Portfolio Management Services

We protect and grow your wealth

AMC Partners

Portfolio Management Services

Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities. 

PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.

Green Edge Associates LLP is empanelled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.

Alternate Investment Funds

Alternate Investment Funds (AIF’s) usually include real estate, private equity, hedge funds and venture capital funds or investments in stocks and bonds using strategies that go beyond traditional ways of investing, such as long/short or arbitrage strategies. Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, reduce risk, and enhance returns. 

Green Edge Associates LLP is empanelled with exceptional third-party AIF providers so that investors can diversify their portfolio and benefit from their high-return opportunities in the long- run.

For more details, please feel free to contact us.

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Rohit Sethi
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.
Ankur Jain
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.
Shikha Vishal Arora
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.
Nitin Puri
I have dealt with lots of bankers and wealth managers; however the approach adopted by Team GreenEdge is holistic and long term. I feel very confident when I deal with them as their approach is very professional and the schemes suggested by them are rock solid. I am very happy with their style of working, infact all of my family investments, including my parents, is through GreenEdge only. Regular review of the portfolio and the latest portfolio valuation reports received every month are very easy to understand and give me the confidence that my investments are on the right track.