About Us

ACE WEALTH MANAGEMENT SERVICES was started in 2007 with vision of providing the best Investments Advisory and a complete financial solution to the investors.

Welcome to Our Company

Ace Wealth Management Services has faced the ”Bullish” as well as the “Bearish” trend of the market in the last Eight years and has evolved, grown and matured as a company.

We recognize financial needs vary and there is no "one-size-fits all" approach. Ace Wealth Management Services brings to you an unmatched blend of personalized services and an array of innovative and exclusive products suited for each of your investment needs. Whether you are in India or abroad, we extend our hand of partnership as your trusted financial advisors.

We ensure that your individual risk profile is drawn so that we can cater to your specific and precise investment needs. Optimal asset allocation among a wide range of investment products helps to create a portfolio best suited to your requirements and preferences, while maintaining the best balance between risk and return.

Mission Vision Our Philosophy


To be the most Trusted Investments Advisory Firm in the Financial Industry.


Our Vision is to become a Non Banking Financial Company and to provide the best Financial Services and Investment Advisory.

Our Philosophy

Fulfilling the Needs of Investors

At Ace Wealth Management Services, we cater to the needs of the highly discriminating investor who demands prudent advice through proper financial planning. We provide a flawless standard of service that we believe is of considerable value to our clients.

Sound Investment Philosophy

Our investment management philosophy is based on academic research, modern portfolio theory, and the proven consistent performance of the funds. We focus on facts, objective research, and a custom approach.

Various Investment Possibilities

Ace Wealth Management Services considers a full range of investment options for its clients. We are not restricted to using a certain family of funds or investment vehicles. We try to understand client’s objective and requirements, basis on which we decide the investment strategy.

Building an Investment Relationship

Ace Wealth Management Services takes pride in building and establishing a strong, solid investment relationship based on trust. We are committed to the scrupulous management of your portfolio. We understand the importance of relationship and hence we provide the best quality of services that is unmatched by the larger, impersonal firms.


Mutual Funds

Everybody talks about mutual funds, but what exactly are they? Are they like shares in a company, or are they like bonds and fixed deposits? Will I lose all my money in funds or will I become an overnight millionaire? All your questions will be answered, Read on.


A mutual fund is a pool of money that is invested according to a common investment objective by an asset management company (AMC). The AMC offers to invest the money of hundreds of investors according to a certain objective - to keep money liquid or give a regular income or grow the money long term. Investors buy a scheme if it fits in with their investment goals, like getting a regular income now or letting the money accumulate over the long term. Investors pay a small fraction of their total funds to the AMC each year as investment management fees.

The Mutual Funds in India are handled by Fund Managers, also referred as the portfolio managers. The Securities Exchange Board of India regulates the Mutual Funds in India. The unit value of the Mutual Funds in India is known as net asset value per share (NAV). The NAV is calculated on the total amount of the Mutual Funds in India, by dividing it with the number of units issued and outstanding units on daily basis.

Benefits of Investing in Mutual Funds


Almost everyone can buy mutual funds. Even for a sum of Rs 1,000 an investor can invest in a mutual fund

Professional Management

For an average investor, it is a difficult task to decide what securities to buy, how much to buy and when to sell. By buying a mutual fund, you acquire a professional fund manager who manages your money. This is the person who decides what to buy for you, when to buy it and when to sell. The fund manager takes these decisions after doing adequate research on the economy, industries and companies, before buying stocks or bonds. Most mutual fund companies charge a small fee for providing this service which is called the management fee.


According to finance theory, when your investments are spread across several securities, your risk reduces substantially. A mutual fund is able to diversify more easily than an average investor across several companies, which an ordinary investor may not be able to do. With an investment of Rs 5000, you can buy stocks in some of the top Indian companies through a mutual fund, which may not be possible to do as an individual investor.


Unlike several other forms of savings like the public provident fund or National Savings Scheme, you can withdraw your money from a mutual fund on immediate basis.

Tax Benefits

Mutual funds have historically been more efficient from the tax point of view. Profit earned from an equity fund after one year is consider being long term capital gain and is exempted. Also one can take the benefit of indexation for the gain from Debt or fixed income after three years.


Get rich with SIPs!

It is a well-known fact that over the long term, equities have always generated returns that outperformed those from other asset classes, including gold and real estate. But direct investment in equities means you need to have plenty of money to get substantial returns from just one stock. Instead, you can derive benefits of equities by investing in mutual funds that invest the investors’ money across various stocks and sectors, by investing the minimum investment amount, as specified by the fund. This amount is generally Rs.5000/- for most of the funds.

But what if you cannot spare this amount? What if the market crashes the day after you invest? What if you want to invest regularly? Of course, you can do so by using SIP.

What is SIP?

SIP stands for Systematic Investment Plan. Here, you invest a fixed sum with a particular frequency in the fund of your choice for a predetermined period -- either six months, a year, or more. The frequency could be monthly, quarterly or once every six months. The amount could be as low as 500/- for most funds.

How does the SIP work?

SIP works by capitalizing on the volatility in the stock market. For example, if you invest Rs.100/- when the NAV is Rs.10/-, you get 10 units of the mutual fund. Now, when you invest Rs.100/- the next time and the market has crashed, with the NAV of the fund becoming Rs.5/-, you get 20 units. Assume that when the third SIP investment is due, the market has gone up and the NAV becomes Rs.20/-, and you get five units for your Rs.100/-. So, in all you get 35 units of the fund, whereas a one-time investment of Rs.100/- would have fetched you just 10 units when the NAV was Rs.10/- units.



The meaning of insurance: Insurance is a policy from a large financial institution that offers a person, company, or other entity reimbursement or financial protection against possible future losses or damages.

The meaning of insurance is important to understand for anybody that is considering buying an insurance policy or simply understanding the basics of finance. Insurance is a hedging instrument used as a precautionary measure against future contingent losses. This instrument is used for managing the possible risks of the future.

Insurance is a highly misunderstood product and it's often bought and sold for the wrong reasons. At the same time it's a very important part of your life and you must know certain ground rules for making the right decisions in buying the product.

There are two main categories of Insurance

Life Insurance

Life insurance ensures that your family will receive financial support in your absence. Put simply, life insurance provides your family with a sum of money should something happen to you. It protects your family from financial crises.

General Insurance

Insurance other than ‘Life Insurance’ falls under the category of General Insurance. General Insurance comprises of insurance of property against fire, burglary etc, personal insurance such as Accident and Health Insurance, Corporate Insurance such as Contractor All Risk, Workmen Compensations, etc and liability insurance which covers legal liabilities. There are also other covers such as Errors and Omissions insurance for professionals, credit insurance etc.

Non-life insurance companies have products that cover property against Fire and allied perils, flood storm and inundation, earthquake and so on. There are products that cover property against burglary, theft etc. The non-life companies also offer policies covering machinery against breakdown,there are policies that cover the hull of ships and so on. A Marine Cargo policy covers goods in transit including by sea, air and road. Further, insurance of motor vehicles against damages and theft forms a major chunk of non-life insurance business.

Financial Planning

Financial Planning

Financial planning is the process of taking control of your finances and making your money work for you.



Real Estate has emerged as an important asset class in recent years in India. It is mainly due to the larger players emerging in the sector and making it organized and transparent. Also with the trends changing towards nuclear families, double income families with higher disposable incomes, easy availability of home finance and tax incentives, the opportunities in the Real Estate sector are becoming more attractive.

Understanding that Real estate offers valuable diversification to an investment portfolio and as an important part of financial planning, we recommend investing in various kinds Real Estate products though our group company Robust Investments Advisory Pvt. Ltd.

With the opportunities flourishing in Gujarat, we try to cater to the needs of large investors and help them to fulfill their dreams of Investing in various parts of Gujarat at the same time we believe in doing projects with Future Vision, 100% clear documentation and speedy completion.