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Meet the minds behind Carnelian
Our Journey
Our story so farβ¦
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How we think about investing
Investment Process
A disciplined approach from idea to execution
What Differentiates Us?
Our competitive edge
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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
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Our latest collaterals
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Our media coverages & features
In the News
Interviews
Forms
Investor Forms & Documents
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Contact
About Us
Team
Meet the minds behind Carnelian
Our Journey
Our story so farβ¦
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
Factsheet & Presentations
Factsheets
π₯ Carnelian All Cap Approach β June 2025
Presentations
π₯ Carnelian All Cap Approach β June 2025
Forms
Alternative Investment Fund (AIF)
Investment
π₯ Broker Code Change Form
π₯ Redemption Request Form
π₯ Transmission Request Form
π₯ Change of Address, Contact Information, Bank or Nominee Form
π₯ Transfer of Units Form
Portfolio Management Services (PMS)
Investment
π₯ Top-up request form
π₯ Switch request form
π₯ Broker code change form
π₯ Change of address, contact, bank or nominee form
π₯ Redemption Form
π₯ Most important terms & conditions
π₯ Fee Calculator
Disclosures
Portfolio Management Services (PMS)
π₯ Investor Charter – PMS
π₯ Disclosure Document – PMS
π₯ GIFT Disclosure Document – PMS
π₯ Fee Calculation Tool – PMS
π₯ Complaints Data – PMS
Alternative Investment Funds (AIF)
π₯ Investor Charter – AIF
π₯ Regulatory Information for Carnelian AIF(s)
Registered Investment Advisor (RIA)
π₯ Investor Charter – RIA
π₯ Disclosure Document – RIA
π₯ Client Level Segregation – RIA
π₯ Complaints Data – RIA
Carnelian General
π₯ Code of Conduct – Carnelian
π₯ Grievance Redressal Escalation Matrix – Carnelian
π₯ Grievance Redressal Policy – Carnelian
π₯ Integrity Pledge – Carnelian
Others
π₯ Centralised Reporting Mechanism for Demised Investor
π₯ Accredited Investor Framework
π₯ Voting Policy
π₯ Stewardship Code
π₯ SEBI Master Circular for Online Resolution of Disputes
π₯ Disclaimer