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Meet the minds behind Carnelian
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A disciplined approach from idea to execution
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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
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Portfolio investing across Growth to PIPE stages
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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
Carnelian Private Growth & Innovation Fund
Portfolio investing across Growth to PIPE stages
Offshore Fund
Know our USD denominated fund
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
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IN THE NEWS
All Years
2026
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January 23, 2026
Scanx Trade
Budget 2026: Khemani Expects Higher Capex, R&D Push and Tax Reforms for Growth Momentum
Read more
January 22, 2026
The Economic Times
ETBudget Boardroom | Capex, R&D push and tax reforms key expectations from Budget 2026: Vikas Khemani
Read more
January 22, 2026
Scanx Trade
Budget 2026: Khemani Expects Higher Capex, R&D Push and Tax Reforms for Growth Momentum
Read more
January 22, 2026
The Economic Times
ETBudget Boardroom | Capex, R&D push and tax reforms key expectations from Budget 2026: Vikas Khemani
Read more
January 21, 2026
Cafe Mutual
Who are the top pure PMS players?
Read more
January 16, 2026
The Economic Times
PMS Tracker: 10 best performing PMS portfolios of 2025 with gains of up to 42%
Read more
January 14, 2026
Business wire India
CFA Society India Hosts the 16th India Investment Conference
Read more
January 13, 2026
Scanx Trade
Market Crises Create Investment Opportunities Despite Increased Frequency, Says HDFC AMC’s Setalvad
Read more
January 13, 2026
CNBC TV18
Market crises are becoming more frequent and that’s not bad news, says HDFC AMC’s Setalvad
Read more
January 10, 2026
Scanx Trade
India-US Trade Deal Timeline Uncertain as Fund Managers Expect Limited Market Impact
Read more
January 10, 2026
Startup News
Funding and acquisitions in Indian startup this week [Jan 05 – Jan 10, 2026]
Read more
January 10, 2026
Scanx Trade
India-US Trade Deal Timeline Uncertain as Fund Managers Expect Limited Market Impact
Read more
January 9, 2026
Moneycontrol
Daily Voice: Carnelian’s Manoj Bahety sees IT, auto, BFSI as attractive contra plays on valuation comfort
Read more
January 7, 2026
Mint
What will it take for a 2025 outperformer to defy the mean reversion in 2026?
Read more
January 1, 2026
Scanx Trade
India’s Manufacturing Sector Shows Multi-Speed Growth with Clear Winners and Laggards
Read more
January 1, 2026
NDTV Profit
India’s Manufacturing Growth Diverging — Winners, Laggards, What Comes Next
Read more
January 1, 2026
The Economic Times
ETMarkets Smart Talk| We expect Nifty to be in the range of 28,000-29,000 in coming CY2026, says Vikas Khemani
Read more
December 30, 2025
Scan X trade
Don’t write off IT sector in 2026: Vikas Khemani
Read more
December 30, 2025
ET Now
Exclusive | Equity Strategy 2026: Vikas Khemani breaks down market opportunities for next year | Video
Read more
December 30, 2025
The Economic Times
Financials, consumption and manufacturing to lead next market upcycle: Vikas Khemani
Read more
December 30, 2025
The Economic Times
FII flows could return in 2026, markets not pricing in the upside yet: Vikas Khemani
Read more
December 23, 2025
Prittle Prattle News
Youth leadership Summit
Read more
December 23, 2025
Business Standard
Indian investors bet on earnings revival to spot new winners in 2026
Read more
December 23, 2025
The Economic Times
Indian investors bet on earnings revival to power stock gains
Read more
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