WEALTH MANAGEMENT     SERVICES
Enjoy what you love doing ,and leave managing your wealth to us…• Having worked hard to reach this position in life, its i...
Values & Philosophy• Our Values  Integrity  Performance  Customer Service• Our Investment philosophy revolves around 2 key...
Wealth Management Account• ACE offers Wealth Management Account (WMA) as a service to  those clients who would want to sta...
Wealth Management Account Plus• ACE offers Wealth Management Account Plus as a  service to those clients who would like to...
Financial Planning Services• The importance of Financial Planning can’t be ignored in these  times of nuclear families, ri...
ACE Wealth Account• Managing Wealth is not easy, especially with the ever growing needs and  products. In this fast paced ...
Key Features of ACE Wealth Account• Online Access   Now you can store all your portfolio, transaction information in multi...
Product Basket• Mutual Funds• Life Insurance• General Insurance• Direct Equity ( ETFs,Delivery Based Only & IPOs)• Commodi...
Contact Details• ACE Wealth Management Service  E-1/204,Kashiwishweshwar Complex,  Jetalpur Road,  Vadodara – 390007  Mobi...
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ACE WMS

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ACE WMS

  1. 1. WEALTH MANAGEMENT SERVICES
  2. 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. 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. 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 products 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. 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 portfolios 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. 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. 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. 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. 9. Product Basket• Mutual Funds• Life Insurance• General Insurance• Direct Equity ( ETFs,Delivery Based Only & IPOs)• Commodities (E-Gold & E-Silver)• Private Equity & Real Estate Funds• Fixed Income Instruments (Company FDs,NCDs,PPF & POST)• Infrastructure Bonds
  10. 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

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