SEBI Registered Portfolio Manager

Rules-based investing.
Built for Indian markets.

Two strategies — one fundamental, one quantitative — both governed by strict rules, disciplined risk management, and robust process.

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Rules over intuition
Process over prediction
Discipline over conviction
Risk management first
Our Strategies

Different process. Same discipline.

Different methods of security selection, unified by strict risk management and process over opinion.

Understanding PMS

What is Portfolio Management Service?

PMS is a SEBI-regulated investment service for high-net-worth investors. Here’s how it differs from what you may already invest in.

How is PMS different from mutual funds?
In PMS, you own stocks directly in your own demat account — not units of a pooled fund. Your portfolio is individually managed, fully transparent, and customised to your strategy split.
What is the minimum investment?
SEBI mandates a minimum of ₹50 Lakhs for PMS investments. This applies across all SEBI-registered portfolio managers, not just East Green.
How are fees structured?
East Green offers both fixed and performance-based fee structures. You choose the model that suits you at the time of onboarding.
Where are my investments held?
Your stocks are held in your own demat account with Orbis Financial (our SEBI-registered custodian). Your securities are always held in your name.
Getting Started

How it works

From first conversation to a fully deployed portfolio — the process is straightforward.

  1. Schedule a conversation

    We discuss your goals, risk appetite, and which strategy fits. No obligation, no hard sell — just a conversation about whether this makes sense for you.

  2. Complete onboarding

    Sign the PMS agreement, complete KYC, and open your custodian account with Orbis Financial. The paperwork is digital and typically takes 2–3 days.

  3. Portfolio goes live

    Once funds are transferred, your portfolio is built and deployed. You get full visibility into every holding through your custodian login. We handle everything from here.

Start a Conversation

Interested in investing systematically?

Walk through the strategy, the data, and whether it’s the right fit. No obligation.

Contact Us →
or write directly to contact@eastgreen.in