Whether you are an individual or an organisation, we can offer the best protection and investment solutions.


Our services

From an individual goal planning, investments, insurance, Retirement Planning and Child Education Planning, we provide the complete range of Financial Planning solutions for individuals. 


We also provide Exit planning, KeyMan Insurance and Liability protection advisory solutions for businesses. Click individual service to know more about it.

Financial Planning

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



The best of the investment solutions in UAE, helping you beat inflation and achieve your financial goals.



Insurance is the process of transferring a potential risk from one person or entity who cannot afford to bear it; to another person or entity who is capable and willing to bear the risk for a small fee.


Key Man insurance

KeyMan insurance is an insurance availed by the firm on the life of the Key Person/Partner/Director of a Business. The firm pays the premiums and is also the beneficiary of the policy.


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

Damodhar Mata - Financial Planner in Dubai

I am here to answer any questions you may have about your investments, insurance or your financial plan. Reach out to me and I'll respond as soon as I can.