NINE YEAR OLD INVESTMENT ADVISORY FIRM
who we are
Arunasset Capital Advisors is a nine year old investment advisory firm established to help people build successful investment portfolios. We emphasize on competent advise and we look to build long term relationships. In fact a competent, ethical and service oriented approach, or should we say a lack of it, inspired us to begin our enterprise. We strive not only to make an impact to our clients’ portfolios, but also to provide our clients a positive service experience.
We currently manage assets of over INR 200 crores while advising over thirty families. We offer advice across asset classes & a wide range of products including mutual funds, fixed deposits, bonds, pms products, direct stocks and AIF category funds.
” As a fiduciary adviser, we offer customized solutions solely in our Clients’ best interests “
Arun Patel – Partner
” We help you manage your wealth by providing unbiased advise and spotting the right investment opportunities. We want to make people from disparate fields get access to the best investment opportunities”
Ankit Patel CFP® – Partner
Asset allocation based approach.
Portfolio construction aligned to goals.
Tracking your portfolio
Online access to portfolio reports.
Investment taxation reporting.
We aim to ease and facilitate the process of execution. We have robust systems in place which ensures minimal operational involvement, but which constantly keep you in the loop.
Regular review of portfolio
Portfolio re balancing based on valuation.
Portfolio re balancing based on change in goals.
NRI CONSULTANCY SERVICES
We help NRI’s invest in India & be ahead of the curve with regard to all aspects of personal money management. From thousands of miles away our NRI clients own portfolios that are nimble and quick to react when necessary. The constantly changing regulatory environment provides a challenge we are happy to help out with. We also aim to facilitate and ease the investment process as much as possible.
MULTI FAMILY OFFICE SYSTEM
Driven purely by client needs and preferences, there is no pre-defined standard for how we construct our services for this category. We tailor make our services for each family.