About Us

About us

Ascending Wealth Solutions – Your Trusted Wealth Partner

Ascending Wealth Solutions is a premier Wealth Consulting and Portfolio Management firm, committed to delivering customized financial solutions to meet the diverse needs of our clients. Founded by seasoned professionals with over 16 years of expertise in finance and tax planning, we bring a deep understanding of wealth management and strategic financial planning.

Over the years, our advisory experience has shaped a strong belief in client-first advocacy. We begin by helping clients clearly define their financial goals, then build structured, personalized strategies to achieve them. At Ascending Wealth Solutions, we recognize that wealth is not just built through investment—it is built by investing at the right time and in the right place. That philosophy drives our approach to every client relationship.

At Ascending Wealth Solutions, you're not just a client—you’re family

We’re here to support your financial journey with the right expertise and genuine care, every step of the way.

At Ascending Wealth Solutions, our client advocacy approach is grounded in empathy and understanding—we take the time to “walk in your shoes” to gain a clear perspective on your unique needs and risk capacity. Through our structured and transparent process, we ensure open communication about the risks associated with achieving your financial objectives. This empowers you to make informed decisions and confidently pursue long-term goals, regardless of market conditions.
We believe managing wealth is not a “set and forget” exercise. Our approach is simple yet effective—implementing thoughtful strategies, taking decisive action, and continuously refining them in alignment with your evolving financial landscape.

This life-cycle approach is built on a continuous loop of review and communication—a collaborative journey that keeps us aligned with your goals at every stage.

While our physical office is based in Pune, we proudly serve clients across India and internationally, delivering trusted advice without geographic boundaries.

Our Mission

Empower over 25,000 individuals and families with smart, personalized wealth strategies—securing their financial futures with trust and expertise by 2030

Our Vision

To become preferred wealth partner in India and share knowledge - आपदर्थे धनं रक्षेत् । One should save for a rainy day.

We aim to spread awareness about the power and paths of wealth creation—supporting individuals and families in building secure, successful, and joy-filled lives together.

Product Partners

Health & Motor Insurance Deposits Life Insurance Loans Mutual Fund

INVESTMENT APPROACH

Every individual’s financial journey is unique, shaped by personal circumstances, investment preferences, and risk tolerance. As your trusted wealth partner, we guide you through a comprehensive assessment to understand your investment style and risk appetite—ensuring our strategies align seamlessly with your financial goals.

RISK APPETITE

We initiate this process with a comprehensive questionnaire designed to explore your attitudes toward risk and reward. From your responses, we assess the consistency of your views, evaluate your capacity to tolerate risk, and gain insight into your emotional response to potential portfolio losses. This analysis forms the foundation for constructing an investment strategy aligned with both your financial goals and personal comfort levels

GAP ANALYSIS

Having a risk appetite does not necessarily mean your investment portfolio must carry significant risk. At Ascending Wealth Solutions, we begin by evaluating your available capital and comparing it against the return required to meet your income needs and the financial demands of your broader objectives. By assessing the gap between your current position and your target outcomes, we are able to recommend alternative investment strategies that aim to meet your goals with the least amount of risk necessary.

Where a gap remains, we provide well-considered options—either by selectively increasing your portfolio's risk exposure, with full transparency around potential consequences, or by adjusting your financial goals to create a more achievable path forward.