Green Lantern Capital PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 21, 2022Green Lantern Capital is a recently emerged Portfolio Management Services Provider incorporated in the form of an LLP.
The entity serves its customers with deep research and flexibility-oriented services and follows a risk-conscious investment approach.
The combined experience of all of its team is of over 80 years; they have brought their skills and expertise to the table and are integrating their unique skillset to make this organization helpful and successful.
Green Lantern Capital PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Green Lantern Capital Portfolio Management Services –
Green Lantern Capital PMS Ratings | |
Returns Performance | 3.8 / 5 |
Services | 3.9 / 5 |
Charges | 3.8 / 5 |
Experience | 3.1 / 5 |
Strategies | 3.2 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.9 / 5 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of Green Lantern Capital PMS broking house in every field.
Overview of Green Lantern Capital Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Abhishek Bhardwaj, Anuraj Jain, Nilesh Doshi |
Yr. of Establishment | 2017 |
Green Lantern Portfolio Management Services comprises varied facilities aimed at making customers’ portfolios efficient and filled with growth prospects.
The outcomes of their portfolio funds are impressively stunning. The company is offering its services under distinct forms and provides sufficient flexibility in its functions.
Green Lantern PMS is led under the guidance of Mr. Abhishek Bhardwaj, Mr. Anuraj Jain, and Mr. Nilesh Doshi. The team strives to create long-term value for the stakeholders’ funds.
Green Lantern Capital LLP on three organizational pillars known Pedigree, Competency, and Integrity.
They take great pride in the wide experience urged from working in the financial market, their understanding of the market cycle, emerging trends, in-depth understanding of Indian companies, business, and so on.
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Types of Green Lantern Capital PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
Offering both Discretionary and Non- Discretionary portfolio management services, Green Lantern invites every investor looking for discreet instructional guidance or just a recommendation supply to associate and invest with it for the long run.
Investors looking to build their wealth can entrust this entity with their funds and relax while Green Lantern extracts investible gems from the market.
Green Lantern Capital PMS Fund Managers Details
Fund Manager’s Details | |
Name | Abhishek Bhardwaj, Anuraj Jain, Nilesh Doshi |
Experience | 19-30 Years |
Highest Qualification | CA |
AUM (in Cr.) | Approx 76.72 Cr. |
Number of Clients | 37 |
Investment Tenure | Minimum 3-5 yrs. |
Nilesh Doshi
A B.Tech Chemical Engineer from IIT Bombay, Nilesh Doshi is among the highest-valued gem of the company. He possesses experience of over 30 years of working with some of the esteemed Indian companies, including Praxair, Pidilite, and Floatglass India.
Before accompanying other directors in this venture called Green Lantern Capital, Nilesh Doshi also worked with Techno Shares & Stocks, Edelweiss Financial, and Way 2 Wealth Brokers.
Through his long years of work in the market, he discovered his passion for investment research and developed commendable skills for identifying macroeconomic trends.
Abhishek Bhardwaj
Abhishek Bhardwaj is a Chartered Accountant who gathered his expert eye for the equity market while working with Heritage Capital (FII), Reliance Mutual Fund, Star Union Dai-Ichi Life and Care Ratings, and Monsoon Capital (FII).
He brought his keen observance and attention to detail to the table. His valuable and insightful understanding of financial documents and balance sheets offers a credible view of the right set of assets to invest in.
Anurag Jain
Another macro-economy expert of Green Lantern PMS is Mr. Anurag Jain. With a strong grasp of 20+ years of experience in the financial and equity market, he has developed a superior understanding of the economic and business cycles.
He served Canara HSBC OBC Life Insurance as the Chief Investment Officer and led investment managers. The funds under his leadership delivered returns higher than expectations.
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Green Lantern Capital PMS Strategies
Strategies | |
Green Lantern – Alpha Fund | LARGE & MIDCAP |
Green Lantern – Growth Fund | SMALL & MIDCAP |
Green Lantern Capital LLP has formed two portfolio plans under which it combines equity assets from diverse sectors and forms an effective set to reap the best results in favor of the investors. These portfolios are:
- Green Lantern – Alpha Fund
- Green Lantern – Growth Fund
Green Lantern – Alpha Fund
This is a multi-cap portfolio strategy where effective weightage is given to every cap, whether it is small-cap, mid-cap, or large-cap.
The entity aims at allocating the funds efficiently so as to produce the highest returns in the long run and help them create wealth.
This portfolio comprises 20 to 25 stocks and has verified high return-generating potential.
Green Lantern – Growth Fund
The portfolio mainly emphasizes mid-small cap companies to generate superior risk-adjusted returns. Long-term investment prospects range from three to five years, where investment is made in industry-leading companies for earning well.
The portfolio structure is formed from up to 30% of large-cap stocks, leaving the major proportion for mid and small-cap stocks. And at times, the portfolio comprises only mid and small-cap companies.
Green Lantern Capital PMS Returns / Performance
Strategy | Green Lantern – Alpha Fund | Green Lantern – Growth Fund | |
Category | LARGE & MIDCAP | SMALL & MIDCAP | |
Return (CAGR) | 1M | -2.20% | -0.25% |
3M | 13.59% | 15.28% | |
6M | 10.51% | 19.81% | |
1Y | 9.26% | 16.75% | |
2Y | 40.21% | 65.91% | |
3Y | NA | 36.91% | |
5Y | NA | NA | |
Since Inception | 33.41% | 14.33% | |
Inception Year | Feb, 2020 | Dec, 2017 |
With the wide experience and diversity in the fields of senior management, Green Lantern Capital has a grip over every factor, be it research, financial aspects, or return generation.
The company has created multiple products to serve the customers, and their return ranges are impressively high. The company follows deep research and a risk-conscious investment approach lowering the failure possibilities.
The Alpha fund of the company was able to secure up to 33.41% returns since inception, whereas the Growth Fund delivered about 14.33%.
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Green Lantern Capital PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
Green Lantern has multiple types of investment plans for customers to start their adventure in the investment market.
A portfolio leverages an individual to invest in multiple security from one source. They can choose the quantum and the proportion of each of the assets included.
With Green Lantern Capital, one can invest through Bronze, Silver, Gold, and Platinum plan. Such wide variety facilitates convenient investment with leverage to the type of security.
Green Lantern Capital PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
Green Lantern PMS allows customers to pick any form of charge for their services. They can choose the prepaid commission, volume percent commission, or profit-sharing commission.
Green Lantern has divided its services into varied categories and charges accordingly. These diversions allow the entity to stay relevant and not overcharge any customer.
Green Lantern Capital PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.4% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.1% of Investment |
Investment – 5 Cr. Plus | 1.2% of Investment |
The prepaid commission is a charge charged as a percentage of the investment. For investments ranging between 25 lakhs to 50 lakhs, and for investments higher than five crores, Green Lantern PMS Prepaid Commission is 1.2% of the investment.
You can check the commission percentage and their respective quantum from the table drawn here.
Green Lantern Capital PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.12% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.14% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.11% of the Total Transaction Volume |
The next commission is the Volume percentage. This commission is charged on the total transaction value. The company has led down different percentage values for the different transaction value categories.
These volume percent commissions include 0.11%, 0.12%, 0.14%, and 0.15% of the total transaction value. The commission is charged for any amount from 25 lakhs to any sum higher.
Green Lantern Capital PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 18% of Profit |
Profit Amount – 5L – 10L | 16% of Profit |
Profit Amount – 10L – 50L | 13% of Profit |
Profit Amount – 50L Plus | 13% of Profit |
Green Lantern levies a commission on the profits. These commission % are reduced with the rising profits. The profit commission starts at 18% and can go down upto 13% of the profits.
Profit commissions could be seen as an incentive for the portfolio management service provider for their endeavors and contribution in making the funds rise to such extents.
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Green Lantern Capital PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.25% – 2.25% of Asset Value |
Brokerage Charges | 0.02% – 0.06% of Total Transaction Value |
Custodian Charges | 0.25% – 0.45% of Asset Value |
Depository Charges | 0.25% – 0.35% of Asset Value |
Exit Load – within 12 months | 1.5% – 2.5% of Withdrawal Value |
Exit Load – post 12 months | Free |
The table given briefly lays out all the charges levied by Green Lantern Capital LLP. These charges are categorized, and their sum also depends upon values taken as the base for the charges.
These charges include Upfront fees, brokerage charges, depository charges, custodian charges, and so on. Green Lantern is an efficient portfolio manager and does not levy undue charges.
Green Lantern Capital PMS Benefits
Benefits / Advantages | |
Top-up Facility | Yes |
Back office Reports | Yes |
Email Update | Yes |
SMS Update | Yes |
Watsapp Update | No |
Portfolio View | Yes |
Detailed View | Yes |
Flexible Commission Model | Yes |
Flexible Investment Plans | Yes |
Massive Experience | Yes |
A portfolio manager becomes efficient when their customers’ funds are growing as planned or, even better, at a scale larger than anticipated.
Green Lantern Capital curated flexible portfolios to serve this purpose. Stocks from different segments are added to the portfolio to generate superior risk-adjusted returns.
The customers can outreach to the entity through Back-office reports and email updates to stay in touch with their investment’s progress in real-time.
Green Lantern Capital PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
The means of communication for the customers placed by Green Lantern to support the unhindered resolution of queries and grievances are Call support, Email support, and WhatsApp support.
These are some of the fastest means. Chat support feature is yet to be incorporated and notified. Further, customers can also go to the Relationship Manager Support for their requirements.
Green Lantern Capital PMS Conclusion
Green Lantern Capital LLP is a portfolio manager with a combined experience of over 80 years.
They have formulated multiple portfolio products where the customers can leverage flexibility in every form, investment quantum, type of plan, etc. The portfolios have successfully delivered returns more than the expected range.
Long-term investments are generally useful for wealth creation, and Green Lantern navigates its endeavors in the same direction.
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