Big Journeys Begin With Small Steps - Financial planning in Dubai - Services

Big Journeys Begin With Small Steps!

Whether you are taking the first step or already on the way to financial freedom, we have the right solutions for you. 

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Our Services

From individual goal planning, investments, Life Insurance, Retirement Planning, and Child Education Planning, we provide the complete range of Financial Planning and investment advisory solutions for individuals. 

We also provide Exit planning, Keyman Insurance, Partnership Insurance, and Liability protection advisory solutions for businesses. Click individual service to know more about it.
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Holistic Financial Planning

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

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Investments

The Best investment options in the UAE, helping you grow wealth, create passive income & achieve your financial goals faster

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Retirement Planning - Nest Egg

Retirement Planning

You may stop working, but you cannot stop spending!  We can help you make your money work so that you don't have to!

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Life Insurance in UAE

Life and Critical Illness Insurance

Protecting the biggest and most important asset. Your income-earning ability. 

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Best child education plan in UAE

Child Education Planning & Investing.

Providing your child the best education opportunities is perhaps one of your biggest financial goals, isn't it?

Our Education Planning Service helps you achieve this objective...

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Damodhar Mata

Financial Advisor in Dubai

Helping you grow wealth, create passive income, and achieve your financial goals faster. Also an author, blogger, and podcaster. 
 

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

I am absolutely delighted!

Mr Mata’s friendly approach made us feel comfortable, which when compared with typical bankers is not at all pushy and target oriented. I will definitely use his services in the future and wish him the very best.

— YB, from Calgary, Alberta, Canada

Focused on long-term relationship

He spent more time in analyzing my requirements rather than jumping into the solution. Once he had a clear understanding of the requirement, he provided the best solutions...

— BMS IT Manager, Al Tayer

Sincere in his approach

We will recommend Damodhar to anyone as he is sincere in his approach, not trying to force you by selling his best product and always believes in mutuality.

— BK and SV - Engineer, Mars