Tresor Flexi

Pace Financial Investment Adviser Pvt Ltd
PMS Multi Asset
Benchmark
NSE Multi Asset Index 1
Inception Date
19 December 2020
Min. Investment
₹50,00,000
SIP Available
No
STP Available
No

Investment Strategy

Investment Approach

Composition of Fixed Income, Equity & Equity equivalents, Global Equity, Precious metals

Investment Objective

Achieve high returns in a dynamic environment through deftness and complete flexibility in asset allocation.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH 4.87% 0.10% 4.77%
3 MONTHS 7.14% 3.45% 3.69%
6 MONTHS 14.56% 3.54% 11.02%
1 YEAR 20.74% 9.54% 11.20%
2 YEAR 16.62% 11.16% 5.46%
3 YEAR 18.24% 12.92% 5.32%
5 YEAR 15.41% 12.45% 2.96%
SINCE INCEPTION 15.31% 12.45% 2.86%

Calendar Year Performance

Year Return
CY 2025 20.74%
CY 2023 21.54%

Financial Year Performance

Year Return
FY 26_YTD 20.04%
FY 25 6.02%
FY 24 23.46%

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

Fund Managers

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.

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
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
N/A
portfolio age
5 Yrs, 0 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

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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