C

Carnelian Capital Advisors

SEBI-Registered Portfolio Manager · 7 Active Strategies Tracked
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Investment Strategies & Monthly Factsheets (7)

Strategy NameDoc TypeReporting PeriodActions
Shift Strategy
Factsheet_Shift Strategy (PMS) – October 2026
factsheetOctober 2026
Contra Portfolio Strategy
Factsheet_Contra Portfolio Strategy (PMS) – October 2026
factsheetOctober 2026
Compounder Strategy
Factsheet_Compounder Strategy (PMS) – October 2026
factsheetOctober 2026
Shift Strategy
Carnelian Shift Strategy Presentation – September 2026
presentationSeptember 2026
Contra Portfolio Strategy
Carnelian Contra Portfolio Strategy Presentation – September 2026
presentationSeptember 2026
Compounder Strategy
Carnelian Compounder Strategy Presentation – September 2026
presentationSeptember 2026
Bespoke Portfolio
Carnelian Bespoke Portfolio Presentation – September 2026
presentationSeptember 2026

Strategy Portfolio Holdings Snapshot

Shift Strategy
As of 2026-08-31
Top Extracted Holdings
Laurus Labs—
Biocon—
Kalpataru Projects—
BHEL—
Pricol—
Contra Portfolio Strategy
As of 2026-07-31
Top Extracted Holdings
Reliance Industries—
Kotak Mahindra Bank—
Bajaj Auto—
Kalyan Jewellers—
Biocon—
Compounder Strategy
As of 2026-08-31
Top Extracted Holdings
Aditya Birla Capital—
Laurus Labs—
Biocon—
ONE 97 Communications—
BHEL—

Portfolio Management Services (PMS) are subject to market risks. Discretionary and non-discretionary investments are not guaranteed. Minimum investment in PMS in India is ₹50 Lakhs as mandated by SEBI. Read the Disclosure Document and strategy factsheets carefully before investing.

Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).