Prakash Lohana

Ascent Financial Solutions Pvt. Ltd.

Wealth Advisory Firm

Service Location

Vadodara

Professional Licenses

FPSB

#IN150209

SEBI RIA

#INA000017064

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

315-316, NOTUS IT PARK, SARABHAI CAMPUS, NEAR GENDA CIRCLE, PIN-390023, VADODARA GUJARAT, INDIA.

Website

https://www.ascentsolutions.in/

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 Prakash Lohana

In 2002, Mr. Prakash Lohana laid the foundation for Shree Hari Investments, initially focusing on providing advisory services for insurance and mutual funds. Recognizing the need for a more comprehensive approach, Lohana later shifted the firm's focus towards delivering all-encompassing solutions in investment advisory, financial planning, and wealth management. This strategic pivot aimed to bridge the gap between financial advisory, investment, and insurance products and services, ensuring a more holistic approach to clients' financial well-being.

The year 2011 marked a significant development as Shree Hari Investments underwent a merger, transforming into Ascent Financial Solutions Pvt. Ltd. This newly formed entity, under the leadership of Certified Financial Planner Mr. Prakash Lohana, aimed to revolutionize financial lives by providing personalized and comprehensive financial solutions tailored to the unique needs of each client. With a personal experience exceeding 22 years, Ascent Financial Solutions emerged as a leading SEBI registered financial advisory and wealth management firm, emphasizing a client-centric approach.

Understanding the diversity of client needs and expectations, Ascent Financial Solutions places a strong emphasis on delivering tailor-made financial planning, wealth management, and advisory services. The firm has garnered a formidable reputation over the years by offering strategic, need-based, and goal-oriented financial solutions to High Net Worth Individuals (HNIs) and their families.

With an unbiased and client-centric approach, Ascent Financial Solutions has earned the distinction of being one of the most preferred family wealth management firms in India. Managing assets under management (AUM) totaling around 630 Cr, the firm has achieved significant growth, solidifying its position as one of the fastest-growing financial planning and wealth management firms in the country. Today, Ascent Financial Solutions takes pride in its ability to transform the financial lives of clients and their families, guiding them towards a more secure and prosperous future.

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