Green Portfolio PMS
Equities Markets.
The minimum investment size in the PMS is Rs 50 lacs, as regulated by SEBI norms. However the client can invest smaller amounts once the initial minimum investment criteria has been met.
Green Portfolio PMS was started in the year 2018. Since then, we have been one of the top performing portfolio management services on a consistent basis.
Green Portfolio RETAIL
Our Management
Divam Sharma
CEO, Co-Founder
With over 15 years of experience in managing investments in the stock market, and being an MBA from Indian School… More
With over 15 years of experience in managing investments in the stock market, and being an MBA from Indian School of Business Hyderabad, Divam is a member of The Institute of Chartered Accountants of India. Divam has been the driving force of the company since its inception. He is responsible for customer management, business development and research, and has played a pivotal role.
Anuj Jain
Research Partner, Co-Founder
Anuj heads the research team that has been consistently outperforming the Sensex. With over 5 years in Financial Consultancy… More
Anuj heads the research team that has been consistently outperforming the Sensex. With over 5 years in Financial Consultancy and 15 years of investing in the stock market, along with being a Member of The Institute of Chartered Accountants of India, He plays a crucial role in the investments that Green Portfolio allocates to special stocks.
Manish Khanna
Business Head
Manish is a CA, CS and has more than 15 years of work experience in Corporate Finance and Valuations. He had worked with Ernst…
Manish is a CA, CS and has more than 15 years of work experience in Corporate Finance and Valuations. He had worked with Ernst & Young for around 3 years in their Transaction Advisory practice. Prior to EY, he was working with Financial Advisory Services Team of PricewaterhouseCoopers (PwC) and with DE Shaw & Co, a Hedge Fund. He is also a partner of Shinewing India, visiting faculty of ICAI. Manish heads the Business Development vertical for the company.
JP Jain
Research Partner
JP Jain is a Fellow Member of The Institute of Chartered Accountants of India and holds an experience of over 30 years. He is a successful long term investor in the Indian Stock Market for the last 35 years. He has been actively participating in various seminars organized by ICAI, NIRC study circles and has been a prominent speaker at many seminars on business compliances.
Nirav Vakharia
Research Partner
Nirav has over 25 years of experience in stock markets, with long standing experience of more than 15 years in market research with… More
Nirav has over 25 years of experience in stock markets, with long standing experience of more than 15 years in market research with specialization in Economic and Market Trend Analysis;
Expertise in Technical Analysis theories like Dow Theory, Elliott Wave Theory, Candle Sticks, Cycle Studies, Indicators and Patterns; Fundamental Analysis; valuation methods.
He is a Certified Technical Analyst from the world’s premier institute, International Federation of Technical Analyst, USA.
The Team
Pratham Khanna
Pratham works in the Investment Operations team at Green Portfolio. He is responsible for content research, client communication, client relations and the marketing legs of the company. He is currently pursuing BMS from Shaheed Sukhdev College of Business Studies, University of Delhi.
Vaibhav Umesh Rawat
Vaibhav is a qualified Company Secretary, and heads the Compliance and Secretarial Department in the company. He is well versed with SEBI regulations pertaining to PMS, RA, LODR, SAST, PIT etc. Before joining Green Portfolio, Vaibhav had worked with Aarvi Encon Limited, a listed entity. Vaibhav is keen on implementing a robust compliance system in the company.
Anchal Kansal
Anchal is a part of Investment Operations team. She is responsible for content research and marketing. Part of her work includes equity research as well. She is a final year student at Delhi University and has previously done an internship with Invest India. Her academic interests include Finance, Valuation and Data Analysis.
Aditya Aggarwal
Aditya works in the operations team at Green Portfolio. He researches and prepares content and also handles communication and marketing. He is currently pursuing B.Com (Hons) from Sri Venkateswar College, University of Delhi. He has also completed CFA Level 1 and is preparing for Level 2.
Atul Kumar
Atul looks over and executes all trades taken by us in the PMS.He is also a part of the accounting team here at Green Portfolio.
Karan Arora
Karan works in operations at Green Portfolio. He works with the operations team in marketing, communication and research. He is currently pursuing his graduation from the University of Delhi as well the CFA Charter. He is also the founding member of a student led startup aiming to make personal finance and investing simple for tomorrow’s India.
Sumesh Guleria
Sumesh Guleria is a Chartered Accountant and specializes in equity research, financial modelling and valuation. He has worked with KPMG for 3.5 years in their statutory audit division.
Raj Kumar
Raj Kumar has been working at Green Portfolio since inception. He currently works with the research team in analysing securities fundamentally and preparing detailed research reports on them. He has an experience of four years in the equity markets and focuses on sectors such as Auto and Cement. He graduated from Delhi University and is pursuing the CFA charter.
Sreeram Ramdas
Sreeram has been in the financial markets since the last three years. He graduated from one of the top UK business schools- University of Exeter in 2020. Sreeram has cleared 9 ACCA papers and is and is working towards its completion along with a CFA charter. During his academic tenure, he was placed with global MNC’s like Apple and Amazon in operational and finance roles. After beginning his journey with Green Portfolio as an intern, the company nurtured him to be a leading analyst and oversee major verticals of the business.