Add meaning to finances. Add time to life.

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Expertise of 15+ years in simplifying finances and enriching lives.

We add time to the lives of busy and successful professionals and senior management executives across the globe, by helping them have a panoramic view of their finances.

By providing a personalized and unbiased analysis of their finances, resources and life goals, we empower client families and guide them so that they have the time and freedom to do the things they would truly like to do.

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Our Story

Established in 2003, Plan Ahead, was founded by Vishal Dhawan and Shalini Dhawan. In 2013, Plan Ahead registered as a SEBI licensed Registered Investment Advisory firm. Over fifteen years, the team has grown significantly. Currently, the team consists of Certified Financial Planners (CFPs), NISM Certified Investment Advisors, MBAs, and Post Graduates. The team has over five decades of collective work experience in financial advisory and wealth management services.

Our Vision

Our Vision

To be a globally recognized institution that adds meaning to finances by integrating life goals with money

Mission

Our Mission

Enriching lives by simplifying and managing finances through structured holistic planning

Shalini Dhawan

Shalini Dhawan, Co-Founder

Mrs. Shalini Dhawan is a Life Planner, associated with the Kinder Institute of Life Planning, USA. She holds a certification from the 10000 Women Entrepreneurship Development Program run by Goldman Sachs and Indian School of Business, Hyderabad.

Her contributions are featured in leading dailies such as The Times of India, The Free Press Journal, and on television and personal finance websites like MoneyControl and Bloomberg Quint.

Prior to co-founding Plan Ahead, Shalini was part of the Markets & Knowledge Management team at Ernst & Young Pvt. Ltd., supporting the energy vertical. She has extensive experience in financial analysis, business planning and operations with Kodak India and has also worked as a debt dealer with a domestic brokerage house.

She has a PGDBA from Welingkar Institute of Management, Mumbai, with a specialization in Finance.

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15
Years Of
Experience
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22
Professional
Experts
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1400
Satisfied
Customers
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2450
Goals
Planned

Why Choose Us

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Expertise in Planning and
Wealth Management

We have been the Winners of the Outlook Money ‘Best Investment Advisor Award’ for two years in a row – 2016 and 2017. Our founder Vishal Dhawan is the winner of the PlanPlus Global Financial Planning Award – 2nd Runner Up in Asia Region 2017 and 2018, which is a prestigious award in the financial planning community.

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Financial Life
Planning

Believing in the idea that every person requires to live a life of meaning & purpose and that their personal finances should be aligned with their values, we help integrating life and money through the use of internationally acclaimed tools.

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Long-Term
Track Record

We have completed over 15 years in financial planning and wealth management with clients across multiple cities in India and abroad.

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Unbiased and
Independent Advice

One of the few SEBI licensed Registered Investment Advisory firms in India, we offer fiduciary advice which is truly in your best interest.

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Proprietary in House Research
and Investment Strategies

Investing in proprietary research tools and techniques across multiple asset classes, we have a deep understanding on how these can be used for more efficient investment portfolio design.

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Personalised Attention and
Customization

We have dedicated advisors, planners and service advisors for each client family to ensure that every solution is tailor-made and executed efficiently.

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Robust and
Dedicated Team

Our squad consists of Certified Financial Planners (CFPs), NISM Certified Investment Advisors, MBAs and Post Graduates with significant collective work experience in financial services.

Our Team

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