In this episode of the Decoding with Finsec, we sit down with Vishal Dhawan, founder of Plan Ahead Wealth Advisors and the founder director of the Association of Registered Investment Advisors (ARIA) for a deep dive into the fundamentals of financial planning and the evolving investment advisory space. From discussing how financial planners support clients and business owners, evolution of investment adviser regulation, key challenges faced by the advisory industry and the need for investor education, Vishal shares candid insights drawn from over two decades as a financial planning professional. Join us as we explore the future of the advisory profession in India and the reforms needed to enhance the accessibility and impact of financial advice.
