About Us
Team
Meet the minds behind Carnelian
Our Journey
Our story so far…
Investment philosophy
How we think about investing
Investment Process
A disciplined approach from idea to execution
What Differentiates Us?
Our competitive edge
Offerings
PMS
Know our Portfolio Management Services
Carnelian Capital Compounder Strategy
Portfolio Capturing India growth story
Carnelian Shift Strategy
Portfolio capturing Structural theme
Carnelian Contra Portfolio Strategy
Portfolio constructed through contrarian approach
Carnelian Bespoke Portfolio Strategy
Customised & Concentrated Portfolio
AIF
Know our Alternative Investment Funds
Capital Compounder Fund-1
Capturing India growth story
Carnelian Structural Shift Fund
Portfolio capturing Structural theme
Carnelian Bharat Amritkaal Fund
Portfolio capturing 7 mega trends
Offshore Fund
Know our USD denominated fund
Carnelian India Amritkaal Fund
Portfolio capturing 7 mega trends
Investor Corner
Letters To Investors
Monthly insights from our leaders
Quarterly Catch-up
Conversations with our Investors
Presentation & Factsheets
Our latest collaterals
Media
Our media coverages & features
In the News
Interviews
Forms
Investor Forms & Documents
Careers
Login
PMS Investor Login
Access your portfolio
Partner Login
Access your clients portfolio
Contact
About Us
Team
Meet the minds behind Carnelian
Our Journey
Our story so far…
Investment philosophy
How we think about investing
Investment Process
A disciplined approach from idea to execution
What Differentiates Us?
Our competitive edge
Offerings
PMS
Know our Portfolio Management Services
Carnelian Capital Compounder Strategy
Portfolio Capturing India growth story
Carnelian Shift Strategy
Portfolio capturing Structural theme
Carnelian Contra Portfolio Strategy
Portfolio constructed through contrarian approach
Carnelian Bespoke Portfolio Strategy
Customised & Concentrated Portfolio
AIF
Know our Alternative Investment Funds
Capital Compounder Fund-1
Capturing India growth story
Carnelian Structural Shift Fund
Portfolio capturing Structural theme
Carnelian Bharat Amritkaal Fund
Portfolio capturing 7 mega trends
Offshore Fund
Know our USD denominated fund
Carnelian India Amritkaal Fund
Portfolio capturing 7 mega trends
Investor Corner
Letters To Investors
Monthly insights from our leaders
Quarterly Catch-up
Conversations with our Investors
Presentation & Factsheets
Our latest collaterals
Media
Our media coverages & features
In the News
Interviews
Forms
Investor Forms & Documents
Careers
Login
PMS Investor Login
Access your portfolio
Partner Login
Access your clients portfolio
Contact
Contact
Letters to investors
All Years
2025
2024
2023
2022
2021
2020
2019
All Months
January
February
March
April
May
June
July
August
September
October
November
December
Charlie – Our North Star
December 4, 2023
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US recession, Geo-Politics – this time it is different.
November 9, 2023
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Show me the Margins!
October 12, 2023
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When to sell?? – An investor’s dilemma
September 8, 2023
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We don’t find the market expensive – simplifying asset valuation…
August 10, 2023
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CONNECTing dots
July 7, 2023
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Demand creates its own supply
June 5, 2023
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Small is beautiful – What makes them big?
May 9, 2023
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Is a financial crisis looming?
April 6, 2023
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Budget, Adani and Fed!!!
February 2, 2023
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This time it’s different
December 7, 2022
Read more
Three Peaks & Twin Engine will lead to 70,000
November 2, 2022
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