Ace takes a holistic approach to wealth management
Ajeet Singh Karan, founder and CEO of Indian boutique firm Ace Wealth Management, talks about his method of managing private wealth.
Why did you start Ace
I perceived a need for genuine wealth management advice. I found that most of the wealth management professionals I dealt with spent their time pushing products on which they earned high margins, but which didn't solve the clientÆs problems or fulfil the clientÆs needs. I found that churning was high at the clientÆs cost.
With respect to insurance products specifically, many wealthy people did not even have a basic understanding of pure term insurance the...
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