Pace Financial Investment Adviser Pvt Ltd

Pace Financial Investment Adviser Pvt Ltd

AUM (Cr.)

205.33

No. of Clients

55

No. of Investment Approach

5

As On

30 April 2024

PACE group is broadly divided into two entities – PACE Financial Services and PACE 360. PACE Financial Services focuses on providing investment solutions in Indian stocks, commodities & currencies. PACE 360 is a leading financial service provider with our emphasis on providing bespoke solutions in the areas of global wealth management, asset management, alternative assets, multi-family offices, and credit solutions. Our blue-sky thinking and out of the box approach to our esteemed clients’ needs help us create solutions much beyond the predicted ones. Headquartered at New Delhi, PACE group was founded in the year 1995 by Atul Goel and Amit Goel. PACE is a name to reckon with in the sphere of global financial services. The group is India’s leading financial institution that has a global outreach with a customer base spread across 35 countries. The rich history of 24 years is witness to the exponential growth of the group from an NSE/BSE stock broker to a one-stop solution financial hub that caters to a diverse clientele ranging from HNIs, corporates, financial institutions, family offices, and other entities. The group has a presence in hundreds of locations of the country, giving it a pan India footprint.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Tresor Flexi
MULTI ASSET 24.46% 17.83% ND NA 19 Dec, 2020
Tresor Secure
DEBT 15.42% 12.12% ND NA 27 Jan, 2021
Tresor Prive
MULTI ASSET 18.51% NA NA NA 10 May, 2022
Tresor Sustainer
MULTI ASSET 19.81% 16.90% ND NA 13 Apr, 2021
Tresor SKG
MULTI ASSET NA NA NA NA 26 Jul, 2023

* Returns are as on  30th April 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr Amit Goel

Mr Amit Goel

Fund Manager

AMC Registered Address

A-1/291, Sadurjung Enclave,New Delhi-110029
SEBI Reg No : INP000006998

AMC Investor Login Link

Click here

AMC Website Link

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AMC Social Media

Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.