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

The PACE group operates through two distinct business verticals: PACE Financial Services and PACE 360. PACE Financial Services specializes in delivering investment solutions across Indian equities, commodities, and currencies. PACE 360 functions as a premier financial services provider, concentrating on offering customized solutions in global wealth management, asset management, alternative investments, multi-family office services, and credit facilities. Our innovative and forward-thinking approach allows us to develop solutions that exceed client expectations. Established in 1995 by Atul Goel and Amit Goel, the PACE group is headquartered in New Delhi. Recognized as a prominent entity in global financial services, the group has evolved into a leading Indian financial institution with an international presence and a client base spanning 35 countries. With a legacy of 24 years, the group has experienced substantial growth, transforming from an NSE/BSE stockbroker into a comprehensive financial hub serving a diverse clientele including High Net Worth Individuals (HNIs), corporations, financial institutions, family offices, and other entities. The group's extensive network of offices across India ensures a wide national reach.

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

Mr. Amit Goel is a co-founder of Pace Group, established in 1995, and has been instrumental in its leadership for over two and a half decades. During his tenure, Pace Group has transformed from its origins as a nascent NSE broker into a prominent financial services entity with an extensive nationwide footprint and a client base spanning 35 countries. The firm has received multiple accolades, including nominations for Best Investment Advisors in India by ICRA and CNBC. Mr. Goel is a recognized authority on global markets, having been invited as an expert speaker on leading Indian business television channels such as CNBC, ZEE Business, and ET Now. Throughout his career, Mr. Goel has overseen and advised on both proprietary and client investment portfolios. His trading experience encompasses all major financial asset classes and a diverse range of developed and emerging market economies. He employs a distinct investment methodology that integrates principles from economics, finance, technical analysis, behavioral science, global geopolitics, and physical sciences. This multidisciplinary approach facilitates the formulation of optimal asset allocations, resulting in a consistent record of outperforming market benchmarks over the past two decades. Mr. Goel holds a Master of Business Administration in Finance from the Faculty of Management Studies, Delhi.

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Regulatory Information

SEBI Registration: INP000006998

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

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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