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Contrarian Conviction. Deep Fundamental Research.
A concentrated, high-conviction PMS strategy built on rigorous bottom-up research and contrarian positioning — entering positions where the market narrative diverges from underlying business reality.
Min. Investment
₹50 Lakhs
Risk
High
Lock-in
None (exit load applies in first 24 months)
Benchmark
BSE 500 TRI
Green Lantern's investment thesis rests on one principle: mispricing is most persistent where institutional consensus is strongest. The strategy systematically screens for businesses with durable moats, underappreciated earnings power, and management teams with skin in the game — then waits for the market to disagree before building a position.
What is the minimum investment for Green Lantern PMS?
₹50 Lakhs as mandated by SEBI for all PMS products. Investments are held in a demat account in your own name — not pooled.
How is Green Lantern different from an active mutual fund?
PMS allows genuinely concentrated portfolios (18–25 stocks vs 50–100 in most funds), direct ownership of securities, and customisation. The fee structure also differs — PMS typically charges a fixed fee plus profit share above a hurdle.
What are the tax implications?
Each transaction in the PMS portfolio is treated as a separate capital gains event in your name. LTCG (>12 months, >₹1.25L annual limit) is taxed at 12.5% and STCG at 20%. Always compare post-tax XIRR when evaluating performance.
Can NRIs invest in Green Lantern?
Yes. NRIs can invest through an NRE or NRO account subject to FEMA guidelines. DTAA benefits may apply depending on your country of residence. Consult a tax advisor for jurisdiction-specific treatment.
Investments are subject to market risk. Please read all scheme-related documents carefully. Past performance is not indicative of future results.
Have questions about Green Lantern? Mavericks Wealth advisors offer a free 30-minute consultation.
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