Profil
Arun Kaul currently works at Sharika Lightec Pvt Ltd., as Director and Axxes Capital Inc., as Chief Investment Strategist from 2025.
Mr. Kaul also formerly worked at Sharika Enterprises Ltd., as Executive Director from 2005 to 2023, Independent Portfolio Consultants, Inc., as CIO & Head of Investment Strategy from 2013 to 2017, Hillsdale Investment Management, Inc., as Portfolio Manager & Chief Operating Officer in 2010, Prudential Insurance Co. of America, as Auditor, Morningstar Research, Inc. (Canada), as Analyst, and Computerized Portfolio Management Services, Inc., as Analyst.
Mr. Kaul received his undergraduate degree from the University of Western Ontario and undergraduate degree from the University of Pune.
Postes actifs de Arun Kaul
| Sociétés | Poste | Début |
|---|---|---|
Sharika Lightec Pvt Ltd.
Sharika Lightec Pvt Ltd. Electrical ProductsProducer Manufacturing Manufactures and sells light-emitting diode lights, power & telecom products | Directeur/Membre du Conseil | - |
Axxes Capital
Axxes Capital Investment ManagersFinance Axxes Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for secondaries, opportunistic credit, and direct lending with a minimum investment size of USD 0.025. The firm also considers co-investments and makes follow-on investments. | Private Equity Investor | 01/09/2025 |
Anciens postes connus de Arun Kaul
| Sociétés | Poste | Fin |
|---|---|---|
| SHARIKA ENTERPRISES LIMITED | Directeur/Membre du Conseil | 31/03/2023 |
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance BSC employs an actively-managed global investment approach. Accounts are and managed according to the client’s risk and return objectives and portfolio constraints including investment time horizon, liquidity needs, tax considerations, unique circumstances and other reasonable guidelines established by the client. The firm's Global Long/Short Core Equity portfolio consists of a diversified group of strategic individual equity holdings, in addition to, various tactical positions. BSC seeks to invest in businesses with competitive advantages whose stock is trading at attractive absolute valuation levels. Tactical positions take into account changing global business and market conditions and are implemented through the use of traditional and alternative exchange traded products (ETPs), exchange traded funds (ETFs) and exchange traded notes (ETNs). Such securities may include, but are not limited to, synthetic short equity positions, as well as, long and short currency and commodity positions. BSC's Global Multi-Strategy Income Portfolio invests in a diversified group of income-producing asset classes which include REITs, Sovereign, Municipal and Corporate Bonds, Mortgages, MLPs, Bank Loans, Preferred Equity and Equity. The strategy seeks to deliver the highest income opportunities that are attractive on a risk-adjusted basis and seeks to so only through investments in ETPs. ETFs and ETNs. The Concentrated Equity Opportunities (CEO) strategy seeks long-term growth of capital. The strategy invests in a concentrated portfolio of equity securities, while attempting to find non-correlated positions with specific catalysts that offer a high expected return that may also minimize losses. Investments may include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in REITs, MLPs, warrants, and depository receipts. The strategy may invest in equity securities without regard to geography, sectors or market-cap. Balanced accounts generally have an allocation to the Global Long/Short Core Equity Strategy and to a fixed income strategy, however they may also have a separate allocation to the Global Multi-Strategy Income Strategy. Accounts seek a balance between capital growth, capital preservation, and current income. BSC only uses fixed income ETFs for the fixed income portion of the portfolio. They do not use bonds or debt securities. BSC's fixed income strategy seeks to provide low-risk current income and limited capital appreciation utilizing an intermediate fixed income investment strategy. The strategy also seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the generally investment grade credit sector of (1) the US Bond Market and the intermediate US Treasury Market and (2) the US Municipal Bond Market. | President | - |
Prudential Insurance Co. of America /Insurance Ops/
Prudential Insurance Co. of America /Insurance Ops/ Multi-Line InsuranceFinance Provides individual life insurance and health insurance products and services | Corporate Officer/Principal | - |
Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Provides investment research | Corporate Officer/Principal | - |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Provides equity research services | Corporate Officer/Principal | - |
Formation de Arun Kaul
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 10 |
|---|---|
Independent Portfolio Consultants, Inc.
Independent Portfolio Consultants, Inc. Investment ManagersFinance BSC employs an actively-managed global investment approach. Accounts are and managed according to the client’s risk and return objectives and portfolio constraints including investment time horizon, liquidity needs, tax considerations, unique circumstances and other reasonable guidelines established by the client. The firm's Global Long/Short Core Equity portfolio consists of a diversified group of strategic individual equity holdings, in addition to, various tactical positions. BSC seeks to invest in businesses with competitive advantages whose stock is trading at attractive absolute valuation levels. Tactical positions take into account changing global business and market conditions and are implemented through the use of traditional and alternative exchange traded products (ETPs), exchange traded funds (ETFs) and exchange traded notes (ETNs). Such securities may include, but are not limited to, synthetic short equity positions, as well as, long and short currency and commodity positions. BSC's Global Multi-Strategy Income Portfolio invests in a diversified group of income-producing asset classes which include REITs, Sovereign, Municipal and Corporate Bonds, Mortgages, MLPs, Bank Loans, Preferred Equity and Equity. The strategy seeks to deliver the highest income opportunities that are attractive on a risk-adjusted basis and seeks to so only through investments in ETPs. ETFs and ETNs. The Concentrated Equity Opportunities (CEO) strategy seeks long-term growth of capital. The strategy invests in a concentrated portfolio of equity securities, while attempting to find non-correlated positions with specific catalysts that offer a high expected return that may also minimize losses. Investments may include common and preferred stock (including convertible preferred stock), partnership interests, business trust shares, interests in REITs, MLPs, warrants, and depository receipts. The strategy may invest in equity securities without regard to geography, sectors or market-cap. Balanced accounts generally have an allocation to the Global Long/Short Core Equity Strategy and to a fixed income strategy, however they may also have a separate allocation to the Global Multi-Strategy Income Strategy. Accounts seek a balance between capital growth, capital preservation, and current income. BSC only uses fixed income ETFs for the fixed income portion of the portfolio. They do not use bonds or debt securities. BSC's fixed income strategy seeks to provide low-risk current income and limited capital appreciation utilizing an intermediate fixed income investment strategy. The strategy also seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the generally investment grade credit sector of (1) the US Bond Market and the intermediate US Treasury Market and (2) the US Municipal Bond Market. | Finance |
Hillsdale Investment Management, Inc.
Hillsdale Investment Management, Inc. Investment ManagersFinance Hillsdale is an active manager which specializes in equities, alternatives, ESG and customized mandates which are based on a disciplined and systematic approach to investment decision making. They believe that a measurable, rational, evidence-based process leads to superior investment results. The Hillsdale investment process embraces both fundamental and quantitative investment approaches, capturing the finest elements of these complementary perspectives. | Finance |
University of Western Ontario
University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pune
University of Pune Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Prudential Insurance Co. of America /Insurance Ops/
Prudential Insurance Co. of America /Insurance Ops/ Multi-Line InsuranceFinance Provides individual life insurance and health insurance products and services | Finance |
Morningstar Research, Inc. (Canada)
Morningstar Research, Inc. (Canada) Investment ManagersFinance Provides investment research | Finance |
Computerized Portfolio Management Services, Inc.
Computerized Portfolio Management Services, Inc. Data Processing ServicesTechnology Services Provides equity research services | Technology Services |
Sharika Enterprises Ltd.
Sharika Enterprises Ltd. Miscellaneous Commercial ServicesCommercial Services Provides marketing services | Commercial Services |
Sharika Lightec Pvt Ltd.
Sharika Lightec Pvt Ltd. Electrical ProductsProducer Manufacturing Manufactures and sells light-emitting diode lights, power & telecom products | Producer Manufacturing |
Axxes Capital
Axxes Capital Investment ManagersFinance Axxes Capital invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for secondaries, opportunistic credit, and direct lending with a minimum investment size of USD 0.025. The firm also considers co-investments and makes follow-on investments. | Finance |
















