SEBI Registered Investment Advisor – SEBI Reg No: INA200015857
Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee the performance of the intermediary or provide any assurance of returns to investors. Investments in securities market are subject to market risks. Read all the related documents carefully before investing.
15+
Years of Managing Wealth
2000+
Success Journies
100+
Awards & Recogonitions
4.9 ⭐️
What Our Clients Rate us
Services We Provide
About Us
Our mission is to empower a billion dreams, One financial plan at a time.
InvestAscent Wealth Advisory Pvt Ltd is a premier financial advisors firm dedicated to providing comprehensive wealth management solutions tailored to your unique financial needs.
Upholding values of integrity, transparency, and client-centricity, our services include investment planning, retirement planning, estate planning, tax optimization strategies, and more. With a team of seasoned professionals, we offer personalized advice to help you achieve your financial goals, whether it's purchasing a dream home, starting a business, traveling the world, or achieving financial independence.
We go beyond just providing financial advice; we aim to educate and empower you to make informed financial decisions. At Investascent, your success and happiness are our top priorities, and we are deeply invested in your journey, celebrating your achievements and supporting you through challenges. Join us for personalized, one-on-one conversations tailored to your unique needs and let us be your partners in turning dreams into reality.
Awards
2026
InvestAscent Wealth Advisors Pvt. Ltd. has been honoured with the “Mutual Fund Distributor of the Year” award at the IPV Wealth Wise Partner Summit & Awards 2026 – South Region, presented by Inflection Point Ventures (IPV).
2026
Anuja Agrawal, has been featured in Forbes India – Self Made Women 2026 for “The Self-Made Path to Purposeful Wealth.” A recognition that reflects our commitment to building trust, transforming financial journeys, and creating purposeful wealth for families. Visit
2026
Inspiring Women Leaders by Fortune India Exchange – March 2026
Anuja Agrawal has been featured for the article titled “The Human Face of Holistic Wealth Management.”
2025
InvestAscent as one of the 10 most Prominent Investment Consultants from Karnataka - 2025
2025
InvestAscent as one of the 10 most Prominent Investment Consultants from Karnataka - 2025
2025
Best financial services company of the year awarded by TIME2LEAP awards MSME & STARTUP
2024
INDIA excellence award 2024 by blindwink to InvestAscent wealth advisors Pvt. Ltd.
2025
Bussiness Leader of the year Female Financial Services awarded by TIME2LEAP AWARDS MSME & STARTUP EDITION
2013
Investascent wealth advisors PVT LTD Annual convention ICICI prudential asset management Chairman’s circle 2013-14
2014
DSP BlackRock to investascent wealth advisors private limited winner Highest overall net sales ex cash and ultra-liquid south zone 2014
2014
DSP BlackRock to investascent wealth advisors private limited winner Top IFA 2014 Bengaluru
2015
Chairman’s circle ICICI prudential mutual fund Tarakki karein! Investascent wealth advisors PVT LTD 2016-17
2016
Upper crust club - Investascent wealth advisors PVT LTD Winner Elite black 2016 - 17 by HDFC mutual fund.
2016
Aditya Birla Financial services privilege club | Birla Sun Life mutual fund is proud to recognize our platinum member Investascent wealth advisors PVT LTD for the valued contribution towards mutual fund – FY 2016 – 17
2017
Franklin Templeton investments, thank you for your support, you are our udaan champion! UDAAN its your time to FLY 2017 -18
Testimonials
“Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser”. InvestAscent has this and more. Their dedication to clients and business excellence sets them apart and I would highly recommend them to anyone willing for best financial results. Wishing them all the very best.
ASIM ALI
Charted Accountant
We have been associated with your company from its inception in 2009 for all our investment decisions and it is our pleasure to put on record our appreciation of your services which enabled us to build our investments in a systematic but at same in a non-risk taking manner over the years. We appreciate your concern for investors’ money being wisely invested and the promptness with which we were able to access your services, either for investment or for encashment of our investments in case of urgent needs. We hope to be associated for years and to come and benefit from your vast knowledge and experience in the field.
K Raman
Advisor-Finance to MD
My relationship with this enthusiastic team in now in its 9th year. Our relationship started when I was a salaried employee and they worked out a plan to help meet my financial needs for immediate term and goals for the longer term. Little later, I followed my passion to start my own company. At that stage, a lot of re thinking was needed to align my financial plan as per the changing scenario and the team InvestAscent helped make the financial transition simple.
Ashutosh Khanna
Co-Founder & Director
I have been associated with InvestAscent from 2011-12, thus past 6-7 years as a Client based in Mumbai. I started with a small portfolio with a local representative in Mumbai Office and he managed my portfolio reasonably well with Monthly Updates & meetings & returns. After a 1-2 years he decided to move on & self was very concerned about the portfolio to be managed from Bangalore. However, Anuja gave a clear confidence of a seamless handling & response time. Over a period of time she completely delivered on her commitments & thus I did not miss the local handling at all. In the passage of last 5 years my Investment Portfolio through them has multiplied folds. Anuja with her team are excellent with a clear profiling of their clients & needs. Their overall approach is very consultative & responses are very consistent & qualitative. Have referred them to my other friends & family members due their overall approach & handling. In a single word my overall experience with Anuja & Team at InvestAscent “WOW”.
Jeet Sawhney
COO B2C VFS Global
