Green Portfolio
Harsh Mudgal is a seasoned professional in the finance sector, currently serving as a Senior Wealth Manager at Green Portfolio Private Limited since May 2022. Prior experience includes working as a Wealth Manager at Purnartha SEBI Registered Equity Investment Advisor, where a total AUM of 15.4 Crores was achieved with over 20 clients. Additionally, Harsh has held roles such as Investment Analyst Intern at VentureGarage and Summer Trainee at Mikuni India Pvt. Ltd. Educational qualifications include a PGDM in Finance and Marketing from the Institute of Management Technology, Nagpur, a Certification in Investment Advisor Level-1 from the National Institute of Securities Markets, and a B.Tech in Mechanical Engineering from Manav Rachna University. Harsh also participated in a business program at EM Strasbourg Business School in France.
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Green Portfolio
One of India's fastest growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a Research Analyst focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of April 30th are north of INR 380 Crores. We are proud to be one of the leading PMS's across the country with consistent returns. Our team consists of analysts - having globally accredited finance qualifications and with specialisation in select sectors. CA Anuj Jain and CA Divam Sharma– the cofounders, bring aboard 15 years of experience in the investment and finance space.