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PACE FINANCIAL INVESTMENT ADVISER PRIVATE LIMITED

Pace 360 Multi Asset PMS Tresor Smart AlphaMULTI ASSET

PACE FINANCIAL INVESTMENT ADVISER PRIVATE LIMITED
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Profile
Benchmark NSE MULTI ASSET INDEX 1
Profile
Min. Investment 50,00,000
Profile
AUM (Cr.) 1.38
Profile
Inception Date 31 July 2024

The strategy follows a long-term, dynamic asset allocation framework, leveraging Pace 360’s proprietary macro top-down expertise. It systematically identifies undervalued and overlooked opportunities across sectors, emphasizing high-quality equities

Amit Goel Amit Goel

Amit Goel is the Co-Founder and Chief Global Strategist of Pace Group, which he co-founded in 1995. Over the last 28 yea... Amit Goel is the Co-Founder and Chief Global Strategist of Pace Group, which he co-founded in 1995. Over the last 28 years, he has transformed Pace from a fledgling NSE broker into a pan-India financial powerhouse serving HNWIs, corporates, and family offices, with clients in 35 countries. Under his leadership, Pace has consistently been recognized as one of India’s top investment advisors by ICRA and CNBC.\r\n\r\nAmit heads the Investment Management & Advisory business at Pace 360, guiding the creation of some of the country’s best-performing PMS and AIFs. A pioneer of Macro Top-Down investing in India, he combines deep expertise in global macroeconomics, financial markets, and diverse disciplines—including economics, technical analysis, behavioral sciences, global politics, and physical sciences—to design optimal asset allocations. He is also a frequent commentator on CNBC, ZEE Business, and ET Now, sharing insights on global markets and macro trends. Read More

Investment Approach Trailing Returns %
Duration Investment Approach Benchmark Alpha
1 Month -0.13% 0.58% -0.71%
3 Months 1.83% -0.49% 2.32%
6 Months 6.38% 4.41% 1.97%
1 Year 22.55% 14.56% 7.99%
2 Year 0% 0% 0%
3 Year 0% 0% 0%
5 Year 0% 0% 0%
Since Inception 8.72% 4.86% 3.86%
Investment Approach vs Benchmark
Year Wise One Month Performance
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2026 0.42% -0.13% -- -- -- -- -- -- -- -- -- --
Benchmark -1.16% 0.58% -- -- -- -- -- -- -- -- -- --
Alpha 1.58% -0.71% -- -- -- -- -- -- -- -- -- --
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2025 -2.23% -8.72% 6% 3.1% 2.51% 1.48% 0.64% 0.58% 0.94% 2.45% 1.01% --
Benchmark -1.08% -3.9% 3.86% 2.17% 2.41% 2.41% -0.93% -0.5% 1.53% 2.55% 0.78% --
Alpha -1.15% -4.82% 2.14% 0.93% 0.1% -0.93% 1.57% 1.08% -0.59% -0.1% 0.23% --
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2024 -- -- -- -- -- -- -- 2.87% 2.16% -1.88% 1.46% -0.3%
Benchmark -- -- -- -- -- -- -- 0.8% 1.47% -2.64% 0.13% -0.64%
Alpha -- -- -- -- -- -- -- 2.07% 0.69% 0.76% 1.33% 0.34%
Year And Month Wise Aum (Cr) Performance
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2026 1.4 1.4 -- -- -- -- -- -- -- -- -- --
2025 1.9 2.1 2.4 2.7 3.3 3.3 3.3 3.4 3.4 3.5 3.5 --
2024 -- -- -- -- -- -- -- 0.5 0.6 1.3 1.3 1.3

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