Discover the best Top 10 Financial Advisor in Dubai 2024. Explore rankings, reviews, and updated information on top-rated financial experts guiding you towards financial success.
Top 10 Financial Advisor in Dubai 2024
- Mondial (Dubai) LLC
Established in 1994, Mondial Group has emerged as a dynamic conglomerate headquartered in Dubai, strategically located next to Dubai Terminal 1 Airport. With a rich history spanning nearly three decades, our company has successfully diversified its portfolio across key sectors, becoming a powerhouse of profitability and excellence.
Service
Investing
Property & Mortgage
Compliance
Client Services
Digital Meetings
Contact no:+971 4 382 0300
Address:PO Box 50060
Office 110, Pinnacle Building
Al Barsha 1
Dubai
United Arab Emirates
Website: https://mondial.ae/
- Sarwa
Our aim is to offer customers the simplest and most cost-effective way to invest their earnings for long-term financial growth.
Contact no:+971 4 512 6219
Address:Gate Avenue Zone D, Level 1, Dubai International Financial Centre, Dubai, UAE
Website:https://www.sarwa.co
3. Mike
Website: https://mikecoady.com/
- AHR
AHR was established to provide effective, professional financial advice and wealth management to people just like you. With our proven track record of market-leading performance and standards, you can be sure that when you trust your financial future to us, it’s in good hands.
Contact no:+971 4 57 12 600
Address:1201, Marina Plaza Tower, Dubai Marina, Dubai, United Arab Emirates
Website:https://ahr-uae.com
- deVere Acuma
deVere Acuma, part of one of the world’s leading independent financial advisory organisations, provides trusted, independent financial advice to expatriates and international investors based in the UAE.
We help our clients across Dubai and Abu Dhabi reach, and often exceed, their financial goals. Working closely with them, we devise and implement bespoke financial strategies and solutions that help them create, grow and maximise wealth.
Service
Life Assurance
Education Plans
International Pension Planning
Affiliated Services
Contact no:+971 4 503 4700
Address:Office 401 H Hotel Office Tower Sheikh Zayed Road PO Box 23940 Dubai, UAE
Website:https://devere-acuma.com
- Lazard
The Dubai office of Lazard’s Financial Advisory practice was established in 2007 at the Dubai International Financial Center. Lazard’s strategic location in Dubai, the financial epicentre of the Middle East, has helped the firm serve as a bridge for clients in Europe, Africa and Asia. Since our arrival, Lazard has consistently ranked among the premiere financial advisory firms in the GCC and the Middle East. In 2014, Lazard opened a separate Lazard Asset Management office in Dubai, one of twenty offices worldwide.
Service
Asset Management
Financial Advisory
Lazard Growth Acquisition Corp. I
Investor Relations
Contact no:+971 4 3728 222
Address:Level 2, Gate Village 01
Dubai International Financial Centre
PO Box 506644, DIFC
Dubai
Website:https://www.lazard.com
- Holborn
Holborn Assets is a leading international financial services company associated with the industry’s prime institutions, bringing together the investment expertise of a select group of international money management firms.
All our advisers come from the tough regulatory regime of the UK and similar jurisdictions; as such, they approach financial planning in a holistic and compliant manner.
Service
Investments
Retirement Planning
Insurance
Mortgages
Employee Benefits
Contact no:+971 4 457 3800
Address:Al Shafar Tower
Level 15, Barsha Heights
P.O.Box 333851
Dubai, United Arab Emirates
Website:https://holbornassets.com
- KGRN Chartered Accountants
KGRN Chartered Accountants, a leading Audit & Advisory firm in UAE, serving Multinational Corporations, Small and Medium Enterprises since September 2007. Providing services of Accounting, Audit & Assurance, VAT, Tax Compliance, Financial Advisory services including Business Valuation and Feasibility Studies etc. We are an Independent partner of Integra International, UK. With a Worldwide presence, KGRN is one of the leading independent networks of tax partner firms.
KGRN Chartered Accountants use the most popular accounting and enterprise software for businesses such as Tally, QuickBooks, Xero, Peachtree, Dynamics, Navision, SAP, Odoo, and Netsuite etc.
Service
Auditing
Accounting Services
Company Formation
VAT Services
Payroll Services
Advisory Services
Contact no:+971 4 557 0204, +971 4 557 0204
Address:805, Oxford Towers,
Business Bay, Dubai,
U.A.E, P.O Box: 126436.
Website:https://kgrnaudit.com
- Arrow Capital
As a boutique financial and investment advisory firm, Arrow Capital aims at incorporating superior values of trust and integrity while providing excellent advisory and execution to ultra-high net worth individuals, families, trusts and corporate entities around the world.
Service
Family Office
Investment Management
Investment Banking & Corporate Finance
Asset Management
Contact no:+971 4 396 6949
Address:609, Level 6, Index Tower, West Entrance – DIFC – Dubai – United Arab Emirates, PO Box 941641
Website:https://www.arrcap.com
- Nexus Financial Advisers
We help to assess your complete financial plan and recommend suitable strategy that matches your risk profile and financial goals. We then provide ongoing advice to help you rebalance your portfolios in order to keep them in line with changing market conditions. NFA is part of the Nexus Group of companies which has over thirty years’ experience in the GCC region. Nexus Group operations are based out of UAE, Bahrain, Qatar and Kuwait to underpin a professional and high-quality level of service to our clients.
Service
Contact no:+971 4 3990944
Address:Office No. 1106, 11th Floor, IT Plaza, Silicon Oasis, Dubai United Arab Emirates
Website:https://nexusfinancialadvisers.com
11.Monish B. Shah
Monish is a par excellence Wealth Manager and a Financial Advisor in UAE, who deals with a diverse portfolio across many fields of Finance & Life Insurance. He expertly advises and manages large set of customers in Life Insurance, Retirement Planning, Critical illness Cover, Wealth Management, Education Planning & various other investment options. These include Dollars and also from India, such as Indian Mutual Funds and Portfolio Management Services.
Monish builds a level of trust, which is purely an outcome of how he every time helps his customers, attain their financial goals.
Service
Life Insurance
Mutual Funds
Critical Illness Insurance
Child’s Insurance
Retirement Fund
Jumbo Insurance
Contact no:+971559809757
Address:101, 1st floor, Entrance 2, Dubai – United Arab Emirates
Website:https://monishbshah.com
12.Amit Mitbawkar
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’.
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