top of page

For Corporates

Describe this item here. Connected elements and pages will be automatically updated with your changes.

Business Succession planning

An important aspect of wealth management is guidance on how to preserve and transfer wealth to future generations. Estate planning is the systematic approach to ensure the orderly transfer of assets to heirs and beneficiaries while minimizing estate taxes, probate costs, and potential family disputes in order in the event you become mentally incapacitated or die.

Our in-depth experience in continuity of family wealth helps us to visualize the specific needs of each client family. This may involve Preparation of wills, Estate plan advisory, Trust formation and Trust management.

Contact Us

Employee care services

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

• Online platform

• Investment advisory

• Loan advisory

Contact Us

Financial planning

Invest Ascent 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.

Contact Us

Retention Planning

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.

Contact Us

Risk Management

At Invest Ascent, we have term of experts 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

Contact Us

Treasury Management

At Invest Ascent, we provide advisory services for surplus funds:

• Management of short term funds

• Weekend fund deployment

• Management of medium term and long term surplus funds

• Goal based fund management

• Gilt fund advisory

• Private debt Placement

Contact Us

Trust management

At Invest Ascent 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

Contact Us
bottom of page