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About us

About us

Ascending Wealth Solutions – Your Trusted Wealth Partner

“Ascending Wealth Solutions” is a wealth consulting & Portfolio Management firm, working for the diversified need base financial solutions, Founders are wealth financial experts having more than 12 years’ experience of Finance & Tax Planning.

“Ascending Wealth Solutions” Providing advice to our clients through this period has founded a strong belief in client advocacy. Helping our clients identify their goals up front and building a process to achieve these goals, we focus on each and every financial need of the client because we understand that Wealth is created not only from investing but from Investing at Right time and Right place.

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Client for us is not just a person but a family whose needs we desire to fulfil with all the brains and brawn.

Our strong client advocacy approach allows us to “walk in your shoes” providing a clear understanding of “your needs” and “your ability for risk”. Our rigorous process ensures there is clear communication around the risks involved in achieving your goals through the financial advice process. This enables clients to make informed decisions about strategies to pursue their long term goals regardless of market conditions. Understanding risk helps to take the surprises out of financial advice for our clients and builds confidence in achieving goals.

Managing wealth does not mean “set and forget” mentality. We work with simple but effective models to put into place the thoughts and actions that will build your wealth, and to refine and upgrade them in time with your changing needs.

This life cycle approach depends on a never-ending circle of reviewing and reporting – a constant “pillar to post” between you and us.

However, We, currently, have our physical presence in Pune city & have clients across all the states and abroad too.

Our Mission

To reach more than 100000+ and support them to create wealth and achieve their financial goals by year 2027.

Our Vision

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

Spread awareness of the wealth creations and means of the wealth creation, help and support all our connects to lead successful and Happy life.

Product Partners

Health & Motor Insurance Deposits Life Insurance Loans Mutual Fund