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.
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.
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.
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.
To Know the Strategy Performance Click Here ...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.
To Know the Strategy Performance Click Here ...Fundamental Driven Growth Investing across Three Baskets (Magic, Compounder, Opportunistic)
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