Ace Financial Services

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Summary

The firm acts as a one-stop solution for both individual investors and Small & Medium Enterprises (SMEs). Their primary offerings include: Mutual Funds & SIPs: Structured, disciplined wealth creation across major asset management companies (AMCs). Goal-Based & Investment Planning: Custom strategies aligned with milestones like a child's education, retirement planning, and emergency funds. Tax-Efficient Options: Leveraging plans like ELSS to maximize savings under Section 80C. Liquidity Management: Debt and liquid fund strategies tailored specifically for business reserve growth and corporate contingencies.

Description

Ace Financial Services is an AMFI-registered mutual fund distributor founded in 2007. Currently led by Ms. Sreya Mukherjee, who carries forward her father's foundational legacy, the firm provides top-tier investment solutions with a focus on transparency, accountability, and ethical practices. Backed by a team of nine professionals, they utilize modern financial management platforms and mutual fund distribution software to simplify portfolio tracking for their clients.

Amenities

  • Store Service
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