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.