Carnelian Asset Advisors LLP

AUM ₹ 6,001.69 Cr (As on Jan, 2025)

No. of schemes 4

About Carnelian Asset Advisors LLP

Carnelian Asset Advisors LLP manages assets worth Rs 6001.69 crores. Its current offering of PMS schemes includes 3 Multi Cap and 1 Small And Mid Cap schemes.

Portfolio MANAGERS

Sachin Jain

Schemes managed 2
Total AUM Undisclosed
Highest return in 1 year +6.94 %

Profile

Chartered Accountant, having ~ 18 years of diverse experience in the financial services domain having worked at reputed institutions like ICICI Bank, Edelweiss Securities and H&R Johnson India. Sachin, Last worked at Edelweiss for over 11 years; last as the COO of the Capital Markets business overseeing Risk, Technology, HR, Strategy and Operations. A key member of the Management Committee, he founded one of the industry’s best Prime Brokerage Business at Edelweiss, which under his able leadership, achieved significant scale and profitability. He was also a part of the Senior Leadership Group at Edelweiss, besides serving as a director in several group entities.He believes in long term value investing and enjoys understanding different businesses.

Manoj Bahety

Schemes managed 4
Total AUM Undisclosed
Highest return in 1 year +6.94 %

Profile

Chartered Accountant & CFA Charter holder (USA), having ~ 20 years of rich & diverse financial services experience with the marquee institutions – Edelweiss Securities, Morgan Stanley, RIL, HPCL. Manoj has spent 11 years at Edelweiss Securities as Dy. Head - Institutional equity research, Head - forensic, thematic & mid cap research. He is known in the industry for his non-consensus research. Pioneered differentiated forensic research , popularly known as “Analysis Beyond Consensus” (ABC research) . ABC research has helped investors across the globe to take informed investment decisions based on true numbers instead of reported numbers, thus “avoiding pitfalls”- One of Carnelian’s virtues . His conservative style along with deep understanding of businesses has enabled him to identify several multi-bagger ideas with suitable risk reward like PI Industries, VIP Industries, Supreme Industries, Balkrishna Industries, AIA Engineering, ICRA, SKF and Gulf oil Represented various committees of The CFA Institute, in luding Chairperson of India Advocacy Committee, member of US based global CDPC committee.