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Pace 360 PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Pace 360 Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Pace 360 PMS - Snapshot

Total AUM

Rs.314.90 Cr.

1 Year Return

17.30%

Minimum Investment

Rs.50 Lakh

Experience

6 Years

Active Clients

73

Pace 360 Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.52 / 5

Fees

3.45 / 5

Experience

3.63 / 5

Support

3.61 / 5

Facilities

3.48 / 5

Overall Rating

3.54 / 5

Star Rating


Overview of Pace 360 Portfolio Management Services

Organization Type

Public

Head Office

Delhi

Founder

Amit Goel & Atul Goel

Founded In (year)

1995

No. of Active Clients

73

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Pace 360 PMS Returns or Performance

1 Year

17.30%

Nifty 50 - 1 Year

-4.04%

3 Year

16.31%

Nifty 50 - 3 Year

11.20%

5 Year

15.40%

Nifty 50 - 5 Year

11.60%

Pace 360 PMS Charges or Cost

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

5% (if above 7.50% profit)

Exit Load 1st Year

2.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Pace 360 PMS Investment Strategies

Strategy Name Tresor Flexi Smart Alpha
Start Date 19-Dec-20 31-Jul-24
Category Multi Asset Multi Asset
Benchmark NSE Multi Asset Index 1 NSE Multi Asset Index 1
AUM (Rs.) Rs.128.26 Cr. Rs.1.42 Cr.
No. of Stocks Not Disclosed Not Disclosed
1 Yr. Return 3.60% 12.99%
3 Yr. Return 16.31% NA
5 Yr. Return 15.40% NA
Fund Manager Mr. Amit Goel Mr. Amit Goel

Top Portfolio Managers of Pace 360 Portfolio Management Services

#1

Mr. Amit Goel

Pace 360 Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Pace 360 Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Provided

Switch Charges

1.1% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

2% within 1st Year

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Pace 360 PMS - SEBI Details

SEBI Reg. No.

INP000006998

Contact Person

NA

Telephone No.

9711200180

Address

A - 1/291, Safdarjung Enclave, New Delhi 110029 India

Starting Date

Jul 03, 2020

Pace 360 Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Pace 360 Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Pace 360 PMS Backoffice or Dashboard Link

Web Platform

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