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Mr Chandra Mohan Mukherjee is the Founder & Sr Partner of Ace Financial Services. after completing about 20 years of service in UTI (Unit Trust of India- The First Mutual Fund in India since 1964) in the managerial cadre, Sri Chandra Mohan Mukherjee decided to start up his own business. He has set up his own firm Ace Financial Services cumulating his expertise in the marketing, operations and IT field. He started the journey of Ace Financial Services in 2005, over the years which have earned the reputation and recognition of more than 800 active retail investors. He has developed a dedicated, efficient team who renders all kinds of services like advising funds, managing mutual fund portfolios, fixing financial goals of investors, operations & investor service through online platform under his supervision. He also render his adept advice to the investors how to hedge the risk of life, Medical inflation, Natural calamity like Earth Quacketc as a part of Social Responsibility. He is specialised in Retirement Planning and Taxation Planning on different investment avenues.
Ms. AnuktaMajumder is a Science Graduate and working with Ace Financial Services since 2005 and takes part in the leading role of managing the other members to render services to the valued investors. She is also a NISM - VA certificate holder. She is the 1st interface of Ace Financial Services with its investors regarding all types of operational requirements. She has an excellent communication skill and pleasing personality which captures investors’ confidence. She also advises to increase the number of SIPs amongst investors and also guides them for a better investment planning. With her vast experienceof 16 years in Ace Financial Services she has achieved the position of Sr.Advisor.
Ms Sreya Mukherjee is a Graduate in English Literature and one of the Partners of Ace Financial Services. She is a NISM - VA certificate holder and she also has formal qualification of Digital Marketing. She has vast experience of Web Designing. Immediate after completion of her graduation she started taking part actively in operations of the company. With NISM – VA certification, depth of knowledge in Digital marketing and experience of more than 5 years in Ace Financial Services, she has attained the expertise in administration as well as operations of the company. She is taking part in the Administration, Accounts and Digital Marketing of Ace Financial Services and skilfully assists Mr Chandra Mohan Mukherjee to run the company. Checks & Balances is her prime strength.
Ms. Aditi Saha is a Commerce Graduate and working with Ace Financial Services for more than 1 year. She is a NISM - VA certificate holder. With Commerce background, NISM – VA certification and experience of 1.5 years in Ace Financial Services, she has attained the expertise in Back-office operations. She is equally skilled in online & offline operation.Aditi does the entire daily online transactions single handedly with ease. She skilfully handles all kind of email communications. Checks & Balances is her prime strength. Her sincerity, humility, knowledge and pleasant personality are befitting with the profile of the company.She is also knowledgeable about mutual fund industry, fund performance and investor’s appetite for fund allocations.
Mr. Nilavra Das is a Commerce Graduate and working with Ace Financial Services for more than 1 year. With Commerce background and experience of 1 year in Ace Financial Services, he has achievedin depth knowledge of Mutual Fund, Market, Domestic and International economy, asset allocations, financial planning and finally fund selection as per the requirement of the investor. As a Gen-Y member of the team, he has the expertise on social media platforms and skilfully handles all the social media pages of Ace Financial Services –FaceBook&Instagram. Nilavra has developed the aptitude of research on regular fund performance and became one of the key person of Ace Financial Services’ research team. He also assists in Back-office operations, online & offline transactions.
Mr. Vicky Turia is working in Ace Financial Services since 2007 as an Office Assistance. Over the year he has become expert with all outdoor services like offline transactions through CAMS, KFintech and different AMCs and also gives doorstep services to the investors. Over the year he has developed himself from a peon activity to managing the Computer activities of opertations specially in ‘excel’. He also manages all the files of Ace Financial Services. He single handedly manages all the scanning, Document handling, Database managing, Back-up management and finally made himself expert in computer hardware management.
Loyalty& sincerity is the name of Vicky Turia.
