Archan Thakore

Products and Research Analyst. Views are personal

[Vikas Khemani @vikaskhemani]

A big thank you to Pareshbhai Shah who walked in with a large check of his own investment. He said he was waiting for few months for the launch. He invests his own money before recommending to his clients.
Touched with the gesture. Thank you Sir. Means a lot and puts huge responsibility on our shoulders to live upto your trust. Will try our best. 🙏
@CarnelianMF

[Carnelian Asset Management and Advisors @carnelian_asset]

A New Chapter in Carnelian’s Journey. A New Opportunity to Pursue Alpha.

We are proud to announce Carnelian Mutual Fund, marking a significant milestone in our journey as we extend our investment philosophy to a wider universe of investors.

Built on the same commitment to fundamental research, differentiated thinking and disciplined alpha generation, this new venture opens up exciting possibilities for the road ahead.

Same philosophy. A much larger opportunity.

Visit our website to know more: https://t.co/XwR5h11vCl

@vikaskhemani; @manoj_bahety; @khemani_swati

PMS SEBI Registered Name & Number: Carnelian Asset Management & Advisors Private Limited | INP000006387
AIF CAT – I SEBI Registered Name & Number: Carnelian AIF Category I Trust | IN/AIF1/25-26/1787
AIF CAT – II SEBI Registered Name & Number: Carnelian AIF Category 2 Trust | IN/AIF2/26-27/2272
AIF CAT – III SEBI Registered Name & Number: Carnelian Alternative Investment Trust | IN/AIF3/18-19/0642
SEBI Registration No: MF/094/26/20 | Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

#CarnelianMutualFund #Carnelian #CarnelianMF #Investing #Alpha

[Niraj Shah @niraj_shah]

Ahead of their MF launch, @khemani_swati @vikaskhemani and Carnelian Capital write on the smallcap space in India - some interesting takeaways

-59% of small-cap profits come from India’s domestic, non-financial economy, compared with 32% for large caps, highlighting the segment’s strong linkage to domestic consumption, manufacturing and other structural growth themes.
-279 small-cap companies compounded profits at more than 20% annually between FY16 and FY26, compared with just 13 large-cap companies. The top quartile of small caps also delivered 27% annual profit growth, versus 18% for large caps.

Clearly, the note seems to highlight that the opportunity in small caps is closely linked to the breadth of India’s economic growth, with sectors such as industrials, healthcare, consumer discretionary and materials offering potential avenues for long-term growth.

[Vikas Khemani @vikaskhemani]

Here is our thought on new trend in MF industry, our approach to building this business.

As we embark on this new journey over next few decades, Look forward to this enriching partnership with all advisors who have been championing the cause of wealth creation in India.

Request all the IFA/MFDs to empanel/connect with us on the link

https://t.co/yGY1i6ZauS

[Carnelian Asset Management and Advisors @carnelian_asset]

Building something new, with experience that runs deep.

We’re pleased to welcome Rajkumar Dhiman as CEO of Carnelian Mutual Fund, our newly established mutual fund business.

Bringing 20+ years of experience in the mutual fund industry, Rajkumar has built his career across Nippon India Mutual Fund, ICICI Prudential Mutual Fund and Motilal Oswal Mutual Fund, where he was most recently associated. His experience spans business strategy, distribution, channel development and digital transformation, with a strong track record of leading large-scale, multichannel sales initiatives and building lasting distribution partnerships.

As we build Carnelian Mutual Fund for the next generation of investors, Rajkumar will play a pivotal role in shaping the business, deepening trust with investors and distribution partners, and making investing simpler and more accessible.

A new entity. Deep experience. And a journey built for what’s next.

Click here to know more about our offerings: https://t.co/lLfGvpaPR0

Want to invest with us? click here: https://t.co/MzxQ8ffBg8

@vikaskhemani; @manoj_bahety; @khemani_swati

PMS SEBI Registered Name & Number: Carnelian Asset Management & Advisors Private Limited | INP000006387
AIF CAT – I SEBI Registered Name & Number: Carnelian AIF Category I Trust | IN/AIF1/25-26/1787
AIF CAT – II SEBI Registered Name & Number: Carnelian AIF Category 2 Trust | IN/AIF2/26-27/2272
AIF CAT – III SEBI Registered Name & Number: Carnelian Alternative Investment Trust | IN/AIF3/18-19/0642
SEBI Registration No: MF/094/26/20 | Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

#Leadership #CEO #MutualFund #NewLeadership #Investment

[Carnelian Asset Management and Advisors @carnelian_asset]

Over the years, our investment philosophy has found expression across PMS and AIF grounded in fundamental research, differentiated thinking and a disciplined approach to generating alpha.

As we prepare to enter the Mutual Fund space, we’re taking that same philosophy to a significantly broader investor base.

In this video, our Co-Founder, @vikaskhemani, reflects on the journey so far, the philosophy that has shaped it, and what we are looking to build next. He also acknowledges the important role our MF distribution partners play in the industry helping investors understand different investment approaches and taking the time to understand what we stand for at Carnelian.

As we embark on this next chapter, we look forward to taking that journey forward together.

Same philosophy. A much larger opportunity.

Interested in being part of this journey? Visit our empanelment portal to become a Carnelian MF partner: https://t.co/D1CNg10LvP

@manoj_bahety; @khemani_swati

PMS SEBI Registered Name & Number: Carnelian Asset Management & Advisors Private Limited | INP000006387
AIF CAT – I SEBI Registered Name & Number: Carnelian AIF Category I Trust | IN/AIF1/25-26/1787
AIF CAT – II SEBI Registered Name & Number: Carnelian AIF Category 2 Trust | IN/AIF2/26-27/2272
AIF CAT – III SEBI Registered Name & Number: Carnelian Alternative Investment Trust | IN/AIF3/18-19/0642
SEBI Registration No: MF/094/26/20 | Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

#Leadership #CEO #MutualFund #NewLeadership #Investment

[niveshak @Sandeepnirvan]

𝗪𝗵𝘆 𝗜𝘀 𝗖𝗮𝗿𝗻𝗲𝗹𝗶𝗮𝗻 𝗘𝗻𝘁𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗠𝘂𝘁𝘂𝗮𝗹 𝗙𝘂𝗻𝗱 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘀𝗽𝗶𝘁𝗲 𝗮 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗣𝗠𝗦?

One of the most interesting developments in the capital market.

One of the best-ever PMS managers is now set to handle retail investors' money.

Yes 😊.

Carnelian Asset Management manages over ₹18,300 crore through its PMS business.

They have delivered stellar returns to their PMS investors over the last five years.

Many people, including me, kept asking Mr. @vikaskhemani and @carnelian_asset to launch a product for retail investors.

Now, they are unlocking an opportunity for mutual fund investors to experience the flavour of their portfolio management expertise.

Good luck to the entire team. Investors are eagerly waiting for you. 👏

Source: SEBI approval announcement and publicly available information on Carnelian Asset Management.

[Carnelian Asset Management and Advisors @carnelian_asset]

Melodi is on everyone's tongue, but the company that made it has always been in our hearts!

The toffee that was handed off as a change in small stores made its way to becoming a catalyst for budding international relations!

From humble beginnings, Parle Pvt. Ltd. became one of the most iconic FMCG brands while the wonder-struck girl on the packet of every Parle-G, recognised by every Indian. Here's their story.
@vikaskhemani ; @khemani_swati ; @manoj_bahety
#ParleG #Melodi #Melody #IndiaItalyTies #IndianBrands #BrandLegacy #MadeInIndia #ChaiAndParle #MelodiMoment

[Carnelian Asset Management and Advisors @carnelian_asset]

Last 1 year performance: Korea up 207%. Taiwan up 117%. EM up 45%. China up 11%. ACWI up 30%. India is up only 3%.

With global markets doing so well, the question that comes naturally to mind is, should we diversify globally?

Diversification comes from four things: correlation, liquidity, time horizon and role. We test this hypothesis across these parameters and cover all the pertinent questions you might have in this letter and conclude with our view.

Click on the link below to know more.
https://t.co/61VVfRnNJO

@vikaskhemani ; @khemani_swati ;@manoj_bahety

SEBI Registration No.: INP000006387
#IndianMarket #StockMarket #DiversePortfolio #InvestmentStrategy #ViksitBharat2047 #BharatAmritkaal #IndiaStory #globalinvesting #Korea #Taiwan #US

[Carnelian Asset Management and Advisors @carnelian_asset]

This week, in our Corner Office Stories series, we revisit the Tata story, their belief in purpose built more than a business; it helped shape a nation.

While the world chased margins, Tata built meaning.150 years later, it’s not just the size of the enterprise that stands tall, but the values that sustain it. Because profit builds companies, but purpose builds legacies.

[Carnelian Asset Management and Advisors @carnelian_asset]

In this letter, we attempt to present our view on an important subject:

* Where true alpha in investing really comes from.
* How “MAGIC ” in a company’s journey create disproportionate returns.
* Why identifying catalysts early leads to meaningful outperformance.
How combining MAGIC opportunities with quality compounders improves consistency.

Please do read and share your perspective : https://t.co/iCBsbevwse

Listen to our investment philosophy - https://t.co/E2x0etIRtI

@vikaskhemani ;@manoj_bahety ;@khemani_swati
#InvestorMindset #Investment #ValueCreation #ManagingRisk #AlphaGeneration #WealthCreation

[Vikas Khemani @vikaskhemani]

I sat down with a few bankers to see IPO pipeline. We refused to meet 95% names. Balance 5% we will meet to understand. Nothing was screamingly interesting either on Price or on business. If we liked business, didn’t like the price expectations. 80% were poor business quality. Many companies will not be even 50-60% of IPO price. Not to say all companies are bad. We love companies going public and evaluate most. It’s just a broader trend. Be “extra” careful. Appeal to my fellow institutional investors to raise the bar even higher.

[Motilal Oswal Asset Management @MotilalOswalAMC]

This Independence Day, join Brigadier Devendra Chauhan and his grandson Kabir to witness a heartfelt story of courage, preparation, and meaning of freedom.
Because, the meaning of freedom may change over generations, the struggle is always worth it.
#IndependenceDay #MotilalOswal

[Motilal Oswal Asset Management @MotilalOswalAMC]

As the festival of lights brightens your life, may it fill your days with sparkles of joy. Happy Diwali!

#Diwali #HappyDiwali #diwaliwishes #MotilalOswal #MotilalOswalAMC #ThinkEquityThinkMotilalOswal

[Motilal Oswal Asset Management @MotilalOswalAMC]

On this Dussehra, may you emerge victorious in all aspects of life. Happy Dussehra!

#HappyDussehra #Dussehra #dussehra2024 #vijayadashami #Motilaloswal #MotilalOswalAMC #ThinkEquityThinkMotilalOswal

[Motilal Oswal Asset Management @MotilalOswalAMC]

For the 1st time ever, invest in an index that grew 76X since inception.

An opportunity to add Momentum to your wealth creation journey is here!

Invest today: https://t.co/s3LQOrmBqt

#MomentumInvesting #NFO #NFOAlert #IndexFunds #MotilalOswal #ThinkEquityThinkMotilal

[Motilal Oswal Asset Management @MotilalOswalAMC]

Like Lord Ganesh removes obstacles, a SIP clears the way to your financial goals. Start SIP today!

Happy Ganesh Chaturthi!

#ganeshchaturthi #ganeshchaturthi2024 #lordganesha #ganpatibappamorya #ganpatibappa #MotilalOswal #MotilalOswalAMC #thinkequitythinkmotilal

[Motilal Oswal Asset Management @MotilalOswalAMC]

NFO now open!

A portfolio of top performing stocks from the Nifty 500 universe is up for grabs.

Experience momentum factor investing: https://t.co/ZyTDGGY4IK

#momentum #NFO #nfoalert #indexfunds #MotilalOswal #MotilalOswalAMC #ThinkEquityThinkMotilalOswal

[Motilal Oswal Asset Management @MotilalOswalAMC]

Get ready for something big! Momentum is building—launching 4th September.

Stay tuned - https://t.co/oyiP1XJtGa

#momentum #MotilalOswal #MotilalOswalAMC #indexfunds #ThinkEquityThinkMotilalOswal

[Motilal Oswal Asset Management @MotilalOswalAMC]

Grateful to our investors and partners for making the record-breaking success of the Motilal Oswal Nifty India Defence Index Fund NFO!

The fund will reopen on 9th July 2024.