About GreenEdge
We set you free from Financial worries !
AMC Partners







Who we are ?
How can we help you
We offer a personalized approach to investment planning, and we work with our clients to develop a strategy that meets their individual needs and goals. We also offer a variety of educational resources to help our clients learn more about investing in India. We are a team of experts who have experience in the field of Wealth Management, Investment advisory, Risk Management, Financial Planning, Tax Planning and Insurance planning.
We are a team of Chartered Accountants, MBA’s, Wealth Managers, Analysts and Service Managers. Our mentors and advisors include industry leaders with solid experience in relevant fields. We help you save and invest across your entire family in tax efficient manner to achieve sustainable wealth creation target.
Our mission is to make you financially independent and enable you with tools which help you take better financial decisions irrespective of your net worth or financial knowledge. Regular review of investments is performed, and course correction is done, if required.
What do we deal into?
How easy is to invest and track portfolio performance
On equity side we deal in equity and hybrid mutual funds, Direct Equity, PMS and AIF. On debt side we deal in Corporate FDs, State and Central government bonds, Debt and Hybrid Mutual Funds.
And other investments like Sovereign gold funds, International mutual funds and equities etc. 100% paperless investment possible for individuals. Access to portals for transparent and easy tracking of portfolio, along with goal tracking.
Portfolio performance of entire family accessible at a click of a button.

Mr. Jitesh Verma
Co-Founder
Jitesh Verma, having experience of more than 17 years in Stock markets, Private Banking & Corporate Banking, started his career with American Express Bank as a corporate banker in 2005. His journey with markets started in ABN AMRO and continued with organizations like Citi Group, HDFC Private Bank & ICICI Securities Private Wealth.
Idea of forming this setup came from the gap in right advisory and short term approach by banks and private wealth setups. His only endeavor is to create long term wealth for his clients.
He is engaged in all products & services like stocks, Mutual Funds, Government Bonds, Corporate bonds etc.

CA. Rohit Arora
Co-Founder
Rohit is a chartered accountant by profession and has over two decades of experience in the banking and finance sectors. He has worked with private banks and non-banking finance companies in India. He has spent most of his career with BMW and has also worked with ICICI Bank and Kotak Mahindra Group. He is also an alumni of IIM Calcutta.
His experience ranges from Risk and Credit Management, Financial planning and analysis, Project management, Setting up of various organisations from scratch, Running operations, etc. During his stint with BMW, he also got the opportunity to implement not only local India guidelines but also global guidelines for banking and the NBFC sector. He has been personally investing in mutual funds since 2005 and has a very keen interest in the area of personal finance.
His write-up, titled Wealth Management for the Middle Class, was published by ICAI in July 2022 in its newsletter. As far as returns on investments are concerned, his simple goal is to underpromise and overdeliver.

Ms. Reema Arora
Co-Founder
Ms. Reema Arora is the co-founder and partner of Green Edge Associates LLP. She has played a significant role in setting up the organization from scratch for driving business, various products and growth among other functions of the organization.
She holds Masters degree in Commerce and NISM certificate issued by SEBI. She started her professional career with Delhi Public School where she shaped the future of kids as a teacher. Thereafter, she has also rendered her services to prestigious institutions like HDFC Bank and ICICI Prudential Life Insurance.
She believes in setting up a strong and reliable back office for providing seamless services to her valuable customers. Her main strengths include setting up a strong team, working in close co-operation with AMCs and focusing on improving service levels for enhanced customer satisfaction.
She is a leader who is aggressive when necessary and compassionate when required and has an ability to get along with all types of people from various walks of life. Her working style can be best described as – “Under Promise and Over Deliver”.
Explore our customers’ success stories


The team at Green Edge is simply amazing. The entire process of goal setting, portfolio review, balancing between Debt and Equity was a first-hand experience for me. Also, the regular portfolio was the just kind of thing I wanted for my Investments. I would strongly recommend everyone to get associated with team Green Edge and set yourself free from financial worries.


I have been dealing with Mutual Fund distributors since long however my last MFD was not professional at all and additionally he did not have complete knowledge of aspects related to financial planning. Than Green Edge team approached me and I figured out that there were so many things I wasn’t aware of, they reviewed my portfolio and we did course correction together after listing down all goals. I am sure I am on right path with right team now.


We have been associated with Green Edge for 6 months now. We have invested with them in Mutual Funds, some in STPs and some in SIPs. The entire experience has been very smooth right from reviewing our old portfolio to building up a new one which is more logical, balanced and goal oriented. The promoters qualifications, expertise and pragmatism was an added benefit. We regularly get their monthly review report that helps us to understand the trend of our investments. We highly recommend Green Edge to park your funds and trust their efforts in the long run.

