● FOUNDER · INNOVATION ARCHITECT · AI BUILDER · PIONEER

Kaustubh
Valimbe

CEO · Ace Infotech Systems & Ace Financial Services
33+ Years · Technology & Finance

"I did not leave technology to become a Mutual Fund Distributor.
I brought technology INTO Mutual Funds — so every common investor
could finally get the guidance that only HNI clients used to receive."

🚀 Visit ACE Platform 📖 My Philosophy

Career at a Glance

33+

Years of Experience

140+

Applications Built

AUM Managed

5TB+

Data Lines Processed

Kaustubh Valimbe

Innovation Architect · CEO

💻

Ace Infotech Systems

CEO · Data Science · Enterprise Applications

📊

Ace Financial Services

CEO · SEBI ARN · AMFI Registered MFD

🏦

State Bank of India

15 Years · Banking IT · 40+ Applications

            33+ Years · Tech & Finance
          

Kaustubh Valimbe

Innovation Architect

CEO · Ace Infotech Systems

CEO · Ace Financial Services

SEBI ARN AMFI MFD AUM

MY PHILOSOPHY

Data Drives Clarity.
Clarity Drives Freedom.

"Everyone wants to earn money. But I want to earn by making something new, innovative, and scalable — understanding the need and finding a solution that fits every investor's requirement."

With over 33 years at the intersection of technology and human need, I have always believed that the most powerful solutions are not the most complex ones — they are the ones that make complexity invisible to the user.

Whether it was converting 1 million lines of raw banking data into structured clarity in under 30 minutes for SBI, or building India's first MFD-built Investment Blueprint Engine — the mission has always been the same: find the real problem, build the elegant solution, serve the common person.

Financial freedom should not be a privilege of the wealthy. With the right technology, the right guidance, and the right discipline — every investor can achieve long-term wealth creation.

Sincerity

Every recommendation made with your best interest — never influenced by commission or targets.

🚀

Innovation

Building what does not exist yet. Creating tools that make the impossible feel effortless.

⚖️

Precision

33 years of structured thinking — turning data chaos into decision-making clarity.

🙏

Purpose

Technology built for people. Finance made accessible to every common investor in India.

MY JOURNEY

33 Years of Building. Always for People.

1990s — EARLY CAREER

The Technology Foundation

Began a career rooted in Precision, Innovation, and Purpose — learning that great technology is not about complexity, but about solving real human problems elegantly.

BANKING IT · 15 YEARS

State Bank of India — The Data Science Era

Specialized in transforming unstructured data into structured clarity for India's largest bank. Built 40+ enterprise applications that powered critical banking operations at scale.

🏆 Converted 1 Million+ raw data lines into flat databases in under 30 minutes

ACE INFOTECH SYSTEMS

CEO — Enterprise Technology Solutions

Founded Ace Infotech Systems — delivering Data Science, BI Tools, Corporate Networking, and Complex Application Development. Built 100+ applications across Manufacturing, Healthcare, and Finance domains.

💻 100+ Applications · Manufacturing · Healthcare · Finance

2015 — ACE FINANCIAL SERVICES

The Mission Begins — Finance for Every Indian

Asked one question that changed everything: "How can a common man be guided properly to invest in Mutual Funds?" Founded Ace Financial Services — bringing technology-backed advisory to individuals, corporates, and MNCs.

📊 AUM · SEBI Registered · AMFI Certified MFD

2024–2025 — THE PLATFORM

India's First MFD-Built Analytics Platform

Combined 33 years of technology expertise with 9 years of financial wisdom to build what no platform had built before — a complete Mutual Fund Analytics Platform with India's first STP Investment Blueprint Engine.

⭐ 8,500+ Funds · STP Engine · Investment Blueprint · India's First

EXPERTISE

Where Technology Meets Finance

🔬

Data Science & Analytics

Transforming unstructured data into actionable intelligence. Specialized in converting raw data chaos into structured clarity that drives decisions at scale.

5TB+ Lines ProcessedSBI Banking IT

💻

Enterprise Application Development

Complex application development across Banking, Manufacturing, Healthcare and Finance — each built with Functional Logic Design for real-world scalability.

40+ SBI Apps100+ Domains

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Mutual Fund Analytics

Deep expertise across all 44 AMCs, 8,500+ schemes — returns analysis, risk ratios, STP strategy, and personalized investment blueprints powered by real AMFI data.

AUM9 Years

🌐

Corporate Networking & Strategy

Strategic planning and corporate networking across industries — connecting technology solutions with business objectives for sustainable, measurable growth.

33+ YearsMulti-Industry

💰

Wealth Management

Mutual Fund and Insurance consulting for individuals, corporates, and MNCs. Proprietary Wealth Calculators guiding clients toward systematic financial freedom.

SEBI ARNAMFI Certified

⚙️

BI Tools & Fintech Innovation

Business Intelligence tools that turn financial data into visual insight. Pioneer of India's first MFD-built Analytics Platform — SIP, STP, and Blueprint Engine.

India's FirstSTP Engine

ACHIEVEMENTS

Numbers That Tell the Story

33+

Years of Experience

Across Technology, Banking IT, Data Science, and Financial Services

140+

Applications Built

40+ for SBI, 100+ across Manufacturing, Healthcare & Finance domains

AUM Crossed

Assets Under Management delivering sustainable, data-backed growth

5TB+

Data Lines

Raw data converted to structured flat databases in under 30 minutes

acefinservices.com —
India's First MFD-Built Investor Intelligence Platform

Built by a practitioner. For every investor in India. 33 years of technology expertise meets 9 years as a SEBI-registered MFD — 7 live modules, 3 phases in active development. No other MFD in India has built this depth of investor-first analytics.

✅ 7 Modules Live

🔧 3 Phases Building

👥 450+ Clients

📊 37,000+ Funds

🔍

Fund Discovery

37,000+ AMFI schemes. Live NAV. Real CAGR returns. 10 risk ratios. NAV history chart. 6-tab deep analytics. View Details on any fund instantly.

✅ LIVE

🏆

Fund Toppers

Top 10 performers across 30+ sub-categories. Direct & Regular plans. Ranked by 1Y, 3Y, 5Y, SI CAGR. Filtered to 55 active AMCs only. Real data.

✅ LIVE

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Stock Intelligence

India's first MFD-built stock-fund intelligence. 120 unique stocks. 30 sectors. Live NSE prices. Which funds hold which stock and at what %. Sensex beta impact analysis.

✅ LIVE — FIRST OF ITS KIND

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Investment Engine 2.0

4 modes: SIP+Lumpsum, STP Engine, Combination Strategy, Create My Blueprint. Year-wise projected wealth. Personalised fund logic for every investor goal.

✅ LIVE

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Fund Compare + 6 Calculators

Side-by-side comparison of 4 funds. Best value highlighted. SIP, Lumpsum, SWP, Goal, Inflation, ELSS calculators. Every investor's daily toolkit.

✅ LIVE

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Investor Awareness Centre

Complete investor education — MF basics, expense ratio, all risk types, KYC, LTCG/STCG taxation (Finance Act 2024), how to redeem, 12-term glossary. Based on AMFI Knowledge Centre.

✅ LIVE — INVESTOR FIRST

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Client Portfolio Tracker

Secure client login. Individual portfolio view. CAMS & KFintech daily automated data feed. 450+ clients. Zero human intervention. Real-time holdings.

🔧 PHASE 5 — BUILDING

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Mobile App + WhatsApp

Full mobile-responsive platform. Native Android & iOS. WhatsApp integration for SIP reminders, NAV alerts, portfolio updates and investor communication.

🔧 PHASE 8-9 — PLANNED

🤖

AI Fund Advisor

AI-powered personalised fund recommendation. Goal-based investing. Risk profiling. Natural language queries. India's first MFD-built AI investment advisor.

🔧 PHASE 10 — VISION

🚀 Explore Live Platform →

THE VISION

A New Tech World for Every Indian

Let us build a Future where Data Drives Clarity, and Clarity Drives Freedom.

With the right consultation and disciplined investment processes, I believe every investor — individual or institutional — can achieve long-term wealth creation.

The technology I am building today is not just a platform. It is a movement toward financial awareness, financial security, and financial freedom for every common person in India.

From ₹100 monthly SIP to ₹100 Crore AUM — every journey begins with the right guidance.