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ACE Equity-Consult

Accord Fintech Pvt. Ltd.

About Company

Accord Fintech Pvt. Ltd., incorporated in 2007, is a premier ISO 9001:2015 certified financial technology firm headquartered in Mumbai. The company specializes in providing advanced software solutions, comprehensive financial databases, and analytical tools tailored for the investment industry. Their flagship product suite, including ACE Equity Nxt and ACE MF Nxt, serves a diverse clientele of stockbrokers, wealth managers, and institutional investors with deep insights into Indian equities and mutual funds. With a dedicated team of over 230 professionals, Accord Fintech bridges the gap between complex financial data and actionable investment intelligence through innovative web, mobile, and desktop-based platforms.

Core Principles: Data-Driven Decision Making

Accord Fintech’s approach is built on the belief that superior data leads to superior alpha. Their philosophy focuses on:

  • Fundamental Accuracy: They provide deep-dive financial data (1,750+ unique data fields) directly linked to annual reports to ensure authenticity.

  • Analytical Rigor: Using tools like “Query / Screening,” they emphasize systematic screening based on criteria such as consistent growth and user-defined formulas rather than speculative tips.

  • Transparency: Their “Data VOS” (Virtual On-Site) feature allows users to cross-check data points against original documents, reflecting a philosophy of total transparency.

ACE Equity-Consult

This specific service appears to be an institutional advisory or research-based offering. While the full strategy is typically customized for clients, it generally leverages:

  • Multi-Sector Analysis: Utilizing 14 industry-specific financial formats to compare apples-to-apples across manufacturing, banking, and software.

  • Quantitative Screening: Filtering through 40,000+ companies (including 33,000 private ones) to find undervalued or high-growth gems that traditional screens might miss.

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Fund Manager

Samuel Martis

Samuel Martis is a key founding member and Director at Accord Fintech. He is instrumental in steering the company’s infrastructure and technological roadmap. With decades of experience in the financial domain, he focuses on ensuring that the firm's platformsβ€”like ACE Equityβ€”maintain high standards of accuracy and performance. He believes in the synergy of people and technology to provide streamlined, research-backed solutions for mid and large-sized financial organizations.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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