Green Portfolio

Green Portfolio

Green Ethical Fund

KEY PORTFOLIO ATTRIBUTES #

Year of Inception
Number of Stocks
Alpha (1Y)
Beta (1Y)

About Green Portfolio- Green Ethical Fund

Green Portfolio is a SEBI-registered Portfolio Management Services (PMS) provider committed to value-driven, transparent, and performance-backed investment solutions. Among the specialized offerings is the Shariah-compliant Ethical PMS, curated in partnership with Islamicly to ensure full compliance with Islamic investment principles.

Key People

Karan Arora
Karan Arora Senior Manager – Advisory

Investment Objective

The Green Ethical Fund (Shariah PMS) is designed to generate superior long-term capital appreciation while adhering strictly to Shariah principles. The portfolio aims to:

• Deliver alpha through disciplined stock selection and robust valuation models.

• Avoid interest-based and non-compliant sectors, focusing on halal and ethical businesses.

• Rebalance monthly in coordination with Islamicly to ensure ongoing compliance.

• Focus on low-debt, growth-oriented, Shariah-compliant businesses with strong fundamentals.

The objective is not just wealth creation, but ethical investing with spiritual and financial alignment.

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Do Not Simply Invest, Make Informed Decisions

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