Carnelian PMS or Portfolio Management – Returns, Charges, Support & more
Carnelian PMS is a complete financial solution. It combines personalized portfolio management and top-notch advice from decade-old experts.
Carnelian Portfolio Management is one of the best solutions to build a strong portfolio with rapid growth.
Within a short period, that is, five years, the advisory body accumulated an AUM of Rs.4,031.67 crore.
So, the firm aims to protect customers’ wealth with various investment pipelines. With that in mind, let’s jump into Carnelian Portfolio Managers, growth, and opportunity.
| Total AUM | Rs.4,031.67 Cr. |
| Avg. 1 Year Return | 41.05% |
| Active Clients | 998 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 5 Years |
Carnelian PMS - Company Overview
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Organization Type
Head Office
Founder
Founded In (year)
Why Invest in Carnelian PMS?
The Mumbai-based Carnelian portfolio management services have achieved a firm brand name within four years of the journey.
The founders, Manoj Bahety and Sachin Jain, who have been working for twenty years, helped the financial organization reach a fantastic goal.
Therefore, you have several reasons to join the PMS despite being a new firm.
- Carnelian’s fund managers have a better understanding of your risk appetite.
- A credible team of experienced fund managers helps to make the best decisions.
- You can spread risk across diversified products. It helps to protect you in a volatile market.
- Carnelian offers several services, including portfolio development, wealth management, and investment advisory.
- Carnelian asset advisors customize portfolios to help you build long-lasting wealth. It helps to adapt market dynamics to your financial goal.
Moreover, investors may get a chance to ‘Free Portfolio Check up’ whether they are active or passive.
Carnelian Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Carnelian asset advisors use some of the best methods to ensure the best returns for your investments. It is an excellent decision to join the house.
Strategies include CES, CYnGS, CSS, and CBS. Carnelian Capital Compounder Strategy is a plan to grow your money.
And the result is incredible, with good returns. It aims to ensure more returns in the long term. Carnelian Portfolio Management Services made an impressive growth of 41% in one year.
In addition, Nifty 50 recorded a 10.74% return. Over three years, Carnelian PMS returns stand at 21.92% while Nifty recorded slightly lower at 20.15%.
So, Carnelian outperforms the Nifty 50 many times; the Nifty 50’s five-year return is 11.52%. However, the 2019 PMS firm is yet to complete five years to provide a picture of a 5-year return.
So, with substantial growth, Carnelian Portfolio Managers returns indicate positive results and a long-lasting investment strategy.
The asset advisor invests in small and mid-cap funds, including manufacturing and tech bodies. PMS is a good option for long-term investing.
Carnelian PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Carnelian has maintained a transparent fee structure that fulfils investors’ interests. The fixed fee is 2.25% of the total Fund Value, contributing to the Asset Management Company (AMC) fee.
For example, managing a fund of Rs.1,00,000, the annual fee is Rs.2250 for the fixed AMC. However, 1.5% or Rs.1500 is charged for a variable AMC management.
Furthermore, Carnelian empowers investor-friendly policies without exit loads for the initial three years. So, the exit load from the first to the third year is 0%!
You can also have a profit-sharing partnership where Carnelian PMS charges a variable profit-sharing fee of 15%. However, it only applies if the profits are above 8%.
In figures, for Rs.1,00,000 in fund management, the asset advisory firm makes Rs.15,000 if the fund value surpasses 8%.
This fee structure helps Carnelian keep its promise to offer good services at a fair price. So, invest wisely with this PMS.
Best Strategies by Carnelian Portfolio Management Services
Check out various strategies or Investment approaches provided by Carnelian Portfolio Managers.
| Strategy Name | Capital Compounder | Shift Strategy | YNG Strategy | Bespoke Strategy |
| Start Date | 15-May-19 | 06-Oct-20 | 26-Jan-22 | 07-Oct-21 |
| Category | Multi Cap | Multi Cap | Multi Cap | Multi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 25 | 20 | 16 | Not Disclosed |
| 1 Year Return | 44.82% | 74.61% | 93.42% | 67.37% |
| 3 Year Return | 22.60% | 44.31% | NA | NA |
| 5 Year Return | NA | NA | NA | NA |
| Fund Manager | Mr. Manoj Bahety | Mr. Manoj Bahety | Mr. Manoj Bahety | Not Disclosed |
Carnelian Portfolio Managers Strategy combines fund managers’ decade-old experience, in-depth analysis, and personified solutions. Carnelian PMS can help you reach your goals.
Bespoke Strategy
This strategy is designed mainly for investors with limited investment goals. In addition, investors with low to medium risk appetite may find this solution best.
If you are new in this field, Bespoke Strategy will assist you with customized portfolio solutions. The highly personalized investment solution caters to HNIs and Institutions.
It includes a Magic Portfolio for accelerating growth. This portfolio, in particular, focuses on companies with solid growth potential. Investors can also join the High Conviction Thematic Portfolio.
After in-depth research and analysis, its companies are carefully picked. In addition, Passive++ Portfolio is there to support passive investors; it has tactical asset adjustment allocations.
Shift Strategy
This strategy can cope with changing market conditions. So, it targets the manufacturing and tech industries with an advantage of mid-cap or small-cap funds.
Manoj Bahety’s CSS portfolio strategy mints a record return of 47% in one year. The shift strategy is an intelligent plan with a 2/3rd investment in manufacturing.
And 1/3rd of the fund goes into the tech industry. In addition, small and mid-cap funds with solid balance sheets are the focus of the CSS portfolio strategy.
It also ensures firms have low-risk profiles with good money management records. Carnelian has a clear strategic goal for the next five years.
Therefore, the firm aims to apply CSS on a $500 billion manufacturing opportunity. In addition, it includes a $90 billion option from the tech industry.
YnG Strategy (CYnGS)
The Yield and Growth strategy is a balanced solution to deliver income and capital appreciation. Investing in firms that profit from industries, finances, and services is an intelligent way.
Moreover, the list of companies includes both the private and public sectors. The idea behind the YnG strategy was to invest in firms that grow with their favorable business cycle.
Also, they pay dividends or extra money after spending free cash flow or FCF. This plan can perform well when prices and interest rates also increase.
YNG Strategy is in action from 2022. And it has a record growth of 44% in one year with 16 stocks. The stunning growth strategy is also helpful in fighting inflation.
Compounder Strategy
This strategy aims to make your money grow over a long time by investing in businesses focused on growing. The strategy focuses on capital compounding for an extended period.
Starting from 2019, it has made 21% in the last three years and 30% in the previous year. This strategy enlisted companies with good growth and future potential by keeping risk and reward in mind.
Carnelian uses a particular MCO method, which looks at companies strategically. This method considers companies that are growing quickly and have a steady growth history.
Furthermore, these strategy makers also use the precise way to scan risks closely. Also, it ensures a reduced risk, and they can avoid firms with uncertain or realistic goals.
Top Fund Managers of Carnelian PMS
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Carnelian PMS fund managers play a crucial role in the four-year skyrocketing growth.
From the founder to other supporting fund managers of the firm, they have 15 to 20 years of experience in the Indian equity market.
Here, we quickly look at fund managers’ expertise and result-oriented productivity. PMS is an investment line where the best brains manage money.
Mr Vikas Khemani
Carnelian’s Vikas Khemani dreamed of providing high-quality and highly valued services in the capital market. He is a famous fund manager.
His 17-year-old journey as CEO of Edelweiss Securities Ltd helps to protect Carnelian’s PMS and clients’ interests.
Additionally, he has five years more experience in the capital market. Khemani has become a notable brand name from equity research domains to institutional equities.
With Mr Manoj Bahety and Mr Sachin Jain, Carnelian set a mission to help clients with asset building. He is a CA degree holder.
In addition, Khemani has also completed his CFS and CS. Before investing in PMS, it is essential to do your research.
He is also a member of some financial and capital market-related organizations, including CII and NCCG.
Mr Manoj Bahety
Another co-founder, Manoj Bahety, also works as Canelian PMS fund manager. He is pretty passionate about equity investing and the Indian capital market.
He wants to spread his expertise to all investors of Carnelian Asset Managers. Moreover, he has played vital strategic roles in multiple financial houses for the last 20 years.
In addition, he also became a senior manager at Morgan Stanley. He is also a fund manager. The CA and CFA passed put; Bahety always focused on ‘how to avoid pitfalls’ since his early days in RIL and HPCL.
Manoj is also known for his non-consensus, thematic, and mid-cap research. Furthermore, his association with prestigious bodies like the CFA Institute justifies his reliability.
Mr Sachin Jain
Sachin Jain’s productive role in building the Carnelian is beyond words. He also left his comfortable job in Edelweiss and started his firm from scratch.
Sachin had two decades of experience in multiple firms like ICICI Bank, H&R Johnson, and many more collectively.
He is also a good fund manager. After his CA, he worked with prime brokerage businesses.
The previous Chief Operating Officer (COO) at Edelweiss has always shown the potential to be involved in managing risks and planning strategies for operations.
Carnelian Portfolio Managers SWOT Analysis
Here is the SWOT Analysis of Carnelian Portfolio Management.
Strength
- An experienced leadership team( almost 20 years old) is excellent to protect and grow your assets.
- Various strategies and diversified product lines ( Bespoke Strategy, SHIFT Strategy, etc. )
- Personalized solution with specific risk-reward analysis.
- Some low-price plans are affordable.
- Open to all business sizes from mid to small level.
Weakness
- Limited historical data. At least ten years is necessary to get an average picture. But the 2019 firm can present only a 4-year graph.
- Some opine customer care support is delayed.
- It is a relatively new platform, so some features are absent.
Opportunities
- The firm could target businesses that want cloud-based PMS management solutions.
- It can import some resources and tools to boost customer experiences.
- The firm can partner with others to provide discounted products like its competitors.
Threat
- The PMS management market is competitive with established players
- The downfall in the market could affect the clients
- The rise of machine learning, like advanced tech, could impose a severe threat.
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Investment Facilities provided by Carnelian Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Carnelian PMS is a well-established wealth management section with top experienced bosses in the Industry.
Carnelian Portfolio Management has unique features if you are looking for a trusted portfolio manager. Here are some details about investment facilities provided by fund managers.
Investors have the flexibility to switch different strategies of Carnelian Asset Management. However, a nominal amount of 0.75% of the Fund Value is applicable.
The firm has limited customized solutions but unique strategies like Bespoke Strategy (CBS) for personalized portfolios.
Carnelian Portfolio Management welcomes Non-Resident Indians (NRIs) with a warm hug. Interestingly, there are no penalties or exit charges.
So, investors can make flexible decisions with complete control over their money. Investors can choose to let managers make decisions for them regarding their investments.
Carnelian Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Carnelian Portfolio Management Services offers high-net-worth individuals with a dedicated customer care team.
In addition, RM support is there to assist clients every business day. You can also raise your issue via email; a reply is expected within 24 hours.
Suppose you encounter any concerns or problems about your investment, account, or error. In that case, Carnelian aims to address and resolve them within a week.
Carnelian PMS Dashboard Link
Web Platform
The Carnelian PMS dashboard is a one-stop solution for daily exercises, from portfolio performances to holdings.
The dashboard is a valuable tool for potential clients. You will get access through the above link with a username and password.
However, access details will be provided when you confirm your joining. The dashboard provides portfolio analysis and real-time visibility.
Carnelian PMS Login
After providing essential information and ID verifications, you can request login details. The verification process could take some days, so keep some patience.
The RM support team will appear with ID and login details shortly. Carnelian PMS login details include a username and password and an information brochure on setting them up.
You can join after receiving the confirmation and will get a booklet. The booklet will disclose the risks involved in PMS investments.
Carnelian PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Carnelian Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in Carnelian PMS?
Any 18 or above aged Indian or NRI citizen can invest in Carnelian portfolio management. To engage with Carnelian PMS, you must invest a minimum of Rs.50 lakhs.
After fulfilling these two prime criteria, you have to produce essential documents as follows —
- PMS agreement paper with client’s copy
- Demat Account details
- Power of Attorney or POA pieces of information
- PAN card
- Address proof
Once you submit the form correctly, the RM team will call you back for verifications. However, discussing your investment goal with RM before investing is good.
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Carnelian PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Carnelian Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Carnelian PMS – Conclusion
In a recent interview, Carnelian PMS’s Manoj Bahety reaffirmed their long-term goal amid a competitive market.
However, his new team’s experience managing Rs.2000 cr in AUM in a challenging FY23 was not easy. FY23 was the most competitive period for the firm’s four-year journey.
Following the same trend, Mr. Bahety is confident in his secret sauces like CSS and CSSF. Both strategies had positive outcomes in FY22-23.
YNG’s strategy appeared as a top gainer with 13% delivery in the same financial year amid market resistance. Naturally, Mr. Bahety wants to keep all his cards private.
With its unique strategy, the PMS team is raising further hope in the capital market. PMS can help you reduce risk and ensure good returns.
Lastly, PMS can be a good option for investors who need more time to manage their investments.
FAQs on Carnelian Portfolio Managers
Check out various FAQs related to Carnelian Portfolio Management Services here.
Which is the Best Strategy for Carnelian PMS?
It depends on your needs, budget, and period of investment. For example, CYnGS has a diversified portfolio, whereas the Compounder Strategy is for a multi-cap with domestic growth.
It’s good to do your research. You should join after that.
What is the Minimum Investment in Carnelian PMS?
The minimum investment amount for PMS is Rs. 50 lakhs. You can join after that. So, PMS is only for some’s easy game.
What is the Return of Carnelian PMS?
Carnelian set a record one-year return from 30.38% to 44.94%, depending on various strategies. Carnelian PMS can help you reach your goals.
Is Carnelian Portfolio Management good?
As a newbie, it has managed Rs.2,000 cr AUM in four years. It sets a record one-year return of up to 45%. It is a wise decision to join the house.
PMS can help you reduce risk at a certain level. It is good to do your research.
What is the fixed commission of Carnelian PMS?
Fixed and variable fees are subject to change as per the market; contact RM for the latest chart rate.
Roughly it fluctuates between 1.1% to 1.5%, depending on the amount. Before investing in PMS, it is essential to do your research.
Is a Demat account mandatory for Carnelian Portfolio Managers?
Yes, a demat account is mandatory. You can start after that. It is good to know the risks involved before investing in PMS. PMS can help you reduce risk and ensure good returns.
What are the Exit Charges of Carnelian Portfolio Management?
Fortunately, there are no exit charges with Carnelian PMS.
Who are the current fund managers of Carnelian PMS?
Experts like Vikas Khemani, Manoj Bahety, and Sachin Jain are the industry’s best brains behind the AUM body.
What is the AUM of Carnelian Portfolio Management Service?
Currently, Canelian runs an AUM of Rs.2,000 cr.
Do Carnelian Portfolio Managers Charge Variable Commissions?
The charge is 1.2% – 2.6% of the total investment value. So, contact your RM for the latest updates.