Ace Wealth

Rs.29,999.00

Ace Wealth, a flagship product of Equity Advisory, is designed for investors seeking to build wealth over the long term. With a focus on large-cap and mid-cap stocks, Ace Wealth offers a medium-risk investment strategy that aims to deliver attractive returns while maintaining a balanced approach. As part of the long-term investment category, Ace Wealth offers a compelling opportunity for investors who believe in the potential growth of carefully selected stocks. Our expert team conducts thorough research and analysis, taking into consideration macro factors, industry outlook, peer comparison, and growth potential.

Description

At Ace Wealth Equity Advisory, our approach to stock selection revolves around a meticulous blend of fundamental and technical analysis. This ensures that every stock pick we recommend has a robust foundation and aligns seamlessly with our clients’ long-term investment objectives. Our overarching goal is to facilitate long-term wealth building for our investors.

Our investment strategy is designed to offer returns in the range of 15-20% annually, surpassing conventional investment avenues. We achieve this by implementing quarterly rebalancing, a practice that allows us to fine-tune portfolios in response to evolving market dynamics and emerging investment prospects. This dynamic approach ensures that your investments are consistently optimized for growth and stability, thereby enhancing your long-term wealth building potential.

With a minimum investment requirement of Rs. 500,000, Ace Wealth provides an accessible entry point for investors seeking to capitalize on long-term wealth creation opportunities. By partnering with us, investors gain access to our extensive expertise, research insights, and personalized investment recommendations tailored to their unique investment horizons.

Participating in Ace Wealth enables investors to diversify their portfolios and benefit from our comprehensive market analysis. We focus on large-cap and mid-cap stocks, offering a balanced exposure across various sectors to mitigate concentration risk and maximize growth potential, thereby fostering long-term wealth building.

At the core of our philosophy lies the belief in informed investing and disciplined wealth creation. Ace Wealth epitomizes our unwavering commitment to providing sound investment opportunities grounded in rigorous research and a steadfast long-term perspective.

At Ace Wealth Equity Advisory, our commitment extends beyond mere recommendations; we strive to educate and empower investors. Through regular communication, market updates, and educational resources, we ensure our clients are well-informed and equipped to make confident investment decisions.

Embark on a journey towards sustainable wealth building with Ace Wealth. Trust in our expertise, experience, and unwavering dedication to guide you towards achieving your financial goals through long-term wealth building.

Power of Research-Equity Advisory

  • Ace Wealth: Long-Term Investing
  • Product Type: Long term
  • Risk: Medium
  • Category: Large cap/ Mid-cap stocks
  • Return Expectations: 15-20%
  • Frequency: 1-2 calls in a month (with quarterly rebalancing)
  • Minimum Investment: Rs.500,000
  • Suitable for long-term investors
  • Rationale: Stocks are selected based on the macro factors, industry outlook, peer comparison, and growth potential for the long term along with Technical parameters
  1. Exceptional Domain Experience: We take pride in our extensive domain experience and expertise in the investment industry. Our team comprises versatile professionals and veteran industry leaders who bring a collective knowledge base to guide your investment journey.
  2. Diverse Exposure: With over 100 years of combined experience, our experts have been exposed to a wide range of investment scenarios and market conditions. This diverse exposure enables us to offer well-rounded and informed investment advice tailored to your specific needs.
  3. Laser-Sharp Focus on Execution: At Acme Investment Advisors, we understand the importance of effective execution in achieving investment success. Our team is dedicated to ensuring that your investments are strategically executed to maximize returns and meet your financial goals.
  4. Unrivaled Strategic Opportunities: Our deep industry insights and market expertise allow us to identify and present unrivaled strategic investment opportunities. We thoroughly analyze market trends, conduct extensive research, and leverage our network to provide you with investment options that align with your objectives.
  5. Personalized Approach: We believe in the power of personalized financial solutions. Our team takes the time to understand your unique financial situation, goals, and risk tolerance to develop customized investment strategies that fit your needs.
  6. Commitment to Excellence: We are committed to delivering excellence in every aspect of our services. From the quality of our research and analysis to the level of customer service, we strive to exceed your expectations and build long-lasting relationships based on trust and reliability.
  7. Transparent and Ethical Practices: Acme Investment Advisors adheres to a strict code of ethics and maintains transparent practices. We prioritize integrity, honesty, and the best interests of our clients, ensuring that you receive unbiased advice and complete transparency throughout your investment journey.

Additional information

Validity

3 Months