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We, Ace Financial Services started our journey of ‘Mutual Fund Investment Advisory’ in late 2005 with a handful of investors. Presently we are managing around 1500 retail investors with a dedicated team of experienced and young pragmatic members. We combine a hard-core professional approach with a soft touch of personalized attention and dedicated customer care. The delivery and support modules have been fine-tuned by giving all our investors access to online portfolio information through our Mobile App (App store & Google Play Store Verified), regular updates on their portfolios as well as value-added advice on portfolio rebalancing, etc. We believe in long-term relationships and do not believe in short-term business. We offer only and only Mutual Fund Products ranging from Debt, Liquid, Equity, Hybrid, ELSS to FOF. We deal with ALL AMCs operating in India. As wealth managers, we collate the relevant financial information and life goals of our investors, assess his/her risk tolerance level, and current financial status and obtain the strategy to fulfill his/her goals. Our continuous endeavour is to find out the funds which are hidden gems i.e. not in limelight but have the potential to outperform.
Our vision is to create Tax efficient wealth for our investors to meet their financial goal. We cater customized investment plan for each of our investor according to his/her need and risk profile. Our WEALTH MANAGEMENT services include Goal Based Future Planning, Tax Planning, Retirement Planning etc which helps to augment our investor’s financial health and lifestyle.
• Experience of more than 38 years in the Mutual Fund industry has given us the opportunity to come through so many ups and downs here.
• Use of Cut-edge technology enables us to provide better service to our investors in all respect
• Dedicated team of professionals in Operations, Research & Marketing
• Advisory – Mutual Fund Investment and Asset Allocation Advisory.
• Online Transaction – We are equipped with BSE StAR MF, India’s largest & oldest online mutual fund platform, and do all financial transactions DIGITALLY.
• Physical Transaction - Besides Digital transactions, we also have the provision of Traditional physical transaction infrastructure.
• Door-Step Services – Our AMFI-qualified dedicated Team Members reach your place for any kind of Mutual Fund related services.
• CSR - We always extend our hands of experienced guidance to our investors for any kind of Mutual Fund investment-related glitches as our social responsibility.
