Your wealth has a goal. Time to build the roadmap.

A curated basket of mutual funds built around clear, actionable, and achievable milestones. Define your goal. Pick your number. We handle everything in between.

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Shariah Compliant Investing
₹1000 Cr+
AUM
65,000+
Investors
★ 4.4
on Google

What is your portfolio goal
for the next 5 years?
If you hesitated, this is for you.

You have SIPs running. Funds accumulating. Money going out every month.
But if someone asked you right now what your portfolio is worth in 7 years, you would not have an answer. Not because you are not trying. Because nobody helped you build toward a number.

That is the gap. And that is exactly what The Wealth Roadmap is built to close.

Find My Roadmap

Sounds like you? Watch this.

One Roadmap changes the whole game.

Not because it picks better funds. Because it gives every rupee a destination.

roadmap correct

You stop switching
funds on instinct

because you know what you own and why.

roadmap correct

You stop checking
your NAV every day

because you trust the process behind it.

roadmap correct

You stop wondering if
you are doing this right

because you can see exactly where you are headed.

Find My Roadmap

What is your goal amount?

Pick your milestone and see what it takes to get there.

What is your goal amount?

Pick your milestone and see what it takes to get there.

Select your milestone

₹10 L
3 Years
10.0%

Monthly Investment Required

₹27.57 K

to reach ₹25.00 L in 3 years

More Info
Your goal ₹25,00,000
Existing corpus ₹10,00,000
Gap to close ₹11,51,818
Total contribution ₹9,92,428
Returns doing the work ₹1,59,390
Indicative figures based on assumed returns. Actual returns may vary. Mutual fund investments are subject to market risks.

What goals do you want to achieve in life?

Pick your milestone. Every goal has a number behind it.

₹25 Lakh
₹1 Crore
₹5 Crore

Most fund selectors look at what a fund returned.

We look at what it owns.

01

Fund-Level Diligence

Strategy consistency. Fund manager track record. Expense ratio. Risk-adjusted returns across full market cycles. Not just last year's performance.

02

Stock-Level Scoring OUR EDGE

Every listed Indian stock scored across 18 parameters covering financial strength, competitive positioning, valuation, and forward gfs-itemth outlook. We verify what the fund actually owns.

03

Dual-Layer Filtering

A fund must pass both filters. Strong management and strong underlying businesses. Most fund selectors stop at one.

04

Milestone-Matched Construction

The ₹25L portfolio is not the ₹5Cr portfolio. Each Roadmap is built for its stage. Growth posture shifts to resilience as the milestone scales.

05

Rules-Based Rebalancing

Changes are process-triggered, not emotion-triggered. Low churn. Minimal tax drag. Compounding stays uninterrupted.

Investors who made the shift.

★ ★ ★ ★ ★

"Before GP Roadmaps, I had 7 SIPs with no idea what I was building toward.

Now I know my target, my timeline, and I have not changed a fund in 14 months."

Professional
Salaried Professional
₹25 L Roadmap
★ ★ ★ ★ ★

"I had 11 funds and zero clarity on whether any of them were doing their job.

Down to 4 funds. My portfolio finally makes sense to me."

Business Owner
Business Owner
₹1 Cr Roadmap
★ ★ ★ ★ ★

"I kept second-guessing every market move and making reactive changes.

The process removes the emotion. I review once a year and trust it completely."

Senior Executive
Senior Executive
₹5 Cr Roadmap

Four steps from scattered to on track.

01

Pick Your Milestone

₹25L, ₹1Cr, or ₹5Cr. The number you are actually building toward.

02

Set Up Your Investment

Your money goes into your own account, under your own name. Simple, transparent, and fully in your control.

03

We Watch. You Live.

We monitor drift, track performance, and act when the process calls for it. You do not need to watch the market.

04

Review Once a Year.

One annual check. No constant tinkering. Just compounding doing its job.

Find My Roadmap

Still thinking about it?

Here is some clarity.

Green Portfolio Roadmaps is a set of milestone-based mutual fund baskets built by Green Portfolio. Instead of picking funds randomly or stacking SIPs without a plan, each Roadmap gives you a focused portfolio designed around a specific wealth target — ₹25 Lakh, ₹1 Crore, or ₹5 Crore. You invest via a simple SIP, and we handle fund selection, monitoring, and rebalancing.

There are three Roadmaps, each built for a different stage of wealth creation:
  • Roadmap to ₹25 Lakh (Start Right): High-growth, SIP-first portfolio for investors beginning their journey. Horizon: 5–7 years.
  • Roadmap to ₹1 Crore (Build a Core): Balanced growth with more structure and diversification for investors ready to build a serious core portfolio. Horizon: 7–10+ years.
  • Roadmap to ₹5 Crore (Scale with Guardrails): Resilience-first portfolio for disciplined investors scaling meaningful capital while protecting progress. Horizon: 10+ years.

When you buy funds on your own, you end up with a collection — not a portfolio. There is no milestone connecting them, no review process, and no one watching for drift. A Roadmap gives you a defined target amount, a focused set of funds chosen through a dual-layer evaluation process, and ongoing monitoring so that your portfolio stays aligned with its stated objective.

No. Roadmaps is a mutual fund basket (smallcase) — a curated combination of existing mutual fund schemes bundled together with a specific allocation strategy. You invest directly into the underlying mutual funds. Green Portfolio selects, allocates, monitors, and rebalances the basket.

Green Portfolio is a SEBI-registered investment management firm offering professionally managed portfolios across three regulated verticals:
  • Research Analyst (RA): SEBI Registration No. INH100008513
  • Portfolio Management Service (PMS): SEBI Registration No. INP000006022
  • Alternative Investment Fund (AIF — Category III): SEBI Registration No. IN/AIF3/25-26/1774
Our core strength is equity research — we rank the entire universe of Indian listed stocks across 18 parameters, which forms the foundation of our fund selection process for Roadmaps. The Roadmaps mutual fund baskets are offered under our Research Analyst license via the smallcase platform.

It depends on where you are in your investing journey, not just where you want to go:
  • ₹25 Lakh is ideal if you are starting out, want your first meaningful financial milestone, and can commit to a 5–7 year horizon with higher volatility.
  • ₹1 Crore is for investors who already have some investments but want a cleaner, more structured core portfolio over a 7–10+ year horizon.
  • ₹5 Crore is for investors with significant existing capital who want to scale further with discipline and downside management over 10+ years.

The three Roadmaps are designed as stages — Start, Build, Scale. While you can subscribe to more than one, most investors will find that one Roadmap matches their current financial stage. You can progress to the next Roadmap as your wealth grows.

If your current portfolio feels cluttered — too many funds, no clear goal, no review process — the ₹1 Crore Roadmap is designed specifically for you. It helps you move from scattered SIPs to a focused, milestone-driven core portfolio. The ₹5 Crore Roadmap is better suited if you already have meaningful capital accumulated and want a resilience-first approach to scaling further.

Yes, if you can consistently commit to the minimum SIP amount and have a 5–7 year horizon. The ₹25 Lakh milestone is designed to be achievable through disciplined monthly investing. However, if the minimum SIP feels like a stretch on your current income, it may be better to wait until your earning capacity allows comfortable consistency — because stopping a SIP midway is more costly than starting one later.1

Each Roadmap's fund mix reflects its stage in the wealth-building journey:
  • ₹25 Lakh: The portfolio leans towards higher-growth categories because at this stage, time is on your side and the priority is building momentum. A small allocation towards stability ensures the ride is not reckless.
  • ₹1 Crore: The portfolio balances growth with broader diversification — including asset classes beyond pure equity — because at this scale, structure matters as much as returns. The goal is to compound through full market cycles, not just the good ones.
  • ₹5 Crore: The portfolio shifts towards resilience and capital protection, with the largest allocation in categories designed to manage downside risk. Growth is still present, but the emphasis is on not letting one bad decision undo years of compounding.
The specific funds and their weightages are part of the research-backed portfolio you get access to upon subscribing.

Each Roadmap contains a deliberately lean set of 4–5 funds. This is intentional — a clutter-free portfolio is easier to monitor, reduces overlap, minimises churn, and keeps tax impact low at exit. Every fund has a specific role; there is no dead weight.

We use a dual-layer evaluation process:
  • Layer 1 — Fund-level evaluation: We assess each fund's core strategy, manager track record, expense ratio, portfolio turnover, and risk-adjusted performance metrics like Sharpe ratio and rolling returns.
  • Layer 2 — Stock-level scoring: We independently score every stock in the Indian listed universe across 18 parameters covering historical performance, competitive positioning, financial strength, valuation, and growth outlook. We then evaluate what each fund actually owns at the stock level — not just what it returned.
This dual-layer approach is our edge. We do not pick funds based on star ratings or past returns alone.

The 18 parameters span five broad categories: historical financial performance, competitive positioning within the industry, balance sheet and financial strength, valuation comfort relative to peers, and forward-looking growth outlook, sector strength just to name a few, we rely on a total of 18 factors for the complete model. This is a proprietary scoring framework built specifically for rigorously scoring mutual funds not just based on past returns but also based on the underlying asset quality which will determine the future of these returns.

Rebalancing happens on a rules-based, process-driven schedule — not in reaction to short-term market movements. Changes are made only when our framework signals the need, which keeps churn low and tax drag minimal. The ₹25 Lakh Roadmap follows an annual or trigger-based cadence. The ₹1 Crore and ₹5 Crore Roadmaps similarly use rules-based rebalancing with preservation becoming a higher priority at scale.

When you subscribe through smallcase, rebalancing updates are pushed to you. You will receive a notification to apply the changes with a single click. The process is designed to be seamless. Each Roadmap uses a different mix based on its stage:
  • ₹25 Lakh: Emphasises Small Cap and Mid Cap funds for growth, with Flexi Cap and Multi-Asset allocation for some stability.
  • ₹1 Crore: Includes Large & Mid Cap, Small Cap, Aggressive Hybrid, Gold ETF, and International funds for balanced diversification.
  • ₹5 Crore: Focuses on Flexi/Value funds, Balanced Advantage (largest allocation), Metal, and International funds for resilience and downside protection.

All three Roadmaps are available as mutual fund baskets on the smallcase platform. You can subscribe directly through the Green Portfolio smallcase page. Investment happens via SIP into the underlying mutual fund schemes.

The minimum SIP amount for each Roadmap is not set by Green Portfolio or smallcase — it is determined by the underlying mutual fund schemes included in the basket. Each mutual fund scheme has its own minimum SIP amount as specified in its Scheme Information Document (SID). When you start a SIP in a Roadmap, the platform calculates the minimum based on the combined minimums of all the constituent funds and their respective weightages in the basket.

Similar to SIPs, the minimum lump sum (or "invest more") amount is also governed by the individual mutual fund schemes in the basket, not by Green Portfolio. Each scheme's SID specifies its own minimum additional purchase amount. The total minimum you see on the product page reflects the combined requirement across all funds in the Roadmap at their assigned weightages.

Because each Roadmap contains a different set of mutual fund schemes with different weightages. Since minimums are derived from the underlying schemes' SIDs, the combined minimum will naturally vary depending on which funds are in the basket and how much weight each fund carries.

Yes. The minimum is a floor, not a ceiling. You can invest any amount above the minimum. In fact, increasing your SIP amount over time — as your income grows — can meaningfully accelerate your progress toward your milestone.

The Roadmap to ₹25 Lakh is designed as a SIP-first product — consistent monthly investing is the core discipline. The ₹1 Crore and ₹5 Crore Roadmaps may accommodate investors with existing capital who want to combine a lump sum with ongoing SIPs, especially since compounding on an existing corpus plays a significant role at those milestone levels. Lump sum minimums are also determined by the underlying fund schemes.

Returns depend on market conditions and are not guaranteed. Each Roadmap is constructed with an internal expected CAGR based on the historical performance characteristics of its fund categories, but these are working assumptions used for portfolio design — not promises. Equity investments are subject to market risk, and actual outcomes will vary.

  • ₹25 Lakh: 5–7 years (illustrative)
  • ₹1 Crore: 7–10+ years
  • ₹5 Crore: 10+ years
These are planning horizons, not lock-in periods. You can exit at any time, but the portfolio strategy is optimised for investors who can stay invested through full market cycles over these durations.

The ₹25 Lakh Roadmap carries an aggressive risk posture — it is built for growth over 5–7 years and will experience equity-like volatility. The ₹1 Crore Roadmap is moderately aggressive with more diversification. The ₹5 Crore Roadmap is resilience-first but still equity-oriented. If you need capital safety or guaranteed returns, or if your investment horizon is under 3 years, Roadmaps may not be the right fit.

SIPs are designed to work through market cycles. When markets fall, your SIP buys more units at lower prices — this is rupee cost averaging. The portfolio is built to be held through volatility, not reacted to. Green Portfolio monitors the portfolio and acts only when the process calls for it, so you are not making emotional decisions during downturns.

There is no lock-in. You can stop your SIP or redeem your investments at any time, subject to any applicable exit loads or tax implications on the underlying mutual fund schemes. However, Roadmaps are designed to work best when held over the stated horizon — early exits reduce the probability of reaching your milestone.

Roadmaps operate on a subscription pricing model with flexible plan options (quarterly, semi-annual and annual plans). Pricing details are available on each Roadmap's product page on the smallcase platform. The Annual plan is priced at ₹1800 per year.

Your subscription covers: a researched, milestone-aligned portfolio of mutual funds; ongoing monitoring of performance, allocation drift, and risk signals; rules-based rebalancing when the process calls for it; and access to portfolio updates. You get a managed system — not just a list of funds.

Yes. The subscription fee is what you pay Green Portfolio for research, portfolio construction, and monitoring. The expense ratio is charged by the mutual fund houses on the underlying schemes. Both are standard in managed portfolio products.

All Roadmap baskets invest in direct mutual fund plans. This means there is no distributor commission embedded in the expense ratio of the funds you hold. Direct plans have a lower expense ratio compared to their regular counterparts, and over a long investment horizon, this difference compounds meaningfully in your favour.

The expense ratio difference between a direct and regular plan of the same scheme typically ranges from 0.5% to 1% per year. While that may sound small, over a 7–10 year SIP journey, it can translate into a difference of several lakhs in your final corpus. By using direct plans, more of your money stays invested and compounds for you — not paid out as distribution commissions.

In a regular plan, you pay a higher expense ratio because the fund house pays a commission to the distributor from it — you just never see it as a separate line item. With Roadmaps, you invest in lower-cost direct plans and pay a transparent subscription fee to Green Portfolio for research, portfolio construction, and ongoing monitoring. The net cost to you is typically comparable or lower than a regular plan, with the added benefit of knowing exactly what you are paying for and to whom.

Green Portfolio continuously monitors the portfolio behind the scenes — tracking performance, allocation drift, and risk signals. From your end, the portfolio is designed for an quarterly review cadence. You do not need to check daily or make reactive decisions. We stay engaged so you do not have to.

Yes. You will receive periodic updates on portfolio performance and any rebalancing actions through the smallcase platform. The goal is to keep you informed without overwhelming you — structured updates, not daily noise. Simply click on “login to invest” on greenportfolio.smallcase.com

Rebalancing is rules-based and process-driven. Triggers include significant allocation drift from the target weights, material changes in a fund's strategy or management, or signals from our dual-layer evaluation framework. We do not rebalance based on short-term market movements, news cycles, or performance chasing.

All three Roadmaps are hosted on the smallcase platform. You can track your portfolio, view fund-wise allocation, and apply rebalancing updates directly through the smallcase app or website. Product links: Simply click on login to invest on any of these pages if you are already susbcribed and want to access your investing dashboard.

No. Since Roadmaps invest in mutual fund schemes (not stocks), you do not need a demat account. You invest through the smallcase platform, which connects to your mutual fund folios directly.

Yes. The milestone-based structure means your progress is measured against a defined target — ₹25 Lakh, ₹1 Crore, or ₹5 Crore — rather than an abstract benchmark index. This makes it easy to see where you stand and how far you have to go.

Yes. Green Portfolio is registered with SEBI across three verticals:
  • Research Analyst (RA): Registration No. INH100008513
  • Portfolio Management Service (PMS): Registration No. INP000006022
  • Alternative Investment Fund (AIF — Category III): Registration No. IN/AIF3/25-26/1774
The Roadmaps mutual fund baskets are offered under the Research Analyst license. All fund recommendations are made within the SEBI regulatory framework.

No. All return figures mentioned are illustrative and assumption-based. Mutual fund investments are subject to market risks. Past performance does not guarantee future results. Please read all scheme-related documents carefully before investing.
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