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Samvat 2082 Fundamental

Invest smartly in gold, silver & India’s growth story this Samvat.

Suitable For

Beginner Investors

Subscription Period

Limited Time

Min. Investment

₹19,477

Recommended Investment

Upto 2 Lacs

1W CAGR

1.43%

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Performance
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FAQs

Performance

Current value of ₹ 100 invested at inception would be:

₹ 101.43

₹ 100.76

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

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About this smallcase

Why should you invest in this smallcase?

The Samvat 2082 Portfolio is a smarter way to invest in gold, silver, and India’s growth story — all within one thoughtfully balanced framework. Designed for the festive and forward-looking investor, it blends growth-oriented opportunities with the stability of time-tested asset classes to create a well-rounded, modern wealth strategy.

Through digital exposure to gold and silver ETFs, investors can participate in precious metals’ price appreciation without the hassles of storage, making charges, or liquidity concerns. Combined with carefully selected equities, the portfolio delivers a unique mix of growth and protection, reflecting a smarter, more efficient way to diversify.

Built for those who seek stability with upside, the portfolio captures opportunities from India’s structural growth while preserving capital through precious metal exposure. It’s an investment approach that reflects the spirit of Samvat — renewal, prosperity, and disciplined investing.

Highlights:

  • Diversified mix of equities and precious metals.
  • Balanced exposure to cyclical and structural growth themes.
  • Need-based rebalances to stay aligned with opportunities.
  • Ideal 2–3 year horizon for capital appreciation with stability.
  • Recommended investment size: up to ₹2 lakhs.
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Subscription Plans

Subscribing to this smallcase will give you access to the stocks in the model portfolio of this strategy, as well as access to timely rebalance updates and stock alerts. If you still have questions, feel free to reach out to us.

Why This Pricing?
₹1,199₹999

12 Months

₹ 83 / mo

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FAQs

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Green Portfolio. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

By subscribing to a smallcase, you get access to the stocks and weights that are within the portfolio, since we are integrated with 16 of the major brokers in the country, the process of investing in the portfolio, rebalancing in a timely manner, as well as topping up becomes super easy and a one click process. Subscription is a fixed cost regardless of the amount that you choose to invest in the smallcase.

Taxes for smallcases of stocks follow the same guidelines as for individual equities. Short-term capital gains tax of 15% applies to stocks sold within 12 months, excluding losses. Long-term capital gains tax of 10% applies to stocks sold after 12 months with gains exceeding Rs. 1,00,000, effective from April 1, 2018. For more information, please refer to the FAQs provided by the Central Board of Direct Taxes - http://incometaxindia.gov.in/News/FAQ-on-LTCG.pdf.

Dividends are taxed in the hands of recipients at their applicable rates.

Green Portfolio smallcases are currently available on several brokers including Alice blue, Angel One, AxisDirect, Nuvama, Groww, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, Trustline, Upstox, Zerodha, 5 paisa, ICICI direct, Dhan, Fundzbazar, and Fisdom. To explore and invest in smallcases, you can log in to your existing account with any of these brokers or open a Demat & trading account with them.

You can schedule a one-on-one meeting with our team and clear all your doubts by scheduling a call here.

You can find the refund policy here.
Investment Performance

Principal Amount

₹

Duration

Gold

Bank FD

Equity Smallcap

Samvat 2082 Fundamental

Samvat 2082 Fundamental

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