Financial Planning in Dubai

UAE focussed Independent Financial Advisor. Investments, Insurance, and Wealth Accumulation.

Our Success lies in Your's

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
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;

Cash flow planning & Budgeting Icon

Cash Flow & Budgeting

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

icons8-duration-finance-64

Retirement & Legacy Planning

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

icons8-graduation-cap-64

Education Planning

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

icons8-umbrella-64

Life & Critical Illness Insurance

Protect loss of income and your family's future. 

icons8-debt-64

Debt Elimination

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

icons8-goal-64

And Much More...

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

INvesting for your future

3 Bucket Investment Strategy

The best and the most useful of the investment strategies are always simple to understand and easy to put into practice.

Our Newsroom

From my Blog

Reading the latest articles from my blog...

View Blog