SEBI REGISTERED PORTFOLIO MANAGER

Enduring wealth,
stewarded with peace of mind.

Aim Peace Financial Services is a boutique portfolio management firm crafting bespoke, high-conviction portfolios for discerning families, professionals and institutions across India.

AUM METRIC

42 L +

Capital Stewardship Under Management Across Global Assets.


22+ Yrs

Investing Experience

14.8%

10-Yr CAGR (Flagship)

42 L +

ASSETS UNDER ADVICE

22+ Yrs

INVESTING EXPERIENCE

51+

CLIENT FAMILIES

14.8%

10-YR CAGR (FLAGSHIP)
A quiet, considered approach to wealth
ABOUT THE FIRM

A quiet, considered approach to wealth.

Aim Peace was founded on a simple conviction: wealth is best built when markets are met with patience, portfolios are constructed with discipline, and clients are treated as partners. For more than two decades our team has advised entrepreneurs, senior executives, professionals and institutions through every market environment.

We manage capital the way we would manage our own — concentrated in our best ideas, transparent about every decision, and unhurried in the pursuit of long-term outcomes.

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WHY AIM PEACE

Distinct by design, not by fashion.

Fiduciary First

We are fee-only fiduciaries. No commissions, no product bias — only your outcomes.

Long-Term Compounding

Concentrated, high-conviction portfolios built to compound across market cycles.

Independent Research

Proprietary bottom-up research from a 12-member investment and risk team.

Bespoke Advisory

Dedicated portfolio manager for every relationship, aligned to your goals and taxes.

SERVICES

Purpose-built solutions for every stage of wealth.

ALL SERVICES

Discretionary PMS

Actively managed equity portfolios tailored to your risk profile and horizon.

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Multi-Asset Advisory

Cross-asset allocation across equities, fixed income, gold and global markets.

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Family Office

Consolidated stewardship of investments, succession, taxation and philanthropy.

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Institutional Mandates

Purpose-built portfolios for trusts, endowments and treasury reserves.

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Interactive Yield Tool

Estimate Your Portfolio Growth

Use our live interactive slider to calculate estimated return yields based on your capital allocation.

₹25,00,000
Capital Allocated ₹25,00,000.00
Est. Annual Profit (+14.8%) +₹3,70,000.00
Total Maturity Value ₹28,70,000.00
OUR INVESTMENT PROCESS

A disciplined path, from goal to outcome.

01

Discovery

We understand your goals, obligations, risk appetite and legacy priorities.

02

Strategy

A written Investment Policy Statement anchors every decision we make for you.

03

Construction

Portfolios built from our high-conviction ideas, sized by risk and liquidity.

04

Stewardship

Continuous monitoring, tax-aware rebalancing and transparent quarterly reviews.

IN OUR CLIENTS' WORDS

Trusted through market cycles.

"Wealth Management CRM has completely transformed our asset yield tracking. The portfolio transparency and automated statements are unmatched."

S
Suraj Singh
Investor • Creative Galileo

"The instant manual deposit processing and reliable daily yield payouts give me complete confidence in managing my private capital."

M
Mohd. Nizam
Private Investor • Key Worth

"Outstanding digital wallet hub, fast payout disbursements, and robust KYC compliance protocols. Highly recommended for institutional clients."

M
Mihir Rana
Data Analytics • Bizhype Zone

Request an Introduction

Our partners meet a limited number of new clients each quarter. Introductions are unhurried, private, and without obligation.

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