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When we decided to set up Ascent Financial Solutions we had a dream to provide truly Client Centric, Unbiased and Excellent Financial Solutions to our clients. As the time has progressed we have successfully converted our dream into reality. As a result of our client centric and unbiased solutions, our clients have been totally free from their financial worries and are able to focus on wealth creation from their respective business or professions.Due to our clients centric approach our acceptance to clients at large have been increasing over the years.It is our privilege to introduce you to Ascent Financial Solutions and if you feel that we would be worthy of your trust then we would feel proud to welcome you to the family of Ascent Financial Solutions.+ Read More

Nature of Business

Service Provider

Legal Status of Firm

Limited Company (Ltd./Pvt.Ltd.)

Annual Turnover

Upto Rs. 50 Lakh

GST Number

24AAJCA6779N1ZY

Goal Planning
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Goal Planning

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This is a customized solution for those families which have Goals and Dreams but the path to accomplish the goals is not clear. Here we take into consideration the Goals of the clients and built strategies to accomplish the goals for clients. Here we perform following tasks for the clients.
  • Deciding their Goals.
  • Making Family Financial Plan to achieve their Goals.
  • Implementation of the Plan.
  • Portfolio review at quarterly intervals.
  • Annual review of the Plan.

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Comprehensive Financial Planning
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Here we address needs of families which have Goals and Aspirations, they also have resources and they want to achieve them in the best possible manner. Clients who want to achieve Financial Freedom in the best and earliest possible way are welcome here.While preparing Comprehensive Financial Plan our focus is on following three aspects.
  • Wealth Protection
  • Wealth Accumulation
  • Wealth Distribution
Areas that we consider for comprehensive Financial Planning are
  • Goal Planning - Within Financial Plan every goal like Retirement, Child education, Child Marriage is provided.
  • Budgeting - Helping clients to prepare their budget and Cash flow analysis.
  • Contingency Planning- Making a contingency Plan to meet uncertain times.
  • Net worth Statement-Preparing and analyzing Net worth statement.
  • Risk Management - Preparing effective strategies to manage financial risk. Also preparing an effective insurance plan.
  • Debt Management - Efficient management of Loans and liabilities of clients to reduce their interest burden.
  • Estate Planning - Preparing will of the Client, creating private family trust if required.
  • Investment Planning - Preparing an effective investment Plan to achieve financial goals.
  • Tax Advisory: Here we try to reduce tax liability of our clients through different ways of tax planning.

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Wealth Management Services
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Wealth management is a customized broad based solution designed specially for High Net worth Individuals. Individuals who are generating good amount of wealth in their respective business or profession and need a family Wealth manager who can protect their wealth and can grow their wealth at faster rate are will enjoy this service. Here we have different models to suit the needs of different individuals.  While managing your wealth our focus is on following aspects.Protection of wealth
  • Deciding Risk Management Strategies to protect against downfall in different asset classes.
  • Preparing a proper insurance Plan to protect against uncertain times.
Accumulation of wealth
  • Putting in place strategies which can generate more Wealth at low Risk and fulfill Clients Wealth Management Goals.
  • Deciding and selecting financial vehicles which can generate faster wealth at low risk.
Distribution of wealth
  • Here we Prepare an effective Estate Plan for clients this includes preparing will, creating Private Family Trust if needed.
Debt Management
  • Restructuring Existing Loans and Liabilities of clients to reduce their interest cost.

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Investment Planning Services
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Retirement can be a time of great joy - a time to travel, relax, take up new hobbies, and do the things you never had time to do during your working years. But retirement also can be a time of worry. You may be anxiously asking yourself:
  • Can I afford to retire?
  • Will I outlive my retirement funds?
  • What kind of investments should I make?
  • How much will inflation and taxes erode my investment income?
  • How do I pay for escalating health care costs?
  • What estate planning issues should I be concerned about?
This is a customized solution for retired investors.Here we focus on the following aspects.
  • First and foremost on Protection of wealth
  • Second, client should be able to live a comfortable Retired life and at the same time his funds should not get exhausted.
  • Wealth distribution- Preparing an effective estate plan for clients this includes preparing will , creating private Family Trust if needed.

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