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Ace Pro Advisors 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, Ace Pro Advisors 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, Ace Pro Advisors Portfolio Management Services offers direct ownership of securities in a segregated Demat account, providing transparency and control.

Ace Pro Advisors PMS - Business Summary

Total AUM

Rs.115.16 Cr.

Avg. 1 Year Return

7.90%

Active Clients

68

No. of Strategies

2

Minimum Investment

Rs.50 Lakh

Experience

10 Year

Compounded Annual Returns of Ace Pro Advisors Portfolio Management Services

1 Year

7.90%

Nifty 50 - 1 Year

10.74%

3 Year

8.72%

Nifty 50 - 3 Year

20.15%

5 Year

14.10%

Nifty 50 - 5 Year

11.52%

Ace Pro Advisors PMS Charges or Fees

Fixed Fees

1% of Fund Value

Variable AMC

NA

Variable Profit Sharing

20% (If Profit above 10%)

Exit Load 1st Year

Nil

Exit Load 2nd Year

Nil

Exit Load 3rd Year

Nil


Ace Pro Advisors PMS Strategies or Investment Approach

Strategy AUM 1 Year Return
Ace Pro Advisors Galaxy PMS Strategy Not Disclosed 3.08%
Ace Pro Advisors Large Cap PMS Strategy Not Disclosed 12.72%

Top Fund Managers of Ace Pro Advisors Portfolio Management

#1

Mr Iqbal Singh

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Investment Solutions offered by Ace Pro Advisors Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Nil within 1st Year

Support provided by Ace Pro Advisors 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 7 Working days

Ace Pro Advisors PMS Dashboard or Backoffice Platform

Web Platform


Ace Pro Advisors Poirtfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest in Ace Pro Advisors PMS

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Ace Pro Advisors Portfolio Manager - SEBI Details

SEBI Reg. No.

INP000004854

Contact Person

Abhay Nagar

Email ID

support@acepro.in

Telephone No.

26528671

Address

401 4th Floor Manek Plaza ,167 Vidyanagari Marg Kalina Santacruz E,MUMBAI,MAHARASHTRA,400098

Starting Date

30 September 2015

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