As a Partner and Senior Financial Planner, Mr. Parag brings over 11 years of experience in financial planning, investment strategy, and risk management. He holds a Bachelor’s degree in Commerce, an MBA in Finance, and has successfully cleared the Certified Financial Planner (CFP) examination. He also serves as the Principal Officer at Ascent, playing a key role in upholding the firm’s advisory standards and client-first philosophy.

Over the years, Parag has built deep expertise across portfolio management, retirement planning, investment advisory, estate planning, and tax-efficient structuring. His strength lies in looking at a client’s finances holistically and translating complex financial decisions into clear, practical strategies. With a strong foundation in personal finance and a disciplined approach to investing, he helps clients not only grow their wealth but also protect and preserve it across life stages.

Parag is known for his integrity, consistency, and commitment to doing what is right for the client. He believes in long-term relationships built on trust, clarity, and accountability. His leadership style is grounded, collaborative, and widely respected within the team.

Outside of work, Parag’s favourite role is being a father. He enjoys spending time with his daughter, Niva, who he fondly calls his princess. A man of his word and a giver by nature, Parag brings the same values of honesty, care, and responsibility into both his professional and personal life.