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    Portfolio Smallcase.

Green Ethical Portfolio* - Shariah Investing smallcase by Green Portfolio

Green Portfolio is a SEBI registered Portfolio Management Service (PMS) and Research Analyst (RA).


The smallcase currently invests in 19 stocks that fall under the shariah principles of investing.


Exposure to a variety of shariah-compliant industries provides adequate risk management for investors.


Investors should keep an investment horizon of 3-5 years for capital appreciation.


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About Green Portfolio Shariah Smallcase:

This portfolio comprises industry leading Shariah-compliant (Halal) companies having sound fundamentals & quality managment.

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About Green Portfolio Shariah Smallcase:

This portfolio comprises industry leading Shariah-compliant (Halal) companies having sound fundamentals & quality managment.

Past Performance

₹ 320cr+

AuM

(Asset Under Management)

₹ 240cr+

AuA

(Asset Under Advice)

7,700+

Customer Base

100+

Equities Covered

Green Portfolio is a SEBI registered Portfolio Management Service (PMS) and Research Analyst (RA).


The smallcase currently invests in 19 stocks that fall under the shariah principles of investing.


Exposure to a variety of shariah-compliant industries provides adequate risk management for investors.


Investors should keep an investment horizon of 3-5 years for capital appreciation.


Green Ethical Portfolio* - Shariah Investing smallcase by Green Portfolio

Webinar with Islamicly

Ratios

Ratio Smallcase Equity Smallcap
PE Ratio 11.32 20.24
PB Ratio 2.20 2.81
Sharpe Ratio __ 0.97
Dividend Yield(%) 1.05 0.84

How To Subscribe

How To Invest

Key features

Philosophy

Philosophy is to invest in growing Shariah compliant businesses, having strong management, strong fundamentals and comfortable valuations


Exposure

Exposure to a larger universe of shariah-compliant companies with beneits of diversiication and higher returns.


Compliance Updated

Investors should keep an investment horizon of 3-5 years for capital appreciation.


Dividend Purification

Investors should keep an investment horizon of 3-5 years for capital appreciation.

Green Portfolio Customer Reviews

Green Portfolio Team

Anuj Jain

CIO, Co-Founder

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.

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 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.

Karan Arora

Advisory Manager

Karan works in operations at Green Portfolio. He works with the operations team in marketing, communication and research. He is a graduate from the University of Delhi and pursuing 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.

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?

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.