About Us

Unlocking Your Financial Potential Together

about

Ace Financial Services, an AMFI-registered Mutual Fund Distribution House based in Kolkata, was founded by the late Mr. Chandra Mohan Mukherjee, a visionary with over 40 years of experience in the mutual fund industry. He built the foundation of our firm with a mission to provide transparent, reliable, and personalized investment solutions to clients. Following his untimely demise, the leadership mantle was passed to his daughter, Ms. Sreya Mukherjee, who now serves as the main managing partner, working alongside her mother, Ms. Sonali Mukherjee, and under the guidance of our senior manager, Ms. Anukta Majumder, a seasoned expert in the financial sector. Guided by his vision, the firm has flourished, managing over ?100 crores in Assets Under Management (AUM) and offering a wide range of mutual fund products, including debt, equity, and hybrid funds, while remaining committed to empowering clients with trusted and tailored financial strategies.

Ms. Sreya Mukherjee has carried forward her father's legacy with unwavering dedication and integrity. With a strong foundation in market research, hands-on experience gained from working with her father, and an NISM VA certification, she brings a wealth of knowledge and a commitment to delivering top-tier investment solutions. She leads Ace Financial Services with a focus on implementing rigorous checks and balances to ensure transparency, accountability, and ethical practices. Her leadership is complemented by a dedicated and efficient team of nine professionals, whose expertise, commitment, and collaborative efforts have been instrumental in driving the firm's success. Together, the team works with trust, precision, and a client-first approach, ensuring that Ace Financial Services continues to uphold its legacy of excellence and remains at the forefront of the mutual fund industry.

Mission

At Ace Financial Services, we are committed to driving innovation, excellence, and ethical practices, ensuring continued success in the mutual fund investment sector. Our mission is to empower individuals and businesses across India to achieve financial security through tailored investment strategies, guided by trust, transparency, and integrity.

Vision

To become the leading name in the financial industry by providing innovative, goal-oriented investment solutions. We aspire to set new standards of excellence while contributing to the financial prosperity of our clients and the nation as a whole.

Values

At Ace Financial Services, our values form the foundation of our commitment to delivering exceptional financial solutions. Integrity is at the core of our operations, driving us to build trust through transparency and ethical practices. We embrace innovation, staying ahead of market trends to provide cutting-edge investment solutions that meet the evolving needs of our clients. Empathy guides us in understanding and prioritizing the unique goals of each individual and business we serve, ensuring a personalized approach to financial planning. Collaboration fuels our success, as we work closely with our clients, partners, and team members to achieve shared objectives. Finally, we strive for excellence in every aspect of our service, consistently delivering the highest standards to empower our clients on their journey to financial security and success.

Journey In Focus,
Marking Progress Every Day!

ACE Financial Services AMFI-registered Mutual Fund Distributor is a one stop solution for all your mutual fund and SIP investments. The users have access to all the leading asset management companies. Users can login and easily track all their investments at one go.

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Assets Under Management

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Happy Clients

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Years Of Experience

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Awards

Have any questions in mind?

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Reach Us:

Block-Ed, Plot 52, Rajdanga Main Rd. Near Siemens Opp. R N Singh School, Kolkata- 700107

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