Ashok Prasad
Vice President at Canara Hsbc Life Insurance
Based in Bhopal, India
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Seniority
Vp
Department
General Business & Management
Location
Bhopal
Industry
Insurance
Company size
5.4K
Contact information
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a•••••••@••••••.com
Phone
5 credits+91 ••• •••• ••••
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Background
About Ashok Prasad
Transforming Dreams into Reality through Proper Financial Planning, Passionate about empowering individuals and businesses to achieve their financial goals, I bring over 22 years of experience in the financial services industry. As the Co-founder of 360 Degree Wealth Solution, my mission is to provide comprehensive, client-centric solutions for long-term wealth creation, financial planning, and risk management. My journey in finance has been marked by deep expertise across mutual funds, insurance, portfolio management, tax planning, and retirement strategies. Having earned the Advance Financial Planning certification, I excel at designing tailored plans that adapt to changing market conditions and personal aspirations. My focus is always on transparency, trust, and measurable outcomes. Whether you are seeking a first-time investment, reviewing your existing portfolio, or transforming your financial future, I offer: Personalized financial planning and goal setting Mutual fund distribution with customized recommendations Holistic risk profiling and optimal asset allocation Advanced tax and retirement planning strategies Ongoing portfolio review and performance tracking
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