A pioneer in Financial Planning, Ascent Financial Solutions Pvt Ltd, is a professionally run, leading SEBI registered and AMFI registered (ARN-113059) financial advisory and wealth management firm founded in 2009 by Mr. Prakash Lohana. It is the First Financial Planning Firm of Gujarat and a leading Financial Planning firm of India.
Our Mission :
• To transform financial lives of our clients and
• Bring happiness and peace in their financial life ,
so that they can be free of their financial worries and focus on other aspects of their life.
Mr. Prakash Lohana is a Certified Financial planner (CFP) from Financial Planning Standard Board of India. He has also done CPFA which is also a specialisation in personal finance awarded by National Institute of Securities Management.
He is an author of a Personal Finance Blog “Financial Fundaz”. He also contributes to magazines like Outlook Money, Entrepreneur and monthly magazine of Indian Medical Association. Personal Finance is not only his profession, it is actually his passion.
We at Ascent Solutions believe that every individual is a different human being. His needs, circumstances, likes and dislikes are different. Considering this we believe in providing unbiased, excellent and customized financial solutions to all our clients.
Our clients consist of
• High net worth individuals,
• Retired persons,
• Medium net worth individuals,
• Non Resident Individuals,
and almost all the parts of society into 10 different countries and different cities of India.
There is no common demographic for our clients, who include
• Doctors,
• Attorneys,
• Chartered accountants,
• Entrepreneurs,
• Retirees,
• Industrialists etc.
Company Details
- Employees
- 29
- Founded
- -
- Address
- Vadodara , Gujarat 390023, In
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ascentsolutions.in
- Keywords
- Financial Planning, Portfolio Planning, Financial Advisor, Investment Advisory, CLient-centric, Portfolio Makeover.
- HQ
- Vadodara , Gujarat
Ascent Financial Solutions Questions
Ascent Financial Solutions's website is ascentsolutions.in
Ascent Financial Solutions's LinkedIn profile is https://in.linkedin.com/company/ascent-financial-solutions
Ascent Financial Solutions has
29 employees.
View email and phone details for 29
employees at Ascent Financial Solutions.
Ascent Financial Solutions's industry is
Financial Services
Ascent Financial Solutions's top competitors are
Phillipcapital,
Uppercrust Wealth Pvt.ltd.,
Investmart Securities Private Limited,
Jk Securities Private Limited,
Angel One,
The Ascent Group,
Nri Finone,
Relay Human Cloud India,
Ascent Financial Solutions, Llc,
Jhaveri Securities Ltd..
Ascent Financial Solutions's categories are Financial Services
Ascent Financial Solutions's founding year is 2009
