Ace Invest
Welcome's You
We are committed to assisting you in achieving your unique financial goals, while freeing your time, and your life, of the day-to-day worries of managing money and making sure that your money works for you as hard as you work for it.
OUR COMPANY PHILOSOPHY – INTEGRITY and TRUST
We have an unwavering belief in our core values. One of them is that our word means something, and that commitment is more important than convenience. We also believe a client’s trust is a sacred thing, and must not be compromised at any cost. These values not only add up to integrity, but they also add up to satisfied long-term clients who know they can trust us completely. This is not only the right thing to do, but a business philosophy we believe will ensure the growth and permanence of our own firm.
YOU ARE INVITED TO JOIN OUR “CLIENT COMMUNITY
At Ace Invest, we welcome you, not only as a client, but also on a personal level. Our business practice is unique as we treat you as a person, a friend, a member of our “community.”
From scheduled calls and meetings to regular updates, and social events, we stay in touch to let you know what’s happening and to be sure your needs are known and addressed. We strive to go beyond just providing you with financial advisory service. We want you to feel like a member of our “community.”
Ace Invest in Numbers:
- Passionate Experienced & Hardworking Team of 8 Indivuals
- Office in Mumbai from where we are servicing 1000 clients.
Our Goal
Why Do We Exist?
We exist to help our clients take smart decisions. Sometimes that means clarifying their goals, or saving more money or refinancing their loans or paying it off or exercising stock options properly or seeing all sides of a decision before they make a move, or avoiding making a decision based only on the emotion of the moment – or any of a hundreds of other elements. To us the bottom line is
: no matter what the financial or life need is, we help clients make better decisions.
Our Goals are to:
- Service a limited number of clients very well
- Provide superb, responsive services
- Deliver well thought-out, reasoned and accurate advice on financial matters
- Create and maintain a workplace that fosters intellectual and physical health
- Abundantly reward all of our stakeholders
Our Team
We assign a team of Individuals including Senior Partners & their Next Generation to serve our clients. Our integrated team is made up of professionals with decades of collective experience, knowledge and expertise. This ensures that there is continuity of people who continue to serve you and work in your best interests. They are well supported by a team of planners, research, support and administration personnel. At Ace Invest we are always in tune with your financial situation – both current and future.
