A Note from Our Founder
When I started ACE Financial Services, my goal was simple — to help people make sense of their money so they could live with confidence, not confusion.
For over two decades, I've had the privilege of walking alongside individuals and families on their financial journeys — from making their first investments to building lasting wealth and security.
Along the way, I've learned an important truth: financial planning isn't about products or transactions, it's about people. It's about understanding your dreams, your challenges, and the life you want to create — then building a plan to make it happen.
That belief continues to drive everything we do at ACE. Every client relationship is built on clarity, trust, and long-term commitment.
I look forward to helping you plan, protect, and prosper.
Ronak Thakkar
Founder & Certified Financial Planner (CFP)
COMPANY Overview
ACE Financial Services is a client-first financial solutions firm founded by Ronak Thakkar, CFP, who brings 20+ years of experience in guiding individuals and families toward financial security and growth.
We believe financial planning is not just about numbers — it's about life goals, peace of mind, and long-term prosperity. That's why we follow our 3P Approach — Plan. Protect. Prosper. Every solution we design is built around your needs, not templates.
Our mission is simple: to give you clarity, confidence, and control over your financial future. With ACE, you get more than a financial plan — you get a partner for every stage of your journey.
Meet the Team
Our Accreditations
Our Founder holds globally recognized expertise in financial planning with the CFP Certification (IN152558).
We are licensed to offer regulated insurance solutions by IRDAI (BQP-251G-2309).
We are authorized to distribute on mutual funds by AMFI
(ARN - 45338).
We are registered to distribute on Portfolio Management Services by APMI (APRN01407).