After decades of advising investors through their existing ventures, the founders observed a recurring gap – portfolios were often built around products, not structured with intent. Despite the experience, access, knowledge and capital, many investors ended up with portfolios that are fragmented, overlapping and cost-heavy.
Curators Wealth is launched to bridge this gap – to move beyond traditional models and create a platform where portfolios are thoughtfully designed, not assembled.
Vision
To elevate the idea of wealth management by curating portfolios with clarity, insight and innovation
Mission
Our mission is to redefine trust in wealth management by creating a world where wealth is not sold but thoughtfully curated for performance, purpose and legacy.
The Curators
The team shaping Your Wealth
Mr. Prakash Lohana
CFP
Mr. Dipen Shah
CFP
Our Legacy
Ascent Financial Solutions
SEBI RIA and more than a decade of advisory and Financial Planning experience.
Curator’s Wealth is backed by the strong foundation of Ascent Financial Solutions, a trusted financial advisory firm serving investors for over a decades.
Numbers that Define the Journey:
Years of experience
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AUM
0Cr.+
Investors
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Team Members (including CAs, CFPs, CFAs and MBA)
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Curators Wealth is the next evolution of this journey, built for the modern investor.
Start Your Wealth Journey
Build a portfolio that actually Works
Move beyond scattered investments and product-driven decisions. Start building a structured, goal-based portfolio designed for long-term growth.