Love family, markets & poker. Deep interest in psychology, spirituality, fitness, politics & policy. Practice Vipassana. An eternal optimist & Proud Indian.

Mumbai, India
Joined September 2010
Stay patient and keep the faith. 😊
6
21
297
7,223
Encouragement from seasoned voices in the markets makes new milestones even more meaningful. A heartfelt thank you to Mr. Ramesh Damani, veteran investor and member of the Bombay Stock Exchange (@BSEIndia), for sharing his wishes with Team Carnelian as we begin our journey in the mutual fund space. We look forward to building on this milestone with clarity, conviction, and a long-term vision. Visit our website to know more: carnelianmf.com/ @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 #ClarityConvictionCompounding
1
3
64
5,662
What justifies small-cap valuations, and where does their growth potential come from? In this excerpt from Konversations with Kushal, @vikaskhemani breaks down the nuances of small-cap valuations, the relationship between high growth expectations and valuation multiples, and why domestic, non-financial businesses make small caps an important part of India’s growth story. Building on Carnelian’s October Investor Letter on small caps as fertile ground for multi-bagger opportunities, this conversation goes beyond the numbers to unpack the investment mindset behind identifying long-term winners. Click on the link to watch the full podcast: youtube.com/watch?v=l5A-d-KM… Click here to read the letter to Investors: carneliancapital.co.in/lette… @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 @kushallodha548 #SmallCap #Valuation #Investing #IndiaStory #IndianMarket #InvestmentOpportunity #ViksitBharat2047
2
2
40
4,419
Every large-cap company was once a small-cap company. The real opportunity lies in identifying tomorrow’s leaders while they’re still growing. On the Moneynaama podcast with @SumitResearch, @vikaskhemani highlights the larger pool of small-cap companies delivering around 20% PAT growth over the past decade compared to mid- and large-caps. For investors looking to build lasting wealth, recognising potential early can make all the difference. Click here for the full conversation: youtube.com/watch?v=TmbI6SBZ… Want to invest with us? click here: lnkd.in/dRFesM2v @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 #SmallCap #Investing #IndiaStory #IndianMarket #InvestmentOpportunity #ViksitBharat2047
2
15
3,436
What if the changes you see today signal the beginning of a new growth phase? A new product. New leadership. A completed capex phase. Our MAGIC framework investigates the developments shaping the journey of the Carnelian Small Cap Fund. NFO closes on 30th Oct 2026
2
4
840
The Carnelian Small Cap Fund follows a structured shortlist process involving fundamental screening, forensic assessment, growth evaluation and fund manager conviction, narrowing the universe to approximately 30–50 stocks in the intended portfolio. NFO closes on 30th Oct 2026.
1
2
17
1,344
A new journey, made even more special by the encouragement of industry leaders. We’re grateful to Mr. @Raamdeo, Co-founder and Chairman of Motilal Oswal, for his warm wishes to Team Carnelian on the launch of Carnelian Mutual Fund. Thank you for being part of this exciting new chapter. Visit our website to know more: carnelianmf.com/ @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 #ClarityConvictionCompounding #MutualFundsSahiHai
3
7
174
13,471
No effort gets wasted, even if outcome is not immediately visible. Keep your goal in sight and keep at it till you succeed. You have control only on your actions.
9
27
2
302
8,289
We are pleased to welcome Ashish Sharma as Vice President – Sales & Business Development at Carnelian Asset Management & Advisors. With over 18 years of experience across alternative asset management, banking and private wealth, Ashish brings deep industry expertise and a strong understanding of HNI and institutional clients. His experience in business development, strategic advisory and building lasting client relationships will be valuable as we continue to expand our reach and create new opportunities. We look forward to the journey ahead and the possibilities this addition brings to Carnelian. Welcome to the team, Ashish! Click here to know more about our offerings: lnkd.in/dfSC7CnQ Want to invest with us? click here: lnkd.in/dRFesM2v @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 #Leadership #AssetManagement #BusinessGrowth #NewLeadership #Investment
1
20
3,435
More assets don’t always mean more opportunities. At Carnelian, the ₹5,000 crore AUM threshold reflects a conscious investment choice, designed to maintain selectivity, retain flexibility and focus on opportunities rather than asset gathering #CarnelianMutualFund #SmallCapFund
2
7
963
It was lovely chatting with you Sonia. Free flowing conversation on range of topic is always fun. Thanks for your kind wishes. Cheers!
Congratulations to my friend and market wizard Vikas Khemani on the launch of his Mutual fund business, Carnellian Mutual fund. @vikaskhemani @carnelian_asset I sat down with him to understand why he launched a Small Cap fund first. His philosophy for starting with a small cap fund is simple: There is tremendous growth outside the index and all the growth within manufacturing , infra, financials is happening in smaller companies . He plans to cap the AUM at 5000cr in the small cap fund so it stays nimble and focussed Vikas is a die hard optimist and if you know Vikas you would agree that his optimism is infectious , sure he gets a lot of flak for that too 😆 but what you love about Vikas is he doesn't care about his nay sayers, he continues to put his head down and do the work. Not many know that Vikas also has a deep spiritual bent of mind and whenever I meet him, I try to extract some advice that can stay with me :D This time he told me, Sonia my biggest lesson in life is "Never focus on the output, its beyond your control anyway, you have to move from an output focussed approach to an input focussed approach in every area of your life and watch your life change" its a simple, easy practise but we almost always forget . Congratulations to Carnellian Mutual fund entire team for the launch! cant wait to see you do bigger and better things. Full episode out soon on The Money Mindset ! ✨
8
2
173
8,995
Great thoughts @MohnishPabrai Agree with you but loved this articulation the most - “Best way to get the most is not to ask for anything”. 😊
Givers, Takers, and Matchers Mohnish Pabrai explains why being a giver makes the universe conspire to help you Source: My First Million #adamgrant #giveandtake #successmindset #psychology
1
29
241
20,288
It was great chatting with you Sumit. You had sharp & relevant questions. @CarnelianMF
पोर्टफोलियो के लिए Smallcap क्यों ज़रूरी ? How Important Are Small-Cap Stocks in Your Portfolio? | Ft. Vikas Khemani | Moneynaama Ep: 04 Thank You @vikaskhemani Sir for your precious time and congratulations for new Journey #Moneynaama #Vikaskhemani #sumitmehrotra #podcast @carnelian_asset Watch Full Podcast: youtu.be/TmbI6SBZIKk
10
1
1
99
54,421
Why did we choose to begin our mutual fund journey with a Small Cap Fund? For us, the decision was rooted in our investment philosophy and the opportunities we see in the small-cap space. In this conversation with @N_Mahalakshmi_ on @moneycontrolcom , I share the thinking behind launching the Carnelian Small Cap Fund as our first offering and why we believe this was the right way to begin this new chapter. As we take Carnelian’s investment approach to a wider audience, our core values remain unchanged: Clarity, Conviction and Compounding. #Carnelian #CarnelianMutualFund #SmallCapFund #ClarityConvictionCompounding
A Small Cap Fund as the first step into mutual funds. Why this, and why now? Amidst this @moneycontrolcom conversation with Carnelian’s founders, @vikaskhemani shares the thinking behind the launch of Carnelian Mutual Fund. He explains why the Small Cap was the clear choice to kick-start this new chapter. At the heart of this venture lie three core values: Clarity, Conviction and Compounding. The philosophy remains the same; the opportunity to take it forward is much larger. Click here to watch the whole conversation with the founders: lnkd.in/dkCjmTNh Visit our website to know more: carnelianmf.com/ @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 #SmallCapFund #ClarityConvictionCompounding #MutualFundsSahiHai
11
12
128
11,406
Vikas Khemani retweeted
Smallcap या Largecap, किन पर लगाएं दांव? #vikaskhemani #podcast #sumitmehrotra #moneynaama @vikaskhemani @carnelian_asset
1
6
1
97
13,663
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
13
8
438
27,940
A New Chapter in Carnelian’s Journey. A New Opportunity to Pursue Alpha & serve millions of Indians. We are proud to announce launch Carnelian Mutual Fund. Super overwhelmed with the response and enthusiasm with attnednce of over 400 Distribution Partners Special Gratitude to @Raamdeo ji @MadhusudanKela ji and Ramesh Damaniji for blessing the occasion and speaking to audience. Built on the same commitment and same ethos : Clarity. Conviction. Compounding. Click here to Invest in *Carnelian Small Cap Fund*, bit.ly/4zArY9R Visit our website to know more: carnelianmf.com @vikaskhemani; @manoj_bahety; @khemani_swati @CarnelianMF #CarnelianMutualFund #Carnelian #CarnelianMF #Investing #Alpha
123
41
12
1,061
75,134