carnelian logo
Contact

Our Journey

2019-20

Humble Beginnings: Building the Foundation

  • Launched 1st fund: Carnelian Capital Compounder Fund – 1
  • Single Partner
  • AUM – ₹135 Cr; Clients – 50, Team - 8
  • Covid hit
  • Launched India’s first manufacturing-focused portfolio – Carnelian Shift
  • 28+ partners
  • First to start digital onboarding
  • AUM – ₹310 Cr; Clients – 130; Team – 15

2020-21

Navigating Storms: Resilience Amidst Covid’s Impact

2021-22

Rising from Adversity: Revitalizing Resilience

  • Launched Carnelian Bespoke Portfolio and Carnelian YnG Strategy (now it is Carnelian Contra Strategy)
  • Awarded Best PMS & Theme Identification
  • Ranked #2 – PMS Fund House
  • AUM – ₹1270 Cr; Clients – 380; Team – 17
  • Launched Carnelian Structural Shift Fund
  • 50+ partners
  • AUM – ₹1900 Cr; Clients – 600; Team – 26

2022-23

Expansion: Focusing on Growth

2023-24

Scaling Up: Building Momentum

  • Launched Bharat Amritkaal Fund
  • Shift Strategy – Ranked #3 on 3Y performance
  • 115 partners
  • AUM – ₹5500 Cr; Clients – 1300; Team – 43
  • Launched first Offshore Fund – Carnelian India Amritkaal fund
  • 220+ partners
  • AUM – ₹10000 Cr, Clients – 4000; Team – 75+

2024-25

Expanding Presence: Elevating Possibilities

2025-26

Propelling Ahead

  • Launched Carnelian Bharat Amritkaal Fund - 2
  • 420+ partners
  • AUM – ₹14000 Cr+, Clients – 6000+; Team – 86+