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.
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.
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:
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."
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