About Green Portfolio Private Limited
Green Portfolio Private Limited is an Indian investment management company focused on research-driven equity investing across multiple investment structures. Founded by CA Divam Sharma and CA Anuj Jain, the firm has developed its investment platform across Portfolio Management Services (PMS), Alternative Investment Funds (AIFs) and research-backed model portfolios available through the Smallcase platform.
The company was incorporated in 2014 and has its registered office in Gurugram, Haryana. Green Portfolio has operated as a SEBI-registered Portfolio Manager since 2018 and as a Research Analyst since 2021. It also acts as the Investment Manager to Green Portfolio AIF Trust, a Category III Alternative Investment Fund registered in 2025.
Green Portfolio's PMS business provides professionally managed equity portfolios, while its AIF platform extends the firm's investment capabilities into a different regulatory structure. The company also provides research-led model portfolios through the Smallcase ecosystem, allowing its research capabilities to serve investors through multiple formats.
The firm's investment process is research-driven and bottom-up, with emphasis on understanding businesses, evaluating financial performance, assessing management quality and corporate governance, and maintaining discipline around valuation and portfolio construction.
Green Portfolio's current leadership includes Divam Sharma, CEO and Co-Founder, and Anuj Jain, CIO and Co-Founder. Divam Sharma focuses on the company's strategic direction, client relationships and business leadership, while Anuj Jain leads investment research, portfolio construction and the firm's investment decision-making process.
The company operates from Gurugram and serves investors across different investor categories and investment structures. Its current platform includes PMS strategies, the India Infinite Fund under its Category III AIF structure and research-based Smallcase portfolios.
Green Portfolio SEBI Registrations and Investment Services
Green Portfolio Private Limited operates across three principal regulatory and investment-management capabilities:
| Registration / Capability | Role |
| PMS | SEBI-registered Portfolio Manager |
| AIF | Investment Manager to Green Portfolio AIF Trust, a Category III AIF |
| Research Analyst | SEBI-registered Research Analyst |
Green Portfolio's SEBI Portfolio Manager registration number is INP000006022. Its Research Analyst registration is INH100008513, while its role as Investment Manager to Green Portfolio AIF Trust carries registration number IN/AIF3/25-26/1774.
Portfolio Management Services
Through PMS, Green Portfolio provides individually managed equity portfolios for eligible investors. PMS involves portfolio management under a formal client agreement and is structurally different from a mutual fund.
Investors looking to understand the regulatory framework can also explore the SEBI registered PMS guide.
Alternative Investment Fund
Green Portfolio also acts as Investment Manager to Green Portfolio AIF Trust, a Category III AIF. Its current India Infinite Fund is structured as a Category III, open-ended AIF and provides exposure to selected listed and private-market opportunities.
Research Analyst and Smallcase
Green Portfolio also operates as a Research Analyst and provides research-backed model portfolios through the Smallcase platform. This structure allows investors to access investment research without the same portfolio-management structure as PMS.
PMS vs AIF vs NDPMS
| Feature | PMS | AIF | NDPMS / Model Portfolio |
| Structure | Individually managed portfolio | Pooled investment vehicle | Investor-directed model portfolio |
| Regulation | SEBI Portfolio Manager framework | SEBI AIF framework | Depends on service/platform structure |
| Ownership structure | Securities held for individual investor | Fund-level pooled structure | Investor owns securities in own account |
| Portfolio management | Professional manager | Fund/investment manager | Investor follows model/research |
| Minimum investment | Generally ₹50 lakh for PMS | Generally ₹1 crore for AIFs, subject to applicable rules | Platform/product dependent |
| Investor involvement | Limited after mandate | Limited after subscription | Higher investor participation |
The regulatory and operational characteristics of each structure can differ materially. Investors should review the applicable agreements, disclosures and governing documents before making an investment decision. A PMS should not be treated as a mutual fund, and an AIF should not be treated as an extension of a PMS account.
For a broader explanation, see PMS vs AIF vs Mutual Funds.
Green Portfolio Investment Philosophy and Research Process
Green Portfolio describes its investment approach as research-driven and bottom-up, with a focus on understanding businesses before making investment decisions. The firm's process places emphasis on fundamental research, business quality, promoter and management assessment, corporate governance, financial analysis and valuation discipline.
Fundamental Research
The investment process begins with understanding the underlying business rather than relying solely on short-term price movements. Research can involve examining a company's business model, industry structure, financial statements, growth opportunities and competitive position.
Value With Growth / GARP Orientation
The firm's research approach considers valuation alongside business growth prospects. Rather than evaluating a company solely on whether it appears inexpensive, the process considers whether the valuation is supported by the company's underlying business characteristics and potential.
Promoter and Management Quality
Management quality and promoter integrity form an important part of the research process. The assessment considers factors such as governance, capital allocation, management credibility and the quality of decision-making.
Corporate Governance
Corporate governance is an important consideration in the firm's stated investment process. The objective is to identify businesses where management practices, disclosures and governance standards can withstand detailed research scrutiny.
Financial Analysis
Financial performance is assessed through metrics such as revenue growth, profitability, cash flows, balance-sheet strength and capital efficiency. The objective is to understand the financial characteristics of the business rather than rely on a single metric.
Valuation Discipline
Valuation is considered alongside business quality and growth. A strong business may still require careful assessment of the price being paid for its future potential.
Portfolio Construction
After research and due diligence, selected investment ideas are considered for portfolio inclusion. Portfolio construction involves evaluating conviction, diversification, position sizing and the relationship between individual holdings.
Ongoing Monitoring
Investment research does not end once a security enters a portfolio. Businesses, management decisions, financial performance and valuations can change, requiring ongoing monitoring and reassessment.
Green Portfolio's stated philosophy can therefore be summarized around three broad principles: discipline in research, patience in investing and attention to governance.
Green Portfolio Leadership and Investment Team
CA Divam Sharma — CEO & Co-Founder
Divam Sharma is the CEO and Co-Founder of Green Portfolio Private Limited. He has more than 15 years of experience in investment management and is a Chartered Accountant. He also holds an MBA from the Indian School of Business, Hyderabad.
Divam has been involved with Green Portfolio since its inception and is responsible for areas including strategic direction, client relationships and business development. His role also extends to investment research and broader business leadership.
His market views and investment perspectives have been featured in financial media, including Moneycontrol and The Economic Times. Recent media coverage has included discussions around Indian equities, earnings, sectors and market conditions.
CA Anuj Jain — CIO & Co-Founder
Anuj Jain is the CIO and Co-Founder of Green Portfolio. A Chartered Accountant, he leads the firm's research function and investment decision-making process. His responsibilities include research, portfolio construction and evaluation of investment opportunities.
Anuj has more than 15 years of hands-on equity-investing experience and over five years of experience in financial consultancy. His investment role is centered on detailed business research, valuation analysis and portfolio construction.
Together, Divam Sharma and Anuj Jain form the core leadership team behind Green Portfolio's investment platform.
Funds and Investment Strategies Managed by Green Portfolio
Green Portfolio operates across PMS, AIF and research-led investment structures. The following directory provides access to individual ALTPORT pages for the strategies covered on the platform.
| Investment Strategy | Structure / Broad Strategy | Individual Page |
| Green Portfolio Index Fund | PMS / Equity strategy | View Fund |
| Green Portfolio Special Fund | PMS / Equity strategy | View Fund |
| Green Portfolio Dividend Yield Fund | PMS / Dividend-oriented equity strategy | View Fund |
| Green Portfolio MNC Advantage Fund | PMS / Equity strategy | View Fund |
| Green Portfolio Fund of Funds | PMS / Fund-based strategy | View Fund |
| Green Portfolio Super 30 Dynamic Fund | PMS / Concentrated equity strategy | View Fund |
| Green Portfolio The Impact ESG Fund | PMS / ESG-oriented strategy | View Fund |
| Green Growth Equity Fund | Equity investment strategy | View Fund |
| Green Portfolio AIF Trust | Category III AIF | View Fund |
| Green Portfolio NDPMS | Non-discretionary PMS | View Fund |
The individual strategy pages should be reviewed for current investment objectives, portfolio characteristics, fees, risk factors, minimum investment requirements and other applicable disclosures. The Green Portfolio umbrella entity itself is not an investable product; investment decisions relate to specific strategies or funds and their governing documents.
How ALTPORT Helps Investors Explore Green Portfolio Strategies
ALTPORT acts as a distributor/platform for investors exploring eligible Green Portfolio investment strategies. It is not the investment manager of Green Portfolio's PMS or AIF products.
Through individual product pages, investors can review available strategy information, compare investment opportunities and access relevant fund documentation before beginning the onboarding process.
Investors can also use ALTPORT's research and product-discovery resources to understand how different investment structures compare and identify the documentation relevant to a particular strategy.
Green Portfolio's investment professionals have also appeared in financial media, including Moneycontrol and The Economic Times, discussing Indian markets, sectors and investment themes.