About us
Ascending Wealth Solutions – Your Trusted Wealth Partner
Ascending Wealth Solutions is a premier Wealth Consulting and Portfolio Management firm dedicated to providing tailored, diversified financial solutions. Founded by seasoned financial experts with over 16 years of experience in finance and tax planning, we specialize in helping individuals and families achieve long-term financial security and growth.
At Ascending Wealth Solutions, our strong belief in client advocacy guides everything we do. By identifying your financial goals early and building a customized, strategic roadmap, we address every aspect of your financial journey. We recognize that wealth is not just created through investment—it’s created by investing at the right time and in the right place.
With a proven track record, we have successfully guided and supported over 1,000 clients and their families in diversifying and optimizing their investment portfolios.
Why To Choose Us?
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Genuine Guidance
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Timely Support
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Client Satisfaction
Testimonials
A Reflection of Our Commitment to Excellence
93% of our existing clients have referred their friends and family to us. Cos, we recognize that wealth is not just created through investment—it’s created by investing at the “Right time and in the Right place”.
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Atul Tak and his team have provided excellent consultancy on taxation and investment related matters. Throughout the year Ascending Wealth team established various meetings for periodic review of financial related matters and offered advices on risk based approach.
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Mr. Atul Tak his Ascending Wealth Solutions is good for all Strategic financial & Tax Solutions, for me it was personal financial management & Tax planning and at all works good for me, specifically he plans personal budget and preparation very smartly and about local rules & knowledge, might not get online or anywhere else, highly recommended must try.
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Mr Atul Tak and his ascending wealth solutions company are our investment and insurance consultants for over 5 years or more now. His advice is always sensitive and sound, considering our age (above 70) and financial status. And that was exactly what we expected from advisors. He has been very consistent and proactive in managing our finances. With clarity and confidence. His dedicated team offers very prompt service. We appreciate his transparency, and the personal attention.
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Atul’s in-depth knowledge of taxation, investment policies, and regulatory frameworks is impressive. What truly sets him apart is his ability to combine that expertise with a personal touch—he takes the time to understand your unique financial goals and offers tailored advice that makes you feel supported and confident.
Highly recommended for anyone looking for a trusted and insightful financial advisor.
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Working with Mr. Atul and team has completely transformed how I approach my finances. They bring a rare combination of deep tax knowledge, strategic thinking, and genuine care for clients. Atul helped me uncover deductions I didn’t know existed and significantly reduced my tax liability. I especially appreciate the clear communication and year-round availability—no question ever feels too small. Tax season used to be stressful, but now I feel confident and well-prepared. If you’re looking for a reliable, proactive, and detail-oriented tax professional, I highly recommend this firm. Their guidance has been invaluable to my financial success.
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I had an excellent experience with Atul and his team at Ascending Wealth Solutions. The team is highly professional, knowledgeable, and genuinely committed to helping clients achieve their financial goals. Their team helped me with efficient tax planning, accurate and timely return filing, and guided me with smart investment strategies tailored to my financial goals. Highly recommended!!!
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My priorities are clear advice, airtight tax strategy, and smart ways to grow wealth. This firm delivers on all three. On the tax front, you dug deep into deductions and smartly re‑structured my income, trimming my overall tax. moved surplus cash into a disciplined investment mix that’s already outperforming benchmarks, and sourced a prime real‑estate asset that fits my long‑term goals. Professional, proactive, and always on point. truly a one‑stop solution for top‑tier clients, highly recommended for his services.
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I've been working with Atuji from Ascending wealth for a few years now, and his services have been exceptional. He's highly professional, deeply knowledgeable, and always provides personalized solutions aligned with my financial goals. Truly someone you can trust for long-term planning.
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Atul and Ascending wealth team are great and Professional!
They really want to help and care about our money and well-being. They listen to what we need and guide us to make good choices.
I started with just term insurance, and now they help me with everything like investments and saving tax.
Atul has been an incredible guide, taking me from knowing nothing to understanding a lot. I've seen great results after working with them for a few years. I highly recommend giving them a try!
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I’ve been supported by Atul Tak & Team for my financial and tax needs, and they’ve been absolutely great. Super easy to work with, always on top of things, and they explain everything in a way that actually makes sense. They’ve helped me save money, stay organized, and feel way less stressed about taxes as well as financial planning. Highly recommend them if you want solid advice and friendly, professional service.
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I’ve been with Ascending Wealth Solution for five years now, and Atul continues to impress. As a professional, I need rock‑solid protection and smart growth. Atul secured comprehensive health and life insurance policies that give my family total peace of mind, handles my income‑tax filing flawlessly every year, and built a mutual‑fund portfolio that consistently outperforms the market with measured risk. Responsive, transparent, and always ahead of the curve—Atul is the partner you want for long‑term financial success, highly recommended to empower strategic financial & Tax preparation.
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As an NRI residing in the UK, investing in the Indian market felt complex and challenging until I partnered with Atul and Ascending Wealth Solution. Their expert guidance on enhancing my income tax planning, securing the right insurance coverage, and building a diversified investment portfolio made the entire process seamless. Thanks to their deep knowledge of NRI regulations and proactive service, I faced zero hurdles investing in India. Atul’s team truly simplifies cross-border finance and delivers results. We strongly recommend to specialized NRI for Indian abroad.
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I live in Bengaluru but rely on Atul and Ascending Wealth Solution in Pune for all my tax and investment needs and the distance has never been an issue. Their enhanced, personalized tax‑filing service has cut my liability and eliminated the yearly paperwork stress, while the investment portfolio they built is already delivering steady, above‑market returns. Everything is handled digitally, updates arrive on time, and every recommendation is explained in plain English. Seamless service, smart advice, highly recommended.
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Working with Ascending Wealth Solutions has been a game-changer for our financial well-being. Mr. Atul not only helped us significantly reduce our income tax burden, but also guided us in setting clear financial goals with a well-structured plan. His expertise and dedication even extended to resolving old tax issues for my parents, which brought us immense peace of mind. We truly appreciate his thorough, thoughtful, and reliable approach to financial planning. Highly recommended!
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I appreciate the personalized service received from Ascending Wealth. Atul is very patient, he gives time to understand personal priorities, financial situations and provided customized solutions that perfectly fit my need. They provide regular review on my portfolio and provide timely recommendations to ensure that my investments are on track, highly recommended.
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Ascending wealth solution provides best financial services and guidance and one of the leading financial firm in Pune.
Mr. Atul Tak, the proprietor has got vast experience, more than 15 years and always willing to help and does continuous augmentation in overall wealth of their clients with their exception expertise.
Also, they offers tremendous tax savings as well as smooth tax filling.
Investment Approach
We understand that every individual’s financial situation is unique — and so are their investment preferences and risk tolerance. That’s why our approach is personalized to help you reach your financial goals with confidence.
Risk Appetite
We initiate this process with a questionnaire that will explore your attitudes towards risk and reward. From here we will then analyse whether your answers…
Gap Analysis
Just because you have risk appetite does not mean you have to take risk in your portfolio. We study the available capital and compare that…
Investment Preferences
Each client will have their own views and preferences on investments, therefore it is important that we build a solution that takes these views into…
FAQ’s
Certainly, we can guide you in minimizing your tax obligations, effectively managing cash flow, and strategizing for future taxes. Our dedicated team of specialized Chartered Accountants is here to provide expert assistance for your benefit.
Yes, We are specialized in Financial Planning & understanding of your Needs to make a Plan. We start with inflow Vs Outflow Planning and Advise you for diversify investments,So that You can reach your planned goal hassle free in less timing, Also we are well experienced in managing asset allocation.
Anyone,We serve many people from Salaried persons to business background's. Our team are specialized to advise every professional's and their families, as we have more than 15 years of experience to assist you in depth clarity about your life stages and financial milestones.
Please Request us to call back or connect us on given mobile Number as well as you can reach through Feeling up shared form,So that we can reach out to you for Serving your needs.
Get a free quote here
Allow Us To Assist You!!
Life Insurance
HDFC Life • Bajaj Allianz
Health Insurance
TATA AIG • ICICI Lombard • Niva Bupa
General Insurance
TATA AIG • Go Digit
Bank Loans
State Bank of India • Bank of Baroda • HDFC Bank • ICICI Bank • Bajaj FinServ
Secured Investment
HDFC Bank • ICICI Bank • Post Office • Bajaj FinServ • Mahindra & Mahindra • Shriram Finance
Tax Auditor & Company Secretary
KPPM & Associates • Upright Biz Solutions LLP
Other
Edelweiss • SMC Global • Motilal Oswal
Mutual Fund
• HDFC • ICICI • Aditya Birla • Mirae Asset • SBI • Axis • Kotak • Nippon India • DSP • L&T • IDBI • Canara Robeco • UTI • Mahindra • LIC • TATA • BOI AXA • Edelweiss • Invesco • Sundaram • BNP Paribas • IDFC • JM • PGIM • PPFAS • Quant • ITI
Life Insurance
HDFC Life
Deposits
Health & Motor Insurance
• TATA AIG • ICICI Lombard • HDFC Ergo • Bajaj Allianz • Go Digit
Loans
Loans
Mutual Fund
Health & Motor Insurance
Deposits
Life Insurance
Loans
Mutual Fund
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