about us
Choosing a FINANCIAL PLANNER professional is as important as choosing a doctor or lawyer; it's a very personal relationship. Many professionals specialize in working with certain types of clients, such as small-business owners, executives or retirees. Some specialize in certain areas of planning such as retirement, divorce or asset management.
PERSONAL SOLUTIONS
Term Insurance
Term insurance is basically defined as insurance which can be claimed between certain...
Life Insurance Plans
GamificationLife Insurance is a contract between an insurance holder and an insurer...
Life & Critical Illness Insurance
A critical illness Insurance policy provides financial security against some specific...
Medical Insurance Plans
From regular doctor visits to emergency services, from diagnostic tests to preventive care...
Mortgage Insurance Plans
If you have never known about Mortgage Insurance, the time has come to know about it...
Zurich Insurance
Zurich Middle East, the Best Life Insurance In Dubai is a part of Zurich international life...
Financial Planning
Retirement & Pension Plans
Retirement and Pension Plans give you financial security so when your savings amount
Savings Plans
Retirement and Pension Plans give you financial security so when your savings amount
Investment Plans
Retirement and Pension Plans give you financial security so when your savings amount
Child Education Planning
Retirement and Pension Plans give you financial security so when your savings amount
BUSINESS SOLUTIONS
SATISFIED CLIENTS
"Thank You for your great customer service! You always take the time to make sure I have all the information I need."
Pankaj Rishi
Chief Operating Officer
ME & N.Africa at Greenlam Industries ltd
" I am very thankful for the service provided by Damodaram ,I Strongly recommend him He has done a great job,"
Sumeet Khurana
Managing Director
Easy Map Advertising
" I really want to say a note of appreciation for Damodaran . He is really great, wonderful and very informative plus a person who really guided me through everything up and sorted my queries, basically he gave me the whole idea how things are working . Thank you very much."
Gopal Krishna Ramachandra
Team Lead
International IT Operations Management Leader
" Thank you for being so professional. I have dealt with a lot of life insurance brokers an consultants, and by all means, you are way above anyone else I have been with. Again thank you for getting back to me so quickly!"
Mayuresh Sawkar
Finance Manager at Delonghi
Kenwood MEIA FZ
" Dear Damodaran. Thanks for the prompt action. Very impressed with your service. This is the first time I have experienced such simple and customer friendly closure and that too soo efficiently. Keep it up ."
Preveena Ageteela
Director of Business
Intelligence at AccorHotels
" Thank you so much for your all help and patience. You have been fantastic being, so patient in answering any and all my questions etc. I highly recommend your service to my friends and family.”
Amit Jalan
Manager Group Accounting and Reporting
P&O Maritime
For Consultation
WE'VE GOT YOU COVERED
It’s not just about your money, it’s about your life. I understand how complex your life and financial situation can be, and I'm here to help. Whether you’re nearing retirement, in retirement, had a life altering event or just need advisory services, I can help you get the right information so you can make the best decisions for your financial future.
Here’s what’s included in your free assessment:
- Clearly define your financial and retirement plans, goals, and objectives
- Strategies to increase income
- Strategies to minimize taxes
- Assess portfolio for alignment of financial goals with investments
- Create realistic expectations
Association
