Wealth Advisory Services for NRIs
Access to Investment Opportunities in India
As one of the fastest growing economies in the world, India offers exciting investment opportunities. With a presence spanning over 15 years in the Indian financial services sector, PACE is uniquely positioned to provide NRI clients with access to immense opportunities in the Indian financial market.

We have a bouquet of personalized products and services to meet the complex financial needs of the Global NRI community. The range of products and services that PACE offers include the following:
Pre-Requisites - The Ground Work
PAN Card:
The basic requirement to be able to invest / trade in Indian financial markets is the Permanent Account Number (PAN). The same is issued by the Income Tax Department of Government of India. We will provide you help in getting one, if you currently don't hold one.
NRE/NRO Bank Account:
You will need to open a NRE/NRO Bank account with one of the Banks in India. PACE will provide the required assistance for the same.
Demat Accounts:
We will facilitate the opening of demat accounts for our clients with some of the best depositaries available in India.
Trading Accounts:
PACE is a member of both major stock exchanges operational in India - The National Stock Exchange (NSE) & Mumbai Stock Exchange (BSE). To be able to trade/invest in the Indian equity markets, one need to open a trading account with a trading member (PACE). This steps ensures that all transactions happening at PACE are governed by the rules & regulations laid down by the all encompassing, controlling authority in India, the SEBI (Securities & Exchange Board of India). As stock brokers & your wealth managers, it's our utmost duty to see to it that you are in safe hands as per the law of the land.
Address Proof:
You are required to provide us with two address proofs, namely that of your permanent address (Foreign Address) & of your contact address in India.
The Harnessing - Wealth Advisory
Adopting a strategic asset allocation managing your wealth involves more than just picking stocks randomly. Our Financial Advisors work untried with you, as our clients to help allocate assets and develop appropriate strategy to achieve the financial goals. We manage your investment strategies across all asset classes and across geographies with a solid backing from our in house research department. A few of the strategies we undertake are:
Equity Strategies:
We enable clients to take advantage of opportunities in the equity markets and efficiently manage risks by diversifying their portfolios. At the same time, when we see a long term bear market unfolding, we might bypass equities altogether. Building a good wealth-base for our clients is our motto.
Fixed Income Strategies:
We help clients to create diversified, tax-efficient investment plans that address capital preservation, current income, and capital appreciation with an array of portfolio products.
Structured Products:
We see to it that clients can take optimum advantage of hedging and liquidity strategies and accordingly customize various structured products to suit the individual's need.
Hedging Strategies:
Our skilled investment professionals can develop hedging strategies tailored to a client's needs using products ranging from equity-linked structures.
The Execution Domain - Investment Process
After the sound ground work & development of strategies, comes the all important execution part. PACE has one of the best trading teams in India, a quality well accepted by most of the Fund houses in India.
Implementing investment recommendations:
Sticking to the investment strategy is the most important part of the strategy. We ensure this through constant interaction between the research team & the trading department. Through immense efforts, we move towards the ultimate goal.

Measuring performance periodically and re-balancing as necessary: Our Financial Advisors help clients in periodically revising the strategy and objectives. Your advisor can successfully analyze your position, balances and asset allocation to help ensure you're truly positioned for success.
The Paraphernalia
“Not just trading, but much more”
PACE provides a one stop solution for all your financial needs. Through us, you have access to all the following services:
Insurance Advisory:
As pioneers in the broking industry in India, we believe that an insurance broker has a fiduciary duty to act in the best interests of the customer and provide sound practical advice which is independent of any insurance company's influence.

We believe in handling each customer of ours as a “special customer” and this has had some of them being loyal to us ever since we began this journey.

With our expertise ranging from handling large power projects to some of the largest liability deals, we have our services extending to General Insurance as well as Employee benefits (Life) and have verticals to cater to large market, liability, clinical trials and life insurance. Our services are for both individual and corporate customers.
Our bouquet of insurance services includes:
LIFE INSURANCE:
  • UNIT LINKED INSURANCE PLAN (ULIP)
  • RETIREMENT PLAN
  • ENDOWNMENT PLAN
  • SINGLE PREMIUM PLAN
  • CHILDREN PLAN
GENERAL INSURANCE:
  • ALL INSURANCE COVERS FOR SMEs & CORPORATES
  • MEDICLAIM/OVERSEAS MEDICLAIM INSURANCE
  • PERSONAL ACCIDENT INSURANCE
  • HOUSEHOLD POLICY
  • VEHICLE INSURANCE
Mutual Funds Advisory:
We can cater to your needs for investing in Mutual Funds. We provide you one of the best Mutual Fund distribution channels. Broadly we will provide you with facility to invest in following categories of Mutual Funds backed with to the point research & reason:
1) Equity Linked Funds
2) Debt Linked Funds
3) Short Term & Long Term Gilts
4) Income Funds
5) Liquid Funds
6) Hybrid Funds
7) Fixed Maturity Plans (FMPs)
Employee Stock Options:
Enabling clients to evaluate stock option plans by providing a quantified basis for making decisions, factoring in tax implications, anticipated values of company stock options and targeted rates of return for the ESOPs.
Tax Planning:
PACE will take care of your capital gains taxes on direct equity investments. Be it calculations or provisioning of various documents (TDS Certificate) for the same, PACE is always there to help you.
Retirement Planning:
Planning to retire in India? We provide efficient consultancy to develop a retirement plan that incorporates investment planning for income requirements, be it the investments in mutual funds or bonds or IPOs or be it insurance related products.
Wealth Protection:
Sophisticated investors require complex investment strategies and access to quality products to implement those strategies. Achieving quality results requires sophisticated resources. PACE provides you with the best available in the industry.

Open An Account FEMA Compliance
Registration Details - Wealth Management
Please send us your Registration Details
 
Name *
Email Id *
Address
Telephone Number
Mobile Number*
Remark
 
 * Compulsory fields
Untitled Page
Top  Back
This is to inform you that we do client based trading and Pro-account trading.
Disclaimer    |   Broker Norms    |   Related Link    |   Privacy Policy    |    NSE Circulars   |    Policy
BSE Circulars    |    SEBI Circulars    |    MCX Circulars    |    NCDEX Circulars    |    MCX-SX Circulars
For any Complaints please email to : info@pacefin.comPhone No.011-42022222
PACE STOCK BROKING SERVICES PVT. LTD. Member : NSE Code :11378; SEBI Regn No. : INB231137838, INF231137838 & INE231137838
PACE STOCK BROKING SERVICES PVT. LTD. Member : BSE Code : 3013; SEBI Regn. No.INB011137834, INF011137834
PACE STOCK BROKING SERVICES PVT. LTD. Member : MSEI Code :43700; SEBI Regn No. : INB261137831, INF261137831 & INE261137835
Member : MCX Code : 16945; FMC Code : TCM/CORP/0668
PACE COMMODITY BROKERS PVT. LTD. Member : NCDEX Code : 00031; Member : MCX Code : 16945 SEBI Regn. No. : INZ000037932
Links To : - NSE   |   BSE   |   SEBI   |   NCDEX   |   MCX   |   MCX-SX
© 2009 Pace Stock Broking Services Pvt. Ltd. All rights reserved

Designed, developed and content provided by C-MOTS Infotech (ISO 9001:2015 certified)