Ace Multicap PMS

Ace Multicap PMS: A ₹50 Lakh Investment Today Could Shape Your Future Wealth

What if your portfolio could participate in multiple growth opportunities across India's largest companies, emerging mid-caps, and future small-cap leaders—all within a single professionally managed strategy? That's the idea behind the Ace Multicap PMS from Asit C. Mehta Investment Intermediates Ltd. (ACMIIL). Built around a "SuperNormal Multi-Thematic" investment approach, this portfolio seeks to identify multiple growth vectors across the Indian economy rather than relying on a single theme, sector, or market-cap segment. For investors looking beyond traditional mutual funds and seeking a personalized portfolio management solution, Ace Multicap PMS offers a compelling opportunity to participate in India's long-term wealth creation journey.

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About Asit C. Mehta Investment Intermediates Ltd.

[caption id="attachment_6676" align="alignnone" width="200"]Ace Multicap PMS Asit C. Mehta Investment Intermediates Ltd.[/caption] Established in 1983, Asit C. Mehta Investment Intermediates Ltd. (ACMIIL) is one of India's most respected financial services organizations. Part of the Mumbai-based Nucleus Group, ACMIIL is promoted by market veterans Asit C. Mehta and Deena A. Mehta. Over the last four decades, the organization has built a strong reputation in:
  • Wealth management
  • Stock broking
  • Portfolio advisory
  • Financial planning
  • Investment solutions
With more than 2 lakh investors served, ACMIIL has consistently focused on helping investors build wealth through disciplined and diversified investment strategies.

Ace Multicap PMS at a Glance

Particulars Details
Category PMS
Minimum Investment ₹50 Lakhs
Benchmark BSE 500 TRI
Investment Universe Listed Indian Equities & Liquid Assets
Market Cap Exposure Large, Mid & Small Caps
Investment Objective Capital Appreciation
Exit Load 2% during first year, Nil thereafter
Fixed Fee Option 2.5% of AUM
Hybrid Fee Option 1.5% of AUM + 20% profit sharing above 10% hurdle rate

What Makes Ace Multicap PMS Different?

Unlike portfolios that depend heavily on a single sector or market trend, Ace Multicap PMS follows a diversified multi-cap approach. The portfolio actively seeks opportunities across:
  • Large-cap market leaders
  • Emerging mid-cap businesses
  • High-growth small-cap companies
  • Multiple economic themes
  • Different business cycles
This helps investors avoid concentration risk while still participating in growth opportunities across the market.

The Core Philosophy

The strategy revolves around identifying multiple independent growth vectors that can create wealth over time. In simple terms: If one theme underperforms, another growth driver can potentially support portfolio performance. This creates a more balanced and diversified investment experience.

Want to Know if Ace Multicap Fits Your Portfolio?

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Meet the Fund Manager

CA. Prathmesh Agrawal

The Ace Multicap PMS is managed by CA. Prathmesh Agrawal, who brings deep expertise in financial analysis, equity research, and portfolio construction. His investment approach focuses on:
  • Fundamental business analysis
  • Long-term wealth creation
  • Valuation-driven stock selection
  • Risk-aware portfolio construction
  • Identifying scalable businesses
The objective is not merely to chase short-term market movements but to identify quality businesses that can compound investor wealth over the long run. This disciplined investment process forms the foundation of the Ace Multicap PMS strategy.

The ACMIIL Investment Philosophy

At its core, ACMIIL believes investing should be built on trust, transparency, discipline, and continuous improvement. Some of their guiding principles include:

Transparency in Every Transaction

Investors deserve complete clarity regarding portfolio decisions and performance.

Knowledge Over Capital

Successful investing is driven more by insight and research than by simply deploying money.

Continuous Innovation

Markets evolve constantly. Investment strategies should evolve as well.

Strong Regulatory Framework

Compliance and governance remain central to ACMIIL's operating philosophy.

Long-Term Wealth Creation

The focus remains on helping investors achieve sustainable financial growth rather than short-term speculation.

Why Multi-Cap Investing Matters Today

India's economic growth is being driven by multiple sectors simultaneously. Some of the biggest opportunities are emerging from:
  • Manufacturing
  • Financial services
  • Digital businesses
  • Infrastructure
  • Healthcare
  • Consumption
  • Energy transition
A pure large-cap strategy may miss many of these emerging opportunities. A pure small-cap strategy may introduce significant volatility. A multi-cap strategy seeks to strike a balance by investing across market capitalizations. This creates the potential to capture growth wherever it emerges.

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  • Portfolio suitability
  • Risk assessment
  • PMS vs Mutual Funds
  • Tax implications
  • Wealth creation strategies
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What Could Your Investment Potentially Grow Into?

While future returns are never guaranteed, long-term compounding remains one of the most powerful wealth creation tools.

Illustration 1: ₹50 Lakhs Investment Over 10 Years

Assumed CAGR Potential Value After 10 Years
10% ₹1.30 Crore
12% ₹1.55 Crore
15% ₹2.02 Crore
18% ₹2.62 Crore

Illustration 2: ₹1 Crore Investment Over 10 Years

Assumed CAGR Potential Value After 10 Years
10% ₹2.59 Crore
12% ₹3.11 Crore
15% ₹4.05 Crore
18% ₹5.23 Crore
The numbers highlight an important reality: Small differences in annual returns can create a substantial difference in long-term wealth. This is where active portfolio management and disciplined stock selection can make a meaningful impact.

Fees and Charges

Option 1: Fixed Fee Structure

  • 2.5% of AUM annually

Option 2: Performance-Linked Structure

  • 1.5% Management Fee
  • 20% Profit Sharing
  • Applicable only on gains above a 10% hurdle rate

Additional Charges

  • Custody & Fund Accounting Charges
  • Transaction Charges
  • Depository Charges
  • Regulatory Charges
  • Taxes and Statutory Levies
These charges are applied as per actuals and PMS regulations.

Who Should Consider Ace Multicap PMS?

This strategy may be suitable for investors who:
  • Have ₹50 lakhs or more to invest
  • Seek long-term capital appreciation
  • Want exposure across market capitalizations
  • Prefer professional portfolio management
  • Want a diversified equity portfolio
  • Have an investment horizon of 5 years or longer

Request the Complete Performance Report

Interested in reviewing historical performance, portfolio construction, sector allocations, and investment methodology? Get the detailed performance report from AltPort Funds today here

Why Investors Partner with AltPort Funds

At AltPort Funds, we help investors evaluate PMS strategies through an objective and research-driven approach. Our team assists with:
  • PMS selection
  • Comparative analysis
  • Due diligence support
  • Portfolio reviews
  • Documentation assistance
  • Ongoing investment guidance
Whether you are exploring your first PMS investment or looking to diversify an existing portfolio, our experts can help simplify the process.

Speak to an AltPort Expert Today

Your next wealth creation opportunity could start with a single conversation.
  • 📞 Request a callback: https://www.altportfunds.com/contact/
  • 📈 Book a free 30-minute consultation: https://cal.com/samir-kumar-u5bgs1/30min?month=2026-06
  • 🤝 Explore partnership opportunities: https://www.altportfunds.com/partner-with-us/

Final Thoughts

The Ace Multicap PMS combines the flexibility of multi-cap investing with a diversified multi-thematic approach designed to capture opportunities across India's evolving economy. Backed by the legacy of ACMIIL and managed through a disciplined investment process, the strategy offers investors access to large-cap stability, mid-cap growth, and small-cap potential within a single portfolio. For investors seeking long-term capital appreciation and a professionally managed equity strategy, Ace Multicap PMS deserves a closer look.

Frequently Asked Questions (FAQs)

1. What is the minimum investment amount for Ace Multicap PMS?

The minimum investment required in Ace Multicap PMS is ₹50 lakhs, in line with SEBI regulations for Portfolio Management Services (PMS).

2. Who is the fund manager of Ace Multicap PMS?

Ace Multicap PMS is managed by Prathmesh Agrawal, who follows a research-driven approach focused on long-term capital appreciation and disciplined stock selection.

3. What is the investment strategy of Ace Multicap PMS?

The strategy follows a multi-cap and multi-thematic approach, investing across large-cap, mid-cap, and small-cap companies. The objective is to capture multiple growth opportunities across sectors and market cycles while maintaining diversification.

4. What are the fee options available in Ace Multicap PMS?

Investors can choose between:
  • A fixed fee of 2.5% of AUM annually, or
  • A performance-linked fee structure of 1.5% of AUM plus 20% of profits generated above a 10% hurdle rate.

5. Who should consider investing in Ace Multicap PMS?

Ace Multicap PMS may be suitable for investors seeking long-term wealth creation, diversified equity exposure across market capitalizations, professional portfolio management, and an investment horizon of at least 5 years or more.