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Pace Financial Investment Adviser Pvt Ltd – Portfolio Management Services (PMS)

PACE group is broadly divided into two entities – PACE Financial Services and PACE 360. PACE Financial Services focuses on providing investment solutions in Indian stocks, commodities & currencies. PACE 360 is a leading financial service provider with our emphasis on providing bespoke solutions in the areas of global wealth management, asset management, alternative assets, multi-family offices, and credit solutions. Our blue-sky thinking and out of the box approach to our esteemed clients’ needs help us create solutions much beyond the predicted ones. Headquartered at New Delhi, PACE group was founded in the year 1995 by Atul Goel and Amit Goel. PACE is a name to reckon with in the sphere of global financial services. The group is India’s leading financial institution that has a global outreach with a customer base spread across 35 countries. The rich history of 24 years is witness to the exponential growth of the group from an NSE/BSE stock broker to a one-stop solution financial hub that caters to a diverse clientele ranging from HNIs, corporates, financial institutions, family offices, and other entities. The group has a presence in hundreds of locations of the country, giving it a pan India footprint.

AUM (₹ Cr)

245.28

Clients

68

Strategies

3

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Pace Financial Investment Adviser Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Tresor Flexi Multi Asset 20.74% 18.24% 15.41% Dec 2020
Tresor Secure Debt 8.47% 11.91% — Jan 2021
Smart Alpha Multi Asset 9.05% — — Jul 2024

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr Amit Goel

Fund Manager

Amit Goel Co-founded Pace Group in 1995, and has led the group for over 25 years. Under his watch Pace group has grown from a fledgling NSE Broker in 1995 to a financial powerhouse that today has a pan-Indian presence, with customers in 35 countries. Pace has been nominated numerous times as one of the best Investment Advisors in India by ICRA & CNBC. He has appeared as an expert speaker on global markets on Indian Business Channels such as CNBC, ZEE Business, and ET Now. Over the last two and a half decades, he has managed/advised on proprietary and client investments and has traded across all financial asset classes and across a spectrum of Developed and Emerging Markets. He practices a unique investment philosophy amalgamating insights from the diverse streams of economics, finance, technical analysis, behavioral science, global politics, and the physical sciences to arrive at the most viable asset allocations and has had unprecedented success in consistently beating the markets over last two decades. Amit holds a Masters in Business Administration in Finance from the Faculty of Management Studies in Delhi.

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Regulatory Information

SEBI Registration: INP000006998

Registered Office: A-1/291, Sadurjung Enclave,New Delhi-110029

Disclaimer

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)