The long-term partner of your wealth journey.

50 Years Market Experience | SEBI Registered | AMFI Certified 446+ Families Growing Wealth

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Who are we?

At ASP Finserv, we are more than wealth managers. We are long-term financial partners committed to helping families build enduring legacies.

Built on trust, transparency, and research-driven strategies, ASP Finserv delivers personalized wealth management solutions designed around your unique financial journey. We believe relationships should go beyond transactions, where ethics, values, and meaningful outcomes form the foundation of every interaction.

As a boutique wealth management firm, we combine institutional-level financial expertise with the warmth and attentiveness of a trusted advisor who understands your story, your aspirations, and your goals.

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Our Mission?

“To deliver deeply personalized, need-first wealth management solutions that cut through complexity and noise — empowering clients to grow, protect, and transfer wealth with clarity, confidence, and intention.”
We strive to simplify finance for our clients while offering sophisticated, research-backed guidance tailored to every stage of life and wealth creation.

Our Vision

“To be the most trusted wealth partner for discerning individuals — where every financial decision is rooted in purpose, shaped by need, and built to endure for generations.”

Our Story

Founded in November 2020 during the uncertainty of the pandemic, ASP Finserv was born from a simple yet powerful belief:

Families deserve better financial guidance.

After spending over two decades in leading financial institutions including Reliance Capital, JM Financial, Standard Chartered, and IIFL, our founders observed a recurring problem — people came seeking clarity but often left with products they didn’t fully understand.

ASP Finserv was created to change that.

Today, we proudly manage over ₹117+ Crores in assets for 334+ families, supported by a growing team of 11+ dedicated professionals.

We are also a DPIIT-recognized startup under Startup India (DIPP73734) with key industry registrations and memberships:

  • AMFI Registered Mutual Fund Distributor (ARN: 263271)
  • SEBI Registered Research Analyst (RA: INH000022118)
  • APMI Member (APRN: APRN05374)
  • SEBI Registered Sub-Broker
    • NSE: NSE/MEM/10412/ASP
    • BSE: AP01044601123058
    • MCX: MCX/AP/176138

Meet the stalwarts behind ASP Finserv

Ashish Pandey | Founder & CEO

A commerce graduate and seasoned volatility coach, Ashish brings over 22 years of experience in capital markets and wealth management. Throughout his corporate journey, he has led teams and advised clients at reputed institutions including Narnolia Financials, Reliance, JM Financial, Standard Chartered, and IIFL. Ashish firmly believes that true wealth is built through discipline, patience, and informed decision-making — not speculation. When he’s not guiding clients toward financial clarity, he enjoys traveling and creating memories with his family.

Nandini Sonar | Co-Founder & Research Analyst

A commerce topper with a strong foundation in banking and finance, Nandini is currently pursuing her CFP certification and brings extensive experience in research, wealth advisory, and family office services. A proud BNI Queen member, she is passionate about making sophisticated investment strategies accessible to everyone — not just the ultra-wealthy. Nandini is especially committed to empowering women through financial awareness and independence.
As she says: “Nari ke saath nari hogi, tabhi jeet ki taiyari hogi.”
Her mission is to break barriers in traditional finance and ensure more inclusive access to wealth creation opportunities.

Our Advisory Board

Anurag Singh

Anurag Singh leads globally recognized market intelligence firms including Future Market Insights (FMI), Transparency Market Research, and FactMR. His organizations serve over 80% of Forbes 1000 companies, delivering insights that shape billion-dollar business decisions worldwide. Having built multiple disruptive startups into global enterprises, Anurag brings strategic vision, institutional-grade market intelligence, and scalable leadership to ASP Finserv — while helping preserve the firm’s client-first philosophy.

Alpa Shah

With over 23 years of leadership experience at Tata and SBI, Alpa Shah is a respected financial educator, TEDx speaker, author, and one of India’s Top 100 Women in Finance. Through her initiative Empower Education and her YouTube platform Money Ki Baat, Alpa Ke Saath, she has helped spread financial literacy to more than 10 lakh people across India. Her commitment to making financial wisdom accessible — including for underserved communities such as transgender and differently-abled individuals — strongly aligns with ASP Finserv’s vision of inclusive financial empowerment.

Why work with us?

01

Decades of experience you can rely on

Our team brings over 70 years of combined institutional experience. We’ve worked through bull markets, corrections, crashes, and recoveries. We understand what builds long-term wealth and what’s just short-term noise.

02

Research first. Always.

Every portfolio begins with our own research and disciplined analysis. We don’t work off product targets or sales pressure. Our focus is simple. Thoughtful decisions, transparent costs, and strategies built around your interests.

05

Clear, honest communication

You deserve to know where your money is, how it’s performing, and why decisions are being made. We keep conversations straightforward and transparent. No jargon, no avoidance, no surprises.

03

Built around you

No two financial journeys are the same. Your goals, responsibilities, and timelines are unique. We create strategies around your reality and adjust them as life changes. No cookie-cutter templates.

04

Everything in one place

From equities and mutual funds to derivatives and legacy planning, we help you manage your complete financial picture under one roof. Clear structure. Coordinated decisions. No fragmented advice.

How we guide your wealth journey

Thoughtful planning. Disciplined investing. Long-term partnership. Every decision is built around clarity, purpose, and your evolving financial goals.

1

We start by listening

Before we discuss investments, we understand you. Your goals, responsibilities, comfort with risk, and long-term plans shape everything we do. This conversation evolves as your life evolves.

  • Your current financial position and cash flow
  • Short-term priorities and long-term aspirations
  • Risk capacity and emotional comfort with volatility
  • Family structure and legacy considerations

Clarity always comes first.

2

We build around your reality

Once we understand the full picture, we structure a portfolio that reflects it. Every allocation is built with intent and backed by research.

  • A customised asset allocation
  • Investments selected through disciplined research
  • Clear reasoning behind every decision
  • Transparent costs and practical assumptions
  • Realistic long-term projections

You should always understand why your money is invested the way it is.

3

We stay involved

A portfolio is not something you set and forget. Markets move. Life changes. Goals evolve. We review regularly and make adjustments when needed so your strategy remains aligned with your future.

  • Regular performance reviews
  • Annual goal check-ins
  • Tax-aware portfolio adjustments
  • Clear communication during volatility
  • Ongoing long-term strategic guidance

You are never left wondering what is happening with your money.

The Win-Win-Win Philosophy

A win for you. A win for us. A win for the team.

Clients Win

Research-led strategies, zero hidden commissions, zero product pressure. Our advice is never shaped by sales targets. When your portfolio grows, you keep more of it. Our compensation is aligned with long-term outcomes.

Our Team Wins

Our advisors aren't measured on how much they sell. They're measured on how well they serve. That means focus on thoughtful strategies, disciplined execution, and meaningful client outcomes.

We Win

When clients do well and our team works with integrity, our reputation grows naturally. The right families find us. Growth comes from retention and referrals not aggressive distribution.

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About Us

ASP Finserv is a client-centric wealth management firm committed to building lasting legacies through transparent, research-driven strategies.

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