English , Malayalam, Hindi
Funds Under Management
USD 15 Million +
“It’s not about how much income you have, its about how much money you keep aside from your income and how hard that money works for you”
Me, Jose Thomas, an independent financial consultant with over 14 years of experience in the financial planning industry.
During these years I had the opportunity to work with some of the top international banks and asset management companies in UAE and in India.
Having lived in the UAE for more than 11 years, I totally understand the diverse financial goals, thought process and perspectives of people living in this country and it gives me the confidence in crafting bespoke financial plans for my clients and helping them achieve their goals.
Certified by CISI, CII institutions, I offer fully licensed plans and funds from different parts of the world. We do not charge any fees from our clients, instead we get compensated based on the funds we manage from various Asset Management Companies. During our initial meeting, i will try to understand your current financial situation and your future goals and based on that we make sure that you avail the best plan to fulfill your Goals.
So, let’s get started! Let’s plan and secure your future.
No more hassles; leave your financial planning to us. Fast and easy.
We craft bespoke financial plans based on your individual needs and preferences.
We compare plans from multiple providers and recommend the best option for you.