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Team Plan Ahead
 
Without leaps of imagination, or dreaming, we lose the excitement of possibilities. At Plan Ahead, we believe ‘Life is all about living your dreams’.

Driving this philosophy forward are a team of professionals with over 15 years of rich and varied professional experience.
 
Vishal Dhawan, CERTIFIED FINANCIAL PLANNERCM
Founder and Chief Financial Planner
 
Prior to founding Plan Ahead, Vishal was Program Manager – Van Gogh Preferred Banking at ABN AMRO Bank’s country headquarters in New Delhi, India. He was responsible for designing and developing a value proposition par excellence for High Networth clients.

Previous to that, Vishal worked with ICICI Bank in multiple roles across the consumer banking vertical, including new product development, online platforms and retail assets.

Vishal is a CERTIFIED FINANCIAL PLANNERCM, registered with the Financial Planning Standards Board India.

Vishal is an MBA from Welingkar Institute of Management, Mumbai, with a specialization in Finance and a Bachelor in Economics from Mumbai University.

, CERTIFIED FINANCIAL PLANNERCM and CFPCM are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Board India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.

 
Shalini Dhawan
Co-Founder and Financial Planner
 
Prior to co-founding Plan Ahead, Shalini was part of the Markets team at Ernst & Young Pvt. Ltd., supporting the energy vertical.

Shalini has extensive experience in financial analysis, business planning and operations with Kodak India. Shalini has also worked as a debt dealer with a domestic brokerage house.

Shalini is a member of the Million Dollar Round Table (MDRT). The MDRT is an international, independent association of the world's top financial services professionals from more than 80 countries. MDRT membership is recognized internationally as the standard of excellence in the financial services business.

Shalini is an MBA from Welingkar Institute of Management, Mumbai, with a specialization in Finance.
 
Aiding this duo, Plan Ahead has a team of relationship managers and client service executives who are in constant touch with clients so that they are assured of the highest quality of advice and service.  


Emerging Team at Plan Ahead

Since its inception, sustained efforts are being made to build a high quality team at Plan Ahead. The team is growing brick by brick and comprises of budding wealth advisors whom you will get to see more and more of as we grow....
 
 
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