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Prakash Lohana | Ascent Financial Solutions Pvt Ltd | VadodaraPrakash Lohana | Ascent Financial Solutions Pvt Ltd | Vadodara

Prakash Lohana

Ascent Financial Solutions Pvt Ltd•Vadodara,GJ
315-316,Notus IT Park Sarabhai Campus,Genda Cir, Vadodara, Gujarat,
Vadodara, GJ, 390007
315-316,Notus IT Park Sarabhai Campus,Genda Cir, Vadodara, Gujarat, Vadodara, GJ, 390007
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About

Mr. Prakash Lohana is the Chief Financial Planner and Managing Director at Ascent Financial Solutions. With over 22 years of experience in financial planning and private wealth management, Mr. Lohana has been exceptional in growing the business and managing AUM of around 630+ crore. In addition to his professional course, Mr. Prakash Lohana is a profound author and columnist, writing publication pertaining to finance and wealth management. His articles have been published in reputed magazines including Outlook Money, Entrepreneur and monthly magazine of Indian Medical Association (IMA). He is an author of a Personal Finance Blog “Financial Fundaz”. Personal Finance is not only his profession but, his only passion. Moreover, he has also been a panelist on several talk shows and conclaves including ET Now and Outlook, presenting his views on various finance and investment subjects helping viewers attain financial freedom.

Practice at a glance

22
Years of Experience
250
Families Served
₹670
Crores Managed

Practice Details

Min Monthly Investment: --
Min Lumpsum Investment: --
Nature of earnings:Hybrid (Comissions + Fees)
Mode of Meetings:Hybrid (Physical + Virtual)
Specialises working with:
Language Spoken:

Qualification Completed

CFP – Certified Financial Planner

Licenses Held

AMFI Registered Mutual Fund Distributor

SEBI Registered Investment Adviser

Education

Formal Education

BCom – Bachelor of Commerce

Industry Education

NISM V-A – Mutual Fund Distributors Certification

Can help you to

Plan Complete Finances
Children’s Goals
Organize Financials
Buy a Home
Invest for Goals
Plan Retirement
Save Taxes
Build Wealth
Make a Will / Trust

Can help you buy / invest in

Health Insurance
Life Insurance
Mutual Funds

Complimentary Services

Get any of the free services to experience working with Prakash Lohana.

30 Minute Q&A — Ask Me Anything
Mutual Fund Portfolio Review
Retirement Readiness Check