2. Enjoy what you love doing ,and leave managing your wealth to us…
• Having worked hard to reach this position in life, its important to
have time for yourself and enjoy the finest things that you can
afford today. And while you are doing that, you can safely rely on
ACE Wealth Management to manage your wealth for you, just as
you would like to….
• ACE Wealth Management is an independent financial services firm
that is dedicated to offering successful individuals, families and
trusts personalized assistance in pursuing their financial goals and
living their dreams. Our services include wealth management
solutions tailored for your current and future needs…
3. Values & Philosophy
• Our Values
Integrity
Performance
Customer Service
• Our Investment philosophy revolves around 2 key aspects
Capital Protection
Generation of Positive absolute returns on your investments
4. Wealth Management Account
• ACE offers Wealth Management Account (WMA) as a service to
those clients who would want to start a Relationship with us on a
product by product basis and would not want to go Ahead with a
complete wealth advisory on their investment portfolio. Under
WMA, we check for a particular product's investment suitability
with respect to Client’s risk appetite, goals to be achieved etc. For
clients who would have a Considerable equity mutual fund
portfolio, we offer a comprehensive Mutual Fund Advisory under
the WMA offering. The client benefits by getting periodical
updates / recommendations on his MF portfolio which is achieved
through active portfolio tracking.
5. Wealth Management Account Plus
• ACE offers Wealth Management Account Plus as a
service to those clients who would like to get their
entire Wealth Managed through us. To be a successful
long term investor, it is imperative to not only design a
well-balanced portfolio of investments, but also to
maintain the correct Asset Allocation within the
portfolio. It has been observed that Asset allocation
contributes 95% to a portfolio's returns. Asset allocation
too is a function of the risk appetite and goals of a
client. Hence, under this service, we help you create the
right asset allocation and diversification strategy based
on your investment and risk profile.
6. Financial Planning Services
• The importance of Financial Planning can’t be ignored in these
times of nuclear families, rising costs of living, education &
medical expenses. Add to this, uncertain retirement benefits, low
returns on deposits, and greater LIFE Expectancy levels that stress
the need to plan your finances even more…
• We make your Financial Planning Process Easy…
Gathering your Financial Data
Identifying your Goals
Preparing your Financial Plan
Implementing your Financial Plan
Reviewing and Revising your Plan
7. ACE Wealth Account
• Managing Wealth is not easy, especially with the ever growing needs and
products. In this fast paced world, there is a need for simplicity and
consolidation.
The need is to stay ahead, stay informed and stay in control….
ACE Wealth Account offers you a comprehensive, flexible account
which consolidates all your portfolio information in a single window in
a simple lucid manner. It keeps you informed of your finances and puts
you in control to take smart investment decisions…
8. Key Features of ACE Wealth Account
• Online Access
Now you can store all your portfolio, transaction information in multiple products through
ACE Wealth Account and get access anytime, anywhere…
• Meaningful Portfolio Reports
It enables you to access Insightful Reports that you “need” to know about your portfolio and
take informed investment decisions
• Flexible Consolidation Facility
It is a great feature which literally takes consolidation to the next level and allows you to
consolidate multiple accounts and view your entire family portfolio on a single desk
• Automatic Updation
Your portfolio is automatically updated on a daily basis so that you get the latest, true picture
of your portfolio…
9. Product Basket
• Mutual Funds
• Life Insurance
• General Insurance
• Direct Equity ( ETFs,Delivery Based Only & IPO's)
• Commodities (E-Gold & E-Silver)
• Private Equity & Real Estate Funds
• Fixed Income Instruments
(Company FDs,NCDs,PPF & POST)
• Infrastructure Bonds
10. Contact Details
• ACE Wealth Management Service
E-1/204,Kashiwishweshwar Complex,
Jetalpur Road,
Vadodara – 390007
Mobile : 91 9879580072
Email : ronakace@gmail.com
Visit us : www.acewealthmanagement.co.in
