email Update Yes
    SMS Update Yes
    Watsapp Update No
    Portfolio View Yes
    Detailed View Yes
    Flexible Commission Model Yes
    Flexible Investment Plans Yes
    Massive Experience Yes

    Apart from the top-notch PMS services, the organisation also has many other benefits to it. They have in detail research reports and financial advisory services which clients can opt for to get more insights about the market conditions.

    There is also an email update available, which allows the clients to receive continuous updates on the changes made to the portfolio.

    The flexible investment plans and the massive exposure to the market are another of the many Green Portfolio PMS Benefits.


    Green Portfolio PMS Customer Care

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 1 – 7 times a month
    Issue Resolving TAT 7 working days

    Customer care is one of the most important segments of an organisation, and Green Portfolio does not shy away from providing the best customer support.

    Green Portfolio PMS Customer Care has call, email, and WhatsApp chat support. And the turnaround time for each of the issues registered is 6-7 business days.


    Green Portfolio PMS Conclusion

    Irrespective of being a bit new to the industry, Green Portfolio PMS has made quite the name in the industry when it comes to providing services.

    It has highly experienced fund managers who are constantly working in favour of the clients and helping them reach their financial goals.


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