Shalini Dhawan | Plan Ahead Wealth Advisors

About

Financial Life Planner, Wealth Manager, Entrepreneur with more than 20 years of financial advisory experience

Practice at a glance

22

Years of Experience

400

Families Served

₹2,000

Crores Managed

Practice Details

Min Monthly Investment:₹5,00,000 & more

Min Lumpsum Investment:₹10,00,00,000 & more

Nature of earnings:Fees

Mode of Meetings:Hybrid (Physical + Virtual)

Specialises working with:Senior Management, NRI / OCI, Women Investors, HNI Families, Doctors, Professionals (CAs, Lawyers), Founders & Entrepreneurs

Language Spoken:Hindi, English

Qualification Completed

PGDM (Finance / Investments)

Licenses Held

SEBI Registered Investment Adviser

INA000000409

Education

Formal Education

BSc – Bachelor of Science, Post Graduate Degree (Any Field)

Industry Education

NISM V-A – Mutual Fund Distributors Certification, NISM X-A – Investment Adviser Level 1, NISM X-B – Investment Adviser Level 2, NISM XXI-A – Portfolio Management Services Distributors

Can help you to

Plan Complete Finances

Children’s Goals

Organize Financials

Buy a Home

Invest for Goals

Plan Retirement

Save Taxes

Build Wealth

Make a Will / Trust

Financial Freedom

Buy Right Insurance

Reduce Loans & Debt

Create Emergency Fund

Can help you buy / invest in

Fixed Deposits & Bonds

Other Insurances

Health Insurance

Global Investing

Life Insurance

Mutual Funds

NPS & Govt Schemes

Stocks & Equity

Home Loans

Loan Against Securities

PMS

SIF

AIF

Gift City

Complimentary Services

Get any of the free services to experience working with Shalini Dhawan.

Financial Health Check-up

Retirement Readiness Check