We are an AMFI registered Mutual Funds Distributor engaged in distribution of Equity, Debt, Hybrid, Sector and Thematic Mutual Funds. We also provide services with respect to various secondary Bonds, NCDs, Life and Health Insurance, Corporate FDs and Estate Planning solutions etc. These are ideal and practical investments vehicle that offer investors opportunities to build wealth through professional management of their investible savings.
Being your trusted Mutual Funds Distributor we assist clients in building wealth with a step-by-step process of Goal Based Financial Planning that help our investors to climb the wealth ladder and accomplish the financial goal pre-set. A good long-term investments planning includes protection through insurance, Tax efficient, specific goal oriented and carefully budgeted.
A Mutual Fund is a trust that mobilizes investments from different investors whose desire and objective is to accomplish a set financial goal. The money thus collected in turn invested in capital markets such as shares(Equity), debentures, money market instruments, fixed income options, etc.The capital appreciation realized through long-term investments are shared among unit holders in proportion to the number of units owned by them.
As Investments in mutual funds are regulated by SEBI, your investments are safe and secure. Mutual funds are managed by professional funds managers. SEBI has several regulations & legal frameworks in place which ensures that your investments are managed with utmost care and professionalism. Though every investment is subject to certain risks, however, cautious fund choices with diversification specific to the financial goals set, can help generate higher returns on your investments.
With a thorough understanding of our clients and their investment goals, we provide insightful guidance and assistance by offering customized, long-term actionable solutions for achieving their bottom-line, targeted goals and ambitions. While we assist you in making wise investment decisions, we are dedicated to giving you timely market insights, scholarly materials, and individualized counsel.
Thank you for entrusting your financial future to Ascent Wealth. We are excited to serve you and help you achieve your financial objectives.
Life tosses many challenges at you when you try to realize long-term aspirations, which includes immediate monetary constraints and extensive list of investment options. Financial Planning is the process of designing, implementing and revisiting your personal financial strategy, that customized to guide you from where you are now, to where you want to be down the years.
A good long-term investments planning includes contingency planning, specific goals like retirement, property, education, wedding, car and abroad visits etc. Their time horizon should be planned in such a manner that they would be available when it is time to meet our goals.
In a goal based financial planning be it short-term or long-term goals, it is vital and essential to take into consideration of changing inflation, Number of years horizon to achieve the set goals, investible savings, liquidity requirement for day-to-day life, nature of risk tolerance etc. So, planning for adequate insurance cover for life, health, property etc. forms critical part of financial planning.
Budgeting is another important aspect while doing the financial planning.A careful budgeting exercise without compromising minor details can provide good scope for saving enough for investments without perceptible influence on the lifestyle.
The efficiency and usefulness of financial planning is solely depending on the level of involvement and commitment in the course and progression.
"EMPLOY YOUR MONEY TO WORK FOR YOU"
Every investment needs an objective or a purpose and an effective plan to execute flawlessly. A well thought out financial goal provides this purpose, based on which, you can plan and choose from a range of investment options according to your needs, ability to save and to take risks over a defined time horizon. The decision making comes only after knowing what you want and how much you can afford to invest. Our investments are driven by our future requirements. Whether we want to own a house, a car, send our children to the best educational institutes, plan their higher education or marriage or plan for our retirement, our investments always have an end use.
Salutations from Ascent Wealth!At Ascent Wealth, we are dedicated to providing you with individualized assistance and services support as you navigate the world of mutual funds.
The smarter way to achieve higher returns and beat inflation will beinvesting in mutual funds through Systematic Investment Plan (SIP).
Equity Mutual Funds over a stretched period of years with flawless goal based financial plan gives us back inflation adjusted returns.
SIP is a way of investing through which Investors can be benefited by rupee cost averaging and power of compounding in the long term. There are benefits such as tax saving and other tax concessions available in investing through mutual funds.
We provide regular updates on your investments and provide rapid and effective customer support throughout your investing journey with us. As your trusted Mutual Funds Distributor, Ascent Wealth can assist you with our long-term actionable solutions that will help you achieve targeted wealth and financial freedom.
Mutual funds are the only investment option which provides you with the ability to invest across different asset classes with minimum to moderate to elevated risk depending upon your risk-taking ability.
"The doorstep to the temple of wisdom is a knowledge of our own ignorance" – Benjamin Franklin
Secure the future of your loved ones!
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.
We are dedicated to delivering both life and health Insurance protection and serving customers in their hard times these become a perfect choice for your family's health and wellness coupled with strong social relevance by securing our customers' financial future.
Super Term Plan - A term plan is a life insurance product that covers your family's needs and gives you an increasing Sum Assured option to cope with the rising inflation.
Associated with leading Health Insurance companies and with our customer centric approach for the satisfaction and smiles of our clients we stretch ourselves and go beyond the ordinary whenever they face medical challenges.We assist clients with good health insurance cover that gives peace of mind and the freedom to protect from the ever increasing medical costs.
Consider Ascent Wealth as your trusted insurance advisor for your Life and Healt Insurance requirements for protection and financial security.
""Luck is the flip side of risk. You cannot understand one without appreciating the other" - Morgan Housel
An alternative to Traditional Investments!
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.
We suggest clients Debt funds which are schemes with an investment objective that limits the fund house to investments in debt securities like Treasury Bills, Government securities, Bonds and Debentures etc.
It comprises of interest income and capital appreciation, due to changes in market dynamics. Debt funds are minimal risk profile funds that seek to generate fixed current income to investors.
While we strive to reduce risks for our investors, we also strive to provide diversity, active credit risk management, and liquidity.
We thank you for your trust in Ascent Wealth for your fixed income requirements.
"When it's obvious that the goals cannot be reached, don't adjust the goals, adjust the action steps" - Confucius
Secure & Safeguard Your Next Generation!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.
Everyone needs an estate plan – not just the wealthy. Your situation’s complexity will determine which documents your plan requires.
For many people, estate planning is simple – with professional help.
A Will is a legal document you draw up to declare your wishes for your loved ones as to how you want your assets to be distributed after you.
Estate Plan allows you to Protect and Provide for those you care about after you have passed away, or for yourself if you become incapacitated.
Significant life events may also compel you to make changes to your plan. It’s important to regularly review your plan to ensure it continues to meet your needs and objectives.
"Ultimately the decisions you make about your estate are yours alone".
"It's not how much money you make but how much money you can keep, how hard it works for you and how many generations you keep it for" - Robert Kiyosaki
Know Your Optimal Level of Investment Risks! Without a doubt, equity is the best method for accumulating wealth. Almost every investment portfolio needs stocks.
Due to increased demand and advancements in trading technology, it is now extremely simple for anyone to transact.
Opening a Demat Account provides numerous advantages, including the elimination of the need to preserve physical documents, the saving of time, and the ability for investors and traders to track their portfolio on a regular basis.
During the earlier days shares/stocks were kept in physical form. This made it impossible for investors to preserve the physical documents for an indefinite period of time.
The introduction of the DEMAT account made it possible for investors and traders to trade instantaneously and hold shares for as long as they desired.
Historically, Investments in equities has offered higher real returns compared to fixed income products. Hence, it is seen as good hedge against inflation.
Ascent Wealth assists clients with onboarding into a trading platform, completing KYC requirements, offering trading platform training, and effectively and quickly resolving difficulties that may arise.
"The single greatest challenge you face as an investor is handling the truth about yourself" - Jason Zweig
"Your future is created by what you do today, not tomorrow"In Mutual Funds a goal oriented Systematic Investment Plan (SIP) is indeed a financial stress buster and wealth creation vehicle in the long term.
When we mention about long term which means one being really patient for a stretched period of years and investing should be like watching plants grow.
Accomplishment of goal set: Planning for children’s higher education or wedding expenses or foreign visits or buying a house or retirement corpus, a disciplined investment plays critical role where you continue in a systematic way towards your financial goals set.
While we discuss about discipline in investments, it is also equally or more important to steadily invest for a considerably long term to achieve the desired results or outcome. That’s why goal-based investments assume significance will deliver better results.
Ascent Wealth helps clients with varying risk profiles accomplish their medium to long-term wealth creation goals.
"The best decisions draw on the dual strength of your investing brain: intuition and analysis. Feeling and thinking." - Jason Zweig
Most investors start with unrealistic expectations about risk and return. Unrealistic expectations can quickly become unfulfilled expectations and unfulfilled expectations tend to cause grief for all concerned. There is often a gap between the level of risk which a client would normally choose to take, their risk tolerance, and the risk associated with the return required to achieve their goals. profiling is a process for finding the optimal level of investment risk for your client by balancing their risk required, risk capacity and their individual risk tolerance. There is often a mismatch between risk required, capacity and tolerance.
It is psychological and critical to know how comfortable an investor is with investment ups and downs, completing the following questionnaire will assist in understanding the risk profiling of the investor and make suitable investments decisions.
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.
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.
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.
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.
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.
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.
"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."