Pinank Gada

ASCENT WEALTH•Mumbai,MH

Andheri East , Mumbai - 400069,

Mumbai, MH, 400069

Andheri East , Mumbai - 400069, Mumbai, MH, 400069

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About

We are a client-focused financial advisory practice helping individuals and families make informed decisions across insurance, investments, and long-term wealth planning. Our approach is rooted in understanding client goals, risk profiles, and life stages to deliver practical, transparent, and sustainable financial solutions. We believe financial planning is not just about products, but about building clarity, confidence, and long-term financial discipline.

Practice at a glance

Years of Experience

Families Served

₹4

Crores Managed

Practice Details

Min Monthly Investment:₹1,000 & more

Min Lumpsum Investment:₹10,000 & more

Nature of earnings:Hybrid (Comissions + Fees)

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Young Professionals, Women Investors, Senior Citizens / Retirees, Business & SME Owners, HNI Families, Salaried Executives, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, Gujarati, English

Qualification Completed

QPFP – Qualified Personal Finance Professional

NISM PG Programs

Licenses Held

AMFI Registered Mutual Fund Distributor

183249

IRDAI Licensed Insurance Agent (General)

AGENCY CODE - 200042820678

IRDAI Licensed Insurance Agent (Life)

AGENCY CODE - 01077495

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, IRDAI IC 38 – Life Insurance Agent Examination, IRDAI IC 34 – General Insurance Agent Examination, IRDAI IC 33 – Health Insurance Agent Examination

Can help you to

Plan Complete Finances

Children’s Goals

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Life Insurance

Mutual Funds

Gift City

Complimentary Services

Get any of the free services to experience working with Pinank Gada.

30 Minute Q&A — Ask Me Anything

Financial Health Check-up

Organize Financial Info & Docs

Insurance Portfolio Review

Mutual Fund Portfolio Review

One Page Financial Blueprint

Retirement Readiness Check

Risk Profile Assessment

Financial Wellbeing Workshop