Ascend is a Bengaluru based
boutique investment solutions firm
Building
partnerships
& portfolios
partnerships
& portfolios
- Beyond facilitating financial transactions in investments and insurance, we foster a meaningful, long-term partnership with individuals seeking to build a reliable, holistic, and sustainable investment landscape.
- Since 2009, Ascend has earned the trust of over 150 families (& counting) as their reliable sidekick, guiding them towards making informed and improved investment choices.
- We’re a lean team, not much enamoured by size and scale. There’s no requirement for a quantitative threshold to make investments through us. Our growth over the years has been solely driven by word-of-mouth referrals. As an eco-conscious firm, we nurture environment-friendly habits in our workplace & consciously look to reduce any negative impact our services may have on the planet.
“Discover your financial personality to develop your own investment philosophy”
- Over the decade and a half, we’ve constantly strived to improve conversations around personal finance by redefining “the conventional” within the confines of the statutory & regulatory framework.
- Ascend operates on the philosophy of behavioural finance – to rely on emotional intelligence, seek out counter-intuitive ideas, and challenge traditional tropes is not only a sure shot way to invest better but also live better. With a relentless focus on the technicalities of investing and intricately balancing them with investor mindsets, we work through the art to leverage the science of investing.
- In our pursuit to help individuals forge a better relationship with risk, we simplify, standardise and de-jargonise investments, formulating investment solutions that’re free from emotions and biases.
- Our approach to investing is a world removed from spotting multi-baggers, chasing big investment trends, or even giving in to regimental goal-based investment ideas.
- Combining descriptive facts and prescriptive insights, we cover all the bases from fact-checking publicly available historical data to formulating generic investment ideas. Our accurate and reliable information will help you build a solid foundation, with reliance on evidence-based principles to assist in addressing psychological biases and ways to overcome them.
- A meaningful and fulfilling financial journey extends beyond mere numbers on a spreadsheet. It’s about aligning financial decisions with true values.
- So, think of us as your personal behavioural finance coach, cheering you on and guiding you towards making more informed choices.
- >We work with all individuals without any numerical limits however, our style will entail a lot of honest self-assessments for yourself, invitations to self-enquiry and openness to clinically look at shortcomings to adopt favourable results.
- >We’re all about challenging the status quo, simplifying obscure concepts, and debunking traditional tropes. Our aim is to empower you to observe, question, discover, and adopt your own financial beliefs.
- >We believe money management must be collaborative rather than strictly consultative.
- >We’re in this together, with our interest fully aligned to yours. We realize our growth depends on the economic incentives from product distribution but we’re far more cognizant of consequences of financial mis-selling. The growth we’ve experienced over the years, solely fuelled by the power of “word-of-mouth,” speaks volumes about our commitment to this aspect of our business.
- >We intend to remain boutique in our functioning to be able to devote the time and attention that’s required for our commitment.
To pave the way for a purposeful and satisfying life, it’s important to embrace the harmonious blend of the power of knowledge and self-awareness. We hope to continue walking this path of mutual trust and shared success with you.