Last week, I got a call from a young expat couple wanting to know if they should buy or continue to...
Welcome to Financial Planning in Dubai
I am Damodhar Mata - Financial Advisor for UAE Residents, Gulf Expats & NRI.
Get your Bespoke Financial Plan and investment strategy in just one session for FREE.
Count on me...
Whether it is Holistic Financial Planning, Life Insurance, or Investing to grow your wealth and create passive income, whatever your money goals are, I can help you achieve them...Learn more
As an Investment Advisor in Dubai, I can help you in International stocks, ETFs, Mutual Funds to grow wealth, create passive income & achieve financial goals faster.
You may stop working, but you cannot stop spending! We can help you make your money work so that you can afford not to...
Introducing the GAiM Plan
With more than a decade's experience in helping people plan win with money, I have designed the GAiM Plan. A Comprehensive Financial Planning, Investment Advisory, & Portfolio Management System. It helps you build a future you would want to live in!
The GAIM Plan includes the following steps;
1. G- The GPS: Helping you determine where you stand with your money and where you want to go in the future - Goal Positioning System.
2. A - Action Plan: The easiest way to eat an elephant is one bite at a time. Similarly, I will create a step-by-step Action plan to achieve your goals. While the journey could look daunting, the next step will always be clear.
3. I - Implementation: The best plans are useless unless implemented. This is where many people get into an ultra-perfection mode or into analysis paralysis, waiting for the right time to start. I can help you make the most of the available opportunities to start an investment using the best investment strategies and risk management tools.
4. M - Measure to Manage: Once implemented, it is important to measure progress on a regular basis and make necessary changes to your investment strategy.
With so much free information on the internet and easy access to investment/insurance solutions, why should you consider working with a Financial Advisor?
Financial Planning, Investing and life insurance can be unfamiliar and unchartered journeys for many. Your financial advisor can be like the GPS, leading you through the shortest and easiest route with the least hurdles.
The following are some of the benefits of working with a Financial Advisor.
- Saves you time and effort
- Plays the role of an Accountability Partner and a sounding board
- Helps you avoid the trial-and-error approach and unforgiving financial mistakes
- Provides Bespoke Financial Planning & goal-based investment strategies
- Encourages regular savings and wealth accumulation
- Bias-Free professional advice
- Regulated by relevant authorities
- Provides access to a wide range of investment & Insurance solutions, which you may not have access to on your own
- Supports with Hands-on market research and appropriate data interpretation
- Regular reviews and portfolio rebalancing
- Helps you stay on course during the adverse market and personal situations