National Bonds 

✅ Client Acquisition – Onboard new clients for savings & investments.
✅ Financial Guidance – Educate on savings & wealth growth.
✅ Customer Support – Assist with accounts & renewals.
✅ Sales Targets – Achieve goals & engage clients.
✅ Compliance – Follow financial regulations.

Financial Planner | Savings & Wealth Growth Specialist

MetLife Gulf

- Providing personalized financial advice and life insurance solutions to clients.
- Successfully helped over 500 families secure their financial future.
- Regularly conduct training sessions on money management.

Financial Advisor | Life Insurance Specialist

Sales & Business Development Manager

Metropolitan Stock Exchange of India Ltd.

Senior Manager - Membership / Business Development

Financial Technologies (India) Limited

Administration Manager

Sales Operations Manager

Senior Executive - Sales Operations

Executive – Administration

Meenakshi Ammal Matriculation School

Vice Principal

Purchase Assistant

I help families & business owners ➔ 𝐬𝐚𝐯𝐞, 𝐠𝐫𝐨𝐰 & 𝐩𝐫𝐨𝐭𝐞𝐜𝐭 𝐦𝐨𝐧𝐞𝐲 ➔ Financial Freedom | Money Coach | Financial Advisor | Trainer | Offering FREE Financial Analysis → Message me 'MONEY' to Get Started 📩

Are you struggling to save? 
Are you worried about your financial future?
Do you want to learn finance in a simple way?

Then you’ve come to the right place.

Whether you're:

• An 𝗶𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹 looking to secure your financial future,

• A 𝗚𝗿𝗼𝘂𝗽 𝗛𝗥 or 𝗼𝗿 𝗟&𝗗 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹, aiming to boost productivity & engagement through financial wellness,

• Or a 𝗣𝗿𝗶𝗻𝗰𝗶𝗽𝗮𝗹, 𝗧𝗲𝗮𝗰𝗵𝗲𝗿, 𝗼𝗿 𝗘𝗱𝘂𝗰𝗮𝘁𝗼𝗿 committed to equipping students with financial planning,

I'm here to help.

I offer:
😀 𝗙𝗼𝗿 𝗜𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹𝘀: 
✔ Tailored savings strategies
↳ 𝗬𝗼𝘂'll 𝗹𝗲𝗮𝗿𝗻 to grow your savings steadily.

💼 𝗙𝗼𝗿 𝗖𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲𝘀: 
✔ Financial wellness programs
↳ 𝗧𝗵𝗲𝘆'𝗹𝗹 𝗹𝗲𝗮𝗿𝗻 how financial wellness boosts engagement.

🎓 𝗙𝗼𝗿 𝗦𝗰𝗵𝗼𝗼𝗹𝘀 & 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝗶𝗲𝘀: 
✔ Educational sessions on money
↳ 𝗧𝗵𝗲𝘆'𝗹𝗹 𝗹𝗲𝗮𝗿𝗻 the tools for lifelong financial success.

📩 DM me ‘MONEY’ to get started today, 
or call/WhatsApp +971 55 849 1763.

Best Regards,
𝗔𝗻𝘁𝗵𝗼𝗻𝘆 𝗩𝗮𝗿𝗴𝗵𝗲𝘀𝗲

Financial Planner |14+ years in finance | 
Speaker | Podcast Presenter & Guest | 
Dale Carnegie Certified Trainer

Anthony Varghese

1 lesson from Dubai run 2025

Seeing thousands run together on 
Sheikh Zayed Road taught me one thing:

➡️ The fastest way to move forward is together.

The energy of the crowd carried us all. 

No one was running alone.

A powerful reminder that 
shared momentum 
makes everything 
feel possible.

P.S What’s 1 lesson an event recently taught you?

#DubaiRun2025 #Community #UAE #Growth

Anthony Varghese, Financial Planner

I help companies (HR / Finance) turn EOSB into employee wealth | Podcast Presenter | Speaker | Trainer

Retirement made effortless

(how GPP works in just 3 simple steps) 

Looking to simplify your company's 
end-of-service and retirement benefits?

With the Golden Pension Plan (GPP), it’s easier than ever.

Here’s how it works:

1️⃣ Set the Contribution Amount
↳ Your company chooses how much
↳ much to allocate for each employee.

2️⃣ Smart Contribution Management
↳ Auto-handled by our system
↳ Keeps operations simple and clean

3️⃣ Employees Earn Profits + Prize Entries
↳ National Bonds manages the full process, 
↳ ensuring secure growth and rewarding benefits.

✔ Zero added admin
✔ Capital protection (savings stay safe)
✔ Better financial wellbeing for employees

If you are ready to streamline your EOSB management?

Book a FREE 20-minute consultation with me 
to explore how GPP can support 
your organization.

or DM 'GPP'

5 things you can't ignore in your family finance

(take control of your family’s financial future)

↳ Child Education Savings
↳ Insurance Coverage
↳ Financial Planning
↳ Emergency Fund
↳ Estate Planning

If you were asked for another - what would it be?

3 steps helped my client start saving money in 30 days.

(and it will work for you too)

Most people make saving emotional.

My client made it structural.

☑️ Their paycheck kept disappearing.

☑️ Their bills bounced around.

☑️ Their savings stayed stuck.

So I gave them a simple 3-step plan.

→ Automate transfers the morning the paycheck hits.

→ Create labeled accounts for rent, emergencies, and goals.

→ Use a fixed weekly spending amount to control impulse buys.

➡️ Their system did the heavy lifting.

➡️ Their savings finally moved.

➡️ Their stress dropped.

Start with structure.

↳ The results come fast.

P.S. If you want a simple system you can use this week, send me a DM and I will walk you through it

Which is your #1 financial priority right now?

(Cast your Vote)

1️⃣ Retirement Planning
2️⃣ Don’t Know / Not Sure
3️⃣ Child’s Education Planning
4️⃣ Need Guidance / Help Me Decide

If you have any other priorities, add in comments.

#FinancialPlanning #WealthManagement #poll #UAE
#Savings #Investments #PersonalFinance #NationalBonds

Which is your #1 financial priority right now?

1 powerful shift: EOSB Old way (cost). 

New way (Attract. Retain. Reward).

Companies are no longer treating End of Service Benefits (EOSB) as just an expense.

With the right approach, EOSB becomes a tool to 

- Attract the top talent
- Retain employees
- Reward loyalty 

↳ All while automating compliance.

➔ National Bonds’ Golden Pension Plan (GPP) 
➔ transforms EOSB from a cost into  
➔ a strategic benefit for both 
➔ employers & employees.

P.S. Is your company making EOSB work smarter for your people?

#EmployeeBenefits #EOSB #FinancialWellness 
#TalentRetention #NationalBonds

4 things newlyweds must plan immediately  

(and why a financial planner helps)

— You're a team now. 
— Build your future like one.

As a financial planner, I help 
couples create their roadmap:

1️⃣ Merge your money game plan
2️⃣ Grow your wealth faster, together.
3️⃣ Fund your dreams (home, travel, family)
4️⃣ Create a joint plan for debt and emergencies.

Start with strong financial habits for a stronger future together.

If you’re a couple reading this, take some time this
month to discuss your joint savings goals.

DM 'PLAN' for your custom roadmap.

#FinancialPlanning #Newlyweds 
#MoneyManagement 
#WealthPlanning
#CoupleGoals

Your emergency fund should cover 3–6 months of expenses.

Where do you keep yours in the UAE?

Vote below:

🔘 National Bonds
🔘 Bank Savings Account
🔘 Short-Term Fixed Deposits

#EmergencyFund #UAE #Savings #FinancialPlanning

Where do you prefer to keep your emergency fund in the UAE?

Sukoon Insurance

Relationship Manager bancassurance

MetLife

Sales Manager

National General Insurance Co. PJSC

Business Development Specialist

Compass Insurance Brokers

Finance Specialist

Finsbury Associates

Client Relationship Manager

Gargash Insurance Services LLC

Insurance Specialist

Majid Al Futtaim

>	Direct Sales at Carrefour counter, informing the clients about the card and its advantages. Getting all the details about the client and find the eligibility to apply for the card.
>	Converting the leads to closing, understanding Instant approval/offline submission of the file.
>	Initiating the instant approval of the card and handover the card to the client.
>	Completing then pending documents for the files by mail/direct collection.
>	Following up with the client after approval for the activation of the card.
>	Returning and careful handling of cheque, documents of the client in case of declination

Sales Officer

Magnus wealth management

>	Helping agents in effectively arranging and defining prospective data from clients, and readily organizing and segmenting all this information.
>	Organizing and refining client meetings as per their requirements and follow up later for any reviews.
>	Illustrated the client’s preferences and personal information and presented them to the client

Insurance Sales Representative

As an Insurance Consultant with a Master's degree in Banking and Financial Support Services, I have a strong background in financial services and commercial banking. I have worked as a Sales Manager at MetLife, where I was responsible for business development and customer relationship management. Prior to that, I was a Business Development Specialist at National General Insurance Co. PJSC, where I contributed to the growth of the company's portfolio. I also have experience as a Finance Specialist at Compass Insurance Brokers, where I managed financial operations and ensured compliance with regulatory standards. I am passionate about providing excellent service to clients and helping them achieve their financial goals. I am always eager to learn new skills and stay updated on industry trends.

taplio

The Battle

Anthony Varghese

Tanya Kejriwal, CII/CISI Certified

Followers

Posts

Engagements

Likes

Performance ScoreAnthony Varghese's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Anthony Varghese

Tanya Kejriwal, CII/CISI Certified

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Anthony Varghese's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreAnthony Varghese's LinkedIn Performance