DIVIDEND YIELD FUND

Oversees retail advisory operations, digital marketing efforts, and business development for the advisory segment. Graduate of University of Delhi focused on improving investor experience and product enhancements.

MBA in Finance from Institute of Management Technology and CFA candidate. Provides wealth management solutions for HNIs, businesses, and institutions.

Leads financial content and marketing initiatives. Delhi University graduate and CFA Level 1 cleared professional.

Finance professional pursuing CA Final with experience in Risk Advisory, Assurance, and Taxation. Specializes in equity research and financial reporting standards.

Marketing professional with 6+ years of experience across performance marketing, content marketing, and team leadership. Graduate of PEC University of Technology, Chandigarh.

Divam Sharma brings over two decades of experience in wealth management, client advisory, and business leadership. As the CEO and Co-Founder of Green Portfolio, a SEBI-registered Portfolio Management Services (PMS) firm, Divam leads the firm's strategic direction, client relationships, and business development, overseeing an Assets Under Management (AUM) of ₹731 crore. Divam holds an MBA from the Indian School of Business (ISB), Hyderabad, and is a member of The Institute of Chartered Accountants of India (ICAI). His career includes significant tenures with Citi Bank and Kotak Mahindra Bank, where he developed expertise in portfolio advisory, wealth management, and institutional client servicing. Since co-founding Green Portfolio, Divam has been the driving force behind the firm's growth, brand building, and client-centric culture. His responsibilities encompass business development, client engagement, product innovation, and ensuring operational excellence. Divam's leadership philosophy centres on transparency, education, and long-term alignment. He believes wealth management should prioritise client outcomes over product sales, building relationships grounded in trust and clarity. Under his stewardship, Green Portfolio has expanded to offer five distinct investment approaches: Dividend Yield, Super 30 Dynamic, Special Situations, The Green Ethical Fund, and The Impact ESG Fund. Divam has also pioneered the India Infinite Fund, a Category III AIF designed to capture opportunities in India's manufacturing-led growth cycle through both listed and pre-IPO investments. His approach to client management is rooted in education over persuasion, regularly engaging through market commentaries and candid discussions about risk and long-term investing. He believes that wealth is built through cycles, not calendar days, a principle that guides every decision at Green Portfolio. Beyond wealth management, Divam is passionate about financial education and empowering investors with the knowledge to make informed decisions.

Anuj Jain is the Chief Investment Officer and Co-Founder of Green Portfolio, where he leads the research team and chairs the investment committee. With over 15 years of hands-on equity investing experience and 5+ years in financial consultancy, Anuj is the architect behind the firm's investment processes, stock selection frameworks, and portfolio construction methodologies. Anuj is a member of The Institute of Chartered Accountants of India (ICAI), bringing a strong foundation in financial analysis, valuation, and due diligence to his role. His career has been singularly focused on equity research and portfolio management, developing deep expertise in identifying under-researched opportunities across market capitalizations. As CIO, Anuj's responsibilities span the entire investment value chain: idea generation, fundamental analysis, portfolio construction, risk management, and performance monitoring. He works closely with the research team to ensure every investment decision is backed by rigorous quantitative and qualitative analysis. Anuj's investment approach is rooted in value with growth, identifying companies trading below intrinsic value but possessing strong growth trajectories, defensible moats, and capable management teams. He believes the best opportunities lie in under-researched, mid-to-small cap companies where information asymmetry creates pricing inefficiencies. His research process emphasizes bottom-up fundamental analysis through deep dives into business models, competitive positioning, and financial health. He conducts continuous scuttlebutt research by engaging with industry participants, suppliers, customers and competitors to validate investment theses. His focus on risk-adjusted returns emphasizes downside protection through diversification, position sizing and continuous monitoring, while backing conviction ideas with 3 to 5 year holding periods to allow structural tailwinds to play out. As head of research, Anuj has built a culture of intellectual rigor and collaborative decision-making. The investment committee operates on principles of consensus-driven conviction, where every stock addition or exit is debated, stress-tested and aligned with portfolio objectives. Anuj believes that avoiding mistakes matters as much as finding winners. His risk management discipline ensures that even during portfolio drawdowns, capital preservation remains paramount, allowing the team to compound wealth through full market cycles. Anuj's approach to outperformance is simple: focus on process, not outcomes. He believes superior returns are a byproduct of disciplined research, patient capital and avoiding behavioral biases, not market timing or macro forecasting.