AMFI Registered Mutual Fund Distributor

Investment Products.
Scientific. Transparent. Comprehensive.

As an AMFI Registered Mutual Fund Distributor, ACE Group provides comprehensive wealth distribution services covering Mutual Funds, Insurance Products, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

We assist clients in navigating a broad universe of investment products by filtering options based on risk parameters, investment objectives, and time horizon. Our role is to facilitate informed participation — not to guarantee outcomes.
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Mutual Fund Facilitation

We facilitate access to mutual fund schemes across categories including:
Fund Categories
  • Liquid & Money Market Funds
  • Short & Long Duration Debt Funds
  • Hybrid Allocation Funds
  • Equity & Index Funds
  • Tax-Saving (ELSS) Funds
  • International Funds (where permitted)
Investment Structuring
  • Goal-based allocation
  • Liquidity management
  • Long-term capital participation
  • Systematic investment plans (SIP/STP/SWP)
  • Tax harvesting strategies
  • Retirement corpus building (NPS + MF combination)
Transparent Commission Disclosure
Regular mutual fund schemes include a distribution commission payable to MFDs — we transparently communicate this to every client. As a registered MFD, we facilitate investments through regular schemes while also educating clients about Direct Plans as part of our knowledge-sharing commitment, so you can make a fully informed choice.
All investments are subject to scheme-specific risks and market conditions.
Regulatory Framework

Understanding Mutual Funds

Mutual funds are a pool of money collected from investors and managed by a professional fund manager appointed by an Asset Management Company (AMC). They are a regulated, open-ended collective investment scheme that gathers capital from many investors to purchase diversified securities. Mutual funds are identified by their principal investments — equity funds, debt/fixed-income funds, hybrid funds, money market funds, index funds, and more.

In a mutual fund, investors bear the fund's operating expenses, including management fees and professional fees of fund managers. The fund manager — a registered investment advisor — buys and sells securities in accordance with the fund's stated investment objective. As long as mutual funds maintain compliance with regulatory requirements, they distribute most of their income to investors annually.

Key Advantages

Increased diversification across asset classes
Daily liquidity — redeem anytime at NAV
Professional investment management by qualified fund managers
Access to investments typically available only to larger investors
Convenience, service, and simplified record-keeping
Government oversight and SEBI regulation
Easier comparison across schemes and categories

Types of Mutual Funds

Open-End Funds
Open-end mutual funds buy back shares from investors at the end of every business day at the Net Asset Value (NAV) computed for that day. They also sell new shares to the public daily at NAV.

A professional investment manager oversees the portfolio. The total investment varies based on share buying, redemptions, and market fluctuations. There is no legal limit on shares that can be issued.
Closed-End Funds
Closed-end funds issue units to the public once during a New Fund Offer (NFO). These units are then listed on a stock exchange for trading.

Investors cannot sell shares back to the fund directly — they trade on the exchange at market price, which may be at a premium or discount to NAV. After a specified period, the fund either returns capital or remains open for redemptions.

Insurance & Risk Solutions

Insurance is the foundation of any sound financial plan. Before building wealth, you must protect it. We facilitate distribution of comprehensive insurance products as part of a holistic financial framework — ensuring that no unforeseen event can derail your family's financial security, through our affiliates.
Life Insurance

Term plans, endowment policies, and ULIPs tailored to your life stage, dependents, and income replacement needs.

  • Human Life Value (HLV) calculation
  • Term vs. whole life comparison
  • Rider optimization (critical illness, accidental death)
Health Insurance

Individual, family floater, and top-up plans with adequate sum insured for rising healthcare costs.

  • No-claim bonus optimization
  • Super top-up structuring
  • Senior citizen and maternity coverage
General Insurance

Motor, property, travel, and liability insurance for comprehensive asset and lifestyle protection.

  • Home & property coverage
  • Professional indemnity
  • Cyber liability insurance
Business Risk Policies

Keyman insurance, Directors & Officers (D&O) liability, and business continuity coverage for enterprises.

  • Keyman life insurance
  • D&O liability coverage
  • Fire & burglary insurance
  • Workmen compensation
Policy terms, exclusions and benefits are governed by the respective insurer. Insurance is a subject matter of solicitation.

PMS & AIF Curation

For clients with larger allocation capacities, we facilitate access to SEBI-registered PMS and AIF including:
Concentrated Equity Strategies
High-conviction PMS portfolios with direct stock ownership and complete transparency on holdings.
Category II PE/VC Funds
Private equity and venture capital AIFs for investors seeking participation in India's startup and growth-stage ecosystem.
Long–Short & Structured Strategies
Category III AIFs employing sophisticated strategies including derivatives, arbitrage, and long-short positions.
Minimum investment thresholds apply per SEBI regulations (currently ₹50 Lakhs for PMS and ₹1 Crore for AIF). ACE does not manage these portfolios directly unless separately mandated.

Understanding Portfolio Management Services (PMS)

Portfolio Management Services (PMS) is a professional service offered by SEBI-registered portfolio managers where an experienced fund manager creates and manages a customized portfolio of stocks, bonds, or other securities on behalf of the investor. Unlike mutual funds, PMS provides direct ownership — every security is held in the investor's own demat account.

PMS is designed for High Net-Worth Individuals (HNIs) with a minimum investment threshold of ₹50 Lakhs as mandated by SEBI. The portfolio manager has the discretion (in discretionary PMS) or advisory role (in non-discretionary PMS) to make investment decisions based on the client's risk appetite, financial goals, and investment horizon.

PMS managers typically run concentrated portfolios of 15–25 high-conviction stocks, enabling deeper research focus and the potential for alpha generation over benchmark indices. The fee structure usually involves a combination of fixed management fees and performance-linked fees, aligning the manager's interests with the investor's returns.

Key Advantages

Direct ownership of securities — stocks held in your own demat account
Customized portfolio tailored to individual risk profile and goals
High conviction, concentrated strategies by professional managers
Greater transparency — real-time visibility of every holding
Tax harvesting opportunities at individual portfolio level
SEBI-regulated with mandatory disclosure and reporting norms

Types of PMS

Discretionary PMS

The portfolio manager has full authority to make buy/sell decisions without requiring prior approval from the investor for each transaction. This allows swift execution and capitalizing on market opportunities in real time.

Non-Discretionary PMS

The portfolio manager suggests investment ideas, but the final decision to execute rests with the investor. This suits investors who want professional research input while retaining control over their portfolio decisions.

Advisory PMS

The portfolio manager provides investment advice and recommendations, while the investor executes the trades themselves. The client receives research, model portfolios, and rebalancing guidance.

Understanding Alternative Investment Funds (AIF)

Alternative Investment Funds (AIFs) are privately pooled investment vehicles regulated by SEBI under the SEBI (Alternative Investment Funds) Regulations, 2012. AIFs collect capital from sophisticated investors to invest in assets beyond traditional stocks and bonds — including private equity, venture capital, real estate, hedge fund strategies, and structured credit.

AIFs are designed for investors who seek diversification beyond conventional markets and are willing to accept higher risk for potentially higher returns. The minimum investment is ₹1 Crore (₹25 Lakhs for employees/directors of the fund), and they typically have a lock-in period ranging from 3 to 7 years depending on the fund strategy.

Unlike mutual funds which are open to retail investors, AIFs cater to High Net-Worth Individuals, family offices, and institutional investors. The fund manager charges a management fee and often a performance fee (carry) above a hurdle rate, ensuring alignment of interests.

Key Advantages

Access to alternative asset classes — PE, VC, real estate, structured credit
Professionally managed pooled vehicles with institutional governance
Potential for higher risk-adjusted returns through differentiated strategies
Diversification beyond traditional equity and debt markets
Regulated under SEBI (AIF) Regulations, 2012 with clear category definitions
Long–short and hedging strategies permitted (Category III)

Categories of AIFs

Category I
Socially & Economically Beneficial
Funds that invest in start-ups, early-stage ventures, social ventures, SMEs, and infrastructure. These receive certain incentives from the government. Includes Venture Capital Funds, Angel Funds, SME Funds, Social Venture Funds, and Infrastructure Funds.
Category II
Private Equity & Debt
Funds that do not fall under Category I or III and do not undertake leverage other than to meet day-to-day operational requirements. Includes Private Equity Funds, Debt Funds, and Fund of Funds. These are the most common AIF category in India.
Category III
Hedge Funds & Complex Strategies
Funds that employ diverse or complex trading strategies and may use leverage — including through investment in listed or unlisted derivatives. Includes Hedge Funds and PIPE (Private Investment in Public Equity) Funds.
AIF investments are subject to higher risk and longer lock-in periods. Suitable only for eligible investors meeting SEBI-mandated thresholds. Past performance does not guarantee future results.

Important Disclosures

Transparent Commission Disclosure
Regular mutual fund schemes include a distribution commission payable to MFDs — we transparently communicate this to every client. As a registered MFD, we facilitate investments through regular schemes while also educating clients about Direct Plans as part of our knowledge-sharing commitment, so you can make a fully informed choice.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
PMS and AIF investments carry higher risks and are suitable only for eligible investors meeting regulatory thresholds.
Registration with AMFI does not guarantee performance or assure returns.
Insurance is a subject matter of solicitation. Please read policy documents carefully before subscribing.
Disciplined Access. Transparent Process. Regulatory Alignment.
Our role is to facilitate structured participation in regulated financial products while maintaining compliance, transparency and documentation integrity.
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Our Approach

Structured Risk Understanding
We begin with understanding liquidity needs, risk tolerance and investment horizon.
Category-Based Allocation
Allocation assistance across asset classes and fund categories.
Transparent Communication
Commission structures disclosed per regulatory norms. Clients may opt for direct plans.
Ongoing Facilitation
Transaction processing, documentation and consolidated portfolio visibility support.
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info@acepartners.in
+91 95821 55504
Panchkula
869, Sector 4, Panchkula, Haryana 134112
Varanasi
Flat No 11, Elexi Apartment, Ground Floor, Gandhi Nagar, Naria, Varanasi 221005
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Institutional thinking applied to private wealth, corporate strategy, and capital markets.
SEBI Registered RA: INH000013280
Validity: Oct 09, 2023 – Perpetual
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