Team Details

Mr. Prakash Lohana


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 860+ crore.

Mr. Prakash Lohana started his career in 2002 and ever since then, he has never looked back in his illustrious career.. In his 22 years of journey, Mr. Lohana witnessed many ups and downs but one thing remained constant is his absolute determination towards work, family and society. Mr. Lohana founded Ascent Financial Solutions Pvt. Ltd. in 2011 with primary focus and single point objective of transforming financial lives of his clients by providing them excellent, unbiased and customised financial solutions ensuring a bigger, better and brighter tomorrow. For Mr. Lohana, everything revolves around his clients, and he strongly adheres to a client-first philosophy.

Mr. Prakash Lohana holds a Bachelor’s Degree in Commerce from the reputed M.S. University and is a Certified Financial Planner (CFP) from Financial Planning Standard Board of India (FPSB). He has also pursued CPFA which is a specialisation in Personal Finance awarded by National Institute of Securities Management (NISM).

Moreover, he has received certifications and recognitions from premier institutions and bodies including Indian Institute of Management, Lucknow; Indian Medical Association, Gujarat Medical Council; Society of Financial Planners; Indian Medical Association Vadodara; American Academy of Financial Management India; Urological Society of India; The kinder institute of life planning; The speaker institution, ISB Executive and Education.

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.

Apart from serving his clients, he is an excellent leader, leading from the front. He empowers his colleagues by nurturing them and giving them the opportunities that would help them grow on a personal and professional front.

On a personal note, he is a calm and composed person who is always there to support his family and society. Yoga has been an integral part of his life. He found immense joy and fulfilment in the practice. He has completed a challenging yoga certification program.

With virtues of his experience, expertise and client centric approach has made him one of the most preferred personal financial planner in India and NRIs.