Vishal Dhawan is a Certified Financial Planner and founder of Plan Ahead Wealth Advisors. Vishal’s rich experience of more than 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 including the Times of India, Economic Times, Wall Street Journal, India Today, Mint, ET Wealth, Outlook Money, Readers Digest, Indian Express and television channels including CNBC and Bloomberg.
Plan Ahead was the winner of the Best Investment Advisor for 2016 and 2017 in the Outlook Money Awards, and also the second runner up in the Plan Plus Global Awards – Asia Region for 2017 and 2018.
Vishal 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.
Vishal is also a financial life planner and Money Quotient licensee, and has been a recipient of the Ken Gillaspie Legacy fund scholarship awarded to financial planning professionals.
After completing his graduation in economics from Mumbai University, he did his Masters in Management Studies at 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 with his life and business partner, Shalini Dhawan.
Plan Ahead Wealth Advisors is a SEBI registered investment advisory firm, that serves both Non Resident Indians and resident Indians and has a team of 25 people that work closely to add meaning to finances and time to life for their client families.