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Pinank Gada , CWM®
Chartered Wealth Manager
Founder
Ascent Wealth
Wealth management isn’t just about numbers—it’s about funding life’s milestones with certainty. As a Chartered Wealth Manager, I help clients structure goal-driven portfolios across Mutual Funds, Fixed Income, Life & Health Protection, and Real Estate solutions.
Let’s build your financial roadmap.
Our Services
Insurance
Term Life, Health, Motor, Fire & Property covers to safeguard your family, health, and business assets.
Investments
Disciplined wealth creation via Mutual Funds, SIPs, ETFs, Corporate Bonds, NCDs, and Sovereign Gold Bonds.
Tax Planning
Maximize post-tax returns through smart allocations in Section 80C (ELSS, PPF), NPS, and 54EC Gain Bonds.
Retirement
Build inflation-protected financial freedom with personalized corpus modeling, NPS, and annuity plans.
Goal Planning
Dedicated investment roadmaps for children’s higher education, marriage corpus, and home down-payments.
Estate & Wills
Ensure seamless wealth succession: Will drafting facilitation, asset registry, and nomination alignment.
Real Estate
Strategic residential and commercial property advisory, leasing, and capital gains tax reinvestment.
Wealth Management
360° family balance sheet governance, existing portfolio audits, debt consolidation, and rebalancing.
Testimonials
Krishnan Viswanathan
Mr Gada is easily reachable. Visits the patient in the Hospital when reqd. Very helpful in submitting the claim and follow up till the claim is settled. All the best to him
Bhavesh Patel
Good services and Good Financial Planning....by Pinank Gada
Manil Gada
Work assign to the ascent wealth is on time.service provided is excellent to buy any insurance with advice buy from ascent wealth .I m giving 5 star rating
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