Financial Planning

A personal plan as unique as your finger print. With every number, every goal, every dream your very own.

Copy of Financial Planning

Financial Planning 

FingerprintFor a unique you and your distinct goals

Everyone’s financial and life situation is unique, and so are our goals; aren’t they? 

This is exactly what I keep that in mind when providing financial planning advice to my clients.

As a Financial Advisor, I am committed to learning about your goals, dreams, apprehensions, bottlenecks, ordeals and past experiences. 

Together we will use them to build a Holistic Financial Plan focused on your distinct needs, with cash flow projections and asset allocations using modern and forward looking tools and process called the GAiM Plan.

Whats is GAiM Plan?

GAiM Plan is an innovative, end to end financial planning and wealth accumulation strategy exclusively designed to help expats grow wealth, protect income and achieve their financial goals.

It comprises of the following 4 stages;

  1. Goal Setting
  2. Action Plan
  3. Implementing - Investing - Insuring 
  4. Measuring progress at a regular frequency 

Once your custom-made financial plan is in place, we will review it every year to measure progress and make necessary changes in line with the changes in your life.

Click the following links to know more about Holistic Financial Planning;

Financial Planning is preparing for expected and unexpected financial needs of your life.

Damodhar Mata

Frequently Asked Questions(FAQ)

1. How safe is my data with you?

I am part of Nexus Financial Group, the largest independent finaincal advisory firm in UAE, fully licensed and regulated by UAE Insurance Authority and the ESCA. We follow high standards of data protection and confidentiality.

2. What is your Qualification and Experience?

I am a Commerce graduate with a Level 3 certificate in Insurance and Financial Planning from CII UK.

I have more than 12 years of experience in helping expats in the UAE grow wealth and protect income.

Click here to know more about me and my work

3. How much fees do you charge for the Financial Planning Service?

The financial planning process is a functional pre-requiste for our wealth management and insurance advisory services.

It helps us understand your unique financial goals, investment horizon, net worth and discretionary income; based on which I will be able to provide independent and bespoke investment advice and solutions, so there is no charge or obligation for this process.

How long will the process take?

This process is spread over 2 or 3 online meetings. In the first meeting complete he goal setting, after which I will email you the financial plan, and the potential solutions.

In the second meeting we will explore the potential investment / insurance solutions and the asset allocation. By this time you will have a clear idea of the benefits and charges, helping you decide if you would prefer implementing my recommendations.

If all goes well, we can meet again to clarify the finer aspects before you decide to implement the solutions.

What to know more?

Schedule a 15 minutes discovery call to understand if we can work together.

15 minutes Discovery Call

 

Book Free Online Consultation

Why Consult with us?

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Years Experience

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Happy Clients and Counting

Download Ebook written exclusively for expats in the UAE

8 Steps to Financial Planning

 

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