Ankit Patel is the co-founder and partner at Arunasset Investment Services, where he has played a pivotal role in shaping the firm’s growth trajectory over the past six years. With over a decade of experience in wealth management and financial planning, Ankit brings fresh perspectives, deep technical expertise, and a client-centric approach to helping individuals and families achieve their long-term financial goals.
Before joining Arunasset, Ankit honed his skills at International Money Matters, one of India’s leading financial advisory firms, where he spent four years advising clients on personal finance and investments. His career also includes early stints at Cinemara Pvt Ltd and NewWave Computing Pvt Ltd, experiences that shaped his understanding of business operations and client engagement. A graduate in Marketing from Christ University, Bangalore, Ankit combines strong analytical capabilities with a keen understanding of investor behavior.
At Arunasset, Ankit focuses on financial planning, asset allocation, and client relationship management, ensuring that investment strategies are both disciplined and tailored to each client’s unique needs. His advisory philosophy emphasizes transparency, holistic planning, and long-term wealth creation over short-term gains. By blending market research with macroeconomic insights, he ensures that portfolios are positioned to balance growth opportunities with prudent risk management.
Known for his hands-on style of engagement, Ankit works closely with clients ranging from professionals and entrepreneurs to high-net-worth individuals, helping them navigate complex financial decisions with clarity and confidence. He is also deeply involved in driving the firm’s strategic initiatives, including digital adoption and expansion into new client segments.
Outside of work, Ankit is a passionate follower of global financial markets and spends much of his free time exploring insights from books, research papers, and documentaries on economics and personal finance.
