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Wealth Management

At the heart of Pace is the passion to provide you with solutions that give you freedom from active management of investments while having an assurance that we would be doing so in the best possible manner. Our conviction, matched by our passion, experience, and expertise, is all about ensuring the peace of mind of the investor.

At Pace, our investment process starts with understanding you & your background, investment goals, risk appetite and existing investment pattern etc. This comprehensive profiling exercise helps us in evaluating your risk tolerance and understanding your investment objectives. All these factors are kept in mind while designing your portfolio.

Our Wealth Advisory Services include holistic and unbiased investment advisory across diverse asset classes. We maintain an open architecture approach to product selection, ensuring the forging of best partnerships, creation of right products on the basis of your risk profile. Our advice is based on the time-tested principles of appropriate asset allocation and diversification.

Our Offerings

  • Assessing Risk Profile, defining Asset Allocation and fresh Investment Recommendations
  • Cash Flow Management
  • Retirement Planning
  • Advice on Existing Investments
  • Tax Planning
  • Periodic Review & Rebalancing Of Portfolio

The PACE Advantage

  • Customer-centric approach
  • Wide bouquet of investment services, each of which is specifically tailored to each client.
Invest Through Pace. Open Your DEMAT & Trading Account With Us