The portfolios are available through the small case platform and allow investors to start a systematic investment plan (SIP) in a curated set of 4–5 mutual funds with a single click. Green Portfolio manages ongoing monitoring, allocation adjustments, and rebalancing, while investors are required to review their portfolios annually.
The tool includes three milestone-based baskets: the ₹25 lakh portfolio targets early-stage investors over a 5–7 year horizon; the ₹1 crore basket suits investors with existing savings seeking structured diversification over 7–10 years; and the ₹5 crore basket focuses on long-term capital growth and risk management over 10 years and above.
All baskets use direct mutual fund plans, avoiding distributor commissions, which could save investors 0.5%–1% annually. Subscription plans start at ₹1,800 per year, covering research, portfolio construction, and ongoing monitoring, separate from fund expense ratios.
Green Portfolio manages over ₹1,000 crore in assets and serves more than 65,000 investors. The Wealth Roadmaps are offered under its Research Analyst license via small case.
First Published: Apr 8, 2026 3:33 PM IST
