Frequently asked quetions
What does Green Portfolio do?
One of India's fastest growing Portfolio Management Company.
Green Portfolio is a SEBI registered Portfolio Management company and a Research Analyst focused on the Indian equity markets.
Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. We are among the top 5 managers registered at smallcase.
We are proud to be one of the leading equity research house across the country with consistent returns.
What is Green Portfolio’s Investment Philosophy?
We believe in buying quality and growth companies at a reasonable price and adopt a dynamic allocation policy for funds (i.e. on a staggered manner) to avoid impact of major price fluctuations
What is a smallcase?
A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Green Portfolio. You can invest in a smallcase in 2 clicks.
*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.
Who can subscribe to these smallcases?
Green Portfolio decides who can invest in the smallcases created by them and can create two types of smallcases :
Exclusive smallcases : smallcases which require a subscription to Green Portfolio’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form. Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.