Your growth deserves
an edge,
a GreenEdge.
Where smart technology and expert insight power your financial momentum.
Our Mutual Fund Partners
Who we are?
We are a team of Chartered Accountants, Ex Private Bankers, and Analysts driven by one mission, to make you financially independent. Backed by seasoned mentors and industry experts, we offer personalized investment strategies that align with your goals, lifestyle, and risk appetite.
Our holistic approach covers Wealth Management, Risk Management, Tax Planning, Financial Planning, and Insurance solutions, helping you and your family grow wealth sustainably and efficiently.
Mr. Jitesh Verma
Co-Founder
With over 20 years of experience in Stock Markets, Private Banking, and Corporate Banking, Jitesh began his career with American Express Bank in 2005. His professional journey includes leadership roles at ABN AMRO, Citi Group, HDFC Private Bank, and ICICI Securities Private Wealth.
Driven by the lack of long-term advisory focus in traditional banking, he co-founded this venture to help clients build sustainable wealth. Jitesh works across diverse products and services, including Stocks, Mutual Funds, Government and Corporate Bonds.
CA. Rohit Arora
Co-Founder
A Chartered Accountant with 20+ years in banking and finance, Rohit has worked with BMW, ICICI Bank, and Kotak Mahindra Group. He is an alumnus of IIM Calcutta with deep expertise in Risk Management, Financial Planning, Project Management, and Business Strategy.
He has implemented global banking standards, contributed to ICAI’s Wealth Management for the Middle Class (2022), and actively invests in mutual funds since 2006. His philosophy is simple — underpromise and overdeliver.
Ms. Reema Arora
Co-Founder
Reema Arora, Co-Founder and Partner at Green Edge Associates LLP, has been instrumental in building the firm from the ground up—driving growth, product development, and overall business strategy.
She holds a Master’s degree in Commerce and an NISM certification from SEBI. Reema began her career with Delhi Public School before moving into financial services with HDFC Bank and ICICI Prudential Life Insurance.
Her focus lies in creating a strong operational backbone to ensure seamless customer service. Known for building efficient teams, collaborating closely with AMCs, and enhancing service quality, she blends precision with empathy. A leader who balances aggression with compassion, her work mantra remains - “Under Promise and Over Deliver.”
CA. Garima Singhal
CA Garima Singhal, an associate of Green Edge, manages operations, research, and analysis for the firm. A Chartered Accountant and B.Com (Hons.) graduate from Ramjas College, Delhi University, this is her first professional assignment post-qualification.
Garima brings fresh insights, updated financial knowledge, and a deep commitment to guiding clients through their wealth journeys. With a strong grasp of financial principles, she approaches wealth management, retirement planning, and long-term growth with clarity, strategy, and care.
Explore our customers’
Success Stories
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”I have been working with Rohit and his team at GreenEdge for some time now, and I couldn’t be more satisfied with the experience. Their advice is always thoughtful, personalized, and aligned with my long-term goals. I truly appreciate their professionalism, transparency, and prompt support whenever I need it. Their team has helped me make confident financial decisions and stay on track with my investments. I was so impressed with their expertise that I recommended them to my family as well. They, too, share the same positive experience. I wholeheartedly trust and value their guidance and would strongly recommend them to anyone looking for reliable wealth management.‟
”It’s been nearly two years now, and I can already see how well my portfolio is progressing. Your precise advice, tailored to my long-term financial goals, has been brilliant and will no doubt set my wife, my kids, and me up for years to come. Since investing with Greenedge, I’ve referred three friends and colleagues to you, and they’re all very happy as well.‟
“As an NRI, finding a trustworthy and proactive wealth management partner in India was always a challenge until I started working with Greenedge. Their expertise, transparency, and client-first approach have given me complete peace of mind. I’ve been extremely satisfied with their guidance across all aspects of my financial planning, and their prompt communication makes managing investments from abroad effortless.
I’ve recommended GreenEdge and team to several other NRIs, and they’ve all had equally positive experiences. Truly a dependable and exceptional wealth management team.”
”As a working professional, it’s always challenging to devote time to manage finances effectively. Engaging with Rohit and GreenEdge team has been a great decision, and I am very happy with their services. They bring in-depth knowledge of investments, tax planning, estate planning, and risk management, helping me make informed and well-structured financial decisions.
GreenEdge team is well equipped to provide a consistent and sustainable wealth growth over the long term. Sharing for benefits of my network.‟
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”Managing personal finances has never been my strength, and I often felt overwhelmed by financial decisions. Since engaging with this Jitesh and GreenEdge team, everything has become structured and well-managed. Their expertise, transparency, and disciplined approach have made a significant difference. I truly appreciate the peace of mind they have brought to my financial life. My family’s entire portfolio is now being taken care by Jitesh and GreenEdge team.‟
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”I have been working with Rohit and his team at GreenEdge for some time now, and I couldn’t be more satisfied with the experience. Their advice is always thoughtful, personalized, and aligned with my long-term goals. I truly appreciate their professionalism, transparency, and prompt support whenever I need it. Their team has helped me make confident financial decisions and stay on track with my investments. I was so impressed with their expertise that I recommended them to my family as well. They, too, share the same positive experience. I wholeheartedly trust and value their guidance and would strongly recommend them to anyone looking for reliable wealth management.‟
”It’s been nearly two years now, and I can already see how well my portfolio is progressing. Your precise advice, tailored to my long-term financial goals, has been brilliant and will no doubt set my wife, my kids, and me up for years to come. Since investing with Greenedge, I’ve referred three friends and colleagues to you, and they’re all very happy as well.‟
“As an NRI, finding a trustworthy and proactive wealth management partner in India was always a challenge until I started working with Greenedge. Their expertise, transparency, and client-first approach have given me complete peace of mind. I’ve been extremely satisfied with their guidance across all aspects of my financial planning, and their prompt communication makes managing investments from abroad effortless.
I’ve recommended GreenEdge and team to several other NRIs, and they’ve all had equally positive experiences. Truly a dependable and exceptional wealth management team.”
”As a working professional, it’s always challenging to devote time to manage finances effectively. Engaging with Rohit and GreenEdge team has been a great decision, and I am very happy with their services. They bring in-depth knowledge of investments, tax planning, estate planning, and risk management, helping me make informed and well-structured financial decisions.
GreenEdge team is well equipped to provide a consistent and sustainable wealth growth over the long term. Sharing for benefits of my network.‟
”My husband and I both have demanding careers, so having reliable financial guidance was essential for us. GreenEdge team took the time to understand our needs and provided thoughtful, practical advice for our portfolio. Their professionalism and personal approach made the entire process smooth and reassuring. Their expertise and responsiveness gave us peace of mind, knowing our financial future is in good hands.‟
”Managing personal finances has never been my strength, and I often felt overwhelmed by financial decisions. Since engaging with this Jitesh and GreenEdge team, everything has become structured and well-managed. Their expertise, transparency, and disciplined approach have made a significant difference. I truly appreciate the peace of mind they have brought to my financial life. My family’s entire portfolio is now being taken care by Jitesh and GreenEdge team.‟
