The Harnessing - Wealth Advisory:
Adopting a strategic asset allocation: Managing your wealth involves more
than just picking stocks randomly. Our Financial Advisors work untried with
you, as our clients to help allocate assets and develop appropriate strategy
to achieve the financial goals. We manage your investment strategies across
all asset classes and across geographies with a solid backing from our in house
research department. A few of the strategies we undertake are:
Equity Strategies: We enable clients to take advantage of opportunities
in the equity markets and efficiently manage risks by diversifying their portfolios.
At the same time, when we see a long term bear market unfolding, we might bypass
equities altogether. Building a good wealth-base for our clients is our moto.
Fixed Income Strategies: We help clients to create diversified, tax-efficient
investment plans that address capital preservation, current income, and capital
appreciation with an array of portfolio products.
Structured Products: We see to it that clients can take optimum advantage
of hedging and liquidity strategies and accordingly customize various structured
products to suit the individual's need.
Hedging Strategies: Our skilled investment professionals can develop hedging
strategies tailored to a client's needs using products ranging from equity-linked
structures.
The Execution Domain - Investment Process:
After the sound ground work & development of strategies, comes the all
important execution part. PACE has one of the best trading teams in India, a
quality well accepted by most of the Fund houses in India.
Implementing investment recommendations: Sticking to the investment strategy is the most important part of the strategy.
We ensure this through constant interaction between the research team &
the trading department. Through immense efforts, we move towards the ultimate
goal.
Measuring performance periodically and re-balancing as necessary: Our
Financial Advisors help clients in periodically revising the strategy and objectives.
Your advisor can successfully analyze your position, balances and asset allocation
to help ensure you're truly positioned for success.
The Paraphernalia – Not just trading, but much more:
PACE provides a one stop solution for all your financial needs. Through us, you have access to all the following services:
Insurance Advisory: As pioneers in the broking industry in India, we believe
that an insurance broker has a fiduciary duty to act in the best interests of
the customer and provide sound practical advice which is independent of any
insurance company's influence.
We believe in handling each customer of ours as a “special customer”
and this has had some of them being loyal to us ever since we began this journey.
With our expertise ranging from handling large power projects to some of the
largest liability deals, we have our services extending to General Insurance
as well as Employee benefits (Life) and have verticals to cater to large market,
liability, clinical trials and life insurance. Our services are for both individual
and corporate customers.
Our bouquet of insurance services includes:
LIFE INSURANCE:
- UNIT LINKED INSURANCE PLAN (ULIP)
- RETIREMENT PLAN
- ENDOWNMENT PLAN
- SINGLE PREMIUM PLAN
- CHILDREN PLAN
GENERAL INSURANCE:
- ALL INSURANCE COVERS FOR SMEs & CORPORATES
- MEDICLAIM/OVERSEAS MEDICLAIM INSURANCE
- PERSONAL ACCIDENT INSURANCE
- HOUSEHOLD POLICY
- VEHICLE INSURANCE
Mutual Funds Advisory: We can cater to your needs for investing in Mutual
Funds. We provide you one of the best Mutual Fund distribution channels. Broadly
we will provide you with facility to invest in following categories of Mutual
Funds backed with to the point research & reason:
1) Equity Linked Funds
2) Debt Linked Funds
3) Short Term & Long Term Gilts
4) Income Funds
5) Liquid Funds
6) Hybrid Funds
7) Fixed Maturity Plans (FMPs)
Employee Stock Options: Enabling clients to evaluate stock option plans
by providing a quantified basis for making decisions, factoring in tax implications,
anticipated values of company stock options and targeted rates of return for
the ESOPs.
Tax Planning: PACE will take care of your capital gains taxes on direct
equity investments. Be it calculations or provisioning of various documents
(TDS Certificate) for the same, PACE is always there to help you.
Retirement Planning: Planning to retire in India? We provide efficient
consultancy to develop a retirement plan that incorporates investment planning
for income requirements, be it the investments in mutual funds or bonds or IPOs
or be it insurance related products.
Wealth Protection: Sophisticated investors require complex investment strategies
and access to quality products to implement those strategies. Achieving quality
results requires sophisticated resources. PACE provides you with the best available
in the industry.
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