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About Us

InvestAscent formed by veteran private bankers with an aim of creating a boutique wealth advisory firm to provide a professional platform of private wealth management services. Our core team has more than 85 years of hands on experience in the areas of wealth advisory, Private Banking, Treasury Management, Risk Management, Private Equity, Stock Markets and succession planning.


The diverse experience of the core team offers you an unmatched blend of personalized wealth management opportunities. We understand, the greater the wealth the more complex the needs and higher level of personal attention required. We believe that no two clients are alike and one size does not fit all. As an InvestAscent Client you are the heart of everything you do. You benefit from not just one single advisor but a team each member brings his/her own expertise and experience to bear on your asset. You are proactively provided with up-to-date investment advice and innovative wealth management solutions designed to help you preserve, enhance and grow your wealth.


Our ability to deliver a unique investing experience to our clients in underpinned by our client centric approach and comprehensive industry experience.


About Us

This is the first time I am using online tool in India. I have filed US tax using TurboTax , I would say your tool is on par with that. Good Job.

Yedhu Joseph, Collabera

I would like to highlight the excellent services offered by InvestAscent team to colleagues in Noida. Filing returns this time was much more comfortable.

Thanks to you and the team

Srividya Iyer

Manager - COO MIS & Performance Analytics , Barclays Africa

It has been a great experience this time out of my 16 years of IT filing. What a simple process indeed :)

Thanks to the team!!!!

N K Senthil

This is a very good initiative and it has helped. It has helped in saving time and very simple steps to be followed

Vadiraj Subbarao

Team Leader - OA Ops, Thomson Reuters