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

University of Adelaide

Responsible for delivering strategic IT integration projects as part of the new Adelaide University merger.

Project Manager

Sensei

Cyviz

𝘙𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘣𝘭𝘦 𝘧𝘰𝘳 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘪𝘯𝘨 𝘢𝘯𝘥 𝘵𝘩𝘪𝘳𝘥 𝘱𝘢𝘳𝘵𝘪𝘦𝘴/𝘷𝘦𝘯𝘥𝘰𝘳𝘴 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘺 𝘰𝘧 𝘱𝘳𝘰𝘫𝘦𝘤𝘵𝘴, 𝘰𝘯-𝘵𝘪𝘮𝘦, 𝘸𝘪𝘵𝘩𝘪𝘯 𝘴𝘤𝘰𝘱𝘦 𝘢𝘯𝘥 𝘸𝘪𝘵𝘩𝘪𝘯 𝘣𝘶𝘥𝘨𝘦𝘵. 𝘋𝘦𝘧𝘪𝘯𝘪𝘯𝘨 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘴𝘤𝘰𝘱𝘦 𝘢𝘯𝘥 𝘰𝘣𝘫𝘦𝘤𝘵𝘪𝘷𝘦𝘴, 𝘦𝘯𝘨𝘢𝘨𝘪𝘯𝘨 𝘴𝘵𝘢𝘬𝘦𝘩𝘰𝘭𝘥𝘦𝘳𝘴, 𝘢𝘯𝘥 𝘦𝘯𝘴𝘶𝘳𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘧𝘦𝘢𝘴𝘪𝘣𝘪𝘭𝘪𝘵𝘺. 𝘋𝘦𝘷𝘦𝘭𝘰𝘱𝘪𝘯𝘨 𝘥𝘦𝘵𝘢𝘪𝘭𝘦𝘥 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘱𝘭𝘢𝘯𝘴 𝘢𝘯𝘥 𝘮𝘰𝘯𝘪𝘵𝘰𝘳𝘪𝘯𝘨 𝘢𝘯𝘥 𝘵𝘳𝘢𝘤𝘬𝘪𝘯𝘨 𝘱𝘳𝘰𝘨𝘳𝘦𝘴𝘴. 𝘔𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘵𝘰 𝘵𝘩𝘦 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘴𝘤𝘰𝘱𝘦, 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦, 𝘢𝘯𝘥 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘤𝘰𝘴𝘵𝘴. 𝘔𝘦𝘢𝘴𝘶𝘳𝘪𝘯𝘨 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘱𝘦𝘳𝘧𝘰𝘳𝘮𝘢𝘯𝘤𝘦  𝘢𝘯𝘥 𝘳𝘦𝘱𝘰𝘳𝘵𝘪𝘯𝘨. 𝘗𝘦𝘳𝘧𝘰𝘳𝘮𝘪𝘯𝘨 𝘳𝘪𝘴𝘬 𝘮𝘢𝘯𝘢𝘨𝘦𝘮𝘦𝘯𝘵 𝘵𝘰 𝘮𝘪𝘯𝘪𝘮𝘪𝘻𝘦 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘳𝘪𝘴𝘬𝘴, 𝘤𝘳𝘦𝘢𝘵𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘮𝘢𝘪𝘯𝘵𝘢𝘪𝘯𝘪𝘯𝘨 𝘤𝘰𝘮𝘱𝘳𝘦𝘩𝘦𝘯𝘴𝘪𝘷𝘦 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘣𝘦𝘪𝘯𝘨 𝘵𝘩𝘦 𝘴𝘪𝘯𝘨𝘭𝘦 𝘱𝘰𝘪𝘯𝘵 𝘰𝘧 𝘤𝘰𝘯𝘵𝘢𝘤𝘵 𝘧𝘰𝘳 𝘱𝘢𝘳𝘵𝘯𝘦𝘳𝘴/𝘤𝘭𝘪𝘦𝘯𝘵𝘴.

𝗖𝗟𝗜𝗘𝗡𝗧𝗦: Microsoft, Accenture, HP, Cisco, P&G, Emerson, Honeywell, BP, Standard & Chartered Bank, Emirates, Raytheon, Maersk, Chevron, ADNOC, Mubadala, Abu Dhabi & Dubai Airports.

▻ Delivered high-end technology projects, ensuring efficient project operations, following PMP based project management practices for delivery.

▻ Recording payment milestones stated in contracts received from customers.
Conducting kick-off meetings to address main Delivery timelines, Scope of work and Go-Live dates.

▻ Producing project plans listing tasks and durations- system design, hardware manufacture, shipping, deployment, testing, end-user training.

▻ Working closely with Consultants, Contractors, and Vendors to track project progress.

▻ Managing shipping and logistics requirements for every project.

▻ Performing Cost & Risk analysis.

▻ Performing QA & Process Improvement.

Archimedia

𝘙𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘣𝘭𝘦 𝘧𝘰𝘳 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘵𝘩𝘦 𝘗𝘳𝘰𝘫𝘦𝘤𝘵’𝘴 𝘣𝘶𝘥𝘨𝘦𝘵 𝘢𝘯𝘥 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘳𝘦𝘲𝘶𝘪𝘳𝘦𝘮𝘦𝘯𝘵𝘴 𝘣𝘰𝘵𝘩 𝘦𝘹𝘵𝘦𝘳𝘯𝘢𝘭𝘭𝘺, 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘤𝘭𝘪𝘦𝘯𝘵, 𝘢𝘯𝘥 𝘪𝘯𝘵𝘦𝘳𝘯𝘢𝘭𝘭𝘺, 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘢𝘴𝘴𝘪𝘨𝘯𝘦𝘥 𝘵𝘦𝘢𝘮, 𝘥𝘦𝘷𝘦𝘭𝘰𝘱𝘪𝘯𝘨 𝘥𝘦𝘵𝘢𝘪𝘭𝘦𝘥 𝘱𝘳𝘰𝘫𝘦𝘤𝘵 𝘱𝘭𝘢𝘯𝘴 𝘢𝘯𝘥 𝘮𝘢𝘯𝘢𝘨𝘪𝘯𝘨 𝘢𝘭𝘭 𝘪𝘮𝘱𝘭𝘦𝘮𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘤𝘦𝘴𝘴𝘦𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦 𝘢𝘭𝘭𝘰𝘤𝘢𝘵𝘪𝘰𝘯, 𝘱𝘳𝘰𝘨𝘳𝘦𝘴𝘴 𝘵𝘳𝘢𝘤𝘬𝘪𝘯𝘨, 𝘮𝘰𝘯𝘪𝘵𝘰𝘳𝘪𝘯𝘨 𝘤𝘩𝘢𝘯𝘨𝘦 𝘤𝘰𝘯𝘵𝘳𝘰𝘭 𝘱𝘳𝘰𝘤𝘦𝘴𝘴, 𝘵𝘦𝘴𝘵𝘪𝘯𝘨, 𝘥𝘰𝘤𝘶𝘮𝘦𝘯𝘵𝘢𝘵𝘪𝘰𝘯, 𝘵𝘳𝘢𝘪𝘯𝘪𝘯𝘨, 𝘢𝘯𝘥 𝘰𝘯-𝘵𝘪𝘮𝘦 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘺 𝘸𝘪𝘵𝘩𝘪𝘯 𝘣𝘶𝘥𝘨𝘦𝘵 𝘤𝘰𝘯𝘴𝘵𝘳𝘢𝘪𝘯𝘵𝘴.

▻ Delivered over 35 end-to-end system integration and technology solutions projects across the UAE ranging from USD $100,000 to $2 million.

▻ Project Managed an average of 8 simultaneous projects per year with total value of USD $4 million per annum.

▻ Completed a major project (valued at $USD 1.3 million) 4 weeks ahead of schedule and $USD 50,000 under budget thereby increasing the overall profit margin.

▻ Worked with end-clients to establish milestones - design approval, hardware procurement, software programming, team mobilization, solution testing, training and handover.

▻ Created Gantt Charts and WBS based on customer requirements and milestones.

▻ Captured user requirements to create use case scenarios and collaborated with Software Programmers and customers.

▻ Led workshops with Consultants, Architects, Contractors and Designers.

▻ Calculated project health using ‘Earned Value Management.'

▻ Improved Operations Processes by implementation of best practices:
Design schematics and graphical user interfaces.
Incident reporting and logging.

▻ Conducted periodic performance assessments of operations personnel.

▻ Collaborated with Sales & Pre-Sales teams.

▻ Established efficient Support Call Center.

Medtronic

-Worked as a Software Test Engineer in the Diabetes Products Team of 30+ and was responsible for performing software verification & quality assurance on microprocessor based medical devices - Insulin pumps. 
-Performed test cases, reported bugs, and tracked fixes until resolution. 
-Worked closely with the Software Development team to ensure software changes and release plans were implemented according to the organisation’s change control procedures.

Software Test Engineer

University of Miami

IT Tech Support Lead

Project Manager with 15+ years’ technical project management experience within the IT industry. Strong ability to supervise and manage tasks and personnel to meet project objectives. Solid understanding of IT system functionality, installation processes, and techniques. Strong working knowledge of Microsoft Office, and excellent written and verbal communication skills. Ability to read and comprehend project technical documents including engineering and architectural drawings, schedules, test reports, or commissioning documents. Create and maintain project schedules, excellent client-facing and internal communication skills. Solid organizational skills including attention to detail and multi-tasking skills.

𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 | 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗦𝗸𝗶𝗹𝗹𝘀 

▻ Project & Operations Management
▻ Stakeholder Management		
▻ Risk Management 		
▻ Root Cause Analysis
▻ MS Project | MS Office
▻ Microsoft Dynamics 365			
▻ Team Leadership
▻ Procurement, Logistics & Customs	
▻ Revenue Generation (P&L)	
▻ Cost Saving 		
▻ Quality Assurance 			
▻ Vendor Management		
▻ Contract Management		

𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀	

PMP, Project Management Professional (PMBOK) 2011
PRINCE2 Practitioner 2020		
Professional Scrum Master (PSM1) 2020
ITIL Foundation 2016			

𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻
 
Master of Science, Audio Engineering, 2007, University of Miami, Florida, USA
Bachelor of Engineering, Electronics & Communication, 2004, University of Madras, India

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