Team Details

“Through a process of engagement and collaboration, together we can write a beautiful chapter of your story.”

As a Partner & Sr. Financial Planner, Mr. Parag brings a wealth of expertise in financial planning, investment strategies, and risk management. He earned his Bachelor’s degree in Commerce and holds an MBA in Finance and he is a principal officer at Ascent. Parag Fanse is committed to partnering with clients on their financial journey, providing sound advice, and helping them navigate the complexities of the financial world.

He has 8+ years of experience in portfolio management, whether it be retirement planning, investment, estate, or tax. He is a master of all. With a passion for personal finance and a deep understanding of investment strategies, Parag provides strong financial planning solutions to clients seeking to build and preserve their wealth. His passion for excellence and commitment to delivering exceptional results make him an invaluable asset to our team.

His favourite pastime is to play with his princess Niva. He is a man of his words. His integrity with clients is commendable. He is a giver by nature and is a leader whom everyone admires.