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

Arab Global Capital Limited

Finance Officer (FSRA Approved Cat 3A Firm)

Praesidium Advisory Ltd

Responsibilities:-
Office Manager
•	Provide support to the Directors.
•	Manages the company’s diary and proposes meetings with clients and business partners.
•	Maintain clients database organized with utmost confidentiality reports and records.
•	Responsible for creating materials to support client meetings.
•	Client Registers
•	Monthly and Ad hoc newsletters
•	Coordinating with designers and printing companies
•	Manage and coordinate all products and services to the Firm.
•	Responsible for processing Visas to all employees (DIFC PRO And ROC Services) 

As Finance Support 
•	Audit Schedules – Responded the audit inquires as and when required.
•	Accounts - Managing Accounts of the company i.e. Petty Cash, Expenses, Orders and newly     addition of VAT implementation.

Office Manager

Autorent - Dubai (SBAG Oman)

Responsibilities:-
As Financial Executive
•	Audit Schedules – Prepared audit schedules and responded the audit inquires as and when required.
•	Financial statements – Preparation of Financial statements.
•	Reconciliation of Bank statements – Handled BRS for three branches of the company.
•	Reconciliation of Credit Card – Monthly Credit card reviews on total business and it’s outstanding. 

As Commercial Executive
•	Revenue Computation – Reporting management on monthly revenue under rental business under different heads. Workings on Analysis & review on the revenue and variance on sales monthly.
•	Analysis on Pricing – Analysis on the deviation of rentals for various periods towards the pricing.
•	Analysis & reviews on Revenue – Weekly Projection on Revenue & Analysis towards the business. Reviews & comparisons with past results.
•	Tariff Fixing – Preparation of costing involved for various groups of fleet for fixing Tariff by management.
•	Asset Maintenance – Vehicle master monitoring with daily depreciation and its utilization towards the rentals. Fleet utilization and fleet performance report preparation on required intervals.
•	MIS for Sale & Procurement of Fleet – Reporting to management on Sale of used vehicles & Procurement of new vehicles and its utilization towards the rentals.
•	Invoicing – Authorization on invoices for 500 customers every month.

Finance - Commercial Assistant

CRISIL

Surveillance of US base companies 
•	Updating Rationales for PI rated companies
•	Analyzing holding rating & maturity of US schools, US Municipalities, Counties, Water authorities, airports & all government sectors.
•	Impact rating changes.
•	Preparing report base on analyst & rating methods and submitting with Standard & poor’s.
•	Closing working with US base Standard & Poor’s team members.
•	Preparing agenda for Team meeting and US base client’s conference call.
•	Handling direct quires & calls from Internationals clients.

Responsibilities:-
•	Credit Evaluation and rating for customers based on financial strengths submitted
•	Financial analysis based on previous audit reports for Government and Private Organizations. 
•	Making Chart sheet as per Audit report via helping third party Application.
•	Centralized MIS reporting
•	Achieving the target within dedicated period
•	Attending the conference calls with International Members.
•	Solving the financial and rating quires with International Members and seniors.

Credit Analyst

Bhadresh & Kamlesh Associates

Responsibilities:-
•	Statutory Audits of Banks and Tax Audits for service sector companies.
•	Internal Audit of Manufacturing Companies, Stock taking of Manufacturing companies
•	Preparation of Income Tax Returns, Service Tax Calculations & Advance Tax                     Estimations, TDS Calculations.
•	Tax planning for Corporate and Individuals as well as assisting Income Tax Assessment
•	Gained understanding of various accounting & auditing standards and techniques
•	Insight into practical applicability of taxation and corporate laws

Accountant

Our team's financial operations were significantly enhanced during my tenure as Finance Officer at Arab Global Capital Limited, where I leveraged my expertise in financial reporting, planning, and budgeting. With a key focus on efficiency and confidentiality, I contributed to the development of robust financial frameworks that supported our strategic objectives.

Previously, as Office Manager at Praesidium Advisory Ltd, I played a central role in managing the company's operational needs, coordinating with stakeholders, and ensuring seamless service delivery. By fostering strong relationships and maintaining meticulous financial records, we cultivated a client-centric environment that prioritized exceptional service and financial integrity.

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