Ascent Wealth
Welcomes You!
Build your wealth with expert guidance. We offer mutual funds, bonds, insurance, and personalized investment solutions tailored to help you achieve your financial goals.
Why Should You Choose Us?
Because after switching to us...
Warren Buffett
Your Financial Future, Thoughtfully Planned
Elevate your financial journey with our intuitive tools, crafted to empower your decisions and bring your aspirations to life.
It's Time To Begin Your Ascent!
Ready to take control of your financial future? We help you transform dreams into actionable plans—whether it's buying a home, funding education, or retiring comfortably. Let's design a personalized strategy that works for your life.
Learn More
Goal-Based Investments Planning
Every rupee you invest should have a purpose. We guide you to set clear financial goals, understand your risk appetite, and choose investments that align with your timeline and needs. Because smart investing starts with knowing what you're working towards.
Learn More
Why Risk Profiling Matters for Your Peace of Mind
Feeling uncertain about the right investment moves? Our personalized risk profiling takes the guesswork out of the equation. We help you find that sweet spot between your goals, your comfort level, and what's realistic for your situation. No jargon, just clarity.
Discover Our Exceptional Services
Transform your approach with our user-friendly tools, designed to enhance your journey and make every step towards success feel seamless and rewarding.
Mutual Fund
At Ascent Wealth, we are dedicated to providing you with individualized assistance and services support as you navigate the world of mutual funds.
SIF, AIF, PMS
For investors seeking opportunities beyond traditional mutual funds, Ascent Wealth provides access to Specialised Investment Funds (SIF), Alternative Investment Funds (AIF), and Portfolio Management Services (PMS).
Life and Health Insurance
At Ascent Wealth, we remain committed to serve families with Healthcare and Life Insurance covers to protect them from hard times as these are compulsory choice to insulate from unknown risks.
Corporate FDs, Bonds and NCDs
We at Ascent Wealth recognize the value of consistent & dependable investment options. From the traditional fixed income products, we handpick reliable businesses with reliable ratings and suggest to clients.
Estate Planning Solutions
Ascent Wealth assist our clients through Estate Planning to preserve their assets and wealth built over the years and help them in transfer of their wealth to next generation.
Equity - De-mat Accounts
Without a doubt, equity is the best method for accumulating wealth. Almost every investment portfolio needs stocks.
Goal Based Financial Planning
In Mutual Funds a goal oriented Systematic Investment Plan (SIP) is indeed a financial stress buster and wealth creation vehicle in the long term.
Today's Posts
Unleash Your Creativity
Education Calculator
Calculate education costs, plan for future learning expenses, and compare financial aid options with ease.
Lumpsum Calculator
Calculate your total investment returns, assess risks, and optimize your portfolio for maximum gains.
SIP Calculator
Plan your investments with our SIP Calculator, allowing you to estimate future returns and make informed financial decisions effortlessly.
Retirement Planning
Plan your retirement with our comprehensive tools, ensuring you have the resources needed for a fulfilling future.
Wedding Calculator
Plan your wedding budget effectively, manage expenses, and ensure a memorable celebration without financial stress.
Vacation Calculator
Estimate your vacation expenses, budget effectively, and ensure a stress-free getaway with our Vacation Calculator.
Are You Ready to Transform Your Financial Journey?
Let's transform your financial future together. Get a personalized investment strategy tailored to your goals and risk comfort in just one conversation.
Frequently Asked Questions
Denis Waitley
Our Trusted Partners
Warren Buffet
What Our Clients Say About Us
Real stories from people who use and love our product every day
66Denis Waitley
M“A truly professional mutual funds distributor is defined by knowledge and a genuine interest in achieving the best results for clients." Ascent Wealth's commitment to clients, and integrity sets them apart, and I would definitely suggest to anybody seeking improved financial results.”
M“Building a strong mutual fund portfolio has been made possible in large part by Ascent Wealth. They developed investment choices and tailored recommendations after carefully considering my risk tolerance and investment objectives. I highly recommend their personal financial services as I have complete faith in Ascent Wealth's knowledge and desire for a lasting relationship.”
M“I've been a client of Mr. Kannan of Ascent Wealth for about 5+ years, and I'm quite pleased with his individualized services. I find that their guidance and attitude of always willing to assist is quite beneficial when making investment decisions. My family's investment requirements and our risk profile have all been considered while crafting the investing suggestions. Our best wishes to him and Ascent Wealth.”
M“Mr. Kannan of Ascent Wealth is keenly focused on minimizing risks and generating returns that are much better than the conventional options. They regularly update us with appropriate investment options and stay current with emerging industry trends. He has handled our financial matters with unmatched professionalism and attention to detail. I would for sure recommend their services to my acquaintances.”
D“We are more than satisfied with the personalized attention and direction we received from Mr Kannan of Ascent Wealth. We appreciate your professional skills because you always explain things thoroughly. We have complete confidence in recommending your services to anyone in need of professional assistance. I look forward to continuing to work with you.”
K“Financial goal identification and investment plan preparation are made easier with Ascent Wealth's guidance. Their individualized attention and always-ready attitude have been incredibly beneficial to me as I make financial decisions. He has extensive knowledge of the always changing markets, and I have found his advice to be very helpful most of the time. My best wishes to Mr Kannan and Ascent Wealth.”
A“For the work they have done for me over the past few years, I would like to convey my gratitude. I am ecstatic with the service you provided. Whenever feasible, I will gladly refer to their services. I rely on Mr. Kannan of Ascent Wealth for all of my financial requirements because of his dependability and quick service.”
M“A truly professional mutual funds distributor is defined by knowledge and a genuine interest in achieving the best results for clients." Ascent Wealth's commitment to clients, and integrity sets them apart, and I would definitely suggest to anybody seeking improved financial results.”
M“Building a strong mutual fund portfolio has been made possible in large part by Ascent Wealth. They developed investment choices and tailored recommendations after carefully considering my risk tolerance and investment objectives. I highly recommend their personal financial services as I have complete faith in Ascent Wealth's knowledge and desire for a lasting relationship.”
M“I've been a client of Mr. Kannan of Ascent Wealth for about 5+ years, and I'm quite pleased with his individualized services. I find that their guidance and attitude of always willing to assist is quite beneficial when making investment decisions. My family's investment requirements and our risk profile have all been considered while crafting the investing suggestions. Our best wishes to him and Ascent Wealth.”
M“Mr. Kannan of Ascent Wealth is keenly focused on minimizing risks and generating returns that are much better than the conventional options. They regularly update us with appropriate investment options and stay current with emerging industry trends. He has handled our financial matters with unmatched professionalism and attention to detail. I would for sure recommend their services to my acquaintances.”
D“We are more than satisfied with the personalized attention and direction we received from Mr Kannan of Ascent Wealth. We appreciate your professional skills because you always explain things thoroughly. We have complete confidence in recommending your services to anyone in need of professional assistance. I look forward to continuing to work with you.”
K“Financial goal identification and investment plan preparation are made easier with Ascent Wealth's guidance. Their individualized attention and always-ready attitude have been incredibly beneficial to me as I make financial decisions. He has extensive knowledge of the always changing markets, and I have found his advice to be very helpful most of the time. My best wishes to Mr Kannan and Ascent Wealth.”
A“For the work they have done for me over the past few years, I would like to convey my gratitude. I am ecstatic with the service you provided. Whenever feasible, I will gladly refer to their services. I rely on Mr. Kannan of Ascent Wealth for all of my financial requirements because of his dependability and quick service.”
M“A truly professional mutual funds distributor is defined by knowledge and a genuine interest in achieving the best results for clients." Ascent Wealth's commitment to clients, and integrity sets them apart, and I would definitely suggest to anybody seeking improved financial results.”
M“Building a strong mutual fund portfolio has been made possible in large part by Ascent Wealth. They developed investment choices and tailored recommendations after carefully considering my risk tolerance and investment objectives. I highly recommend their personal financial services as I have complete faith in Ascent Wealth's knowledge and desire for a lasting relationship.”
M“I've been a client of Mr. Kannan of Ascent Wealth for about 5+ years, and I'm quite pleased with his individualized services. I find that their guidance and attitude of always willing to assist is quite beneficial when making investment decisions. My family's investment requirements and our risk profile have all been considered while crafting the investing suggestions. Our best wishes to him and Ascent Wealth.”
M“Mr. Kannan of Ascent Wealth is keenly focused on minimizing risks and generating returns that are much better than the conventional options. They regularly update us with appropriate investment options and stay current with emerging industry trends. He has handled our financial matters with unmatched professionalism and attention to detail. I would for sure recommend their services to my acquaintances.”
D“We are more than satisfied with the personalized attention and direction we received from Mr Kannan of Ascent Wealth. We appreciate your professional skills because you always explain things thoroughly. We have complete confidence in recommending your services to anyone in need of professional assistance. I look forward to continuing to work with you.”
K“Financial goal identification and investment plan preparation are made easier with Ascent Wealth's guidance. Their individualized attention and always-ready attitude have been incredibly beneficial to me as I make financial decisions. He has extensive knowledge of the always changing markets, and I have found his advice to be very helpful most of the time. My best wishes to Mr Kannan and Ascent Wealth.”
A“For the work they have done for me over the past few years, I would like to convey my gratitude. I am ecstatic with the service you provided. Whenever feasible, I will gladly refer to their services. I rely on Mr. Kannan of Ascent Wealth for all of my financial requirements because of his dependability and quick service.”
s“I am not a Finance person to understand the nuances of Finance market but due to various past experiences where people always got you registered to various investments but when it failed provided truckload even more technical reasons for failures. But when I started working Mr. Kannan I could see the difference and over time I have seen the growth of 11% using Asset plus and his wisdom we were seeing growth continuously.This is a new experience for us compared to past and it’s been great so far.Looking forward to use asset plus and Mr. Kannan to further invest in good opportunities.”
R“Have been associate with Ascent wealth for more than 3years.Now Investment decisions are no longer a problem. Mr. Kannan’s expertise, his client focused advisory services, highly personalised financial plan to align with both the short term and long term requirements is par excellence.”
s“The team at Ascent Wealth provides exceptional guidance and services with clarity. Their professionalism, prompt services and long-term approach make investing simple and productive. Totally trust their approach! Surely recommend their services.”
S“Ascent wealth makes investing a very good learning experience in the area of investments. Really happy with their support services.Great Advice, Reliable and knowledgeable. Highly recommended!”
K“When I thought of investing in Mutual fund, I accidentally found Ascent wealth and contacted Kannan sir.. He gave clear explanation and addressed my queries patiently and plan my investments accordingly.. Even though I had started late now I am confident about my wealth creation..Thank you Ascent Wealth team.🙏”
v“Im travelling with Kannan for last 5 years and taken his advice/service of Mutual fund and Financial investment, Im happy with Mutal Funds returns and timely response on any questions/concerns. I recommend Kannan for any Mutual Fund investment/term insurance/ health insurance and financial planning..Im thankful to Kannan for giving me confidence to get into Financial journey .”
s“It's a great pleasure of working with Mr. Kannan, and I am happy about choosing Ascent Wealth. He explained different investment options and helped me to understand what would work best for my financial situation. Now I feel much more confident about my financial goals.”
S“Me and my husband are investing through Ascent wealth and are greatly impressed with their service. We receive the right advice on where to invest based on our requirements. The support from Ascent wealth during our investment journey has been great, we receive instant help and support whenever we need. Highly recommend Ascent wealth for mutual fund investments.”
n“I am associated with Ascent wealth for more than 5 years now and have built a very good mutual fund investment portfolio based on Kannan sir's advice. He has been very supportive throughout this journey instantly offering advice and support. Would greatly recommend him and Ascent wealth for investment services.”
d“A great thanks to Ascent Wealth team for their great support and service. The advisors provided valuable inputs based on my risk appetite helping me to take proper decision on mutual fund investment .Once again I would like to thank them for their dedication, commitment and invaluable contribution towards helping my investment. Lastly wishing all the great success.”
S“As a lawyer working at a tier 1 firm, I was getting a decent income but was very clueless about my financial management. Very glad to have found this app and have my SIPs managed with such effective guidance from Ascent Wealth! It's been almost a year and I'm very happy with the savings I've made!”
P“I had the pleasure of working with Mr. Kannan, and I couldn’t be more happy about choosing Ascent Wealth as my financial advisor. He took the time to thoroughly explain various investment options and helped me understand what would work best for my financial situation. Mr. Kannan provided a well-structured plan tailored to my needs, and I feel much more confident about my financial future.What stood out the most was the excellent customer service I received throughout the entire process. Mr. Kannan was always available to answer my questions, and his professionalism and dedication made a significant difference. I highly recommend his services to anyone looking for sound financial advice.”
S“I have been investing with Ascent Wealth for the past few years, and their service is exceptional. Mr. Kannan provides expert advice, tailored solutions, and is always available to address my concerns.His commitment to transparency and a client-first approach sets him apart. Mr. Kannan thoroughly explains mutual funds and investment strategies, ensuring I am well-informed. His recommendations have led to substantial growth in my portfolio.I highly recommend Ascent Wealth for their reliability and dedication to clients' success.”
e“It was a delightful experience starting from registration till order placement. Since I am totally new to this mutual funds field, Mr. Kannan assisted me with some insightful background and necessities of investment. Kudos to Ascent group. Way to go.. Best wishes.”
S“Mr. Kannan perfectly understood my needs for investment as an NRI and gave precise advice. The custom investment strategy was perfectly tailored, and he kept me updated on market trends and adjustments. I will continue to use his insight and advise for all my future investments. His prompt responses and proactive updates made everything easy. Highly recommend his services.”
T“I can't recommend Ascent Wealth enough! Mr. Kannan was instrumental in helping me build my portfolio from the ground up. He took the time to understand my financial goals and risk tolerance, then selected a variety of funds and instruments that perfectly fit my needs.He provided valuable guidance on the tax implications of my investment strategy, which helped me maximize my returns.Anyone looking for a financial advisor who is knowledgeable, patient, and committed to their client's success should definitely contact him!”
S“We have being closely associated with Ascent wealth for about 6 years now. Any clarification and questions, Mr Kannan is always available to clarify. He's become more of a family member now whom we can reach out for any financial advices.”
R“Some years back, before Corona, While I was looking for a investment advisor, I contacted Mr Kannan through one of my LinkedIn contacts. I have been investing with his guidance and it has been highly rewarding and I can recommend him to anybody, both beginners and experienced that you can trust him, his suggesions are genuine and investor oriented.”
B“The platform is user-friendly and provides comprehensive information on the various fund options, making it easy for me to research and compare different investments. The onboarding process was seamless, and the ongoing support I receive is exceptional. Whenever I have a question or need to make a change to my account, the customer service representatives are responsive and helpful.”
B“Mr. Kannan has a wealth of knowledge in fanancial wealth management and has helped me immensely in planning towards my financial freedom. I highly recommend Ascent wealth to everyone who wants to begin or strengthen their journey towards financial independence.”
M“Kannan appears highly responsive and agile in the finance world. When I started with zero knowledge in mutual funds, he educated me on every aspect of financial planning. If I am ever in a dilemma about a personal finance decision, I certainly ask him, and he always provides 100% useful clarification.”
D“As a young professional, I wasn't sure where to begin with financial planning. Ascent Wealth took the time to educate me on different investment options and helped me develop a long-term strategy for building wealth. They're incredibly responsive and always go the extra mile for their clients.”
S“Choosing Ascent Wealth was a decision that truly paid off. Their knowledgeable team guided me through the complexities of mutual fund investments with clarity and patience. I appreciated their commitment to personalized service, as they took the time to understand my financial goals and tailor their recommendations accordingly. Thanks to their expert advice, my investments have shown steady growth, exceeding my expectations. I highly recommend Ascent Wealth to anyone seeking a reliable partner in wealth management.”
M“Ascent Wealth was my first wealth advisor who have been advising me for the past 10 years on the ways I can multiply my wealth - A one stop shop for all financial related goals. He gives the right advice at the right time which is quite important for investors and I look forward to the association longer, that means I am becoming wealthy too :). I definitely recommend Ascent Wealth to everyone and more particularly for new starters as that’s where my journey began and haven’t looked back since.”
s“I am not a Finance person to understand the nuances of Finance market but due to various past experiences where people always got you registered to various investments but when it failed provided truckload even more technical reasons for failures. But when I started working Mr. Kannan I could see the difference and over time I have seen the growth of 11% using Asset plus and his wisdom we were seeing growth continuously.This is a new experience for us compared to past and it’s been great so far.Looking forward to use asset plus and Mr. Kannan to further invest in good opportunities.”
R“Have been associate with Ascent wealth for more than 3years.Now Investment decisions are no longer a problem. Mr. Kannan’s expertise, his client focused advisory services, highly personalised financial plan to align with both the short term and long term requirements is par excellence.”
s“The team at Ascent Wealth provides exceptional guidance and services with clarity. Their professionalism, prompt services and long-term approach make investing simple and productive. Totally trust their approach! Surely recommend their services.”
S“Ascent wealth makes investing a very good learning experience in the area of investments. Really happy with their support services.Great Advice, Reliable and knowledgeable. Highly recommended!”
K“When I thought of investing in Mutual fund, I accidentally found Ascent wealth and contacted Kannan sir.. He gave clear explanation and addressed my queries patiently and plan my investments accordingly.. Even though I had started late now I am confident about my wealth creation..Thank you Ascent Wealth team.🙏”
v“Im travelling with Kannan for last 5 years and taken his advice/service of Mutual fund and Financial investment, Im happy with Mutal Funds returns and timely response on any questions/concerns. I recommend Kannan for any Mutual Fund investment/term insurance/ health insurance and financial planning..Im thankful to Kannan for giving me confidence to get into Financial journey .”
s“It's a great pleasure of working with Mr. Kannan, and I am happy about choosing Ascent Wealth. He explained different investment options and helped me to understand what would work best for my financial situation. Now I feel much more confident about my financial goals.”
S“Me and my husband are investing through Ascent wealth and are greatly impressed with their service. We receive the right advice on where to invest based on our requirements. The support from Ascent wealth during our investment journey has been great, we receive instant help and support whenever we need. Highly recommend Ascent wealth for mutual fund investments.”
n“I am associated with Ascent wealth for more than 5 years now and have built a very good mutual fund investment portfolio based on Kannan sir's advice. He has been very supportive throughout this journey instantly offering advice and support. Would greatly recommend him and Ascent wealth for investment services.”
d“A great thanks to Ascent Wealth team for their great support and service. The advisors provided valuable inputs based on my risk appetite helping me to take proper decision on mutual fund investment .Once again I would like to thank them for their dedication, commitment and invaluable contribution towards helping my investment. Lastly wishing all the great success.”
S“As a lawyer working at a tier 1 firm, I was getting a decent income but was very clueless about my financial management. Very glad to have found this app and have my SIPs managed with such effective guidance from Ascent Wealth! It's been almost a year and I'm very happy with the savings I've made!”
P“I had the pleasure of working with Mr. Kannan, and I couldn’t be more happy about choosing Ascent Wealth as my financial advisor. He took the time to thoroughly explain various investment options and helped me understand what would work best for my financial situation. Mr. Kannan provided a well-structured plan tailored to my needs, and I feel much more confident about my financial future.What stood out the most was the excellent customer service I received throughout the entire process. Mr. Kannan was always available to answer my questions, and his professionalism and dedication made a significant difference. I highly recommend his services to anyone looking for sound financial advice.”
S“I have been investing with Ascent Wealth for the past few years, and their service is exceptional. Mr. Kannan provides expert advice, tailored solutions, and is always available to address my concerns.His commitment to transparency and a client-first approach sets him apart. Mr. Kannan thoroughly explains mutual funds and investment strategies, ensuring I am well-informed. His recommendations have led to substantial growth in my portfolio.I highly recommend Ascent Wealth for their reliability and dedication to clients' success.”
e“It was a delightful experience starting from registration till order placement. Since I am totally new to this mutual funds field, Mr. Kannan assisted me with some insightful background and necessities of investment. Kudos to Ascent group. Way to go.. Best wishes.”
S“Mr. Kannan perfectly understood my needs for investment as an NRI and gave precise advice. The custom investment strategy was perfectly tailored, and he kept me updated on market trends and adjustments. I will continue to use his insight and advise for all my future investments. His prompt responses and proactive updates made everything easy. Highly recommend his services.”
T“I can't recommend Ascent Wealth enough! Mr. Kannan was instrumental in helping me build my portfolio from the ground up. He took the time to understand my financial goals and risk tolerance, then selected a variety of funds and instruments that perfectly fit my needs.He provided valuable guidance on the tax implications of my investment strategy, which helped me maximize my returns.Anyone looking for a financial advisor who is knowledgeable, patient, and committed to their client's success should definitely contact him!”
S“We have being closely associated with Ascent wealth for about 6 years now. Any clarification and questions, Mr Kannan is always available to clarify. He's become more of a family member now whom we can reach out for any financial advices.”
R“Some years back, before Corona, While I was looking for a investment advisor, I contacted Mr Kannan through one of my LinkedIn contacts. I have been investing with his guidance and it has been highly rewarding and I can recommend him to anybody, both beginners and experienced that you can trust him, his suggesions are genuine and investor oriented.”
B“The platform is user-friendly and provides comprehensive information on the various fund options, making it easy for me to research and compare different investments. The onboarding process was seamless, and the ongoing support I receive is exceptional. Whenever I have a question or need to make a change to my account, the customer service representatives are responsive and helpful.”
B“Mr. Kannan has a wealth of knowledge in fanancial wealth management and has helped me immensely in planning towards my financial freedom. I highly recommend Ascent wealth to everyone who wants to begin or strengthen their journey towards financial independence.”
M“Kannan appears highly responsive and agile in the finance world. When I started with zero knowledge in mutual funds, he educated me on every aspect of financial planning. If I am ever in a dilemma about a personal finance decision, I certainly ask him, and he always provides 100% useful clarification.”
D“As a young professional, I wasn't sure where to begin with financial planning. Ascent Wealth took the time to educate me on different investment options and helped me develop a long-term strategy for building wealth. They're incredibly responsive and always go the extra mile for their clients.”
S“Choosing Ascent Wealth was a decision that truly paid off. Their knowledgeable team guided me through the complexities of mutual fund investments with clarity and patience. I appreciated their commitment to personalized service, as they took the time to understand my financial goals and tailor their recommendations accordingly. Thanks to their expert advice, my investments have shown steady growth, exceeding my expectations. I highly recommend Ascent Wealth to anyone seeking a reliable partner in wealth management.”
M“Ascent Wealth was my first wealth advisor who have been advising me for the past 10 years on the ways I can multiply my wealth - A one stop shop for all financial related goals. He gives the right advice at the right time which is quite important for investors and I look forward to the association longer, that means I am becoming wealthy too :). I definitely recommend Ascent Wealth to everyone and more particularly for new starters as that’s where my journey began and haven’t looked back since.”
s“I am not a Finance person to understand the nuances of Finance market but due to various past experiences where people always got you registered to various investments but when it failed provided truckload even more technical reasons for failures. But when I started working Mr. Kannan I could see the difference and over time I have seen the growth of 11% using Asset plus and his wisdom we were seeing growth continuously.This is a new experience for us compared to past and it’s been great so far.Looking forward to use asset plus and Mr. Kannan to further invest in good opportunities.”
R“Have been associate with Ascent wealth for more than 3years.Now Investment decisions are no longer a problem. Mr. Kannan’s expertise, his client focused advisory services, highly personalised financial plan to align with both the short term and long term requirements is par excellence.”
s“The team at Ascent Wealth provides exceptional guidance and services with clarity. Their professionalism, prompt services and long-term approach make investing simple and productive. Totally trust their approach! Surely recommend their services.”
S“Ascent wealth makes investing a very good learning experience in the area of investments. Really happy with their support services.Great Advice, Reliable and knowledgeable. Highly recommended!”
K“When I thought of investing in Mutual fund, I accidentally found Ascent wealth and contacted Kannan sir.. He gave clear explanation and addressed my queries patiently and plan my investments accordingly.. Even though I had started late now I am confident about my wealth creation..Thank you Ascent Wealth team.🙏”
v“Im travelling with Kannan for last 5 years and taken his advice/service of Mutual fund and Financial investment, Im happy with Mutal Funds returns and timely response on any questions/concerns. I recommend Kannan for any Mutual Fund investment/term insurance/ health insurance and financial planning..Im thankful to Kannan for giving me confidence to get into Financial journey .”
s“It's a great pleasure of working with Mr. Kannan, and I am happy about choosing Ascent Wealth. He explained different investment options and helped me to understand what would work best for my financial situation. Now I feel much more confident about my financial goals.”
S“Me and my husband are investing through Ascent wealth and are greatly impressed with their service. We receive the right advice on where to invest based on our requirements. The support from Ascent wealth during our investment journey has been great, we receive instant help and support whenever we need. Highly recommend Ascent wealth for mutual fund investments.”
n“I am associated with Ascent wealth for more than 5 years now and have built a very good mutual fund investment portfolio based on Kannan sir's advice. He has been very supportive throughout this journey instantly offering advice and support. Would greatly recommend him and Ascent wealth for investment services.”
d“A great thanks to Ascent Wealth team for their great support and service. The advisors provided valuable inputs based on my risk appetite helping me to take proper decision on mutual fund investment .Once again I would like to thank them for their dedication, commitment and invaluable contribution towards helping my investment. Lastly wishing all the great success.”
S“As a lawyer working at a tier 1 firm, I was getting a decent income but was very clueless about my financial management. Very glad to have found this app and have my SIPs managed with such effective guidance from Ascent Wealth! It's been almost a year and I'm very happy with the savings I've made!”
P“I had the pleasure of working with Mr. Kannan, and I couldn’t be more happy about choosing Ascent Wealth as my financial advisor. He took the time to thoroughly explain various investment options and helped me understand what would work best for my financial situation. Mr. Kannan provided a well-structured plan tailored to my needs, and I feel much more confident about my financial future.What stood out the most was the excellent customer service I received throughout the entire process. Mr. Kannan was always available to answer my questions, and his professionalism and dedication made a significant difference. I highly recommend his services to anyone looking for sound financial advice.”
S“I have been investing with Ascent Wealth for the past few years, and their service is exceptional. Mr. Kannan provides expert advice, tailored solutions, and is always available to address my concerns.His commitment to transparency and a client-first approach sets him apart. Mr. Kannan thoroughly explains mutual funds and investment strategies, ensuring I am well-informed. His recommendations have led to substantial growth in my portfolio.I highly recommend Ascent Wealth for their reliability and dedication to clients' success.”
e“It was a delightful experience starting from registration till order placement. Since I am totally new to this mutual funds field, Mr. Kannan assisted me with some insightful background and necessities of investment. Kudos to Ascent group. Way to go.. Best wishes.”
S“Mr. Kannan perfectly understood my needs for investment as an NRI and gave precise advice. The custom investment strategy was perfectly tailored, and he kept me updated on market trends and adjustments. I will continue to use his insight and advise for all my future investments. His prompt responses and proactive updates made everything easy. Highly recommend his services.”
T“I can't recommend Ascent Wealth enough! Mr. Kannan was instrumental in helping me build my portfolio from the ground up. He took the time to understand my financial goals and risk tolerance, then selected a variety of funds and instruments that perfectly fit my needs.He provided valuable guidance on the tax implications of my investment strategy, which helped me maximize my returns.Anyone looking for a financial advisor who is knowledgeable, patient, and committed to their client's success should definitely contact him!”
S“We have being closely associated with Ascent wealth for about 6 years now. Any clarification and questions, Mr Kannan is always available to clarify. He's become more of a family member now whom we can reach out for any financial advices.”
R“Some years back, before Corona, While I was looking for a investment advisor, I contacted Mr Kannan through one of my LinkedIn contacts. I have been investing with his guidance and it has been highly rewarding and I can recommend him to anybody, both beginners and experienced that you can trust him, his suggesions are genuine and investor oriented.”
B“The platform is user-friendly and provides comprehensive information on the various fund options, making it easy for me to research and compare different investments. The onboarding process was seamless, and the ongoing support I receive is exceptional. Whenever I have a question or need to make a change to my account, the customer service representatives are responsive and helpful.”
B“Mr. Kannan has a wealth of knowledge in fanancial wealth management and has helped me immensely in planning towards my financial freedom. I highly recommend Ascent wealth to everyone who wants to begin or strengthen their journey towards financial independence.”
M“Kannan appears highly responsive and agile in the finance world. When I started with zero knowledge in mutual funds, he educated me on every aspect of financial planning. If I am ever in a dilemma about a personal finance decision, I certainly ask him, and he always provides 100% useful clarification.”
D“As a young professional, I wasn't sure where to begin with financial planning. Ascent Wealth took the time to educate me on different investment options and helped me develop a long-term strategy for building wealth. They're incredibly responsive and always go the extra mile for their clients.”
S“Choosing Ascent Wealth was a decision that truly paid off. Their knowledgeable team guided me through the complexities of mutual fund investments with clarity and patience. I appreciated their commitment to personalized service, as they took the time to understand my financial goals and tailor their recommendations accordingly. Thanks to their expert advice, my investments have shown steady growth, exceeding my expectations. I highly recommend Ascent Wealth to anyone seeking a reliable partner in wealth management.”
M“Ascent Wealth was my first wealth advisor who have been advising me for the past 10 years on the ways I can multiply my wealth - A one stop shop for all financial related goals. He gives the right advice at the right time which is quite important for investors and I look forward to the association longer, that means I am becoming wealthy too :). I definitely recommend Ascent Wealth to everyone and more particularly for new starters as that’s where my journey began and haven’t looked back since.”
Chat with our friendly team!
We'd love to hear from you. Please fill out this form or shoot us an email.