Contact
Damodhar Mata
Expert Financial Advisor with 14+ years experience, working with 350+ clients from 50 countries. 46+ google reviews.
Let’s Talk About Your Goals.
Not Just Your Money
Whether you’re planning for retirement, protecting your family, or building passive income…
I’m here to listen first.
I’ve helped 300+ expat families in Dubai find clarity with their finances.
But this page isn’t about me.
It’s about you and your wealth journey
👉 Book a discovery call — No jargon., no pressure, just clarity.
Just one simple conversation to see where you stand, where you want to go and how to get there…
Let’s connect in the…
Real World
Office : Emaar Square, Building No 1, 4th Floor, Burj Downtown, Dubai, UAE – By Appointment Only
Email: info@financialplanning.ae
Mobile: +971502285405
Whatsapp: Let’s Chat on Whatsapp
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Frequently Asked Questions (FAQ)
Who do you typically work with?
Expat families, professionals, and business owners in the UAE who want clarity, growth, and protection in their finances
Do you only work with UAE residents?
Primarily yes, but I also support residents of Saudi, Oman and other gulf countries. I also work with people in the MENA region.
What happens during a discovery call?
It’s a candid conversation about your goals. I’ll ask a few questions, share initial insights, and if it makes sense, outline next steps.
How long does the first call take?
Usually 15–30 minutes. Depending on your goals, personal and financial situations.
Do I need to prepare anything before the call?
No preparation needed. Just bring your questions and an open mind, the goal is to keep it simple and candid.
Can we meet in person or only online?
I usually start with a Zoom call. It’s more efficient for both of us. If we’re a good fit, we can always schedule a follow-up meeting in person.
What are your fees?
It depends on the level of engagement. I work on both commission and fee-based financial advisory. Typically, fees are 1.00% per annum of the assets under management.
How do commissions work?
For some insurance and investment products, I’m compensated by the provider. You pay the same cost whether you work with me or go directly to the provider — the difference is, you also gain my expertise and independent approach at no extra cost.
Can I choose between fee-based and commission-based services?
Yes. It depends on the value of your investments and the type of solutions that best support your objectives. Many clients prefer fee-only for investment advice, while others are comfortable with commissions on insurance products.
How is my personal information protected?
We follow high data protection and privacy standards. Your information is used only to provide quality and independent financial advice, and it will never be shared with third parties.