Carnelian Capital Compounder Fund

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About Company

Carnelian is recognised for its ethics and knowledge. This founder of Carnelian investment advisors is Vikas khemeni, Manoj Bahety, Sachin jain and Swati Khemani to chase their interest in investing capital markets.Carnelian helps their clients in generating profits and preseversing their asset in most efficient possible way.

Carnelian thought process is to make sound judgement and make result successful over an extended period. Carnelian not only focuses on probability of outcome but also in risk management which makes them more reliable. (*Carnelian is a semi-valuable stone which represents inspiration, perseverance, authority and fortitude; it is accepted to achieve flourishing and shield from negative energies).

Fund Snapshot

Year of Inception NA
Number of Stocks Cat III AIF
Investment Horizon Long Term

Unique Feature

Create wealth by finding high-growth, high-quality businesses

Investment Philosophy

  • Carnelian Capital Compounder Fund believes in growth investing at fair valuations and obsesses about the risk-reward trade-off at Carnelian. The fund favours definite returns over immediate returns as long-term investors, and don’t mind short-term underperformance.
  • When the risk-reward payoff is convincing, they are willing to be contrarians, and don’t mind sitting on cash when we see weakness.

About Fund Managers

Vikas Khemani, Fund Manager

 Vikas khemani has 23 years of capital markets experience, most recently as the CEO of Edelweiss Securities Ltd, where he spent 17 years incubating & building several businesses to leadership positions including Institutional Equities and Equity Research.Mr.Vikas Khemani along with Manoj Bahety, Sachin Jain, and Swati Khemani established Carnelian Asset Management as an investment management business to pursue their interest in capital markets. The objective of Carnelian is to assist clients in creating and safeguarding their wealth by investing in inequities. Carnelian strives to establish a worldwide scale asset management platform recognized for its knowledge and driven by its strong beliefs.

Manoj Bahety, Founder

Manon has over 20 years of broad and diversified financial services expertise with notable firms such as Edelweiss Securities, Morgan Stanley, RIL, and HPCL. He most recently worked as Dy. at Edelweiss Securities for 11 years. Head of Institutional Equity Research, as well as Head of Forensic, Thematic, and Mid Cap Research He is well-known for his distinct, non-consensus research and for pioneering forensic research, often known as “Analysis Beyond Consensus” (ABC research). ABC has assisted investors worldwide in making educated investment decisions based on genuine numbers rather than reported numbers, so avoiding traps (one of Carnelian’s qualities). Under his direction, mid-cap research has produced numerous multi-baggers, including VIP Industries, Supreme Industries, Balkrishna Industries, PI Industries, AIA Engineering, ICRA, Fag Bearing, SKF, and Gulf Oil. Manoj has served in a number of committees of the CFA Institute is the Chairperson of the India Advocacy Committee and a member of the global CDPC committee located in the United States. Manoj is a fitness fanatic who has been running marathons for the past eight years.

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For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.