Portfolio Management Services (PMS)
Pace 360 Multi-Asset PMS is a distinctively designed combination of various asset classes in Global & Domestic securities such as fixed income, equities, precious metals & commodities. Our strategies generate a healthy alpha in a portfolio and intend to strive hard to meet all the financial goals of the investor. We tailor the product completely in accordance with the risk-return profile of the investor and the stated preferences.
Our Competitive Edge
Our multiple PMS strategies are highlighted by PMS Bazaar & PMS AIF World as the top performing schemes in the country across all categories and time frames.
- A True Multi-Asset PMS, first of its kind in the country using the macro top-down approach
- Portfolio returns are uncorrelated with any single asset class or vis-à-vis other PMSs in a similar category
- Low correlation with your existing portfolio will add to the diversification
- Portfolio volatility is lower than that of a single asset class
- No restriction on minimum exposure in an asset class during a market correction
- We have ample skin in the game
- Higher hurdle rate than the industry peers
- Ample liquidity is always available
PACE 360 PMS Strategies
Fund Facts
Benchmark : NSE multi- asset index 1
Objective
This strategy is curated for Family offices, UHNI’s and Institutional clients customized based on our strategic and tactical market outlook. The strategy is tailored to meet individual or institutional investors’ unique requirements, which might include specific risk tolerances/mitigation, asset classes, sectoral preferences or any other specific goals / constraints. The objective could range from capital appreciation to income generation.
Projected Asset Allocation
The strategy will invest in various combinations of multi assets including but not limited to:
| Fixed Income (NCDs/MFs/ETFs/Bonds) | up to 100% |
| Sovereign Gold Bonds/ ETFs/ Other Precious Metals Instruments | up to 100% |
| Equity and Equity equivalents (MFs/ETFs/Direct Stocks)/ Other Equity Instruments | up to100% |
| Global Equity ETFs | up to 100% |
Fund Facts
Benchmark : NSE multi- asset index 1
Objective
To achieve high returns in a very dynamic macro environment which requires deftness and complete flexibility in asset allocation.
Projected Asset Allocation
The fund manager will decide the asset allocation at any point in time.
| Equity and Equity equivalents (MFs/ETFs)/ Equity Derivatives | up to 100% |
| Sovereign Gold Bonds/ ETFs/ Precious Metals Derivatives | up to 100% |
| Fixed Income (NCDs/MFs/ETFs/Bonds) | up to 100% |
Fund Facts
Benchmark : Crisil Aggressive Credit Debt Term Index
Objective
Outperform traditional fixed income portfolios by adding precious metals to achieve consistent returns with moderate volatility
Projected Asset Allocation
It will follow a Conservative risk investing methodology:
| Fixed Income (NCDs/MFs/ETFs/Other Bonds) | up to 100% |
| Sovereign Gold Bonds/ ETFs/ Other Precious Metals Instruments | up to 100% |
Fund Facts
Benchmark – NSE multi- asset index 1
Objective
A dynamic asset allocation strategy that aims to identify transformative themes and undervalued sectors of the Indian economy.
Projected Asset Allocation
It will follow a Conservative risk investing methodology:
| Equity/Equity equivalents (Global Equity instruments/MFs/ETFs) | up to 100% |
| Fixed Income & Cash Equivalents (NCDs/ETFs/MFs/Bonds) | up to 100% |
| Other Precious Metals Instruments | up to 15% |
Fund Facts
Benchmark – NSE multi- asset index 1
Objective
Achieve high returns using small and micro cap Equity investment options while mitigating high volatility.
Projected Asset Allocation
It will follow a very aggressive investing methodology. Following will be the asset allocation:
| Equity Derivatives | up to 15% |
| Fixed Income & Cash Equivalents (NCDs/ETFs/MFs/Bonds) | up to 100% |
| Equity/Equity equivalents (MFs/ETFs) | up to 100% |
Disclaimer: Investors should consult their financial advisers if they are not clear about the suitability of the product.
Universe of Financial Instruments
Meet our PMS Key Management Team
AMIT GOEL
Co-Founder & Chief Global Strategist
PANKAJ GOEL
CEO – Asset Management
SHAH NAWAZ
Compliance Officer
ONBOARD WITH US TODAY
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