Goal-linked portfolios
Every rupee gets a job — retirement, a home, your child’s education. We build the scheme mix around the goal and the horizon, not around whatever is topping the charts this quarter.
AMFI-Registered Distributor · ARN-187131
Invest with
a plan.
Not a hunch.
Ace Investment builds mutual fund portfolios for families and trusts across Pune — selected on evidence, matched to your goal, and reviewed on a schedule you can hold us to.
- AMFI registration
- ARN-187131
- Based in
- Pune, MH
- Advisory fee
- ₹0
- Portfolio reviews
- Quarterly
- AMFI Registered MFD
- Goal-Based Investing
- Portfolio Reviews
- SIP Planning
- Family Financial Planning
What we do
Six things, done properly
We are a distributor, not an advisor — which means we don't charge you a fee and we're upfront that our commission comes from the AMC. Here's the work itself.
SIP setup and review
Start, step up, pause, or restructure. We handle the paperwork end-to-end and review the portfolio against its benchmark on a fixed schedule so drift gets caught early.
Portfolio X-Ray
Already invested elsewhere? We map overlap across your existing schemes, calculate real XIRR rather than absolute returns, and show you exactly where the duplication is.
Trust and institutional
Public trusts can invest a portion of corpus in equity mutual funds under Maharashtra Charity Commissioner Circular 619. We handle the documentation and the scheme selection.
Tax-aware structuring
Holding periods, LTCG harvesting windows, and debt vs equity treatment factored in before you invest — not discovered at filing time.
Ongoing servicing
Redemptions, nominee updates, KYC, consolidated statements. One number to call, and we do the chasing with the AMC.
The method
How a portfolio gets built
1 — Map the goal
What the money is for, when you need it, and how much volatility you can actually sit through. This determines the equity-debt split before a single scheme is named.
2 — Select on evidence
Rolling returns rather than point-to-point. Downside capture, expense ratio, fund manager tenure, and overlap against what you already hold.
3 — Review and rebalance
Quarterly check against the goal, not against the market's mood. We tell you when to do nothing, which is most of the time.
Insights
Recent writing
24 Jul 2026 20 Jul 2026
All insights Public trusts in Maharashtra can invest in equity mutual funds. Most don't know it.
Circular 619 from the Maharashtra Charity Commissioner permits public trusts to invest a portion of corpus in equity mutual funds. What it says, and what trustees should check before acting.
Why your five mutual funds might really be one fund
Owning several schemes feels like diversification. Often it isn't. Here's how to check the overlap in your own portfolio in about ten minutes.
Let's look at what you're holding
Send us your current portfolio and we'll come back with an overlap map, a real XIRR, and a straight answer on whether anything needs to change. No fee, no obligation.
Start here