Carnelian Capital Compounder Strategy PMS - https://campaigns.aifpms.com/

Maximize Returns With Carnelian Capital Compounder Strategy PMS

Maximize your investments with a unique ‘MCO’ approach, delivering exceptional returns across all market conditions.

Minimum Investment : ₹50 Lakhs

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About Carnelian Asset Management

Carnelian Asset Management, founded by Vikas Khemani, Manoj Bahety, and Swati Khemani, was established to pursue their passion for investing in the capital markets. Carnelian’s mission is to help clients create and protect their wealth optimally through equity investments. The firm aspires to build a globally recognized asset management platform renowned for its values and expertise. In the Carnelian world, investment success is viewed as the result of consistently making good decisions over the long term. Good decisions are characterized by being objective, free from bias, considering the probability of outcomes, and factoring in risk-reward dynamics. Carnelian is celebrated for its ethics and knowledge. The founders are dedicated to assisting clients in generating profits and preserving assets in the most efficient manner.

Why Invest with Us?

Innovative Investment Strategy: Our unique investment approach leverages a blend of three types of companies: Magic (accelerated growth), Compounder (stable growth), and Opportunistic. This unconventional mix allows us to capitalize on diverse growth opportunities, balancing high-growth potential with stable, reliable performers to optimize your portfolio’s performance.
Enhanced Risk Management: Benefit from our proprietary forensic framework, CLEAR, which delves deeply into all aspects of risk. This meticulous analysis helps us identify and avoid investments in companies with dubious intent and misplaced objectives, thereby protecting your investments from potential pitfalls.

Why Invest With Us?

Innovative Investment Strategy

Our unique investment approach leverages a blend of three types of companies: Magic (accelerated growth), Compounder (stable growth), and Opportunistic. This unconventional mix allows us to capitalize on diverse growth opportunities, balancing high-growth potential with stable, reliable performers to optimize your portfolio's performance.

Enhanced Risk Management

Benefit from our proprietary forensic framework, CLEAR, which delves deeply into all aspects of risk. This meticulous analysis helps us identify and avoid investments in companies with dubious intent and misplaced objectives, thereby protecting your investments from potential pitfalls.

Fund Managers of Carnelian Capital Compounder Strategy

Vikas Khemani

Vikas Khemani brings nearly 26 years of experience in the capital markets, having most recently served as the CEO of Edelweiss Securities Ltd. During his 17-year tenure there, he successfully incubated and built several businesses to leadership positions, including Institutional Equities and Equity Research. With a strong business acumen and a deep understanding of the capital markets, Vikas enjoys robust relationships with Corporate India and is actively involved in several industry bodies and committees. These include the CII National Council on Corporate Governance, the FICCI Capital Markets Committee, and the Executive Council of the Bombay Management Association. Additionally, he is a member of the Young Presidents Organization (YPO), a global forum for entrepreneurs and CEOs, and was honored with the Young Professional Achievers Award for the service sector by the ICAI in 2014. His passion for investing, which began during his college days, continues to drive him. Outside of his professional pursuits, Vikas is an avid reader and poker player. He also enjoys yoga and meditation and has been running marathons for the past 15 years.

Manoj Bahety

Manoj Bahety has over 26 years of extensive and diverse experience in the financial services industry, having worked with prestigious institutions such as Edelweiss Securities, Morgan Stanley, RIL, and HPCL. During his last 11 years at Edelweiss Securities, he served as Deputy Head of Institutional Equity Research and Head of Forensic, Thematic, and Mid-Cap Research. Manoj is renowned for his differentiated, non-consensus research, and he pioneered forensic research, widely known as “Analysis Beyond Consensus” (ABC research). ABC has enabled investors worldwide to make informed investment decisions based on true numbers rather than reported numbers, thus avoiding pitfalls—one of Carnelian’s key virtues. Under his leadership, Mid-Cap research has been credited with identifying several multi-bagger stocks, including VIP Industries, Supreme Industries, Balkrishna Industries, PI Industries, AIA Engineering, ICRA, FAG Bearings, SKF, and Gulf Oil. Manoj has also represented several committees of the CFA Institute, including serving as Chairperson of the India Advocacy Committee and as a member of the US-based Global CDPC Committee.

Performance Of Carnelian Capital Compounder Over The Last 3 Years In Navigating Volatile Markets

*Data as of June 2024

Product - AMC	1 Year	2 Years	3 Years	Inception
Carnelian Capital Compounder Strategy Inc Date : May-19	50.70%	40.10%	21.50%	22.40%
S&P BSE 500 TRi	38.30%	30.90%	19.90%	20.60%

[aifpms-fund-performance amc ="CARNELIAN ASSET ADVISORS PVT LTD"]

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

Carnelian Investment Philosophy

We believe this approach will ensure our investors’ long-term success. Our philosophy is rooted in the conviction that well-managed businesses yield substantial rewards over time. By carefully selecting these businesses and maintaining disciplined valuation standards, we protect your capital from downside risks.

Magic Basket

The Magic Basket aims at capturing magic moments in the lifecycle of a company resulting in growth & valuation re-rating.

Magic Basket

The Magic Basket aims at capturing magic moments in the lifecycle of a company resulting in growth & valuation re-rating.

Compounder Basket

The Compounder Basket aims at capturing earnings growth over a long period of time.

Compounder Basket

The Compounder Basket aims at capturing earnings growth over a long period of time.

Opportunistic Basket

The basket is an opportunistic way of capturing opportunities market offers from time to time on a short-term basis (3-12 months) and may not meet all the conditions of Magic and Compounder basket to hold for long term

Opportunistic Basket

Equity Market Outlook And Opportunity With Carnelian

Speaker – Vikas Khemani (CEO & CIO of Carnelian Asset Management) Host – Vikas Agrawal (AIF & PMS Experts India Pvt Ltd.)

Why AIF&PMS Experts?

Over 350 investors
have invested in
our process

Over ₹500 crores
have been invested using
our process

Trusted by
investors across
10 countries

Over 15,000 investors
use our tools before
deciding to invest

Process-Driven Returns

Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.

Investment
Style

Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.

Investment
Quality

Fundamental analysis focuses on a company’s intrinsic value, management, competitive edge, and financial health for sustainable portfolio growth.

Investment
Performance

Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.

Frequently Asked Questions

What is the inception date of Carnelian Capital Compounder?

The inception date of Carnelian – Capital Compounder is May 15, 2019 .

What type of scheme is Carnelian Capital Compounder?

Carnelian – Capital Compounder is an Equity scheme. It falls in the MULTI CAP category.

What is the minimum investment in Carnelian Capital Compounder ?

The minimum investment in Carnelian – Capital Compounder is ₹50 Lac

If you have any queries, please contact Mr. Devanshu (AIFPMS VP) at +91 95616 10108 or email us at vikas@aifpms.com.