Dubai Stock Brokers & Investment Services Group

Director Membership and Marketing

Financial Planning in Dubai 

A UAE focussed website and blog I started in 2012 to talk about investments, Life Insurance and Financial Planning. 

Since then more than 10,000 residents have used my ideas to jump-start their journey towards financial freedom.

My first book 8 Steps to Financial Independence was published in 2016. While there are many self-help books on financial success, this book is unique because it is written with a UAE resident’s financial planning needs in mind.

This excellent book is the essence of my 15 years of experience in the Banking and Financial Services industries in helping people make wise decisions with money.

To know more please visit my blog http://financialplanning.ae

Author | Blogger | Financial Advisor in Dubai

Nexus Insurance Brokers LLC

Under the giant umbrella of Nexus, I have grown both as an Individual and a Professional Financial Advisor in Dubai over the last decade.
I work with 300+ expat families from more than 15 countries, helping them secure their financial future through prudent investments and adequate life and critical illness cover.
- My blog www.financialplanningindubai.com is UAE focussed and is viewed by 2500+ visitors every month.
- I have recently started the GAiM Plan podcast, to keep you updated on the news, views and the market moves.
- Qualified finance professional with Level 3 Certificate in Insurance and Financial Services (Cert CII) from The Chartered Insurance Institute UK.  
- Member of MDRT (Million Dollar Round Table Club) an elite club of the top financial advisors worldwide.

Senior Financial Advisor -  Investments, Insurance & Retirement Planning.

Mashreqbank

	Establishing, developing and managing relationships with Realtors, Developers, Property investors and End users 
	Identifying opportunities to sell mortgage loans to UAE residents, via active telesales, referrals from Mashreq Gold and Private Banking teams, Real Estate Firms and from existing customers
	Advising clients on debt consolidation via equity release and mortgage transfers on lower interest rates
	Advising clients on attractive property investment options
	Active involvement in the evaluation and analysis of financials, of individuals and business entities, to identify and mitigate key risks, and to ensure that the credit proposal is well presented
	Handling all aspects of the loan process from application till disbursement and the account servicing
	Acting as the central reference point for all departments and individuals engaged in the processing and disbursement of the mortgage application

Relationship Manager, Mortgage Sales

Barclays Bank PLC

	Identifying opportunities to sell mortgage loans to residents, non residents, salaried and self employed clients
	Cross-selling Premier and Personal banking products like Current accounts, Term deposits, and Life Insurance and Investment Products
	Developing  relationships with new and current Realtors, builders and borrowers to promote continuous business
	Active involvement in the evaluation and analysis of financials, of individuals and business entities, to identify and mitigate key risks, and to ensure that the credit proposal is well presented
	Handling all aspects of the loan process from application till disbursement and the account servicing
	Active management of a portfolio of 100 mortgage clients, handling collection and customer service
	Acting as the central reference point for all departments and individuals engaged in the processing and disbursement of the mortgage application

Relationship Manager - Mortgages & Insurance Sales

► WHAT I DO: 

I help busy couples in UAE plan & build a financial future they would love to live in. WITHOUT complex financial products & risky investment strategies. 

► HOW I DO IT: 

I have built The GAiM Plan - a comprehensive financial planning, investment advisory & portfolio management system. It helps my clients 
- Understand where they stand in terms of their money 
- Visualize where they want to be in the future
- Build & Implement an action plan to get there
- Measure progress & make corrections when necessary 

► WHY IT WORKS: 

As a financial advisor with over a decade’s experience, I have worked with 300+ families from 50+ countries on Holistic Financial Planning, Investments & Protecting against loss of income.

The GAiM plan works because it is a systematic approach to wealth accumulation & legacy creation. It helps you focus on progress along with growth, stay focussed on your goals & achieve them with much ease & confidence.

SERVICES I PROVIDE:

1. Holistic Financial Planning
2. Children’s higher education planning
3. Investments - Passive Income & Growth 
4. Retirement Planning
5. Life & Critical Illness Insurance 
6. Key Person Insurance & Business Protection

YOU CAN ALSO FIND ME ON
💡 Amazon - As the author of the Book 8 steps to financial independence
💡 Gulf news, Khaleej Times & The National 

I WORK WITH :

⭐ Business Owners, Partners & Directors for Key Person Insurance & International Medical insurance
⭐ Busy Couples - Financial Planning, Child Education Planning & Investments
⭐ Pre retirees & Retirees: build a robust retirement corpus. Preserve wealth & gain regular passive income

WHAT OTHERS SAY:

🗣 “I've known and worked with Damodhar for over a decade and his level of commitment and professionalism is unmatched. Have multiple investment plans with him and would refer anyone who needs advice on insurance products to him without a second thought” Mohammed Hussain

Damodhar Ashok is one of the best financial advisor every I come across. He always there to help and show his professionalism & support.He also Guide & help me to learn area of investments. Would like to have more investments in future with his expertise. Natesan Velayutham

READY TO TALK?
Connect with me here on LinkedIn!
Book a virtual coffee at a time that works for you. https://www.financialplanningindubai.com/meetings/damodhar


#FinancialPlanning #Investments #FinancialPlanner #FinancialAdvisorinDubai #InvestinginDubai #LifeInsuranceinDubai #LifeInsuranceinUAE #NRIMoney #NRIInvestment #KeyManInsurance #LifeInsurance #WealthAccumulation #FinancialFreedom

Damodhar Mata

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

6 steps from goals to freedom

(simple system, transformative results.)

1) Set goals
2) Pay off debt
3) Start saving money
4) Invest in yourself now
5) Create income sources
6) Invest for the future self

Progress is made one step at a time.

P.S. Which step are you on right now?

Want help building your plan? DM me 'FREEDOM'

#FinancialFreedom #Money #PersonalFinance #Investing #Wealth
#PersonalFinance #WealthBuilding #InvestSmart #MoneyManagement

Relationship Manager | Wealth & Portfolio Advisory | EOSB & Employee Wealth Solutions | 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'

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

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

#polltime

How easy is it to save for an emergency fund in the current UAE economy?

1) Very easy
2) Achievable, but challenging
3) Very Difficult
4) I'm currently unable to save

If you choose option 4, connect with me and I will guide you with a suitable auto save plan starting with AED 100.

#EmergencyFund #UAEEconomy #CostOfLiving #FinancialWellness #PersonalFinance #UAE

How easy is it to save for an emergency fund in the current UAE economy?

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?

taplio

The Battle

Damodhar Mata

Anthony Varghese

Followers

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taplio

The Battle

Damodhar Mata

Anthony Varghese

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

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