PLAN AHEAD WEALTH ADVISORS - Key Persons

Job Titles:

• Founder
• Certified Financial Planner

Mr. Vishal Dhawan is a Certified Financial Planner, registered with the Financial Planning Standards Board India. He is a licensed Life Planner, one of the few Indians to be licensed by Money Quotient TM, USA. Vishal's articles and views are commonly featured in publications like The Times of India, The Economic Times, Mint and Business Standard. Furthermore, he is also a guest speaker for financial business television channels like CNBC TV18, ET Now and Bloomberg. Before establishing Plan Ahead, Vishal worked with the Van Gogh Preferred Banking unit at ABN AMRO Bank's headquarters in New Delhi, where he designed and developed value propositions for High Networth clients. He has completed his MBA from the Welingkar Institute of Management, Mumbai, specializing in Finance and pursued his Bachelors in Economics from Mumbai University.

Job Titles:

• Co - Founder
• Life Planner

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.