About Green Portfolio
Green Portfolio is a Financial Services company based in Delhi (India) founded in 2014. It provides personalized portfolio management and research for equity investors. It operates on a B2C and SaaS model. Its website greenportfolio.co draws about 14 thousand monthly visits. Its Indian entity Green Portfolio Private Limited reported revenue of ₹14.99 Cr. Green Portfolio offers products and services including PMS and Smallcases. Its focus areas include FinTech, Investment Tech, Portfolio Management and Equity Investments.
Company details
Green Portfolio delivers tailored portfolio management services for high-net-worth individuals and research analyst services for retail investors through fintech platforms. They focus on equity markets, emphasizing goal-based strategies, responsible investing, and performance tracking. Based in Gurgaon, India, they partner with custodians like Edelweiss and provide tools for diversification and risk management, serving clients seeking alpha generation.
- Headquarters Delhi, India
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website greenportfolio.co
- Social X Facebook Instagram YouTube
- Legal Name Green Portfolio Private Limited
- Date of Incorporation 07 Jul, 2014
- Jurisdiction Gurgaon, Haryana, India
- Annual Revenue₹14.99 Cr
FY 2025 · -29% YoY
- Net Profit₹2.38 Cr
FY 2025 · 16% margin
- EBITDA₹2.97 Cr
FY 2025 · 20% margin
Associated legal entities of Green Portfolio
Green Portfolio operates through Green Portfolio Private Limited (active). Its filings, financials, charges and directors are on the company page.
| Legal entity | Status | Incorporated | Registered in | Revenue (FY 2025) | Employees | Directors | Company page |
|---|---|---|---|---|---|---|---|
| Green Portfolio Private Limited CIN U67190HR2014PTC124368 | Active | 07 Jul 2014 | Gurgaon, Haryana | ₹15.0 Cr | 4 | 4 | View details |
Products & Services of Green Portfolio
Green Portfolio offers a comprehensive portfolio of products and services, including PMS and Smallcases.
Personalized goal-based solutions for high-net-worth equity investors
Platform for retail investors to access equity market research
Apps and channels of Green Portfolio
its YouTube channel Green Portfolio has 93K subscribers and 30 videos.
Videos from Green Portfolio
The most watched videos on Green Portfolio's YouTube channel, Green Portfolio (93K subscribers). Click a video to play it here.
More on Green Portfolio.
Board of directors of Green Portfolio Private Limited (Green Portfolio)
Green Portfolio Private Limited is the primary company behind Green Portfolio. The board of Green Portfolio Private Limited currently have 2 directors; the longest-serving is Divam Sharma, appointed in 2017. 4 earlier directors have ceased.
| Director | Designation | Appointed | Tenure | Entity |
|---|---|---|---|---|
| Divam Sharma DIN 07981585 | Director | 04 Nov 2017 | 8 yrs 11 mo | Green Portfolio Private Limited |
| Anuj Jain DIN 01896001 | Director | 15 Feb 2024 | 2 yrs 8 mo | Green Portfolio Private Limited |
People of Green Portfolio
4 people are tracked at Green Portfolio (2 in leadership, 2 in team).
| Name | Role | Group |
|---|---|---|
Chetan Sarpal | Vice President Sales Marketing | Leadership |
| CEO, Co-Founder | Leadership | |
Anchal Kansal | Senior Manager- Brand | Team |
Shashank Maurya | Senior Growth & Marketing Analyst | Team |
Complete people profiles for Green Portfolio
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Financials of Green Portfolio
Figures of Green Portfolio Private Limited, the primary company behind Green Portfolio, for FY 2025. Revenue was ₹14.99 Cr (-29% year on year). Net profit was ₹2.38 Cr (16% margin). EBITDA was ₹2.97 Cr (20% margin). Revenue has grown at a compounded annual rate of +15% over three years and +177% over five years.
- ₹14.99 CrRevenue · FY 2025 · -29% YoY
- ₹2.38 CrNet profit · 16% margin
- ₹2.97 CrEBITDA · 20% margin
- ₹2.70 CrPaid-up capital
- 4Employees (provident fund records)
- +15%Revenue CAGR, 3 years
- +177%Revenue CAGR, 5 years
Balance sheet, profit and loss, cash flow and ratios of Green Portfolio Private Limited are on its company page.
Detailed financial statements for Green Portfolio
Statement rows, ratios, five-year trends and downloadable financials of the group companies require an active premium plan.
- Statement rows
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- Downloads
Verified entity values are shown only after access is granted.
Web traffic of Green Portfolio
The website of Green Portfolio (greenportfolio.co) receives about 14.2K visits a month.
- Monthly visits14.2K
▲ 44.1% vs previous month
Websites whose visitors overlap most with Green Portfolio. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| pmsbazaar.com | 100% | 64.6K | #425,933 | View details | |
aequitasindia.in | aequitasindia.in | 93% | #461,948 | – | |
| unificap.com | 90% | #1,911,428 | View details | ||
| aifpms.com | 90% | View details | |||
| pmsaifworld.com | 89% | 54.7K | #395,666 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 22 similar websites and full traffic analytics for Green Portfolio
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 22 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Green Portfolio (Investment & Wealth Tech) in India, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | USD 71.52 M | 2,690 | ||
Technology-led financial products and infrastructure services are provided for consumers. | 2021 | Mumbai, Maharashtra, India | USD 145.66 M | USD 1.98 M | 376 |
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Related news about Green Portfolio
Complete news archive for Green Portfolio
Full article history, source details, and older brand coverage require an active premium plan.
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Frequently Asked Questions about Green Portfolio
Green Portfolio was founded in 2014.
Green Portfolio is headquartered in Delhi, India. It is registered at Delhi, Delhi, India.
The primary company behind Green Portfolio, Green Portfolio Private Limited, reported revenue of ₹14.99 Cr for FY 2025, down 29% year on year.
Green Portfolio delivers tailored portfolio management services for high-net-worth individuals and research analyst services for retail investors through fintech platforms. They focus on equity markets, emphasizing goal-based strategies, responsible investing, and performance tracking. Based in Gurgaon, India, they partner with custodians like Edelweiss and provide tools for diversification and risk management, serving clients seeking alpha generation.
Green Portfolio offers PMS and Smallcases.
Green Portfolio operates through Green Portfolio Private Limited.
The legal entities of Green Portfolio currently have 4 directors, including Divam Sharma, Anuj Jain, Vaibhav Umesh Ravat and others.