Pace 360 PMS Logo

Pace 360 PMS (Portfolio Management Services) offers tailored investment solutions for High-Net-Worth Individuals (HNIs) and institutions seeking personalized portfolio management.

With a strong emphasis on research-backed value investing and leveraging its well-known QGLP (Quality, Growth, Longevity, and Price) investment philosophy, Pace 360 Portfolio Management aims to deliver long-term capital appreciation.

Clients benefit from customized portfolios that align with their unique financial goals, risk appetite, and liquidity needs.

Experienced fund managers, supported by robust research teams, actively manage these portfolios, offering expertise and market insights.

Unlike mutual funds, Pace 360 Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Pace 360 PMS - Business Summary

Total AUM

Rs.961.19 Cr.

Avg. 1 Year Return

7.37%

Active Clients

72

No. of Strategies

3

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Compounded Annual Returns of Pace 360 Portfolio Management Services

1 Year

7.37%

Nifty 50 - 1 Year

9.02%

3 Year

12.51%

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Pace 360 PMS Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% (if above 7.50% profit)

Exit Load 1st Year

NA

Exit Load 2nd Year

NA

Exit Load 3rd Year

NA


Pace 360 PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Tresor Flexi Not Disclosed 3.60%
Tresor Secure Not Disclosed 11.13%
Smart Alpha Not Disclosed NA

Top Fund Managers of Pace 360 Portfolio Management

#1

Mr. Amit Goel

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Investment Solutions offered by Pace 360 Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

2% within 1st Year

Support provided by Pace 360 Portfolio Management

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Pace 360 PMS Dashboard or Backoffice Platform

Web Platform


Pace 360 Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Pace 360 PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Pace 360 Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000006998

Contact Person

NA

Telephone No.

9711200180

Address

A - 1/291, Safdarjung Enclave, New Delhi 110029 India

Starting Date

Jul 03, 2020

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