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

A&A Associate

- VAT advisory services tailored to meet UAE compliance standards.
- Transfer Pricing Compliances 
- Expert corporate tax compliance solutions for businesses in the UAE.
- Specialized assistance in Economic Substance Regulation (ESR) compliance.
- Internal Audit 
- AML compliance services designed to mitigate risks and ensure adherence to regulations.
- Ultimate Beneficial Ownership (UBO) compliance solutions for businesses operating in the UAE.
- Tax audit support and representation during proceedings with UAE tax authorities.
- Comprehensive tax due diligence services for mergers, acquisitions, and transactions.
- Customized training programs on UAE tax laws and compliance requirements.
- Strategic tax planning to minimize liabilities and optimize tax efficiency.
- Expert assistance in resolving tax disputes and achieving favorable outcome

Tax & Compliance Advisor

LinkedIn

Brand Partner

Content Creator

The Voice of Finance

Voice of Finance is a highly informative newsletter dedicated to providing timely updates on finance and market developments on an international scale. It serves as a trusted source of information for professionals, investors, and enthusiasts in the finance industry who seek to stay ahead of the curve and make well-informed decisions.

Author

Jain Chartered Accountants Federation

Member 

ICAI UAE Dubai

Member

Ascentia Corporate Services UAE

Skills and Qualifications:

- Strong knowledge of UAE tax laws, regulations, and compliance requirements.
- Experience in handling VAT, corporate tax, and other relevant taxes in the UAE.
- Familiarity with Economic Substance Regulations (ESR), Anti-Money Laundering (AML), and Ultimate Beneficial Ownership (UBO) regulations.
- Attention to detail and strong analytical skills to identify and address potential compliance issues.
Excellent communication and interpersonal skills to collaborate effectively with internal and external stakeholders.
- Ability to interpret complex regulations and apply them to business operations.
- Proficiency in relevant software and tools for tax calculations, reporting, and compliance management.

Regulatory Compliance:
- Monitor and ensure compliance with other applicable regulations and legislation, such as Economic Substance Regulations (ESR), Anti-Money Laundering (AML) laws, and Ultimate Beneficial Ownership (UBO) requirements.
- Develop and implement compliance programs and internal controls to ensure adherence to regulatory standards.
- Conduct risk assessments and audits to identify areas of non-compliance and implement corrective measures.
- Keep track of regulatory updates and industry best practices to adapt compliance processes accordingly.

Finance Manager

Chaturvedi & Shah LLP

Corporate Tax, Income Tax, Transfer Pricing, Litigation

- Manage corporate tax compliance, including preparation and filing of returns, ensuring adherence to the Income Tax Act, 1961.

- Provide strategic tax planning to optimize tax liabilities for corporate clients and high-net-worth individuals (HNIs).

- Oversee income tax assessments, advance tax payments, and TDS compliance for corporations and executives.

- Conduct benchmarking analysis and prepare transfer pricing documentation to ensure compliance with Indian transfer pricing regulations.

- Represent clients in tax disputes before tax authorities, appellate bodies, and courts; manage tax litigation and coordinate with legal counsel.

- Handle tax audits and provide support during assessments, preparing responses to inquiries from tax authorities.

- Advise on tax implications of mergers, acquisitions, and corporate restructurings, ensuring alignment with business objectives.
- Maintain strong relationships with tax regulators, external auditors, and consultants for seamless tax compliance and advisory.

- Stay updated with changes in tax laws and regulations, ensuring proactive tax risk management and compliance.

Assistant Manager

Kalani & Associates 

A certified Chartered Accountant with extensive experience in UAE Taxation and Compliances. My primary focus is on assisting businesses in establishing their presence in the United Arab Emirates and facilitating their growth in the local market. With in-depth knowledge of UAE tax regulations and a strong understanding of the business landscape, I provide comprehensive guidance to ensure compliance and optimize business operations. I specialize in helping businesses set up and grow in the UAE, providing comprehensive support and guidance throughout the process. Here's an overview of the services I offer:

- Market Research and Analysis
- Business Planning and Feasibility Studies
- Company Formation and Licensing
- Regulatory Compliance
- UAE Taxation 
- Networking and Business Development
- Ongoing Support and Consultation

I am dedicated to helping businesses thrive in the UAE by providing personalized support and leveraging my expertise in various aspects of business setup and growth. Feel free to reach out to discuss how I can assist you in setting up and growing your business in the UAE.

CA Neetu Jain

UAE Tax & Compliance | Real Estate | AML Regulations | Dubai, UAE

The UAE Ministry of Finance has officially released Federal Decree-Law No. (16) of 2025, introducing some of the most impactful changes to the VAT lan

Open article: UAE VAT Tax Amendments Coming into Effect from January 2026 – What Businesses Must Know by CA Neetu Jain • 3 min read

UAE VAT Tax Amendments Coming into Effect from January 2026 – What Businesses Must Know

We’re Hiring! | Content Creator & Videographer – Real Estate (Dubai)

Are you creative, energetic, and passionate about real estate content?

We’re looking for a Content Creator & Videographer to join our dynamic team in Dubai.

What you’ll do:
- Shoot and edit high-quality real estate videos
- Capture engaging photos & walkthroughs
- Create reels, stories, and marketing content
- Work closely with the sales & marketing team

Requirements:
✔️ Based in Dubai
✔️ Experience in real estate content preferred
✔️ Strong editing & storytelling skills

If this sounds like you, DM your CV and portfolio.

#dubaijob #realestate

Looking for Furniture Interior Work in Dubai

We have our own furniture manufacturing unit and are looking for interior projects in Dubai — residential or commercial.

We offer:
- Custom-made furniture
- Full furniture setup for homes & offices
- High-quality craftsmanship
- Fast delivery & installation

For more information reach out at info@rainil.com.

#furniture #dubai

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