Founded in 2008 by two alumni of the Indian Institute of Management, Ahmedabad (IIM-A), The Green Umbrella Investment Advisory Pvt. Ltd. operates as a fee-only wealth management firm. The company is registered with the Securities and Exchange Board of India (SEBI) as an Investment Adviser. Its mission is to provide unbiased, research-based financial advice to help individuals, families, and trusts achieve their financial goals. They emphasize a client-centric approach, focusing on long-term financial well-being through services like financial planning, investment management, and retirement planning.

Founded in

India