Amit Mitbawkar

Hi, I am Amit Mitbawkar. I am a Certified Personal Financial Planner. I work with expats in Dubai, U.A.E., and help them set their financial goals and achieve them as well.

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At Nexus, we make people aware of their current financial situation and plan what actions they need to take now and in the future to ensure that all their major financial goals and commitments are reached. 1. Family Welfare & Security - As expats in the fast-paced life of Dubai and UAE., we need to ensure that our family continues to enjoy their current standard of living even if we are not around (basically Life Insurance - making sure that we are adequately insured in case we die). Also if we are critically ill or disabled and lose our source of income, adequate critical illness cover takes care of our expenses during this time. 2. Financial Independence & Retirement Planning - Most of us outlive the current retirement ages of 60-65 years by a significant margin of 20 to 25 years which presents us with the problem of being self-sufficient after having stopped working. Retirement planning revolves around having structured savings plans to provide for our needs during retirement years. 3. Children's Future & Well-being - We help expats identify the right amount needed for their children's education and the time they have remaining to save this amount. We then recommend a structured savings plan that can meet this goal in the time available. 4. Lifetime Goals and Aspirations - We help expats identify their lifetime goals and aspirations such as buying a house, traveling across the world, etc.. and put together structured savings and investment plans to ensure that they are able to meet this goals in the time available. For corporate clients, we ensure they are getting the best deals for their insurance needs and that all the bases are covered. We also assist in setting up employee benefit plans such as group medical insurance, group life insurance, corporate pensions and provident funds etc. which can help significantly in recruiting and retaining top quality staff. We also arrange fleet motor insurance, asset insurance against fire and theft, etc...

Authorised Consultant | Certified Financial Planner | Independent Financial Advisor at Nexus Insurance Brokers LLC

July 2011

At Nexus, I am a Personal Financial Planner or in other words Independent Financial Advisor. I work predominantly with clients in the UAE. I represent my clients not the product providers. My goal with my clients is simple - 'I help them achieve their Personal Financial Goals'. Hence it is logical that I also help them set their goals in the first place. During the confidential financial review I conduct for them, I try to identify any gaps between 'Where they are', and 'Where they need to be'. If they agree that they have a need to do something, I help them by designing a custom solution by researching the financial products available in the market on their behalf. Experience and Strengths- 1. Family Welfare, and Protection 2. Income Replacement in case of death disability or critical illnesses. 3. Savings for Education expenses and independence during Retirement. 4. Keyman Insurance 5. Partnership Insurance

University of Wollongong

1998 – 2000

Masters in Business Administration

Concentration: Marketing