We’re delighted to share that our Co-Founder & Partner, Ankit Patel, has been featured in India Business Journal under their “Management Mantra” series.
In the interview, Ankit speaks about his core management principles, the importance of research-driven thinking, long-term discipline in wealth creation, and the values that guide our approach at Arunasset.
Markets do not move in straight lines – they swing between optimism and fear, liquidity and tightness, euphoria and regret. For most investors, the real challenge is not choosing the fastest moving investment option, but one that provides the best risk adjusted returns. Because the story coming to an end is the real enemy, not coming second. Giving long term compounding a chance is really where the game is won. Wealth is usually built quietly, across multiple cycles, by getting the fundamentals right and repeating them with discipline.
The Indian economy is at a critical crossroads as the Union Budget 2026-2027 draws near. Although infrastructure has been updated under the “Capex-first” approach of recent years, a new macroeconomic problem has surfaced: muted nominal growth. The mandate for fiscal policy is reflation for the first time in recent cycles. The upcoming Budget is anticipated to strike a balance between its emphasis on infrastructure and a notable shift toward consumer assistance in order to help the economy return to an optimal inflation level of 4%.
Arun Patel, Founder & Partner at Arunasset Investment Services, has been featured in recent Budget 2026 coverage by Mint and CNBC-TV18, sharing his views on the upcoming Union Budget and the need to balance demand support with fiscal discipline.
In 2025, foreign portfolio investors pulled close to USD 21 billion out of Indian equities. Under normal circumstances, that kind of selling would have left a mark. This time, it did not. Domestic investors quietly absorbed the pressure. SIP flows did not falter, equity mutual funds continued to see money come in, and household participation acted as a steady counterweight whenever volatility picked up.