
Anupjadav
2.7K posts

Anupjadav
@anupjadav
Student of Economics, Investments & Stocks. I sell MFs for living.




Carnelian Asset Management & Advisors founded in 2019 was established by 1. Vikas Khemani – Founder & Chief Investment Officer 2. Manoj Bahety – Co-Founder & Fund Manager 3. Swati Khemani – Co-Founder leads strategy, business, and capital management Carnelian Asset Management has received regulatory approval from the SEBI to launch its mutual fund business List of PMS, AIF and Offshore funds being managed by them already -

Vikas Khemani 🔥 Veteran Investor From, Mandawa-Rajashthan Started at ICICI Securities Rose to CEO of Edelweiss Securities Started his own firm Carnelian Asset Management & Advisors in 2019. Scaled it to ₹18,300+ Cr AUM in just 7 years. Now got SEBI license to operate Mutual Fund under Carnelian Asset Management Joins the recent list of star managers launching MFs: Sunil Singhania - Abakkus Mutual Fund Samir Arora - Helios Mutual Fund Another Quality Name Entering the Mutual Fund Space 🔥

Vikas Khemani, founder and CIO of Carnelian Asset Management, shares his key investment themes for the medium to long term: 💊 GLP-1 Opportunity: Winners will be companies with end-to-end capabilities—from KSMs & APIs to the finished drug. The insulin capacity shortage is another structural tailwind. 🇮🇳 India Remains Resilient: Despite geopolitical tensions, corporate earnings remain healthy. Like 2022, markets can normalize once macro uncertainty fades. 🏭 Manufacturing is the Mega Theme: Across Pharma CDMO, Auto, Capital Goods, Defence & Specialty Chemicals. 🚀 Two Powerful Catalysts: ✅ New FTAs unlocking access to a $1.5 trillion export market ✅ 12–15% currency depreciation improving India's export competitiveness 🎯 The Big Vision: Increase manufacturing's share of India's GDP from 15–16% today to 20–25% over time. If this thesis plays out, India's next generation of multibaggers could emerge from manufacturing—not just software. #StockMarket #Investing #Manufacturing





Congratulations to the entire country on Dharmendra Pradhan’s resignation. Big win for democracy.

















