Arunasset Investment Services
Bengaluru partnership firm offering family-office services and investment management to client families; distributes mutual funds, PMS and AIF products.
Identity
- HEADQUARTERS
- Bengaluru, India
- FOUNDED
- 2006
Overview
Arunasset Investment Services is a Bengaluru partnership firm, with partners Arun Patel and Ankit Patel, that manages client relationships for families, CXOs, founders and business owners. It offers family-office services (investment management, cash-flow management, estate, tax and succession planning, acting as a family CFO) and builds tailored portfolios across mutual funds, shares, PMS products, AIFs, overseas funds and PE funds. It is an AMFI-registered mutual fund distributor and APMI-registered PMS distributor and states it is not a SEBI-registered investment adviser. Its site states it helps over 70 families and has over Rs 300 crore of assets invested under its advice (the home page cites 500+ crore and 80+ families).
People
Frequently asked questions
Arunasset Investment Services is a multi family office based in Bengaluru, India, founded in 2006.
Arunasset Investment Services does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Arunasset Investment Services include Arun Patel (Founder and Partner) and Ankit Patel (Co-founder and Partner).