Ascent Financial Solutions
Ascent Financial Solutions Pvt. Ltd. is a pioneer in financial planning and wealth management. Founded in 2009 by Mr. Prakash Lohana, we are a professionally managed, SEBI-registered and AMFI-registered (ARN-113059) firm with over a decade of proven expertise-To transform the financial lives of our clients-To bring happiness and peace of mind by helping them stay free of financial worries and focus on what truly matters in life-At Ascent, we believe that every individual is unique—with different needs, goals, circumstances, and aspirations. That’s why we focus on delivering unbiased, personalized, and high-quality financial solutions tailored to each client’s journey. We serve a diverse clientele across 10 countries and multiple cities in India, including-High Net-Worth Individuals (HNIs)-Retirees -Medium Net-Worth Individuals -Non-Resident Indians (NRIs)-Our clients come from varied professional backgrounds, such as-Doctors -Attorneys -Chartered Accountants -Entrepreneurs -Industrialists -Senior Professionals & Retirees -With a strong foundation in ethics, trust, and expertise, Ascent Financial has earned its place as a trusted partner in financial well-being—helping clients achieve their goals with confidence, discipline, and peace of mind.
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Verified contacts
25
available on Kipplo
LinkedIn employees
31
11 to 50 range
Open roles
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no listings
Distinct roles
20
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
25 contacts with verified email or phone · masked until revealed.
- AB
Aayush Bhatt
Head of Research and Strategy · Research & Development
EmailPhone - DG
Durva Gosavi
Head of Digital Growth · Advertising & Marketing
EmailPhone - JL
Jyoti Lohana
Associate · Finance & Accounting
EmailPhone - KS
Khyati Shah
Certified Financial Planner · Finance & Accounting
EmailPhone - VS
Vrund Shah
Research & Compliance Executive · Other
EmailPhone
Showing 5 of 25 verified contacts
Top roles at Ascent Financial Solutions
20 distinct titles indexed · top 10 shown.
- 2financial planning associate
- 2research associate
- 1associate
- 1associate financial planner
- 1certified financial planner
- 1client accountant
- 1client finance manager
- 1company secretary
- 1finance research intern
- 1head of digital growth
- +10more titles
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