quiz  FAQs

PMS is a professional financial service where a SEBI licensed portfolio manager manages your investments in equities, fixed income, structured products, and other securities on your behalf to meet your specific financial goals.

Green Lantern offers Discretionary PMS services (DPMS), where the choice as well as the timings of the investment decisions shall be solely with the Portfolio Manager. The portfolio manager takes investment decisions on behalf of the client.

We offer two strategies:

  • GLC Growth Fund which focuses on small- and mid-cap companies
  • GL Alpha Fund which focuses on mid- and large-cap companies

No, currently we do not offer any Advisory Services.

To initiate the process, please email us at investor@glcapital.in and our team will guide you through each step. A detailed checklist based on the investor category will be shared. The investor must fulfill all mandatory KYC requirements as per regulatory guidelines by submitting documents such as Identity Proof, Address Proof, and other Officially Valid Documents. You will also be required to sign the Demat Account Opening Forms, PMS Agreement, and other relevant declarations. The onboarding process will be completed after conducting standard internal Anti-Money Laundering checks.

Yes. As per PMS regulations, a separate demat account must be opened exclusively for the PMS in the investor’s name. This account is operated under a Power of Attorney granted to Green Lantern Capital LLP, enabling us to execute transactions on your behalf. Existing personal demat accounts cannot be used for PMS investments to ensure regulatory compliance and operational transparency.

Yes, Non-Resident Indians (NRIs) are eligible to invest in Green Lantern Capital’s Portfolio Management Services (PMS). The minimum investment required is INR 5 Crores. We provide complete assistance with onboarding, including NRE/NRO account setup, demat account opening, and adherence to all regulatory requirements. However, please note that we are currently not accepting investments from residents of the USA and Canada due to regulatory restrictions.

  • Resident Clients (Individuals & Non-Individuals): Transactions are facilitated through a pooled bank account structure, where funds are accurately allocated and tracked using each client’s Unique Client Code, in accordance with regulatory guidelines.
  • NRI Clients: We assist in opening dedicated NRE or NRO savings accounts, along with Portfolio Investment Scheme accounts, as required under RBI and SEBI regulations. All trading transactions are routed through these designated accounts to ensure full compliance.

The estimated TAT for PMS account opening at Green Lantern Capital LLP is as follows:

Category TAT
Resident Individuals T + 6 working days
Resident Non-Individuals T + 8 working days
Non-Resident Individuals T + 25 working days

The TAT begins from the date we receive all complete and compliant documents, duly signed, which are required to initiate the onboarding process.

The minimum investment amount is INR 1 Crore at the time of onboarding for Resident Individuals and Non individuals, as per our current internal management policy.

For NRI’s (Non resident Individuals) - The minimum investment amount is INR 5 Crores.

No. At present, we are only accepting cash funding.

No. STP is not currently available in our PMS offering.

At the time of portfolio initiation, clients may provide a list of securities, sectors, or instruments that they wish to exclude from their portfolio due to reasons such as conflicts of interest, religious beliefs, or personal preferences. Such exclusions will be duly noted and appropriately considered in the management of the portfolio, in alignment with the client’s instructions.

Performance is benchmarked against the S&P BSE 500 Total Return index, and returns are reported using Time-Weighted Rate of Return, net of fees and charges as prescribed by SEBI.

  • TWRR measures the performance of the portfolio manager by eliminating the impact of cash inflows and outflows made by the investor. It calculates the return based purely on the portfolio’s investment performance over time. This makes it ideal for comparing how well a manager has performed, regardless of when the investor added or withdrew funds.
  • XIRR reflects the actual return earned by the investor, taking into account both the amount and the timing of all capital contributions and withdrawals. It provides a personalized return figure and shows the real experience of the investor in terms of money invested and money earned.

Please refer to our Disclosure Document for detailed information on tax treatment applicable to PMS investments. We also recommend consulting your tax advisor for personalized guidance based on your residency and tax profile.

The minimum top-up amount is INR 5 lakhs.

To top-up your PMS account, transfer funds from your registered bank account to the PMS-linked bank account provided during onboarding. Once the transfer is complete, please email the proof of transfer to glc.operations@glcapital.in.

After any partial redemption, the portfolio must maintain a minimum balance of INR 50 lakhs, in line with SEBI regulations. We allow a minimum redemption of INR 5 lakhs to ensure operational efficiency and portfolio integrity.

Yes. All redemptions, whether full or partial, will be subject to an exit load as defined in the fee structure detailed in your PMS Agreement.

Once your PMS account is activated i.e., after the full minimum commitment amount has been transferred to the designated PMS bank account, you will receive your web portal login credentials within 2 working days. The email will include step-by-step instructions on how to access and navigate your account. Please note:

  • Portfolio holdings and transaction details will reflect data as of 15 days prior.
  • Portfolio value and performance metrics will be updated as of the previous business day.