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The name Carnelian itself is driven on premises like motivation, leadership, endurance, and courage. Carnelian was founded in 2019 by individuals passionate for the financial market and a strong grip on understanding its functioning.

Carnelian PMS, an investment management firm, is driven toward helping clients build and protect their wealth in this risk-filled market.

The promoters gathered together to realize their dreams of investing in the capital market. They largely invest in equities and offer high-potential opportunities to customers.

PMS Offers


Carnelian PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Carnelian Portfolio Management Services –

Carnelian PMS Ratings
Returns Performance 3.8 / 5
Services 3.9 / 5
Charges 3.8 / 5
Experience 3.1 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★★

The above ratings given in the table will help us to understand better the performance of Carnelian PMS broking house in every field.


Overview of Carnelian Portfolio Management Services

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Manoj Bahety, Sachin Jain
Yr. of Establishment 2019

Carnelian PMS was founded by Vikas Khemani, Sachin Jain, Manoj Bahety, and Swati Khemani. All the founders have brought comprehensive skills and experience to align with the objective of the firm.

They aspire to provide a global scale asset management platform on the clicks to the clients.

With their pristine values and strong management resources, they cater to the varied requirements of their customers. The entity strives to proffer higher returns through market cycles by applying its MCO framework.

Carnelian Portfolio Management Services has led out multiple types of offerings to suit the objectives of the investors who have entrusted their long-time accumulated earnings.

The aim of the fund remains to compound the initial Investment into multiplying numbers over time.


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    Types of Carnelian PMS

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    Carnelian offers its customers both Discretionary and Non- Discretionary PMS. This way, the customers can decide for themselves about how much control they desire to have over their funds.

    Offering different types of Carnelian PMS allows the entity to reach a wider audience and put forth a variety of advantages.


    Carnelian PMS Fund Managers Details

    Fund Manager’s Details
    Name Manoj Bahety, Sachin Jain
    Experience 11-18 Years
    Highest Qualification CA
    AUM (in Cr.) Approx 1319.16 Cr.
    Number of Clients 346
    Investment Tenure Minimum 3-5 yrs.

    Manoj Bahety

    One of the founders of Carnelian, Manoj Bahety, has experience of over 20 years in the financial services segment. He was associated with some of the boomy entities like Edelweiss Securities, RIL, Morgan Stanley, and HPCL.

    He has done some prodigious work in Analysis Beyond Consensus Research and has assisted investors in making righteous decisions for Investment.

    Further, Manoj Bahety has represented CFA Institute committees, including as the Chairperson of the India advocacy committee. He is also a US-based global CDPC committee member.

    Sachin Jain

    Another financial industry enthusiast of Carnelian is Sachin Jain. He brought his rich and enlightening experience of 18 years to the firm.

    After serving 11 years in the capital market, mostly as the COO of Edelweiss Securities Ltd., and supervising the entity on some of the critical areas like technology, risk, HR, operations, strategies, etc. he shifted his work area slightly with Carnelian.

    He has made some significant contributions to the journey, like founding the prime brokerage business of Edelweiss, which has yielded upscaling and profitability.

    Along with bringing in a superior role for Edelweiss, Sachin has also served as a Director for various Group Entities.


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    Carnelian PMS Strategies

    Strategies
    Carnelian – Capital Compounder MULTI CAP
    Carnelian – Carnelian YNG Strategy MULTI CAP
    Carnelian – Shift Strategy MULTI CAP

    Capital Compounder

    The strategy aims at taking advantage of the progressive market trend where the companies are performing well, and their stock prices are rising at full speed. This is a multi-cap strategy that offers exposure to different segments and companies in varying stages.

    Through this strategy, investors have a high possibility of getting good returns, as the essence of this strategy is to capture India’s growth.

    Carnelian YNG Strategy

    This is another diversified brainchild of the institute designed to bring about most of the opportunities and profitability to its customers.

    The portfolio consists of an efficient blend of private and public sector companies bundled together to attain the highest returns.

    This is an ideal choice for many reasons, including high growth and returns over the period of time. Every strategy of Carnelian is formed to serve distinct objectives. They align and satisfy the expectations of the clients and offer them apt results.

    Shift Strategy

    Shift Strategy is a long-only strategy striving to reap earnings from an uptrend market where the companies are performing decent and are heading to a growth graph angle.

    The strategy captures two of the major structural sectors – Manufacturing and Technology. This thematic strategy consists of multi-cap stocks, which maintains an efficient balance in the fund.

    The portfolio targets mid and small-cap entities from the manufacturing and technology sector to deliver superior returns.


    Carnelian PMS Returns / Performance

    Strategy Carnelian – Capital Compounder Carnelian – Carnelian YNG Strategy Carnelian – Shift Strategy
    Category MULTI CAP MULTI CAP MULTI CAP
    Return (CAGR) 1M -0.54% -4.19% -1.59%
    3M 14.34% 8.64% 13.47%
    6M 2.44% 4.78% 3.79%
    1Y -7.91% NA 0.32%
    2Y 22.57% NA NA
    3Y 17.91% NA NA
    5Y NA NA NA
    Since Inception 15.79% 11.42% 44.59%
    Inception Year May, 2019 Jan, 2022 Oct, 2020

    In a narrow span of 3-4 years only, Carnelian has introduced some brilliant investment ventures for investors. They offer great exposure as they pick equities of companies from different levels, and this way, the investors, invest in a wide range from one source itself.

    Carnelian PMS Returns are quite impressive, too; creating and protecting the clients’ wealth is one of the core values enshrined in the company’s foundations.

    Through its diverse product range, Carnelian has offered superior returns on investments.


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    Carnelian PMS Investment Plans

    Investment Plans
    Bronze (25L – 50L) Yes
    Silver (50L – 1 Cr.) Yes
    Gold (1 Cr. – 5 Cr.) Yes
    Platinum (5 Cr. Plus) Yes

    Carnelian has led out different investment plans from which the investors can choose according to their capacity and requirements. Bronze, Silver, Gold, and Platinum are the plans and consists of different ranges of investment quantum.

    For instance, in the case of Bronze, the amount involves 25Lakh to 50Lakh; further, in Silver, the amount ranges between 50lakh to 1 Crore.

    The entity offers choices in most of its services so that it can touch the population from every angle.


    Carnelian PMS Fee Structure or Commission Slabs

    Commission / Fees Structure
    Prepaid Commission Yes
    Volume% Commission Yes
    Profit Sharing% Commission Yes

    For the efficient and seamless services of Carnelian, it requires the customers to share a pinch with the entity for its efforts. Carnelian PMS Fee Structure follows a simplified and sorted means so that the terms are clear for customers and the entity.

    Customers of Carnelian are subject to charges in the form of Prepaid Commission, Percentage based Volume Commission, and Profit driven Commission.


    Carnelian PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.1% of Investment
    Investment – 50L – 1 Cr. 1.3% of Investment
    Investment – 1 Cr. – 5 Cr. 1.1% of Investment
    Investment – 5 Cr. Plus 1.4% of Investment

    Prepaid commission on the services of Carnelian is generally charged based on the investment segment.

    As we go higher to the Investment of 50L – 1 Cr., the Carnelian PMS Prepaid Commission becomes 1.3% of the Investment.

    Where the Investment ranges between 1 Cr. – 5 Cr., the commission is 1.1% on the basis of the Investment. For Investments ranging above five crores, Prepaid Commission becomes 1.4% of the Investment.


    Carnelian PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.11% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.15% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.14% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.11% of the Total Transaction Volume

    Another commission charged to the customers of Carnelian is Volume% Commission. Let’s see the commission levels here.

    For the transaction volume of 25L – 50L, the Carnelian PMS Volume% Commission is 0.11% of the Total Transaction Volume.

    For 50 lakh – 1 crore, 0.15% is the commission. Where the transaction value range is 1 Cr. – 5 Cr., the commission percentage is 0.14%. As you can observe, the percentages change with the transaction value.


    Carnelian PMS Profit Sharing% Commission

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 18% of Profit
    Profit Amount – 5L – 10L 16% of Profit
    Profit Amount – 10L – 50L 13% of Profit
    Profit Amount – 50L Plus 13% of Profit

    For, Carnelian PMS Profit commission, the commission percent comes down as the profit goes up. For profit of 2.5L to 5L, the profit percent to be shared is 18%.

    Where the profit is between 5 lakh to 10 lakh, the commission will be 16% of the profit. For a profit of 10 lakhs and above, the profit-sharing commission will be 13%.

    So, we can say that the higher the profit, the lower the commission of Carnelian.


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    Carnelian PMS Charges

    Charges
    Management Fees As per the commission model
    Upfront Fees 1.2% – 2.6% of Asset Value
    Brokerage Charges 0.01% – 0.05% of Total Transaction Value
    Custodian Charges 0.20% – 0.35% of Asset Value
    Depository Charges 0.25% – 0.45% of Asset Value
    Exit Load – within 12 months 1.2% – 2.6% of Withdrawal Value
    Exit Load – post 12 months Free

    Carnelian PMS charges fees and commissions from its customers for its different services.

    They provide numerous services and take care of the funds invested with them and charge some fees based on percentage or amount as per the case. Some of these charges are discussed below.

    • Carnelian charges Management fees depending on the commission model the customer has picked.
    • Upfront Fees are charged as 1.2% – 2.6% of Asset Value
    • The entity charges in the form of brokerage on the total transaction value. This charge ranges between 0.01% – 0.05% of the total transaction value.
    • Carnelian offers Custodian services, for which it charges 0.20% – 0.35% of Asset Value.
    • For its Depository services, the charges are based on asset value and range somewhere from 0.25% to 0.45%
    • Where the exit load is within 12 months, the charges will range from 1.2% – 2.6% of Withdrawal Value, and in case of exit load after 12 months, no charges are levied.

    Carnelian PMS Benefits

    Benefits / Advantages
    Top-up Facility Yes
    Back office Reports Yes
    Email Update Yes
    SMS Update Yes
    Watsapp Update No
    Portfolio View Yes
    Detailed View Yes
    Flexible Commission Model Yes
    Flexible Investment Plans Yes
    Massive Experience Yes

    Carnelian brings the best of opportunities, offers, possibilities, and benefits for the customers. Their features include:

    • Top-up Facility
    • Back office Reports
    • Email Update
    • SMS Update
    • Portfolio View
    • Detailed View
    • Flexible Commission Model
    • Flexible Investment Plans

    The entity has brought all this with its extensive experience and innovative approach toward the financial market. Creating and protecting the wealth of its customers has been one of the core objectives and premises of the company.


    Carnelian PMS Customer Care

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 1 – 7 times a month
    Issue Resolving TAT 7 working days

    Carnelian understands that the financial market can be tricky, and when a person depends and relies on others with finances, it becomes too sensitive; therefore, it attempts to be available and reachable for the customers in different ways.

    This way, the customers always feel connected with the entity and approach them easily for any ambiguity or difficulty. Customers can use the following:

    • Call Support
    • Email Support
    • Watsapp Support
    • Relationship Manager Support
    • Call to Fund Manager
    • Issue Resolving TAT

    Carnelian PMS Conclusion

    Carnelian is an innovative entity founded by financial services enthusiasts. The team that builds the company is strong-minded and has extensive skills and experience in the segment.

    The PMS has varied options, whether in terms of investment plans, strategies, Portfolios, etc. Their aim is to create wealth for the customers and benefit them in the long run.

    They aspire to capture the growing Indian market and explore the opportunities enshrined inside.


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