Vishal Dhawan

Plan Ahead Wealth Advisors Pvt. Ltd. was founded by Mr. Vishal Dhawan, a distinguished Certified Financial Planner registered with the Financial Planning Standards Board India. As one of the few Indians licensed as a Life Planner by Money Quotient™, USA, Vishal brings a unique blend of technical expertise and human-centered financial planning to his practice. His approach emphasizes not only financial growth but also the alignment of wealth with purpose and personal values, making Plan Ahead a trusted name in the wealth advisory domain.

Vishal is widely recognized as a thought leader in the financial services industry. His insights frequently appear in leading national publications such as The Times of India, The Economic Times, Mint, and Business Standard. In addition, he is a regular guest speaker on prominent financial television platforms, including CNBC TV18, ET Now, and Bloomberg, where he shares expert perspectives on wealth management, financial planning, and market trends. His consistent contribution to financial literacy reflects his dedication to empowering individuals and families to make informed financial decisions.

Before founding Plan Ahead, Vishal honed his expertise at ABN AMRO Bank’s Van Gogh Preferred Banking unit in New Delhi, where he developed tailored value propositions for High Net Worth clients. He holds an MBA in Finance from the Welingkar Institute of Management, Mumbai, and a Bachelor’s degree in Economics from Mumbai University. His strong educational foundation, coupled with extensive experience and a client-first philosophy, has shaped Plan Ahead Wealth Advisors into a firm synonymous with trust, integrity, and personalized financial guidance.