Vishal Dhawan

Founder and Chief Executive Officer

Plan Ahead Wealth Advisors

Profile:

Vishal Dhawan is a Certified Financial Planner and founder director of Plan Ahead Wealth Advisors. Vishal’s rich experience of approx 20 years in the financial services industry has led him to frequently write columns and share his insights and views in various leading publications and on television.

He was the chair for the Asia Pacific Focus group of the Financial Planning Association (FPA) USA in 2013 and was also a host for the International/Cross Border Knowledge Circle for the FPA.

After completing his graduation in economics from Mumbai University, he did his Masters in Management Studies program from Welingkar Institute of Management, Mumbai. He then worked in the financial services industries across ICICI Bank and ABN AMRO Bank for 8 years, before setting up Plan Ahead Wealth Advisors in 2003.

Plan Ahead is a wealth management and financial planning firm that works with both Indian and NRI investors to help them achieve their financial goals through structured holistic solutions. Their focus has always been to “Add meaning to finances. Add time to Life” for their clients.

The latest articles from Vishal Dhawan

Strategy & Practice Management

Taking the wealth management industry forward in India Creating business models to enable firms across the country to maintain the impressive growth seen in AUM and client numbers in recent years, will depend on more training for advisers, client-centric incentive structures and a way to get investors to place more value in the advice they receive..

The latest events from Vishal Dhawan

The latest event content from Vishal Dhawan

Strategy & Practice Management

Taking the wealth management industry forward in India Creating business models to enable firms across the country to maintain the impressive growth seen in AUM and client numbers in recent years, will depend on more training for advisers, client-centric incentive structures and a way to get investors to place more value in the advice they receive..