Grow and Protect Wealth
with Expert Management
Our portfolio management services combine in-depth market research, strategic asset allocation, and continuous monitoring to ensure your investments are secure and positioned for consistent growth over the long term.
Our Mutual Fund 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.
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.‟
”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.‟
We are trusted by NRIs across the world
We serve clients across the country with our tailored solutions
