Corporate Overview

Mr. Prakash Lohana founded Shree Hari Investments in 2002, offering advisory on insurance and mutual funds based products and services. To fill the gap between financial advisory, investment and insurance products and services, Mr. Prakash Lohana shifted his focus on providing broad and comprehensive solutions for investment advisory, financial planning and wealth management rather than limiting only on product based offerings.

In 2011, Shree Hari Investments was merged into a newly formed entity; Ascent Financial Solutions Pvt. Ltd. which was formed with an objective to transform financial lives by providing holistic and more importantly customised financial solutions as per every clients unique needs.

Helping clients achieve their financial goals

Ascent Financial Solutions Pvt. Ltd. is a professionally run, leading SEBI registered financial advisory and wealth management firm founded by Certified Financial Planner Mr. Prakash Lohana having personal experience of more than 22 years.

We clearly understand that every client and their respective family will have unique needs and expectations. We offer tailor-made financial planning, wealth management, and advisory services that fit their exact needs and fulfils expectations.

Over the years, Ascent Financial Solutions has carved a niche for itself and built a lasting reputation by providing strategic, client centric, need-based, and goal-oriented financial solutions to HNIs and their families. As a result of our unbiased and client centric approach, we are one of the most preferred family wealth management firms in India.

Ascent Financial Services Pvt. Ltd. has grown leaps and bounds and is successful in gaining competitive edge to become one of the fastest growing financial planning and wealth management firms in India, managing AUM of around 1100+ Cr.

Today, it is a matter of pride that we were able to transform financial lives of our clients and their respective families, helping them achieve a bigger, better and safer tomorrow.

Our Values

Our core values define who we are and lead us to push our boundaries to achieve our mission and fulfill our vision. At Ascent, we ideate, strategize, and process unique and innovative solutions that cultivate goal-oriented results.

Client First

At Ascent, our clients' interests come first. Our philosophy places them at the center of every business decision we make, providing our clients with the best service experience and ensuring their financial competence.

Competence

Our solutions have a lasting impact on our clients' lives and their vision of creating a bigger, better, and safer tomorrow. At Ascent, we are a team of dedicated and proficient financial experts committed to staying updated with our knowledge and skills in order to provide superior financial and wealth management solutions.

Integrity

Our high standards of integrity and honesty form the foundation of our organization. From our words to our actions, honesty is at the cornerstone. We strive to add value in our offerings, and the decisions we make are aligned with our client-first philosophy.

Confidentially

We adhere to the highest confidentiality standards and incorporate superior data security measures. We understand the importance of our clients' privacy rights and have implemented all necessary measures to safeguard the sensitive information entrusted to us by both clients and employees.

Ahead Of The Curve

At Ascent, we always believe in being innovative in our actions. We always try to research on a continuous basis to find better opportunities for our clients and are able to anticipate what may come in the future. Our adaptive and visionary approach has made us one of the preferred personal financial planner.

Our Approach:

At Ascent Financial Services Private Ltd, our primary objective is to deliver tailored financial solutions that cater to the unique needs of our clients. Unlike traditional models, we prioritize understanding our clients' financial goals and crafting strategies that align with their objectives. Our approach stands out as we do not push clients to purchase financial or insurance products from us; instead, we empower them with choice.

Whether clients prefer to stick with their existing brokers or require assistance with transactions and services, our dedicated team is readily available to support them in making informed decisions. At Ascent Financial Services, it's not about selling products, but rather about offering a comprehensive range of services that cater to each client's distinct financial journey.

Introducing the Client Advisory Board (CAB)

At Ascent Financial Solutions, we believe in a financial advisory experience shaped not just for clients but with them. Our Client Advisory Board (CAB) is an exclusive initiative designed to integrate client perspectives into our strategies, ensuring that our services align perfectly with the needs and aspirations of those we serve.

The Purpose Behind Our Client Advisory Board

Client-Centric Evolution: A proactive step to strengthen our commitment to long-term relationships.
Collaborative Expertise: Engaging our board members—who are also our trusted partners—to gather feedback, ideas, and insights.
Advisory & Service Excellence: Continuously enhancing the quality of advice and service to add greater value to our clients’ financial journeys.

Impact & Vision

Our CAB will serve as a trusted bridge between Ascent and its clients, ensuring that financial planning remains transparent, relevant, and forward-thinking. Their valuable insights will help us refine our offerings and reinforce our commitment to building a bigger, better, and safer tomorrow for all.

Meet Our Esteemed Board Members

Meet Our
Esteemed Board Members

Dr. Ashit Shah

Senior Urologist, Aashray Urology Institute

Dr Ashit: Dr. Ashit Shah heads Ashray Urology Institute with 28+ years in urology, 1.5 lakh+ consultations, and 20,000+ surgeries. Recipient of the 2019 “Inspiring Urologist Award” by The Economic Times, he also serves on multiple boards and has authored 50+ scientific publications.

Dr. Bakulesh Chauhan

Paediatrician, Manav Hospital

Dr. Bakulesh Chauhan is Consultant Pediatrician at Manav Hospital, Vadodara. He also imparts his knowledge being Professor of Pediatrics at KGP Children Hospital, Vadodara. He has had an honor of being President of Indian Medical Association in past.

Mr. Bipin Solanki

Co-founder, Yeildwise Ag Consulting

Mr. Bipin Solanki brings 42+ years of leadership experience across agrochemicals, seeds, and biotech traits. Co-founder of Yeildwise Ag Consulting, he previously served as South Asia Territory Head at Syngenta and CEO of Belgium-based biotech company Devgen.

Mr. Devang Desai

VP (Global Supply Chain) Gulbrandsen

Mr. Devang Desai has done his B.Tech in Chemical Engineering and is an MBA. He is currently working as Director at "Gulbrandsen Catalyst Private Limited" and VP of Global Supply Chain for the group. He has over 30 yrs of experience working with Gulbrandsen, Bayer, Lanxess, Ispat Industries.

Mr. Nital Zaveri

Managing Director, Concept Business Excellence Pvt Ltd

Mr. Nital Zaveri, founder of Concept Business Excellence Pvt. Ltd., has helped 1700+ organizations improve business performance. Recognized among the Top 40 Voices of Quality, he serves as Secretary of American Society for Quality and has been acknowledged internationally, including by Prime Minister Narendra Modi.

Mr. Randhirsinh Chauhan

President, Orbia India & MD, Netafim India

Randhir Chauhan is President of Orbia India, SVP at Netafim, and Managing Director of Netafim India. With 20+ years in agriculture and rural industries, he specializes in precision farming and micro-irrigation, and has also served as President of the Irrigation Association of India.

Adv. Saurabh Dixit

Corporate and Tax Lawyer

Adv. Saurabh Dixit brings 20+ years of experience as a litigating lawyer and advisor across industries pan India. He specializes in indirect tax and corporate laws, including GST, Customs, and Foreign Trade Laws, and is known for landmark judicial matters, management programs, and contributions to legal journals.

Dr. Samir Shah

Pediatrician, Samir Hospital

Dr. Samir Shah is Consultant Pediatrician and Adolescent Practitioner at Samir Hospital and Narhari Hospital. He serves as National Co-Ordinator of AACCI, Honorary Secretary of Gujarat Academy of Pediatrics (2024–25), and previously held leadership roles with ICANCL and Indian Medical Association.

Mrs. Hiral Matalia

Founder, MPower Training Solutions

Mrs. Hiral Matalia is founder of MPower Training Solutions offering HR consultancy services. She has 20 years of overall work experience as an executive coach, soft skills trainer and behavioral facilitator. She is the recipient of 'Outstanding woman Entrepreneur' award by FGI (Federation of Gujarat Industries) in 2018. She is a change enabler and transformation enthusiast.

Mr. Nimesh Shah

Head of Business - SAP Operation at IndoramaVentures Limited

Mr. Nimesh is Head of Business - SAP Operation at Indorama Ventures Limited in Bangkok City, Thailand. He has rich experience of 30+ years in Petrochemical and Manufacturing industry.

Mr. Manan Soni

Applied Scientist at Amazon

Mr. Manan is our third-generation client, his father and grand-father being our valued clients. He has seen benefits of financial planning and has been associated with ascent closely since his childhood. Mr. Manan holds a B.E. in Computer Science and an M.Sc. in Mathematics from BITS Pilani. He is currently working with Amazon in Bengaluru as an Applied Scientist II.