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  • Home
  • About
    • Corporate Overview
    • Our Values
    • Our Approach
    • Client Advisory Board
    • About The Founder
    • Team
    • Career
    • Certifications and Credentials
  • Solutions
    • Comprehensive Financial Planning
    • Private Wealth Management
    • Goal Based Planning
    • Portfolio Advisory Services
    • Succession Planning Via Will Writing & Private Family Trust
    • Retirement Planning
  • Calculators
  • Insights
    • Articles
    • eBook
    • Newsletter
  • Contact

Dr. Ashit Shah (Urologist)

Aashray Urology Institute, Vadodara

“ Mr. Prakash Lohana and his team has been advising us on financial planning and wealth management since 2015. We are extremely satisfied and happy with their professional approach, transparency and clarity. I have no hesitation in recommending him as financial adviser.”

Dr. Bakulesh Chauhan (Pediatrician), Dr. Jayshree Chauhan (Gynecologist)

Manav Hospital, Vadodara

“ We have been clients with Mr. Prakash Lohana & Ascent team since 2009. They have Provided us financial advice that is customized to our needs and goals. Their advice is excellent and the approach is scientific. We have gained very good returns without much jerks in our disciplined investments over the years. Their advice on matters like tax planning, Will Writing and some other financial decision making issues have also helped us to organize those issues.”

Mr. Parag Chaudhary

Assistant Vice President - Polymerization, Indorama Polyester Industries PCL, Thailand

“ I have been clients with Ascent Financial Solutions since 2012 & I am very happy with their services. Their continual advice on financial planning issues has saved me significant amounts of money. What really impressed me was the way they devote their time to understand my requirement, their depth of knowledge, lateral thinking, disciplined, systematic approach and their common sense approach. Their professional, ethical and caring demeanor elicits my trust and respect for entire Ascent Team.”

Mr. Nirav Shah (Chartered Accountant)

Nirav Shah & Associates, Vadodara

“ I am a practicing Chartered Accountant. Ten years of my practice left with me no time to manage my own finances. I was very cautious in delegating my personal financial matters to anyone. But when I met with Certified Financial Planner of Ascent I realized that he is the one who is competent and can manage my personal financial matters better than me. Today I am happy of my decision on choosing Ascent as my Financial Planner. They put the best for me.”

Dr. Ranjan Dey

Anesthetist & Pain Management Expert, U.S

“ I am an NRI from United States. Through a common friend I have known Mr. Prakash Lohana, founder of Ascent Financial Solution, in 2007. Mr. Lohana & Ascent Team is very honest, humble and extremely professional in all his dealings. I feel extremely lucky to have found Mr. Lohana & Ascent Team, as my financial consultant. He has certainly helped me meet my financial goals. I have recommended his name to my friends who are looking for investing in India.”

Dr. Niranjan Shendurnikar (Pediatrician)

“ Since the beginning of my career, my priorities were not well defined, the goals were somewhat hazy and the means to build up the savings and a direction for investments was lacking. Meeting Prakash Lohana & Ascent Team was a unique experience in itself (wishing that it had happened a few years earlier on) which made me and my spouse realize that wealth management is a strategy, it as science and it needs vision and a direction with a clearly defined objective. Ascent Team takes care of this expertly and precisely for me since 2011.”

Dr. Uday Desai (Ophthalmologist)

Atmaj Eye Care Centre, Vadodara

“ Mr. Prakashbhai is my Financial Adviser since the beginning of 2013. I have come to appreciate his transparency and honest suggestions. He has very disciplined and systematic approach. He is prompt and thorough in implementation. It has been an enjoyable and meaningful association with him.”

Dr. Rajiv Shah (Orthopaedic, Foot & Ankle surgeon)

Managing Director, Sunshine Global Hospitals, Vadodara, Bharuch & Surat

“ Doctor’s busy schedule do not permit in-depth study & analysis of financial instruments making their financial planning haywire & stressful, I was no different than others till I met Mr. Prakash Lohana from Ascent Financial Solutions, His methodical approach, in-depth counselling sessions & stringent follow up has given me descent returns with peace of mind.”

Dr. Tushar Shah (Pediatrician)

Navkar Children Hospital, Vadodara

“ Ascent Financial Solutions is a perfect destination to balance vour financial affairs. Mr. Prakash Lohana & his team are very meticulous and organized too.”

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At Ascent Financial Solutions, we mainly focus on providing customised and strategic financial solutions to our clients helping them achieve their short term and long term objectives.
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ASCENT FINANCIAL SOLUTIONS PRIVATE LIMITED

SEBI REGISTRATION NO : INA000017064

CIN: U67120GJ2011PTC065922
NON-INDIVIDUAL INVESTMENT ADVISOR
VALIDITY OF REGISTRATION : PERPETUAL
Email: compliance@ascentsolutions.in
Mobile No: +91 9512538707
Address: 315 – 316, Notus IT Park Sarabhai Campus,
Genda Circle, Vadodara, Gujarat 390007

SEBI Address – SEBI Bhavan, Plot No. C4-A, ‘G’ Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051, Maharashtra.

Regional Office Address of SEBI – Panchavati Society, Gulbai Tekra, Ahmedabad, Gujarat 380006

PRINCIPAL OFFICER
Name: Mr.Parag Fanse
Email: parag.fanse@ascentsolutions.in
Mobile No: +91 9512538707
COMPLIANCE OFFICER
Name: Jyoti Lohana
Email: compliance@ascentsolutions.in
Email: lohanajyoti@gmail.com
Mobile No: +91 94298 24022

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