Looking for Comprehensive Financial Planning? Contact Us ➞
Looking for Comprehensive Financial Planning? Contact Us ➞
Startup & Private Equity Investing
India’s startup ecosystem is evolving fast, 3rd largest globally, 2.2L+ startups, 126+ unicorns, and growing at 25%+ annually.
This invite-only session will help you understand how to access private markets, identify high-growth opportunities, and diversify beyond traditional investments.
By Invitation Only. Limited Seats.
We understand in detail the exact requirements and life goals and financial objectives.
We conduct an in-depth analysis and devises solutions that meet their unique needs.
As per the analysis, we propose the financial solution/s that best fits our client's requirements.
On approval and on completion of necessary formalities, we commence executing the defined solutions.
Periodic performance review is carried out to ensure that client's investments are aligned with their objectives.
Ascent Financial Solutions was founded in 2011 by our Managing Director, Mr. Prakash Lohana, & before 2011 he was running the same business in his proprietary name. Mr. Prakash brings over 26 years of personal advisory experience. Over the past two-plus decades, our firm has successfully guided clients through multiple major market cycles – including the 2008 global financial crisis, the 2013 taper tantrum, the 2020 COVID-led market crash, and the subsequent recovery. This lived experience across extreme bull and bear markets allows our advisors to remain grounded, rational, and focused on your long-term goals, even during periods of significant market volatility or client anxiety.
We primarily serve High Net Worth Individuals (HNIs) and their families who are seeking strategic, personalised, and comprehensive financial solutions. While we evaluate every prospective client on a case-by-case basis, our services are designed for those who are serious about long-term wealth creation, financial security, and goal-based planning. We serve clients across diverse professional backgrounds including healthcare professionals, business owners, legal experts, financial consultants, and retirees. We encourage you to reach out to us at celebratinglife@ascentsolutions.in or +91 97272 66571 to discuss your specific situation.
We operate under two distinct, regulated capacities — and we are fully transparent about both.
As a SEBI Registered Investment Advisor (RIA No. INA000017064), we charge a professional advisory fee directly from you for financial planning, investment advice, and wealth management services. In this capacity, we earn nothing from product companies – no commissions, no trail fees, no referral income. Our advice is driven purely by your financial goals.
As an AMFI Registered Mutual Fund Distributor (ARN-113059), we also advice on mutual funds for clients who opt for distribution services. In this capacity, we receive commissions from Asset Management Companies (AMCs) as per AMFI guidelines. All such commissions are fully disclosed to clients as mandated by regulation.
Importantly, as per SEBI regulations, both services are kept strictly separate – a client avails either advisory services or distribution services at a given point, not both simultaneously from us. This regulatory framework ensures there is no conflict of interest. Whichever mode you engage with us under, you will always receive complete transparency about how we are compensated, so you can make an informed decision.
Yes, absolutely. Ascent Financial Solutions Pvt. Ltd. holds two key regulatory registrations:
Both registrations reflect our commitment to operating within the highest regulatory standards. We believe complete transparency about our credentials is fundamental to the trust our clients place in us.
We believe that proactive communication is a cornerstone of a strong advisor-client relationship. At Ascent, you are not left in the dark between review meetings. Our team keeps you informed about significant market developments, regulatory changes, or any shifts that could impact your financial journey. In addition to scheduled portfolio reviews, we reach out proactively whenever meaningful action or awareness is warranted. We also publish regular newsletters, articles, and insights so that you remain informed and financially empowered at all times.
We conduct periodic portfolio reviews with our clients, during which we take a comprehensive look at your investments, goals, risk profile, asset allocation, and overall financial plan – not just returns.
However, we don’t believe in waiting for the next scheduled review when it matters most. In the event of significant market volatility or an emerging investment opportunity, we proactively reach out to discuss the situation with you and execute any necessary changes in a timely manner.
We also remain accessible between reviews. If you have a query, a concern, or simply want to connect and discuss something on your mind, we are always available. You don’t need to wait for a scheduled meeting to reach your advisor.
In short – periodic reviews keep us structured, but your needs and market realities always take precedence over the calendar.
Ascent Financial Solutions is backed by a well-structured, multi-disciplinary team that includes seasoned financial planners, chartered accountants, research analysts, compliance professionals, and technology specialists. Our team includes Mr. Parag Fanse (Partner & Sr. Financial Planner), CA Aayush Bhatt (Head of Research & Strategy), CA Prajakta Patel (Research & Compliance Manager), and dedicated professionals for data, IT, and digital operations.
Confidentiality is one of our core values. We adhere to the highest data security and privacy standards, and all client information is handled with the utmost discretion. We have robust non-disclosure policies in place and maintain strict internal protocols to safeguard every piece of sensitive information entrusted to us.
We use realistic, long-term return assumptions grounded in historical data, asset class behaviour, and current market conditions – not optimistic short-term projections. Our financial plans/goal plans are built on conservative and sustainable estimates that account for inflation, taxation, and market volatility. We strongly believe that short-term return projections can create unrealistic expectations and lead to poor financial decisions. All our planning is oriented towards long-term wealth creation aligned with your specific goals, whether they are 5, 10, 20, or 30 years away.
Our investment philosophy is goal-based and client-centric. We do not follow a one-size-fits-all approach. Depending on your risk profile, time horizon, and financial objectives, we design a strategy that may incorporate a blend of active and passive instruments, long-term equity holdings, debt instruments, and alternative assets – always calibrated to your needs. We are not driven by market trends or product pushes. Every investment decision is anchored to your specific goals, and we continuously monitor and adjust as your life circumstances and market conditions evolve.
Our advice spans your entire financial life. Our solutions include:
We are not product sellers. We offer holistic, unbiased, and strategic advice that addresses your short-term needs and long-term aspirations – all under one roof.
