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

Maadhavi Bhhatia

Al Hilal Official

Head of Regulatory Compliance, Assurance

First Abu Dhabi Bank (FAB)

Vice President-Group Compliance Governance | Committee/ Board | FATF Examination | Regulatory

Group Assistant Vice President | KYC- CDD | Monitoring | Regulatory- Retail Banking & Payments I UAE

National Bank of Abu Dhabi

Group Associate Director- Operational Risk | RCSA| Incident Reporting | Training 

Barclays

Collections Manager- Secured lending, Mortgages- UAE and International

Business Development Manager, Head of Sales - Secured lending, Mortgages and Liabilities

Abu Dhabi Commercial Bank

Senior Relationship Manager Sales- Secured lending, Mortgages

Standard Chartered Bank

Business Development Executive- Secured lending, Auto Loans

Aspiration:

To blend strategic leadership with a comprehensive understanding of regulatory landscapes to drive revenue growth, operational excellence, and sustainable competitive advantage.

Profile:

Trusted Business leader providing risk-balanced insight to C-Suite and Business Management.

Global Compliance and Business Executive with 15+ years of experience dealing with International locations- Middle East, Asia, Europe, and America and Regulators. I bring strategic leadership at major financial institutions, balanced with extensive industry knowledge and business acumen to transform compliance departments. 

Supports growth by resolving complex compliance issues, addressing gaps in processes, and building core relationships. Navigates through the chaos and challenge the status quo, to move the business forward. Builds and implements compliance policies, ensuring organizational transparency. 

* An EMBA Graduate from HEC Paris with a focus on AI and ML, Digital Transformation, API, Open Finance, and the digital payments/assets ecosystem, BaaS. 

* UCLA Exchange Student- HEC Paris nominated me as the only student from my cohort (HEC Qatar) to represent them in the UCLA exchange program in the United States.

Key Skills:

FATF Review- FAB, CBUAE, SCA, ADGM, Financial Crime, M&A, Compliance Monitoring, Risk Appetite, KYC/CDD, AML, Business Governance, Regulatory, KPI Monitoring, Stakeholder Management, Strategic Planning, Digital Transformation, Visionary, Leading with Purpose, Cost synergies, Process re-engineering, Storyteller, Problem-solving, Client Onboarding, Power BI, Board reporting

Speaking event:
 
1. Speaker-Middle East Digital Lending Summit, 2022- https://medigitallending.com

2. Speaker ACAMS, 2019 https://app.qwoted.com/opportunities/event-acams-10th-annual-aml-financial-crime-conference-2019-mena

Media:

1. Women in leadership scholarship, 2022- https://www.linkedin.com/posts/maadhavibhhatia_hecparisqatar-womenempowerment-humandevelopment-activity-6914549730433769472-GEml?utm_source=share&utm_medium=member_desktop

2. Qatar News, 2022-  https://www.gulf-times.com/story/717956/UAE-banker-flies-in-to-Doha-to-attend-HEC-Paris-EMBA

3. HEC Paris- Fly-in Participant- https://www.linkedin.com/posts/maadhavibhhatia_hecparisqatar-qatar-hecparisqatar-activity-7003333517870821376-XbO1?utm_source=share&utm_medium=member_desktop

4. Interview- Partners for Global Impact- https://indiaglobalforum.com/igf_details.php?title=Maadhavi_Bhhatia,_VP-Group_Compliance_Governance,_Regulatory,_Policy-UAE_&_International_First_Abu_Dhabi_Bank_

Head of Regulatory Compliance and Assurance

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