Bespoke Shariah Compliant, Ethical & Halal Smallcase by Prosperia
Bespoke Shariah Compliant, Ethical & Halal Smallcase by Prosperia
Prosperia - Your Ethical Wealth Broker Introducing
Prosperia - Your Ethical Wealth Broker Introducing
in partnership with Green Portfolio.
Now invest in a shariah smallcase portfolio in one click
Why should you invest in this smallcase?
At Prosperia, We blend ethical investment principles with modern financial strategies to offer you a diverse range of wealth-building opportunities. We prioritize your financial growth while adhering to the ethical and Shariah principles. Hence, This Portfolio is exclusively for Prosperia Clients. Flexi-cap portfolio that invests in 15-20 value and growth stocks based on Shariah Principles of Investing.
Features
- Philosophy is to invest in growing Shariah compliant businesses, having strong management, strong fundamentals and comfortable valuations
- Exposure to a larger universe of shariah-compliant companies with benefits of diversification and higher returns.
- If a stock is reported non-compliant, we ensure that the portfolio gets updated in the upcoming rebalance.
- Dividend purification notification is sent to all investors on a periodic basis
Growth Drivers
- Import substitution beneficiaries.
- Supply chain re-shoring (China Plus One) beneficiaries
- Manufacturing Oriented companies, from India for the World.
- Beneficiaries from infrastructure creation and related growth
- Consumption growth beneficiaries from aspirational middle class
Recommendations
- Keep an investment horizon of 2-3 years for capital appreciation.
- Rebalance schedule is quarterly
- Recommended investment amount upto 25 Lakhs
How the Portfolio is Aligned with Islamic Investment Principles
Investing in a Shariah-compliant Smallcase ensures that your portfolio adheres to Islamic finance principles, which prioritize ethical and halal investing. These principles are guided by Shariah law, which prohibits investing in businesses involved in activities such as alcohol, gambling, pork, and interest-based financial services.
Our Islamic Smallcase is carefully curated to include only those companies that align with these values, ensuring that every stock you invest in is free from activities deemed impermissible in Islam. Additionally, our investment strategy focuses on ethical business practices and excludes high-risk speculative trading. This approach ensures that your financial growth is not only profitable but also morally sound, providing peace of mind to those who value Islamic investment principles.
By adhering to Islamic finance principles, the portfolio aims to provide sustainable, long-term growth through sectors that are not only profitable but also socially responsible. This makes the Halal Smallcase an ideal choice for investors seeking financial returns while staying true to their faith.
Why Our Clients Trust Us
Hear the feedback of our clients and their Investment experiences with us.
About Green Portfolio
Green Portfolio is a SEBI registered
Portfolio Management Service (PMS) and Research Analyst (RA).
One of India's fastest growing Portfolio Management Company.
Green Portfolio is a SEBI registered Portfolio Management company and a Research Analyst focused on the Indian equity markets.
Alongside PMS, they have a vast network of investment advice-seeking retail clients across the globe. They are among the top 5 managers registered at smallcase.
Green Portfolio is proud to be one of the leading equity research house across the country with consistent returns.
PMS License No: INP000006022
RA License No.: INH100008513
Frequently asked questions
(FAQ)
What is Green Portfolio’s Investment Philosophy?
We believe in buying quality and growth companies at a reasonable price and adopt a dynamic allocation policy for funds (i.e. on a staggered manner) to avoid impact of major price fluctuations
What is a smallcase?
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.
Who can subscribe to these smallcases?
Green Portfolio decides who can invest in the smallcases created by them and can create two types of smallcases :
Exclusive smallcases : smallcases which require a subscription to Green Portfolio’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form. Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.
How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day – this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
Is it Compliance with Halal and Ethical Investment Standards?
The Ethical Smallcase complies with stringent halal and ethical investment standards, ensuring that your portfolio supports businesses that contribute positively to society. To maintain Shariah compliance, the portfolio undergoes continuous screening to avoid companies involved in non-halal industries, such as conventional banking, entertainment, or alcohol production.
Additionally, the portfolio adheres to ethical investment principles, meaning that companies engaged in exploitative or environmentally harmful practices are excluded. This focus on corporate responsibility and sustainability ensures that the Islamic Smallcase not only meets the spiritual requirements of halal investing but also supports companies making a positive impact on society.
Our compliance team works closely with Shariah scholars and financial experts to ensure that the Shariah-compliant Smallcase remains up-to-date with evolving Islamic finance standards, making it a reliable and ethical choice for investors.
Contact Us
Our expert team is always keen to help.
For any queries / suggestions, kindly give us a call, send us an email, or fill out the form below.
We are here to help with any questions or concerns you may have about our services.
For Queries : +91 – 72082 24880
Email : info@Prosperia.in
Add : Mira Road , Mumbai – 401107, Maharashtra.
