Ascent Wealth Welcomes You!

secure your financial future

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.

"When a management with a reputation for brilliance, tackles a business with a reputation for bad economics, it is the reputation of the business that remains intact" – Warren Buffett

It's Time To Begin Your Ascent!

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.

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"Planning is bringing the future into the present so that you can do something about it now" - Alan Lakein

Goal-Based Investments Planning


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.

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"Our goals can only be reached through a vehicle of a plan in which we must fervently believe and upon which we must vigorously act. There is no other route to success" - Pablo Picasso

Services We Offer

Mutual Fund

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.

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Life and Health Insurance

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.

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Corporate FDs, Bonds and NCDs

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. 

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Estate Planning Solutions

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.

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Equity - De-mat Accounts

Know Your Optimal Level of Investment Risks! Without a doubt, equity is the best method for accumulating wealth. Almost every investment portfolio needs stocks.

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Goal Based Financial Planning

"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.

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"The interesting thing about very intelligent and successful people is that, they are usually the ones who have figured out that making things simple is the correct path to success" - Charlie Munger

"Consuming knowledge can be fairly useless if you don't pair it with intelligent behavioral design and systems" - Ben Carlson

Why Risk Profiling is important for investors?

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.

  1. Risk Tolerance is the level of financial risk the client is emotionally comfortable with.
    For example,How much a person is willing for their portfolio to diminish for a chance to make bigger returns.
  2. Risk Required is the risk associated with the return required to achieve the client's goals from the financial resources available.
  3. Risk Capacity is the level of financial risk the client can afford to take.

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.

"Learn from the past, set vivid, detailed goals for the future, and live in the only moment of time over which you have any control: now" - Denis Waitley

Client Testimonials

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.

Mr N Hariprasad

Managing Director - Synergy Maritime Pvt Ltd. Chennai.

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 S S Krishnakumar

General Manager - Sales & Service, TVS Motor Company Ltd, Hosur

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.

Mr Milton Stanley Balkar

General Manager - Sales - Carrier Midea India Pvt. Ltd

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.

Dr Marudhupandian MD

Int. Medicine - Ponmalligai Hospital, chennai

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.

K Ovi Siddharthan

New Delhi

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 Srinivasan

Retd. Sr. VP - Mercantile Credit Corporation

"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."

Mr Vijay Kalyanasundaram

Commercial head in an MNC.

"Don't save what is left after spending, but spend what is left after saving" - Warren Buffet

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