We believe in personal connection, taking the time to understand each client's unique financial needs before offering guidance. Our approach empowers clients to truly understand their investments, gain knowledge about investment products, and make steady progress toward achieving their financial goals in life. By focusing on education and transparency, we build lasting relationships based on trust and mutual success.
Sustainable wealth building for clients to fulfill all future needs at the same time, protecting client’s wealth through the concept of Sampoorna Suraksha.
Create awareness of Financial Planning Literacy to make a simplified financial assessment which helps clients to fulfill their Financial needs.
Our Core Products
If you are looking for the right financial product,you are at the right place.Starting form mutaul funds to insurance and from real estate to other financial products,we have them all.You can select your financial investment products as per your requirements.
Why Choose Ascend Finserv?
We design all our offerings with you at the center. Your long-term interests serve as the primary influencing factor in our recommendations process, ensuring that every strategy we suggest aligns perfectly with your goals and aspirations.
Comprehensive Product Selection
We provide single-point access to multiple financial products through a holistic, need-driven approach rather than pushing products. This ensures that our recommendations always match your specific requirements and circumstances.
Unwavering Focus on Client Satisfaction
We come equipped with the right attitude, people, processes, and technology to ensure superior levels of satisfaction and service quality. Our systematic approach to transactions guarantees quick resolution of any queries or complaints, making your experience smooth and worry-free.
Our services are designed to provide comfort, convenience, confidence, and control in managing your wealth. You'll enjoy being continuously updated on your investments anytime, anywhere, through our intuitive digital platforms.
Expert Experience & Skills
With our years of experience in financial products distribution, our qualifications and skills enable us to understand you and your needs thoroughly before offering the right strategies and solutions to fulfill your financial objectives.
Driven by Passion
Serving clients is our passion and the fundamental reason we're in this business. Nothing excites us more than helping our clients achieve their financial goals with our support and guidance.
Leaders
The Management Team
Mr. Kesari brings over 12 years of distinguished experience to his role as Founder and Personal Financial Planner at Ascend Finserv. With an MBA background and comprehensive expertise in financial services, he has established himself as a trusted advisor in wealth management and financial planning.
His exceptional understanding of distribution practices and ability to navigate their inherent challenges enables him to provide sophisticated financial solutions tailored to each client's unique circumstances. Mr. Kesari's approach is rooted in a client-centric philosophy that prioritizes long-term wealth creation through diversified investment strategies.
Mr. Kesari's leadership at Ascend Finserv reflects his commitment to financial empowerment and ethical advisory practices. He maintains the highest standards of confidentiality and fiduciary responsibility, ensuring that client interests remain the paramount consideration in all recommendations and services provided.
Through his guidance, clients benefit from comprehensive financial planning that encompasses investment management, retirement planning, tax optimization strategies, and wealth preservation techniques-all delivered with professional integrity and analytical precision.
Mr. Ravuri brings over 15 years of entrepreneurial success to his role as Head of New Business, combining extensive real estate expertise with comprehensive financial planning capabilities. As a strategic growth leader, he excels in identifying new market opportunities, forming valuable partnerships, and expanding revenue streams that align with long-term organizational vision
Mr. Pothuri Sivaramakrishna brings 16 years of distinguished banking experience to his role as a Financial Planning, Insurance, and Loans Advisor. Throughout his career, he has excelled in various leadership positions at India's premier banking institutions-State Bank of India (SBI) and ICICI Bank-where he developed extensive expertise in banking operations, insurance products, and loan portfolio management.
Mr. Sivaramakrishna's client-centered approach, combined with his technical expertise and industry insights, makes him an invaluable advisor for individuals and businesses seeking comprehensive financial guidance. His commitment to ethical practices and financial education ensures clients receive sound advice that supports their long-term financial wellbeing.
