Green Portfolio PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Green Portfolio is a relatively new PMS provider, that has managed to both scale well and also deliver a reasonably strong performance in their initial years. The primary reason for a 2-star rating, is driven by the lack of a past public-market track record of their investment team & the fact that the strategies do not yet have a 5-year track record. As the strategies mature and longer-term performance develops to help us evaluate consistency of longer-term performance, we may consider upgrading our rating.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (368cr) | Promoter Category ()

PMS Background

Green Portfolio is a firm set up by team of professionals to provide end-to-end financial investment needs (including mutual funds, PMS, small investments and unlisted shares).

PMS Investment Philosophy

Follows a GARP (Growth at Right Price) investment philosophy

Investment Philosophy 

Identify competitive businesses through bottom-top-approach with accurate valuations without compromising on the time.

Investment Principles followed
  • Anti Fragility in Business: Investing in businesses that have survived at least one downcycle. This decision is taken on the basis of giving confidence in the business model. Companies with a strong balance sheet.
  • Avoiding Highly Leveraged Business: Avoid businesses with a debt to equity ratio higher than 100%.
  • Avoiding Public Sector Enterprises: Since PSE’s carry excessive regulations in their operations, believe this makes for inefficient use of resources.
  • Ability to Generate Incremental Returns: Look for companies with ROE > 15%, also look for companies that can have this return ratio on incremental capital employed. This return ratio indicated the management’s ability to find new areas of growth in a consistent manner.
  • Improving Operating Margins: Investing in businesses that have an operating margin of 15% at least, along with operating margins improving through competitive advantages.

Inv Team

Investment Team

Divam Sharma | 2-star rated FM

CEO, Co-Founder | 17 yrs Experience | 6 yrs at current firm

Past Experience: Fintech, Analyst (Indifi), Financial Analyst (IMGC), Credit Analyst – Head Tricity (Citibank), Financial Analyst (Citibank India), Credit Manager (Kotak Mahindra Bank)

Divam has over a decade of investing experience, including 6 years as Financial Analyst with Banks including Kotak Mahindra Bank, Citibank, and IMGC.

Anuj Jain | 2-star rated FM

Co-Founder, Head of Research | 16 yrs Experience | 6 yrs at current firm

Past Experience: CA (Jan D Bansal & Co), Article Assistant (SN Nanda & Co)

Anuj Jain is a co-founder and research partner at Green Portfolio. Prior to founding Green portfolio, Anuj was a CA engaged in consulting individuals and corporate clients on various aspects as such as taxation, auditing and portfolio management. Anuj Jain has completed his BCom in 2007 from Shyam Lal College and cleared the CA from ICAI in 2011.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Green Portfolio Special Mid & Smallcap GARP 45.1 22.9 26.4 27.1
Green Portfolio MNC Advantage MNC Thematic 49.3 27.7 28.6
Green Portfolio Index Fund Large Cap GARP
Green Portfolio Dividend Yield Dividend Yield Thematic 65.1 34.3 35.9

Returns as of 31-May-24.

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