Welcome to Financial Planning in Dubai

Cash Flow & Budgeting

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

Retirement & Legacy Planning

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

Education Planning

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

Life & Critical Illness Insurance

Protect loss of income and your family's future.

Debt Elimination

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

And Much More...

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

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.

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

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.

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.

Zurich International Life Ltd

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

Assicurazioni Generali SPA

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

MetLife UAE

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

LIC International

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

Friends Provident

Term Insurance with Critical Illness Insurance and Open Architecture Investment Plan

Salama Islamic Insurance

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

Union Insurance & Hansard

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

Oman Insurance

Investment and Insurance plans from Oman Insurance UAE.

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.