A Good Financial Plan Covers What You Do When Things Go Wrong, & What You Do When All Goes Well

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Amit Mitbawkar

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Khaleej Times
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About me the Financial Advisor

I am a financial advisor, based in Dubai since 1997. I started out as a client of the financial industry, and became a financial advisor in 2011.

Part of the reason I became a financial advisor was to learn how money works, and to get it working for me. What I learned in the process of becoming a qualified financial advisor shocked me, because the basics of money should have been taught to all of us, while we were growing up. But our education system only taught us how to make money, not 'How to manage it, and get it working for us'.

The main reason for putting up this blog is to share what I learned in the industry with all my readers, and clients.

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They Say

I Would Recommend Him Without Hesitation

I've got in touch with Amit several years back and have taken a number of insurances / policies through him.Amit has in-depth knowledge of the market and knew exactly what I wanted and was looking for. I would recommend him without hesitation to anyone who's looking for valuable financial advice, whether it is about a savings plan, income protection or retirement planning.

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Anke Docherty
Head of HR & Administration

Provided Me A Tailor-made Solution

What a refreshing difference to past experiences with other financial consultants, he did not try to squeeze me into a “one size fits all package” but provided a “Tailor Made Solution” based on my specific requirements together with some optional, good advice.The choice of Amit as my Personal Wealth Adviser was a good one and I can recommend him with confidence to anyone who is concerned about preserving and growing their wealth.

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Glen Gifford
Business Development & Investments Director

Meets Me Regularly To Review My Plans

I have been Amit's client since 2012. He has helped my save for my daughter's college education and also protect my income. He meets me regularly to review the status of my plans as well as my financial situation.I would have struggled to achieve that goal was it not for his planning and professional approach. If you are a caring parent who wants to secure your child's future, you should contact Amit asap.

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Milind Dande
Project Manager

His Approach is Consultative

I approached Amit for education planning for my son. Amit is very knowledgeable on the subject of wealth planning and cared about my needs.In our discussions, I found that Amit does not offer off-the-shelf products to his clients. Instead, his approach is consultative and his solutions are tailor made for their needs. He has an impeccable record of excellence in business.

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Asawari Bapat
Director

The worst thing that happens to Amit's client's is they save more money

The worst thing that happens to Amit's clients is - they save more money than before they met him. He takes you from "I don't know where my money goes each month", to "Wow, I started saving a lot of money every month”.I have known Amit for a little over 7 years and am really confident of his knowledge, skills and expertise in this field. At the end of the day, you need someone who is just a call away and you can trust with your money.

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Prakash Gurnani
Head of Fednet NOC
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