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

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'

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

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

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