Carnelian Asset Management & Advisors Private Limited

Fee-Only (% of Portfolio)Fixed/Hourly

Carnelian Asset Management & Advisors Private Limited provides discretionary and non-discretionary portfolio management services and investment management for alternative investment funds, primarily serving individual clients. Carnelian tailors its strategies to each client's chosen approach, offering various investment styles including the Capital Compounder Strategy, Shift Strategy, Contra Portfolio Strategy, Bespoke Portfolio, and Liquid Strategy. These strategies primarily focus on equity securities listed on recognized stock exchanges in India, money market investments, and mutual funds, with a long-only, multi-cap, sector-agnostic approach designed to capture growth in the Indian market. Carnelian also permits investments in unlisted securities for large value accredited investors. The firm manages assets through structured research frameworks and implements risk management and compliance policies, including a code of ethics. Carnelian does not participate in wrap fee programs and executes transactions through independent brokers seeking best execution.

Assets Under Management$1.5B
Clients4,540
AdvisorsN/A
Avg. per Client$330K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$60K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Carnelian charges a fixed annual management fee of between 0.0% and 2.5% of net assets, payable monthly in arrears. Performance-based fees of up to 20% of net performance may also apply. Fees are negotiable based on account size and investment strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Carnelian Asset Management & Advisors Private Limited - Fees, AUM & Advisors | TrueAdvisor