Building blocks to a Financial Legacy

At Wealth Planning 360, we are committed to helping you cultivate, safeguard, and seamlessly transfer your wealth to the next generation with professionalism and integrity. Backed by a long-term vision, we build lasting partnerships rooted in trust, ensuring your financial legacy is managed with care and foresight. With nearly 70% of wealth failing to transition beyond the second generation and over 60% of high-net-worth individuals now prioritizing personalized strategies, our tailored approach focuses on capital preservation strategies, low-risk investments, and stable income streams to secure your financial well-being today and preserve your legacy for tomorrow.

  1. Home
Values & Culture

We hold ourselves to high standards

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.

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.

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.

Team Members

Get to know our amazing team

With a passion for innovation and a dedication to excellence, we bring diverse expertise to every project we undertake.




VIKRAM DHAWAN

Financial Manager


VIKRAM DHAWAN

Financial Manager

With nearly two decades of expertise in the ever-evolving financial sector, Vikram Dhawan is a consummate professional in financial consultancy, wealth management, and strategic legacy planning. Armed with a BMS and M.Com from Mumbai University, an MBA in Finance from the Indian Institute of Planning and Management, and a CISI certification from the UK, his academic rigor complements his exceptional career. Renowned for his strategic insight and ability to navigate both offshore and onshore financial landscapes, Vikram’s dedication to excellence has solidified his reputation as a trusted advisor who is part of the Continental International Group, Dubai.




Sara Grant

Marketing Manager


Sara Grant

Marketing Manager

I am adept at leading cross-functional teams and managing budgets effectively. I am a creative problem solver, always seeking innovative solutions to marketing challenges.




Claire Olson

Sales Manager


Claire Olson

Sales Manager

Passionate about staying up-to-date with industry trends and best practices. I am constantly seeking new strategies and innovative approaches to stay ahead of the competition.

The Force behind WP360

Vikram Dhawan

Strategic Financial Advisor | Empowering Personal & Corporate Wealth | Legacy Planning Expert

As a seasoned financial advisor with over 21 years of experience, Vikram specializes in crafting tailored strategies that secure financial futures for individuals, families, and businesses. His mission is to help clients achieve financial freedom, optimize growth, and preserve wealth across generations through proactive planning and innovative solutions. 

His Core Competencies:




Personal Financial Planning

Retirement strategies, tax optimization, investment management, and risk mitigation tailored to your unique goals.





Corporate Financial Planning

Business succession planning, cash flow management, and risk management for sustainable growth.





Legacy & Estate Planning

Structuring trusts, wills, and philanthropic strategies to protect assets, minimize tax burdens, and ensure your values endure.





Holistic Wealth Management

Integrating personal, corporate, and legacy goals into a unified roadmap for long-term success.




What Sets Vikram Apart

Dual Expertise: Deep understanding of both personal finance and corporate dynamics, enabling seamless coordination for business owners and executives.  
Proactive Legacy Building: Designing plans that reflect your values, safeguard heirs, and create meaningful societal impact.  
Client-Centric Approach: Prioritizing transparency, education, and trust to empower informed decisions.  
Future-Proof Strategies: Anticipating regulatory changes, market shifts, and life transitions to keep your plans resilient.  

Professional Philosophy

“True wealth is measured not just in assets, but in the lasting impact we create. Vikram’s role is to simplify complexity, uncover opportunities, and partner with you to turn aspirations into actionable plans—ensuring every decision aligns with your vision for today and tomorrow.” 

Let’s Connect

Whether you’re navigating a career milestone, scaling a business, or preparing to leave a legacy, I provide clarity and confidence at every step. Let’s build a future that honors your hard work and values. 

Certifications & Affiliations

– Certified by CISI from the UK
– Bachelors in Management Study and Mastrers in Commerce from University of Mumbai
– MBA in Finance and Marketing from Indian Institute of Planning and Management.
– Member of Million Dollar Round Table (MDRT)

Call or Email Vikram

Reach out today to schedule a consultation. Together, we’ll transform your financial journey into a legacy of purpose and prosperity. 

“Let’s build a legacy that lasts a lifetime—together.”

Services and solutions

Helping you grow

Elevate your brand to new heights ensuring your message reaches its full potential.



Solid planning

Receive premium assistance from our global network.




Collaboration tools

Keep your strategic goals and planning in one place.




Data Protection

Define each stage of work to see what’s important.




Software support

From the small to the big picture, we organize work.