22+ years of experience

Corporate Overview

Helping Our Clients With Financial Roadmap for Bigger, Better and Safer Tomorrow

Ascent Financial Solutions Pvt. Ltd. is a professionally run, SEBI registered investment advisory firm established with a single-minded objective of providing superior, unbiased, and customized financial solutions to HNI individuals and their families, helping them create a bigger, better and safer tomorrow.

We work closely with our clients to create personalized finance and investment strategies and roadmaps that align with their financial goals, risk tolerance, and investment preferences. Our client-centric approach, ability to understand their challenging life goals, and providing adaptive solutions have made us the most preferred family personal wealth management firm in India.

Customised Financial and Personal Wealth Management Solutions

Our Services

We help our clients transform their financial lives and achieve their life goals.
We empower financial success with our expert guidance and personalized solutions.

Our Approach

The methodology is divided into five steps: understanding requirements, analysis, proposing
solutions, execution, and periodic review to align financial strategies with client goals.

Step 1: Understanding Requirements

We understand in detail the exact requirements and life goals and financial objectives.

Step 2: Analysis

We conduct an in-depth analysis and devises solutions that meet their unique needs.

Step 3: Propose Solutions

As per the analysis, we propose the financial solution/s that best fits our client's requirements.

Step 4: Execution

On approval and on completion of necessary formalities, we commence executing the defined solutions.

Step 5: Periodic Review

Periodic performance review is carried out to ensure that client's investments are aligned with their objectives.

Mission

  • To transform financial lives of our clients by providing unbiased, excellent & customised financial solutions.
  • To provide financial planning and wealth management solutions that build a strong foundation for bigger, better & safer tomorrow.
  • To provide an inclusive working environment that facilitate growth for our team members.

Vision

  • To become the most trusted & admired Financial Planning & Wealth Advisory firm in the country and globally.

Philosophy

From the very beginning, Ascent Financial Solutions Pvt. Ltd. has adopted client centric approach. Our very existence is for the betterment of our clients, to offer them unbiased and excellent financial solutions that would lead them to bigger, better and safer tomorrow. We are solution provider and not product sellers. For us, helping our clients’ achieve their financial objectives is paramount. Our clients’ best interest is above everything else, even our self interest.

Why Trust Us?

We are SEBI-registered investment advisors, obligated by regulations to ensure that we remain conflict-free and always
prioritize our clients’ best interests. Our clients trust us for the peace of mind and clarity we provide.
SEBI Registered

SEBI Registered Investment Advisors (RIA Registration Number INA000017064)

SEBI registered investment advisors play a crucial role in providing professional and reliable investment advice, helping investors navigate the complexities of the financial markets and

Fiduciary

Fiduciary Financial Advisors

We are fiduciary financial advisors who are governed by SEBI regulations to act in our clients' best interests i.e. we prioritize our clients' financial well-being

1000
Crore of AUM
250
Satisfied Families
60
Cumulative of Advisory Experience
1000
Goals Accomplished

From our Clients

  • video-shape3
  • video-shape4

Helping clients achieve bigger, better and safer tomorrow
by transforming their financial lives

Let us plan your financial journey

Subscribe to Our Articles and Newsletters.

Stay tuned to the latest news and information from the world of finance.

Insights and Updates

Stay informed and gain valuable financial insights. We provide the latest updates and solutions in the world of finance!

Contact Us

Wealth Prospects

We help our clients elevate their financial journey, achieve their short to long term
finance goals and assist them in hassle free free transfer of legacy assets.
Home Contact Form
Ascent_Logo
At Ascent Financial Solutions, we mainly focus on providing customised and strategic financial solutions to our clients helping them achieve their short term and long term objectives.
ASCENT FINANCIAL SOLUTIONS PRIVATE LIMITED
PRINCIPAL OFFICER
COMPLIANCE OFFICER