About The Role We are looking for an experienced Company Secretary who will serve as a key support to the management team and ensure the organization’s full compliance with regulatory frameworks. In this role, you will be instrumental in overseeing our PMS, AIF, and Research Analyst compliance functions, working closely with senior leadership to ensure the company operates within all applicable SEBI regulations. You’ll play a critical part in maintaining high standards of corporate governance, ensuring timely regulatory filings, and offering legal and strategic advice when needed. Experience: 2 –3 years of experience in compliance, corporate secretarial, legal, or governance roles, preferably in the financial services industry Qualification: Qualified Company Secretary (CS) certification Bachelor’s degree in Law, Commerce, Finance, or Business Administration (Master’s or MBA preferred). Key Responsibilities: 1.Establishing and monitoring the compliance framework under the SEBI (Portfolio Managers) Regulations, 2020 pertaining to DPMS, NDPMS & Advisory under PMS. 2. Establishing and monitoring the compliance framework under the SEBI (Alternative Investment Fund) Regulations, 2012 for a Category III open ended AIF. 3.Establishing and monitoring the compliance framework under the SEBI (Research Analysts) Regulations, 2014 4.Overseeing and complying with other applicable SEBI regulations like SEBI Insider Trading Regulations for building an effective compliance culture across numerous licenses within the organisation. 5.Co-ordination with the Board of Directors, management, registrar, transfer agents (RTA), stock exchanges and shareholders. 6.Maintenance of all statutory records, dealings, commercials, etc. adhering to regulatory requirements. 7.Proactively track policies, regulatory, or statutory changes and build appropriate compliance processes and seek timely approvals and uploading of the same on the Company’s website. 8.Provide legal, financial and strategic advice as required and liaise with external regulators and advisers such as lawyers and auditors. 9.Maintenance of compliance calendar and preparation of MIS for regulatory compliances for Board Reporting. Interested candidates can send their resumes to sarika@greenportfolio.co and cs@greenportfolio.co
We are looking for an experienced Company Secretary who will serve as a key support to the management team and ensure the organizations full compliance with regulatory frameworks In this role, you will be instrumental in overseeing our PMS, AIF, and Research Analyst compliance functions, working closely with senior leadership to ensure the company operates within all applicable SEBI regulations Youll play a critical part in maintaining high standards of corporate governance, ensuring timely regulatory fi lings, and offering legal and strategic advice when needed Min. experience: more than 2 years in this domain Qualification : Qualified Company Secretary Roles and Responsibilities: Establishing and monitoring the compliance framework under the SEBI (Portfolio Managers) Regulations, 2020 pertaining to DPMS, NDPMS & Advisory under PMS. Establishing and monitoring the compliance framework under the SEBI (Alternative Investment Fund) Regulations, 2012 for a Category III open ended AIF. Establishing and monitoring the compliance framework under the SEBI (Research Analysts) Regulations, 2014 Overseeing and complying with other applicable SEBI regulations like SEBI Insider Trading Regulations for building an effective compliance culture across numerous licenses within the organisation. Co-ordination with the Board of Directors, management, registrar, transfer agents (RTA), stock exchanges and shareholders. Maintenance of all statutory records, dealings, commercials, etc. adhering to regulatory requirements. Proactively track policies, regulatory, or statutory changes and build appropriate compliance processes and seek timely approvals and uploading of the same on the Companys website. Provide legal, fi nancial and strategic advice as required and liaise with external regulators and advisers such as lawyers and auditors. Maintenance of compliance calendar and preparation of MIS for regulatory compliances for Board Reporting.
About the role We’re looking for a creative and enthusiastic Social Media Executive to join our marketing team. This is an exciting opportunity for someone at the start of their career who loves content, trends, and understands how to engage people online. What You’ll Do: Assist in planning and executing content for platforms like Instagram, LinkedIn, Twitter, YouTube, etc. Coordinate with design and content teams to deliver high-quality posts and creatives Track platform analytics and share weekly engagement reports Stay on top of social trends, reels, and formats that resonate with our audience Respond to DMs, comments, and engage with the community Support social media campaigns, contests, and collaborations Must Haves: 0–1 year of experience in social media or content-related roles (internship experience counts!) Managed social media accounts during college through clubs, societies, or internships (brownie points for growing the channel) Someone chronically online. Screen times on social media apps that would have your parents concerned. You understand the latest trends, audios, and can translate them into ideas that work for our brand Familiar with tools like Canva, Meta Business Suite, Buffer, or similar schedulers Easy to coach, eagerness to learn and someone who takes initiative Good to have (not mandatory): An understanding of the stock market/investing space. Even better if you are an avid investor. You follow the news updates and open your portfolios every 3 hours This role would be ideal for someone at the intersection of finance and marketing.
About the role We are looking for a detail-oriented and analytically strong Equity Research Analyst to join our research team. The ideal candidate will have a passion for financial markets, excellent modeling skills, and the ability to generate insightful research on companies and industries. Key Responsibilities Conduct detailed research and analysis of companies, industries, and sectors to identify investment opportunities. Build and maintain financial models, forecasts, and valuation analyses. Track company performance, earnings, management commentary, macroeconomic developments, and policy changes impacting portfolios. Generate and present investment ideas and recommendations to support portfolio decision-making. Prepare high-quality research reports, investment notes, presentations, and market performance summaries. Collect, consolidate, and interpret company and industry data for internal and external use. Interact with clients, providing updates, views, and insights on covered companies and sectors. Collaborate with portfolio managers and investment teams to align research with portfolio strategies. Mentor and guide junior analysts, reviewing their work and supporting their development. Participate in client meetings, webinars, and conferences to represent the firm’s research perspective. Requirements 2–4 years of equity research experience, preferably with exposure to multiple sectors. Strong expertise in financial modeling, valuation, and earnings forecasting. Solid understanding of Indian capital markets, SEBI regulations, and global investment trends. Excellent analytical, problem-solving, and critical thinking skills. Strong writing and communication skills with the ability to simplify complex insights. CFA/CA/MBA (Finance) or equivalent qualification preferred.
Role Objective: To support the Compliance Officer in ensuring adherence to SEBI regulations (PMS, RA, AIF) and provide secretarial assistance for smooth functioning of compliance and governance processes. Key Responsibilities: Assist in regulatory filings, record-keeping, and compliance checklists under SEBI guidelines. Maintain and update investor documents, agreements, registers, and compliance trackers. Draft, file, and organize compliance-related correspondence, minutes of meetings, and audit documents. Prepare reports/MIS for internal use and support responses to SEBI/auditors. Provide secretarial assistance — scheduling meetings, preparing agendas, drafting minutes, coordinating with stakeholders. Keep track of circulars, regulatory updates, and timely reminders for filings/renewals. Skills & Qualifications: 0–2 years of experience in compliance/secretarial support, preferably in financial services. Graduate in Commerce/Law/Finance; NISM certifications preferred. Basic understanding of SEBI regulations (PMS, RA, AIF). Good documentation and communication, drafting, and organizational skills. Proficiency in MS Office and comfort with regulatory reporting formats.
About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house 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 August 2023 are north of $100 million. We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities. About the role We seek a dynamic and experienced Wealth manager to join our esteemed financial advisory team at Green Portfolio This role focuses on our new Shariah-compliant offerings. As a wealth manager, you will guide and support our clients in achieving their financial objectives. Responsibilities Building and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions. Engage with prospects interested in Portfolio Management Services (PMS) and Smallcase investments through various channels, including phone calls, messaging, or in-person meetings, Drive revenue growth by expanding client base, increasing assets under management, and cross-selling additional financial products and services. Developing and managing customized investment portfolios for client ensuring alignment with their risk tolerance, financial objectives, and market conditions. Conducting in-depth analysis of market trends, economic conditions, and investment opportunities to provide informed recommendations to clients. Working closely with other wealth managers, analysts, and support staff to deliver superior client service and achieve team objectives. Identifying and pursuing new business opportunities, including networking Qualifications 1-3 years of experience in Portfolio Management Services (PMS) with a solid understanding of various investing avenues and financial instruments. Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele. Graduation in finance, accounting, or economics is preferred. Excellent communication skills are essential for this client-facing role. While prior experience in PMS is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory. Benefits Competitive salary package with performance-based incentives. Opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors. Ongoing professional development and training opportunities to enhance your skills and knowledge in finance. Collaborative and supportive work environment with opportunities for career growth and advancement.
Company Description Green Portfolio, registered under SEBI, is a rapidly growing Portfolio Management and Research Analyst company focused on Indian equity markets. We cater to both portfolio management services (PMS) and investment advice to retail clients globally, with AUM and AUA exceeding INR 380 Crores as of April 30th. Our team, led by co-founders CA Anuj Jain and CA Divam Sharma, comprises analysts with globally recognized finance qualifications. We take pride in delivering consistent returns and being one of the leading PMS providers in the country. Role Description This is a full-time internship on-site role based in Gurugram for a Social Media Marketing Intern. The intern will be responsible for creating, managing, and executing social media content across various platforms, assisting in digital marketing campaigns, and monitoring social media trends. Additionally, the intern will engage with the audience, analyze performance metrics, and collaborate with the marketing team to enhance our social media presence. Qualifications Skills in Social Media Marketing and Social Media Content Creation Experience in Digital Marketing and Marketing Strong Communication skills Excellent written and verbal communication skills Ability to work collaboratively and in a fast-paced environment Pursuing a degree in Marketing, Communications, or a related field Knowledge of finance and investment industry is a plus
Role Objective: To support the Compliance Officer in ensuring adherence to SEBI regulations (PMS, RA, AIF) and provide secretarial assistance for smooth functioning of compliance and governance processes. Key Responsibilities: Assist in regulatory filings, record-keeping, and compliance checklists under SEBI guidelines. Maintain and update investor documents, agreements, registers, and compliance trackers. Draft, file, and organize compliance-related correspondence, minutes of meetings, and audit documents. Prepare reports/MIS for internal use and support responses to SEBI/auditors. Provide secretarial assistance scheduling meetings, preparing agendas, drafting minutes, coordinating with stakeholders. Keep track of circulars, regulatory updates, and timely reminders for filings/renewals. Skills & Qualifications: 02 years of experience in compliance/secretarial support, preferably in financial services. Graduate in Commerce/Law/Finance; NISM certifications preferred. Basic understanding of SEBI regulations (PMS, RA, AIF). Good documentation and communication, drafting, and organizational skills. Proficiency in MS Office and comfort with regulatory reporting formats.