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NRI Practice
Client Testimonials

"Now-a-days every educated person is aware of the need for planning for the savings & investments.  Equally important is to have an experienced planner to guide you and help you in this endeavour.  This is where Vishal makes the difference.  I have been associated with Plan Ahead for the last 4 years and have been benefitted immensely from their expertise."

Deputy CEO - Commercial Banking & Treasury, Ahli Bank, Oman


"We returned to India in 2006 after spending most of our careers outside India and were a little apprehensive about the regulatory processes and investment options available in India. Plan Ahead worked closely with us to ensure that the portfolio was designed efficiently, balancing risk and returns in a tax efficient manner. Now that we are back in Australia, we continue to work with Plan Ahead due to their domain expertise and professional approach to managing portfolios."

Devyani Baran
GM – Business Development NRI, India & Inbound, Cox & Kings Australia


"Vishal has been my financial planner for the last 5 years. He is an extremely hardworking, committed and professional individual with focus on the customer. He takes the time and effort to understand my specific situation which varies from time to time. He is fully familiar and online on the status of my investments and monitoring the health of my portfolio and is always offering recommendations and suggestions for improvement. I not only consider him as a planner but as a friend and advisor in the journey to securing the future of my family."

Madhan Pandurangam
Director – Tech Infra Services, Wipro, USA


"Plan Ahead has been my trusted partner and guide through the most turbulent times faced by the Indian economy. The level of unparalleled personalized customer service exceeds global advisory services by a long shot."

Satisfied NRI Customer – US based technology entrepreneur

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