Carnelian Capital

Carnelian Asset Management, an investment management firm was founded by Vikas Khemani, Manoj Bahety, Sachin Jain, and Swati Khemani to pursue their passion towards investing in the capital markets. Carnelian’s mission is to help clients create and protect their wealth in the best optimal manner through investing in equities. Carnelian aspires to create a global scale asset management platform known for its values and expertise.

Fund Managers

Mr Manoj Bahety

Co-Founder

Chartered Accountant & CFA Charter holder (USA), having ~ 20 years of rich & diverse financial services experience with the marquee institutions – Edelweiss Securities, Morgan Stanley, RIL, HPCL. Manoj has spent 11 years at Edelweiss Securities as Dy. Head - Institutional equity research, Head - forensic, thematic & mid cap research. He is known in the industry for his non-consensus research. Pioneered differentiated forensic  research , popularly known as “Analysis Beyond Consensus” (ABC research) . ABC research has helped investors across the globe to take informed investment decisions based on true numbers instead of reported numbers, thus “avoiding pitfalls”- One of Carnelian’s virtues . His conservative style along with deep understanding of businesses has enabled him to identify several multi-bagger ideas with suitable risk reward like PI Industries, VIP Industries, Supreme Industries, Balkrishna Industries, AIA Engineering, ICRA, SKF and Gulf oil Represented various committees of The CFA Institute, including Chairperson of India Advocacy Committee, member of US based global CDPC committee.

Mr Sachin Jain

Co-Founder

Chartered Accountant, having ~ 18 years of diverse experience in the financial services domain having worked at reputed institutions like ICICI Bank,  Edelweiss Securities and H&R Johnson India. Sachin, Last worked at Edelweiss for over 11 years; last as the COO of the Capital Markets business overseeing Risk, Technology, HR, Strategy and Operations. A key member of the Management Committee, he founded one of the industry’s best Prime Brokerage Business at Edelweiss, which under his able leadership, achieved significant scale and profitability. He was also a part of the Senior Leadership Group at Edelweiss, besides serving as a director in several group entities.He believes in long term value investing and enjoys understanding different businesses.


Strategy

Carnelian - Capital Compounder - MULTI CAP

Long only, multi-cap and sector agnostic strategy. Aim to generate sustainable alpha & compound capital through our unique MCO framework unique & unconventional blend of companies - Magic (accelerated growth), Compounder (stable growth) & Opportunistic Focused on fundamental driven growth investing; bottom up stock picking.

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Carnelian - Shift Strategy - MULTI CAP

Long only, multi-cap strategy focusing on Manufacturing and Technology opportunities Designed to invest in companies likely to benefit from two major structural Shifts Mainly targeting mid cap and small cap companies with existing core competence/niche capability along with strong BS, governance and return ratios.

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Carnelian Capital Compounder Fund - 1 - CAT - III

Fundamental Driven Growth Investing across Three Baskets (Magic, Compounder, Opportunistic)

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