As a Certified Financial Planner, Amit Mitbawkar is the author of the book ‘Creating, Preserving and Distributing Wealth’. This book aims to provide a basic understanding of how monetary systems work globally as well as an insight into ‘How to Invest Money’, ‘How to preserve Wealth’ and ‘How to fulfill your financial commitments through proper planning’.
Amit provides a full range of services related to Personal and Business Financial Planning catering to the needs of Expats or businesses in the U.A.E.
In case of individuals, he helps them plan for and achieve goals related to Wealth Creation, Preservation and Distribution such as Education planning for children, retirement planning, Home ownership planning, Wealth Accumulation, Income replacement in case of Death, Disability or Critical Illness, etc…
In case of business owners, he helps them protect the downside risks that are inherent in the operations of Small to Medium Enterprises, such as Partnership planning, Key-man insurance, Succession Planning, etc…
Additionally, he has the education, training, and experience necessary to do holistic financial planning and to provide unbiased recommendations based on sound logic.
Amit puts the interests of his clients first and believes in long-term relationships that are built on trust.
“Within the core of each person lies unique and special strengths. I believe that I can make a difference in the lives of the people I meet, helping each individual or business plan for and achieve their financial goals.” – Amit Mitbawkar