Welcome to Financial Planning in Dubai

UAE focussed Financial Planning blog. Provides actionable ideas & tools for Investments, Insurance, Wealth Accumulation and Financial Independence.

We Beleive in

Holistic Financial Planning

It goes far beyond buying or selling financial products. It helps you see the larger picture, before putting together individual pieces of the puzzle like;

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Cash Flow & Budgeting

Budget your way to Financial Success. Learn how to create a Budget and project future cash flows.

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Retirement & Legacy Planning

Learn how to build a Nest Egg big enough to last for your lifetime and beyond.

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Education Planning

Help your children achieve their dreams by saving for their Higher Education

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Life & Critical Illness Insurance

Protect loss of income and your family's future. 

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Debt Elimination

Learn how to be debt free by using the most successful Debt Elimination Strategies

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And Much More...

Other short & medium term goals like property investment, immigration to another country, etc.,

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Free Financial Tools

Take control of your finances using one or more of the following financial tools.

8 Steps to Financial Independence - Ebook

An E-Book wrote with UAE residents' financial planning needs in mind. It aims to give you ultra-precise actionable steps leading Financial Independence.

Inflation Calculator

A simple but efficient Inflation calculator, showing the remarkable impact of inflation on your income and wealth.

Budget Planner 2018

Download the Budget Planner 2018 template. The year’s template is the simplest ever but the most efficient as well. It is exclusively prepared for UAE residents

Networth and Cashflow Statement

Download and use this unique but very handy Networth and Cashflow Template to give you a snapshot of your financial affairs for a given period.

Education planning

Saving for your Child's Higher Education 

The following 5 simple steps will help you save and invest for your child's education...

 
Featured

Most read articles form my blog.

The following are some of the most read articles from my blog, they give you a fair idea of the options available for investing and insurance for UAE residents.

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3 Buckets Investment Strategy.

Classification of your investments for easier understanding. 

  • Bucket 1 - For Emergency Savings 
  • Bucket 2 - For short to medium term financial goals
  • Bucket 3 - For long-term goals - time horizon five years 0r more

This strategy is a simple & straight-forward approach to investing your savings. It takes into account your investment needs at different life stages to fulfil diverse financial goals

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Passive Income in UAE.

3 Types of Income you can generate in UAE are; 

  • Earned Income / Active Income
  • Portfolio Income - Capital Gains from Investments
  • Passive Income - Cashflow from Investments & assets

Investing for Passive income / Cash Flow is a very useful strategy for Wealth Building in UAE.

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Life Insurance in UAE

Life Insurance in UAE

The following are the 3 major types of Life Insurance in UAE;

The primary purpose of all kind of plans is to provide lump-sum cash to your family; helping you secure their future in the unfortunate event of your death.

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Leading Investment & Insurance Companies in UAE

The following providers offer some of the best insurance and investment solutions in UAE.

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Zurich International Life Ltd

Offers one of the best life and critical illness insurance solutions in UAE. 

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Assicurazioni Generali SPA

Offers both regular and lump sum investment options with a wide range of direct funds.

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MetLife UAE

Life Life - Term Plan | Investor Advantage | Future Protect | International Wealth Builder

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LIC International

Capital Protected Endowment plans for Retirement, Child Education & other investment needs.

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Friends Provident

Term Insurance with Critical Illness Insurance and Open Architecture Investment Plan

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Salama Islamic Insurance

Sharia approved family Takaful and Savings Plan for Retirement and Child Education

Union & Hansard

Union Insurance & Hansard

Choice of two flexible saving and investment products from Union & Hansard.
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Oman Insurance

Investment and Insurance plans from Oman Insurance UAE.

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What People Are Saying

I strongly recommend Damodhar

I had the pleasure of dealing with Damodhar in finding suitable investment opportunities in the global market. He has a good sense of what people need when it comes to personal investments and equally understands the abilities and what suits for individuals. I strongly recommend Damodhar to anyone.

— Sugeesha Dinushan, Financial Planning (FP&A) Analyst at Jaguar Land Rover

You have taken a great initiative!

Damodhar, you have taken a great initiative in creating such financial awareness that would, I am sure, benefit many of us. Congrats and best wishes in keeping us educated and creating awareness that many of us lack.

— Shiv Kumar Jayaram, Technical Category Manager - Firmenich

I am absolutely delighted!

I am absolutely delighted to write this recommendation for Mr. Damodhar Mata from Nexus Insurance Brokers. I came across his financial advisory blog after meeting with several bank representatives who left me further confused about the available insurance policies(Contd)

— Y Bharadwaj, From Calgary, Alberta, Canada

I highly recommend his services. 

Damodhar was referred to me by my friend who too would recommend his services. He was to the point, actually working with me to find the right insurance plan that not just fits my budget but also secures a major chunk of the probable risks in the future. I highly recommend his services. 

— Maneesh Mathews, Senior Global Sales Manager- Egencia

Our first meeting marks the beginning of an important professional relationship, and It sets a strong stage for many future conversations.

During this meeting, we will explore and understand your;

  • Current Financial Picture
  • Short and Long-term Financial Goals
  • Protection and Investment Needs
  • Past investment experiences & Your risk appetite
  • Investment Horizon and the impact of inflation
  • And Establish the Future course of action.

Most importantly there is no obligation or pressure and no fee for our first meeting.

Fill the adjacent form to arrange a Free Initial Meeting with me.

 

Free Consultaion with Damodhar Mata

Our Newsroom

From my Blog

Reading the latest articles from my blog...

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Financial Planning in Dubai - Other serivces

We also specialize in...

Business Protection

Key Man insurance or Key Person is the most important form of Business Protection and Succession Planning.

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Financial Coaching

We are able to conduct financial coaching sessions at your office for your staff members...

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Employee Benefits

How to increase profitability by enhancing employees' financial well-being. 

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Home Insurance

Comprehensive solutions for protecting your Home, Contents, Valuables and Personal belongings...

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Need Help? Any Questions?

We are here to answer any questions you may have about our experiences. Reach out to us and we'll respond as soon as we can.

+97150-2285405