Skip to main content
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
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
Blog
Forms
Investor Forms & Documents
Careers
Login
PMS Investor Login
Access your portfolio
Partner Login
Access your clients portfolio
Online Partner Empanelment
Get empanelled with us in minutes
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
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
Blog
Forms
Investor Forms & Documents
Careers
Login
PMS Investor Login
Access your portfolio
Partner Login
Access your clients portfolio
Online Partner Empanelment
Get empanelled with us in minutes
Contact
Contact
Search for:
Letters to investors
All Years
2026
2025
2024
2023
2022
2021
2020
2019
All Months
January
February
March
April
May
June
July
August
September
October
November
December
Predictably Irrational - Psychology of Investing
September 12, 2022
Read more
CLEAR vision avoids casualties…
August 8, 2022
Read more
Embrace volatility & build this Vintage
July 4, 2022
Read more
3 years of our journey so far…. then and now
June 7, 2022
Read more
Sailing amidst uncertainties
May 6, 2022
Read more
Manufacturing - All Stars Aligned
April 7, 2022
Read more
Structural tailwinds vs Cyclical headwinds
March 7, 2022
Read more
A “Magic”al Delivery!
February 1, 2022
Read more
2022 to be the year of de-rating & modest earnings growth
January 6, 2022
Read more
FAD-FOMO-FADE
December 6, 2021
Read more
Speed bumps ahead: Focus on Risks and BRICs in Samvat 2078
November 3, 2021
Read more
Type A risk - one of the biggest wealth destroyers - a deep dive
October 6, 2021
Read more
Previous
Page
1
…
Page
3
Page
4
Page
5
Next
