Investment Advisory - Advice on Combination of Equities (ACE)

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A diverse range of robo powered pre-packaged equity portfolios ideal for both, traders and investors

pms in india

ACE Large Cap (new) - Key Highlights

A long-term equity portfolio that consists of large cap stocks to generate steady returns over a period of time.

  • Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
  • Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
  • Apt for investors with moderate to low risk appetite & investment horizon of 3-5 years
  • Stock picking from Top 150 companies by market capitalization listed on NSE
  • Use of liquidity and volatility filters to select stocks
  • Quarterly rebalancing in-line with stock selection criteria.

ACE Small Cap (new) - Key Highlights

A systematic delivery based equity portfolio that consists of small cap stocks having potential for high earnings growth.

  • Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
  • Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
  • Apt for investors with high risk appetite & investment horizon of 3-5 years
  • Stock picking from Top 700 companies by market capitalization with recent earnings upgrade
  • Use of intelligent filters to select liquid stocks
  • Quarterly rebalancing in-line with stock selection criteria.
ACE Small market platform

ACE FundTech - Key Highlights

investing in stocks guide

A portfolio with a combination of fundamental & technical parameters suitable for investors who want to invest in companies with best financial trend subject to thresholds of Quality & Valuation.

  • Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
  • Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
  • Apt for investors & positional traders with moderate risk appetite & investment horizon of 3-5 years
  • Stock picking based on quality & valuation forecasts with an upward financial trend
  • Exclusion of stocks in bearish zone as per technical parameters like RSI, Bollinger band, etc.
  • Continuous re-evaluation of portfolio incase of adverse change only in the stock selection criteria

ACE Cash - Key Highlights

A robo-powered delivery based equity portfolio suitable for investors which aims to deliver superior returns over a period of time.

  • Minimum investment of Rs. 10,000 under SIP mode & Rs. 1 Lakh under Lumpsum mode
  • Option to select subscription model - 20% Profit Sharing or 2% subscription Fee
  • Apt for investors with moderate to high risk appetite & investment horizon of 3-5 years
  • Stocks selected with market cap exceeding Rs. 1,000 Cr with defined rules
  • Amount invested in 4 installments based on appropriate market timing
  • Quarterly portfolio re-balancing basis company performance
stock trading guide

ACE SmarT - Key Highlights

stock trading guide

An equity portfolio with the objective to generate returns from trading opportunities in fundamentally strong stocks through the support of technical trends.

  • Minimum investment of Rs. 3 lakhs
  • Apt for positional traders with moderate to high risk appetite & investment horizon of 1 year
  • Use of technical indicators to identify momentum based ideas
  • Short term momentum based trades in good quality stocks
  • Disciplined trading approach with specified me horizon, stop loss & target price
  • Stop Loss: 2% to 3% stop loss with feature of trailing stop loss