Tresor Secure

Pace Financial Investment Adviser Pvt Ltd
PMS Debt
Benchmark
Crisil Credit Index
Inception Date
27 January 2021
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Allocation to Fixed Income and Precious Metals

Investment Objective

To enhance the risk-adjusted returns of conventional fixed income allocations, consider incorporating precious metals. This strategy aims to deliver sustained performance while maintaining a moderate level of volatility.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 0.46% 0.63% -0.17%
3 MONTHS 2.07% 2.54% -0.47%
6 MONTHS 4.15% 4.83% -0.68%
1 YEAR 8.47% 10.81% -2.34%
2 YEAR 12.23% 10.48% 1.75%
3 YEAR 11.91% 10.52% 1.39%
SINCE INCEPTION 9.78% 7.29% 2.49%

Calendar Year Performance

Year Return
CY 2025 8.47%
CY 2024 16.15%
CY 2023 11.27%

Financial Year Performance

Year Return
FY 26_YTD 5.91%
FY 25 15.13%
FY 24 11.57%

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

Fund Managers

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.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
0
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
4 Yrs, 11 Months
sip
Not Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1%

Hurdle: 7.5%

Profit Sharing: 15%

Exit Load

Year 1: 2%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

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. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)