Arunasset Capital Advisors

Overview

Arunasset Investment Services is based in Bengaluru, Karnataka.² Arun Patel and Ankit Patel are partners in the firm.¹ The firm says it provides unbiased advice, identifies investment opportunities and helps clients pursue financial goals.²

History

Arun Patel is identified as the founder, and the team page says he began advising on personal finance and investments in 2006.³ Before Arunasset, he was an entrepreneur for more than 30 years, with businesses involving precision technical drawing instruments, automated precision plastic injection moulding, precision steel items, and distribution channels for Camlin Art Materials and Titan watches in Australia, New Zealand and Pacific region countries.³

Leadership

Arun Patel is the founder of Arunasset Investment Services.³ Ankit Patel is identified as cofounder and partner, an investment adviser and financial planning professional with more than a decade of industry experience.³ Before joining Arunasset, Ankit Patel worked for four years at International Money Matters and held shorter roles at Cinemara Pvt Ltd and NewWave Computing Pvt Ltd.³ He holds a bachelor’s degree in marketing from Christ University, Bangalore.³

Services

The firm distributes mutual funds, shares, portfolio management products, Alternative Investment Fund category funds, overseas shares, overseas funds, private equity funds, blockchain technology funds and new technology funds.⁴ It distributes select Alternative Investment Funds offered by SEBI registered AIFs under product provider arrangements.¹ It also facilitates or distributes select fixed and corporate deposits offered by eligible banks, non banking financial companies and other issuers.¹

The firm says it advises and executes investments after assessing client goals.⁴ Its stated process includes understanding goals and risk preferences, tailoring portfolios, daily monitoring, periodic reviews, detailed reports and monthly investment statements.⁴ It also provides economy and capital market updates, new product information, and conferences or webinars with industry experts.⁴

What the firm offers

• Investment management
• Private and alternative investments

Client focus

The firm says its clients include corporate top management, startup founders, small and medium business owners, bureaucrats, art collectors and journalists.² It says it manages wealth for families and tailors portfolios to balance growth and safety.² Client relationships are managed personally by the promoters, with regular portfolio reports, market updates and investment insights.² The firm says 80 percent of its clients came through client referrals.²

Investment philosophy and approach

The firm describes its approach as research oriented, with ongoing analysis of the economy, capital markets, asset classes, products, market cycles and developments in the financial sector.⁴ It says portfolios are shaped around client goals and risk preferences, then monitored daily and reviewed periodically.⁴

The firm states that its compensation uses a trail fee system paid annually by asset management companies on invested fund amounts.⁴ Arun Patel is listed as an AMFI Registered Mutual Fund Distributor with ARN 33307, and Arunasset Investment Services is listed as an APMI Registered PMS Distributor with APRN02543.¹

FAQs

Related resources

• LocationMultifamily offices in India

  The Multifamily offices in India page gives context on the local market for firms serving affluent families and business owners. It can help readers compare the types of investment management and private investment support available across India before assessing whether Arunasset's distribution and guidance services fit their needs.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com lists corporate venture capital firms and their investment interests. Reviewing it may help a business owner understand how institutional investors approach private and alternative investments, and frame questions about access, risk, liquidity, and portfolio fit when speaking with an investment services partnership.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers directories and playbooks for family-owned businesses. Its material can help owners consider governance, succession, liquidity, and investment questions that may shape a need for investment management or private market guidance from a firm serving business-owning families.

• GuideThe annual MFO review

  The annual MFO review provides a recurring view of multifamily office activity, themes, and market developments. Readers can use it to place investment management and alternative investment discussions in a broader industry context, while considering what information they want from a firm distributing financial products in India.

• Similar firmsBlue Edge
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  Profiles for Blue Edge, Client Associates, and Entrust Family Office Investment Advisors Private Limited offer points of comparison with other firms listed on this site. A reader can review their stated services and positioning alongside Arunasset's investment management, product distribution, and private investment guidance when forming questions for an initial discussion.

Sources

1. accessed 2026-10-23
2. accessed 2026-10-23
3. accessed 2026-10-23
4. accessed 2026-10-23

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.