Anuja Agrawal

InvestAscent Wealth Advisory

Wealth Advisory Firm

Service Location

Bengaluru

Professional Licenses

SEBI RIA

#INA200015857

Fee Based Fiduciary Financial Advisor

No commission-based products

This financial advisor operates on a hybrid structure, offering professional advisory services for a fee, while often providing integrated execution services that may involve separate distribution arms.

Contact Information

Address

1010, 4th Floor, 26th Main Rd, Above Union Bank of India, 4th T Block East, Jayanagara 9th Block, Bengaluru, Karnataka - 560041.

Website

https://www.investascent.com/

Client Focus & Services

Best suited for

High-net-worth individuals, families, and institutions requiring sophisticated wealth management services. Clients with investable assets typically exceeding ₹1 crore who need multi-disciplinary teams handling complex financial needs.

Problems solved

Complex wealth management, multi-generational planning, tax-efficient portfolio construction, alternative investment strategies, risk parity management, concentrated position diversification, family office services, sophisticated estate planning, international wealth management, philanthropic advisory.

What this advisor does NOT do

This advisor does not offer independent investment products outside their platform. They do not provide guaranteed returns or fixed-income promises. They do not offer tax return preparation or legal document drafting. They do not provide daily market speculation or short-term trading strategies. Distribution arm products may involve separate compensation.

About Anuja Agrawal

Anuja Agrawal, Founder and Managing Director of InvestAscent Wealth Advisors Pvt. Ltd., is a visionary leader dedicated to financial empowerment and excellence. With her strategic guidance, the firm manages assets worth over ₹5,000 crores and serves more than 1,500 clients, offering tailored wealth management solutions that balance optimized returns with effective risk management.

She has been widely recognized for her client-centric approach, earning accolades such as industry honors from CNBC TV18. Anuja actively champions women’s financial empowerment by leading targeted education initiatives, helping them gain confidence and independence in managing their wealth.

Through her commitment to financial literacy and personalized advisory services, Anuja has positioned InvestAscent as a trusted leader in wealth management. Her vision continues to inspire individuals and families to achieve long-term financial well-being with clarity and confidence.

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