For Corporates

In today’s world, only paying well to the employees is not enough. As a responsible employer, one need to nurture their personal aspects as well, which also includes inculcating the habit of savings in the young employees, guiding and helping them on the tax saving aspects, etc.

At Invest Ascent, we provide employee care services which includes:

• Financial planning

• Tax advisory and planning

• Tax E-Filing

• Investment advisory

• Loan advisory

InvestAscent wealth advisors aims to meet your needs by understanding your priorities and placing them at the heart of your personal wealth management strategy. Our intention is to develop long-term partnerships with our clients based on mutual trust. At the forefront of that process you’ll find our dedicated private wealth advisors.

Human resource is the most important asset of any business. Managing the risk of loosing the key or efficient employees due to high attrition needs to be managed on high priority. Retaining key employees is becoming the most challenging task in this competitive world.

We will help you to design the right plans and policies and structure the appropriate products to retain the key employees of your organization. The team of experts will work closely with the top management or HR to understand the specific needs and will customize the solution as per the needs of your organization.

At InvestAscent, we have term of experts in corporate who can help clients identify, assess, and mitigate various financial risks, including market volatility, longevity risk, inflation, healthcare costs, and unexpected events such as disability or premature death. Strategies may include insurance solutions such as

• Group Mediclaim

• Group personal accident

• Group term insurance

• Assets insurance

• Fire and theft insurance

• Key man insurance

• Public liability insurance

• Director’s liability insurance

• Professional indemnity

At InvestAscent, we recognize that succession planning is not just about leadership transitions; it's a critical aspect of safeguarding your organization’s financial health and long-term stability.With our expertise in both financial advisory and strategic planning, we provide a holistic approach that addresses the organizational, operational, and financial dimensions of succession. Our goal is to ensure leadership transitions not only preserve but enhance the value of your business.

Succession planning with InvestAscent is more than preparing for change—it’s about securing the financial foundation for sustainable growth and success.

InvestAscent offers tailored treasury management solutions to help corporates optimize liquidity, mitigate financial risks, and maximize returns. Our expertise ensures efficient cash flow management, strategic investment advisory, and cutting-edge technology integration, empowering your business to achieve financial stability and growth.

With a focus on risk management, compliance, and performance, we align treasury strategies with your organizational goals, turning your treasury function into a competitive advantage.

Partner with InvestAscent to streamline your financial operations and unlock new opportunities for success.

At InvestAscent we will provide an end to end solution for the formation, administration, compliance and investments of the following Trusts

• Treasury management

• Formation, Administration and Compliance

• PF Trust

• Gratuity Trust

• Superannuation Trust