SEBI Registered Investment Advisor – SEBI Reg No: INA200015857
Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
15+
Years of Managing Wealth
2000+
Success Journies
100+
Awards & Recogonitions
4.9 ⭐️
What Our Clients Rate us
Services We Provide
About Us
Our mission is to empower a billion dreams, One financial plan at a time.
InvestAscent Wealth Advisory Pvt Ltd is a premier financial advisors firm dedicated to providing comprehensive wealth management solutions tailored to your unique financial needs.
Upholding values of integrity, transparency, and client-centricity, our services include investment planning, retirement planning, estate planning, tax optimization strategies, and more. With a team of seasoned professionals, we offer personalized advice to help you achieve your financial goals, whether it's purchasing a dream home, starting a business, traveling the world, or achieving financial independence.
We go beyond just providing financial advice; we aim to educate and empower you to make informed financial decisions. At Investascent, your success and happiness are our top priorities, and we are deeply invested in your journey, celebrating your achievements and supporting you through challenges. Join us for personalized, one-on-one conversations tailored to your unique needs and let us be your partners in turning dreams into reality.
Awards
2024
Dynamic Women Achievers Award -2024 by Outlook Business.
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2023
Times leading entrepreneurs powered by TIMES ascent to Anuja Agrawal, InvestAscent wealth advisors private limited
2022
Company of the year Award - 2022 by The CEO Story, Story behind success…
2021
Certificate of appreciation - 2021 by Success Insights India
2020
Disha ICICI prudential mutual fund. Thank you InvestAscent wealth advisors private limited for your unwavering support and determination. We look forward to your continued support
2019
Uti mutual fund & CNBC TV 18 present 10th financial advisor awards 2018 – 19. A Decade of honouring excellence powered by ICRA Grand Jury Award for work done towards financial education – individual
2019
Uti mutual fund & CNBC TV 18 present 10th financial advisor awards 2018 – 19. A Decade of honouring excellence powered by ICRA Best performing individual financial advisor – women (South)
2019
Kotak mutual fund, You & I excellence awards 2019 Highest overall AUM: Equity & Debt
2017
Franklin Templeton investments, thank you for your support, you are our udaan champion! UDAAN its your time to FLY 2017 -18
2016
Aditya Birla Financial services privilege club | Birla Sun Life mutual fund is proud to recognize our platinum member Investascent wealth advisors PVT LTD for the valued contribution towards mutual fund – FY 2016 – 17
2016
Upper crust club - Investascent wealth advisors PVT LTD Winner Elite black 2016 - 17 by HDFC mutual fund.
2015
Chairman’s circle ICICI prudential mutual fund Tarakki karein! Investascent wealth advisors PVT LTD 2016-17
2014
DSP BlackRock to investascent wealth advisors private limited winner Top IFA 2014 Bengaluru
2014
DSP BlackRock to investascent wealth advisors private limited winner Highest overall net sales ex cash and ultra-liquid south zone 2014
2013
Investascent wealth advisors PVT LTD Annual convention ICICI prudential asset management Chairman’s circle 2013-14
Testimonials
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser”. InvestAscent has this and more. Their dedication to clients and business excellence sets them apart and I would highly recommend them to anyone willing for best financial results. Wishing them all the very best.
ASIM ALI
Charted Accountant
We have been associated with your company from its inception in 2009 for all our investment decisions and it is our pleasure to put on record our appreciation of your services which enabled us to build our investments in a systematic but at same in a non-risk taking manner over the years. We appreciate your concern for investors’ money being wisely invested and the promptness with which we were able to access your services, either for investment or for encashment of our investments in case of urgent needs. We hope to be associated for years and to come and benefit from your vast knowledge and experience in the field.
K Raman
Advisor-Finance to MD
My relationship with this enthusiastic team in now in its 9th year. Our relationship started when I was a salaried employee and they worked out a plan to help meet my financial needs for immediate term and goals for the longer term. Little later, I followed my passion to start my own company. At that stage, a lot of re thinking was needed to align my financial plan as per the changing scenario and the team InvestAscent helped make the financial transition simple.
Ashutosh Khanna
Co-Founder & Director
I have been associated with InvestAscent from 2011-12, thus past 6-7 years as a Client based in Mumbai. I started with a small portfolio with a local representative in Mumbai Office and he managed my portfolio reasonably well with Monthly Updates & meetings & returns. After a 1-2 years he decided to move on & self was very concerned about the portfolio to be managed from Bangalore. However, Anuja gave a clear confidence of a seamless handling & response time. Over a period of time she completely delivered on her commitments & thus I did not miss the local handling at all. In the passage of last 5 years my Investment Portfolio through them has multiplied folds. Anuja with her team are excellent with a clear profiling of their clients & needs. Their overall approach is very consultative & responses are very consistent & qualitative. Have referred them to my other friends & family members due their overall approach & handling. In a single word my overall experience with Anuja & Team at InvestAscent “WOW”.
Jeet Sawhney
COO B2C VFS Global
