Green Portfolio

Delhi, India Founded: 2014 • Age: 12 yrs
Provides personalized portfolio management and research for equity investors.
Annual revenue $650,619 Latest available
Total funding - Funding intelligence
Employees - Tracked headcount
Investors - Known backers
Products 2 Services tracked
Competitors - Brand Intelligence

About Green Portfolio

Green Portfolio is a company based in Delhi (India) founded in 2014. It operates as a B2C and SaaS. Green Portfolio offers products and services including PMS and Smallcases.

  • Headquarter Delhi, India
  • Sectors
    Financial Services
  • Email
    Locked
  • Phone
    Locked
  • Website
    Locked
  • Social
    Locked
  • Legal Name Green Portfolio Private Limited
  • Date of Incorporation 07 Jul, 2014
  • Jurisdiction Dlf Ph-Ii, Haryana, India
Operational Areas
Financial Services → Investment Management & Advisory Unlock Sub-Sector Unlock Segment
Financial Services → Banking & Financial Institutions Unlock Sub-Sector Unlock Segment
Key Metrics
  • Annual Revenue
    $650.62 K (USD)
    -44.47
    as on Mar 31, 2023
  • Net Profit
    -$76.84 K (USD)
    -121.48
    as on Mar 31, 2023
  • EBITDA
    -$130.03 K (USD)
    -163.98
    as on Mar 31, 2023
  • Latest Funding Round
    Not available
  • Investors
    Not available
  • Employee Count
    Not available
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Products & Services of Green Portfolio

Green Portfolio offers a comprehensive portfolio of products and services, including PMS and Smallcases.

Product name locked
Category locked
Primary

Personalized goal-based solutions for high-net-worth equity investors

Product name locked
Category locked
Locked

Platform for retail investors to access equity market research

People of Green Portfolio

Headcount 10-50
Employee Profiles 4
Employee Profiles
People
Chetan Sarpal
Vice President Sales Marketing
People
Anchal Kansal
Senior Manager- Brand
People
Divam Sharma
CEO, Co-Founder
People
Shashank Maurya
Senior Growth & Marketing Analyst

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Funding Insights of Green Portfolio

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Detailed funding history for Green Portfolio

Round names, dates, amounts, investors, and valuation history require an active premium plan.

  • Round names and dates
  • Funding amounts
  • Participating investors
  • Valuation history

Verified entity values are shown only after access is granted.

Investments & Acquisitions by Green Portfolio

Investments
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Investment portfolio details for Green Portfolio

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  • Portfolio identities
  • Transaction dates
  • Round details
  • Investment values

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Financial Statements - Green Portfolio

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Detailed financials for Green Portfolio

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  • Historical revenue
  • Profit trends
  • Statement rows
  • Financial ratios

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Green Portfolio Comparisons

Green Portfolio Primary company
Description
Provides personalized portfolio management and research for ...
Location
Delhi, India
Founded Year
2014
Annual Revenue
$650.62 K (USD)
Net Profit
-$76.84 K (USD)
EBITDA
-$130.03 K (USD)
Employees
Not available
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Peer comparison for Green Portfolio

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Competitors of Green Portfolio

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Detailed competitors of Green Portfolio

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Latest news on Green Portfolio

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Complete news archive for Green Portfolio

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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.

Annual revenue of Green Portfolio is $650.62K as on Mar 31, 2023.

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.

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