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Shalini Dhawan
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- Wealth Management
- Strategic Financial Planning
- Investments
- Finance
- Investment Advisory
- Show all
Bio
Experience
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Plan Ahead Wealth Advisors
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Mumbai Area, India
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Financial Planner & Head - Knowledge Management
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Oct 2003 - Present
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Mumbai Area, India
Adding meaning to your finances, Adding time to your life, through structured financial planning, wealth management and investment advisory services.
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Ernst & Young
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New Delhi Area, India
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Manager - Markets - Oil & Gas Vertical
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2001 - 2003
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New Delhi Area, India
Developing strategies to enhance revenues for the Oil & Gas verticalExplore cross selling opportunities across clients within the verticalDevelopment of intranet and content for knowledge sharing across the vertical, pan India
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Kodak India Ltd.
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Mumbai Area, India
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Financial Analyst & Manager - Operations - Kodak Professional
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1998 - 2001
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Mumbai Area, India
Responsible for the development of the annual budget for the business unit.Responsible for MIS and business reporting for the Asia Pacific Region. Headed the Operations for the $ 15 mln Kodak Professional business
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Khandwala Securities Ltd.
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Mumbai Area, India
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Executive - Debt Markets Desk
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1997 - 1998
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Mumbai Area, India
Broking of debt instruments – ICDs, bill discounting, bonds, CPs.
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Education
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1995 - 1997Welingkar Institute of Management
PGDBA, Finance -
2011 - 2011
Indian School of Business
Goldman Sachs 10000 Women Entrepreneurship Development Program, Entrepreneurship/Entrepreneurial Studies -
1992 - 1995
Ruparel College
B Sc, Physics -
10000 Women Program
Suggested Services
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Industry Focus. “Financial Services”
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