Securing your financial legacy
Expert financial solutions to grow, protect, and transfer your wealth
Building a Legacy
Building financial well-being today. Preserving your financial legacy for tomorrow.
To be the trusted partner of choice for clients and leading institutions, setting the benchmark in delivering innovative insurance and financial solutions that secure and elevate financial well-being while fostering a culture of integrity, honesty, and humility.
We are committed to delivering an exceptional client experience through expert financial guidance and tailor-made financial portfolios designed to drive long-term security and growth. With a profound portfolio focus, we foster a work environment that inspires our team, nurtures entrepreneurial spirit, and builds self-esteem—while upholding integrity and ethical values to make a meaningful impact on your financial legacy.
Our core values revolve around crafting customized investment portfolios and delivering personalized investment strategies that align with your unique financial goals. With a strong portfolio focus and an emphasis on goal-based portfolio management, we curate wealth management solutions designed not just to grow your assets, but to also serve as a robust safety net during unforeseen challenges. By blending precision with foresight and incorporating high-yield opportunities where appropriate, we ensure that your financial strategies echo your aspirations and remain resilient in the face of life’s inevitable rainy days.
Backed by global-reputed financial institutions
Happy Clients & Growing
Certified Financial Advisors
Corporate Clients
Our Expertise
Backed by industry experience, we provide tailored insurance solutions that safeguard your future. Trust us to protect what matters most.
Financial Planning
Whether planning for your child's education or your retirement, starting early makes all the difference...
Investments
The financial world has evolved rapidly, offering more opportunities and chances to go astray...
Life Insurance
Wealth Planning 360 is a trusted provider of life insurance in Dubai, the UAE, and Bharat (India)...
Employee Benefits
Attract and retain top talent with tailored employee benefits packages that outshine the competition...
General Insurance
At WP360, we ensure that General Insurance protects your standard of living by providing financial...
NRI Services
As your wealth and family grow, managing and safeguarding your legacy becomes increasingly complex...
Financial planning
Smart strategies
for unparalleled growth
Creating bespoke financial strategies that drive your business goals forward.
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Maximize your resources for greater impact
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Stay agile and respond to shifting market dynamics
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Turn your vision into reality with sustainable success
Performance analysis
In-depth financial performance analysis
Analyze and enhance financial performance for sustained growth.
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Identify strengths and weaknesses
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Optimize operational efficiency
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Increase revenue streams
Investment advisory
Personalized guidance designed to unlock your highest potential gains
Personalized investment plans designed for peak performance and effective risk control.
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Seize the right moments in the market
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Protect your investments with smart, thoughtful strategies
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Unlock the full growth potential of your assets
Financial Insights & Strategies.
Gain expert insights and practical strategies
to make smarter financial decisions with confidence.
Identifying growth opportunities for Prosper: financial strategies
Helping SummitEdge navigate challenges: regulatory compliance
Improving EvolveVision efficiency: streamlining processes
What Our Clients Are Saying
Hear directly from our clients as they share their experiences and success stories, highlighting how our expert financial services have helped them secure and grow their wealth.
After a sudden Job Crisis , I was terrified I’d drain my savings. Vikram Dhawan didn’t just manage my investments—he had a plan for this. He immediately mapped out 6 months of cash flow using my emergency fund and low-tax withdrawal strategy, paused non-essential contributions, and even negotiated how I can maximize my investments without taking a hit of any penalties. Thanks to his proactive crisis roadmap, I landed a new role without touching my balance funds. His pulse on market timing transformed crisis into acceleration, my capital grew despite zero contributions. Now I’m back on track, wealthier than before. Vikram didn’t just plan for the best—he shielded me from the worst.
Siddharth Karnik
Project Manager SPX Cooling Tech
Efficiency Gains: Cost Savings and Growth
Vikram is experienced and very knowledgeable but it is his approach that sets him apart from other wealth managers who often try to sell you products that don't really fit your needs. Vikram helped develop a financial plan for me that included several investments.. I was impressed by 'put the client first' attitude. If you want an open, honest financial advisor who knows his stuff and is going to do what's best for you then I recommend you talk to Vikram. I will be happy to recommend Vikram if any one needs clarity on their financial road map.
Ramesh Gangadharan
Captain at Air Arabia
Boosting Revenue, Reducing Costs
FAQ’s
At Wealthplanning 360, we believe that clarity builds confidence. Here’s what many of our clients ask — and what you need to know:
Want to learn more?
Contact us at Wealthplanning 360 — we’re here to make finance feel simple, secure, and tailored to you.
At Wealthplanning 360, we provide end-to-end financial solutions designed to grow with you:
- Investment Management – tailored portfolios to suit your goals and risk appetite
- Retirement Planning – build wealth for a secure future
- Estate Planning – protect your legacy for the next generation
- Education Planning – plan early for quality education, stress-free
- Insurance Planning – from life to health, get complete coverage
- …and much more!
82% of our clients say our personalized planning has made a noticeable and positive impact on their long-term financial security.
Absolutely — trust and transparency are the foundation of our work.
- Our consultants are independent and not tied to any specific product providers.
- We recommend what’s best for you — not what benefits us.
- Our advisors follow strict ethical practices and hold relevant certifications.
92% client retention speaks volumes about the trust we’ve built over the years.
We take data privacy seriously.
- We follow international data protection standards and industry best practices.
- All your personal and financial details are secured through encrypted systems.
- Only authorized personnel have access, and we maintain zero data-sharing policies.
Of course! Your life, your needs — your policy.
- Choose from a variety of coverage levels, riders, and term lengths.
- Whether you’re planning for your family, a mortgage, or your child’s future, we tailor it to fit.
- We’ll help you strike the right balance between coverage and affordability.
Clients who customize their insurance plan are 37% more satisfied with their policy in the long term.
Premiums are based on several personal and coverage-related factors, including:
- Age – younger applicants generally pay lower premiums
- Health Status – medical history and lifestyle habits affect pricing
- Lifestyle – tobacco use, physical activity, and occupation are key factors
- Coverage Amount – more protection, higher premium
We'll walk you through all the details so there's no guesswork or surprises.
Let's connect
We’re here to help
Need help with a project, have a question about our work? We’re here.
Take control of your financial future with expert advice and tailored services. Let us help you build wealth and secure your dreams.
VIKRAM DHAWAN
Founder & CEO
