Investment Advisory &Wealth Management

Leading Investment and wealth management Services in UAE

At Ace Patrons, we delve deep into the world of Investment and Wealth Management. In a dynamic financial landscape, securing your financial future is paramount. Whether you’re a seasoned investor or just beginning your wealth-building journey, our platform is your key to financial empowerment.

We’re dedicated to simplifying the intricacies of investment and wealth management, providing you with the knowledge and strategies to achieve your financial goals.

Join our community of financial enthusiasts, and together, let’s chart the path to financial success. Explore our extensive resources and expert insights to make informed decisions and grow your wealth. Your financial future begins here.

Wealth management and investment advisory are one of our key service areas in which we take great pride. Our team for investment advisory and wealth management is highly qualified and experienced in traditional financial instruments as well as alternative investments.

We believe in creating maximum wealth for our HNI investor clients, given their risk portfolio. We have already served more than a thousand clients by actively managing their portfolios and constantly beating benchmark returns.

Investment Advisory

Ace Patrons offers a customized investment avenue for HNI clients. Investors, through our schemes, would have access to virtually every asset class in India through a single window. The schemes are tailored to suit individual investors’ objectives, time horizons, and risk profiles. Our core advantage lies in a consistent and disciplined approach during all market conditions. 

Your ideal asset
management tool

We strive to deliver a superior risk-adjusted return through a robust risk management methodology, using a structured investment process and an in-depth Fundamental and Quantitative Analysis Framework.

NRI Investment Services:

As one of the fastest-growing economies, India offers NRIs a wide range of investment opportunities across a variety of asset classes. With investment opportunities ranging from equity, fixed income, real estate, and more, India has continued to stand as an attractive investment destination.

NRIs keen to explore investment opportunities in Indian capital markets can choose from various investment avenues such as India dedicated Mutual Funds Schemes, Portfolio Investment Schemes, and other eligible securities. Investment offerings, however, should be customized to your risk profile and investment objectives. To understand asset class behavior, the offering must further be backed by a strong research team and a dedicated service delivery team where Ace Patrons comes into the picture.

Wealth Management

Managing wealth is a tough task. Let us make it easy for you. Wealth Management Services focuses on the managing portfolio of high-net-worth clients as per their customized needs. Our Wealth Management service has a Three-pronged approach.

Protect Wealth

Our first and main objective is to ensure there is no capital erosion of the invested funds. In simple words, protect your wealth.

Growth of Wealth

Our second objective is to ensure the base capital is constantly growing to provide a stronger base for the invested funds either through re-investment of returns or growth in the value of Investments.

Income on Wealth

Our third and final focus for the invested funds would be to ensure the funds provide a regular stream of income, either for reinvestment or for client consumption.

Our expertise lies in a wide range of investment options which we use for capital allocation to achieve optimum diversification:

Financial market products

Alternative investments

Crypto products

We have an association with various international financial firms like Century Financial, Bank of Singapore, Kotak Securities, Edelweiss, Angel One, and many more, which helps us with the infrastructure to seamlessly provide our wealth management services.

Let’s discuss your unique financial goals. Schedule an appointment with us.


Frequency Asked Question

Dubai is a global financial hub with a stable economy, which makes it an attractive destination for wealth management. Professionals in the field can help you navigate the diverse investment opportunities and benefit from the region's economic growth.

Dubai offers a wide range of investment options, like equities, bonds, real estate, commodities, mutual funds, and alternative investments. Your wealth manager will help you select the best mix of investments based on your financial objectives and risk tolerance.

Wealth management is a comprehensive approach to financial planning and investment that helps individuals and companies in Dubai grow and protect their wealth. It's essential in Dubai due to its diverse and dynamic economy, attracting both residents and expatriates with various financial needs.

Investment advisory primarily focuses on managing and optimizing investment portfolios, while wealth management takes a more comprehensive approach, addressing financial planning, tax, estate, and retirement planning, in addition to investments.

Yes, the Dubai Financial Services Authority (DFSA) and the Securities and Commodities Authority (SCA) regulate wealth management activities in Dubai. Advisors and firms must adhere to these regulations to operate legally.

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