The start of 2023 marks a decade of market regulator Sebi’s rules on registered investment advisors (RIAs) that came into effect in January 2013. To commemorate this landmark, Mintspeaks to RIAs who have completed or are nearing a decade in the profession to understand their investment philosophy. In the first article of this series, Vishal Dhawan, founder of Plan Ahead Wealth Advisors, explains how he manages his clients' money and helps them achieve their financial goals. Edited excerpts from an interview.
