We believe in holistic planning

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust, and personalized service. We accomplish this mission by offering holistic, comprehensive advisory services to help clients prioritize and attain their life goals.

Investing

Investing

While planning is the core of what we do at
Dubai Financial Planners, our investment strategies
are what our clients rely on to accomplish
their Financial goals.

Pllaning

Planning

Every Dubai FP client relationship begins with a plan.
Through our Discovery process, we identify
key financial goals and model several
what-if scenarios to assist.

Wealth Creation

Wealth Creation

16 years of wealth creation and planning has made
it very clear that a plan isn’t about a financial
forecast; it’s about facing reality and finding
a path to the future you want.

SERVICES

Financial Planning is identifying and defining financial goals,
prioritizing them and achieving these goals with a clear, focused and a customized game plan.

Finanacial Planning

Finanacial Planning

Financial planning is a long-term process of wisely managing your finances so that you …

Retirement Solutions

Retirement Solutions

With retirement not far around the corner,
your needs will be rapidly changing.
And you will …

Child Investment Plans

Child Investment Plans

Parents today have a plethora of
educational boards from which to choose,
to enroll their children…

Tax Planning

Term Insurance

Term insurance is a type of life insurance
policy that provides coverage for a certain period of time or a specified “term” of years.

Happy Customers

Our clients love us! Check what they have to say about Dubai Financial Planners .

I can honestly say that it has been a pleasure to have Rafiya dealing with financial matter for me.Her intentions are always to provide a personalized service rather than just selling a product .She is reliable ,trustworthy and responsive to my tight schedule.I have found Rafiya very professional, trustworthy reliable and a pleasure to deal with.

Dr Priya Nair( Specialists Pediatrics)

What a refreshing difference to past experience with other financial consultants ,she did not try to compress me into a “one size fits all package” but provided a tailor made resolution based on my specific needs together with some good advice.I can recommend Rafiya unreservedly.

Dr Sireesha Edamadaka(Specialist Obstetrics and Gynecology )

  • I can honestly say that it has been a pleasure to have Rafiya dealing with financial matter for me.Her intentions are always to provide a personalized service rather than just selling a product .She is reliable ,trustworthy and responsive to my tight schedule.I have found Rafiya very professional, trustworthy reliable and a pleasure to deal with.

    Dr Priya Nair( Specialists Pediatrics)

  • What a refreshing difference to past experience with other financial consultants ,she did not try to compress me into a “one size fits all package” but provided a tailor made resolution based on my specific needs together with some good advice.I can recommend Rafiya unreservedly.

    Dr Sireesha Edamadaka(Specialist Obstetrics and Gynecology )

  • Appreciate the fact that Rafiya takes the time to get to know what is important to me and tailor her advice around my values and needs .She has a good sense of what people need when it comes to personal investments and equally understands the abilities and what suits for individual. An outstanding individual whom any client can place their trust in based on his knowledge ,transparency and expertise.

    DR Srinivasa Rao(Specialist Internal medicine )

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ASSOCIATIONS

Group 634
Group 635
Group 636
Group 637
Group 638
Group 639
Group 640
Group 641