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

Purpose Path 

https://linktr.ee/nishasanjeev.authorcoach

Purpose Path was born from my experience of being a mainstream journalist for 20 years. 

Purpose Path believes in sharing HUMANITY through WORDS. 

We help professionals and businesses create an impact and thrive in their purpose through books.

As a Journalist I was 'successful' by social definition, but I was a frustrated woman, a failed mother and an unhappy wife battling crippling lack of self-worth and anxiety. 

I took the proverbial leap of faith to embrace my Calling ( becoming an Author Coach) and with it came joy, peace, health and wealth. 

So, when you sign-up for Purpose Author Programs, we not only help you write and publish your book, but also help you transform and overcome your limiting beliefs through the writing journey. 

Purpose Path Writing Community helps your own your story by intentional guided writing.  

If you are a professional who sacrifices life's joys due to work pressure or who is mentally and emotionally exhausted or who is looking to change your career but do not know how to do it or  who is ghosted, gaslighted and made a scapegoat at the workplace or simply need a community to hang around with growth-minded people, then Purpose Path Writing Community is for you.

We hold the space for you to overcome daily work challenges, remove conditional and inherited blocks and help align your careers with your Higher Purpose by discovering your unique Calling to thrive in life. 

Join our Meditation Community every Friday to stay anchored and shine your light!

Write to write@nishasanjeev.com 
or DM here to register

Founder

Nishasanjeev.com

If you have an idea for a book and don't know how to proceed, then we need to talk.

If you have started a book, but you are stuck and cannot complete it, then we need to talk. 

If you believe you need to write to become an author, then we definitely need to talk :)

To-date I have guided 56+ professionals become authors... and counting! 

Did you know you can publish your e-book in just 1 month!. 

My popular programs are:

☆ 1-1 Coaching Program:
[6-month guided program, at the end of which you to have walk away with ebooks & hardcovers]

☆Angel Writing: 
[We take care of everything from ideation to publication and launch of your book]

☆Purpose Path Writing Community:
[ A Membership platform with access to bi-monthly meets, weekly inspirational bytes and annual retreats]

Book a Discovery Call to start your transition:

Write to: write@nishasanjeev.com  
Or DM here.

Author Coach

Dubai Media Incorporated

I ensured daily News production was of highest content quality. 

My responsibilities included...
* Editing copies translated from Arabic language
* Liaising with reporters everyday
* Delegating stories to sub-editors and proof-reading them
* Meeting daily production deadline  
* Effective use of social media to enhance readers' experience

Deputy Editor

Gulf News

My daily responsibilities included editing and making pages. 

I worked on a range of supplements - from 4-page broadsheets to 100+ page magazines and country supplements - every month.

Sr Sub

Ambition - career magazine

I helped launch 'Ambition' magazine that was highly reader-friendly with a strong campus focus and corporate orientation. 

My responsibilities included...

* Interviewing university heads, government leaders, and movers and shakers of the corporate world
* Proof-reading 
* Liaising with the design and marketing team 
* Ensuring production deadline

Gulf Agency Company

I worked as a Customer Service Representative, and I was responsible for handling import & export documentation for shipments.

Customer Service Representative

Deccan Chronicle

I started as a Trainee Sub-Editor in 1996 and rose up the ranks to become a Sr. Sub-Editor in 3 years. 

I was responsible for 'In Focus' - the weekly community page. 
I was also entrusted with Page#1 of the late edition weekly once.

My daily responsibilities included editing and re-writing stories.

Sr subeditor

I am a Book Writing & Publishing Coach. I help professionals and businesses use words to make an impact through books. 

As an Author Coach, I have helped 56 professionals [and counting...] to become authors to date.

I am an author of 4 books, including an Amazon bestseller [When Your Job Sucks].

I'm also a passionate biographer on a mission to spread humanity through words. 

Most Popular Program:

1-1 Book Writing Program: This is a 6-month program wherein I shall guide you from ideation to publication and marketing of your book. Bonus: You get to heal your fears and clear your self-sabotaging blocks as we get your book out into the world. 

Personal Books: 

1) Anamica - The Secret of her Awareness: Urges readers not to pawn their dreams for social status and the importance of having a purpose in life.

2) Step Out n Step It Up: spells out how to harness one's Inner Power and walk our unique path.

3) When Your Jobs Sucks - An Amazon Bestseller! Shares essential tips to help transcend successfully in your professional life and thereby live your purpose.

4) Style Your Destiny - Our Higher Purpose is the same for all human beings. One of the purposes is to discover and honour our Calling in life. Our Free Will will help us redesign our destiny, if we so wish.

Contact me for any Book Authoring Services, including consultation, editing, angel writing, publishing or marketing. You may contact me at <<< write@nishasanjeev.com  >>>>

Alternatively click this link to see how we can work together <<<  https://bit.ly/3FDO7do  >>>

For more stay updated and keep in touch with me at https://www.nishasanjeev.com/ and don't forget to subscribe to my newsletter. 😉

Follow #NishaSanjeev #AuthorCoach #WritingCommunity #StorieswithNisha #PurposePath

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Damodhar Mata

Nisha Sanjeev

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