Meet Abhishek Datta

Abhishek offers a simple, uncomplicated approach focused entirely on helping his clients achieve their financial goals. He manages investment portfolios, assesses and manages risk and optimizes returns.

Abhishek Datta

About Abhishek

For over 13 years, Abhishek has been offering sound financial advice as a Wealth Manager and Financial Planner to a diverse clientele.

Abhishek has lived and worked in Dubai since 2010. He now serves as a Financial Advisor with Continental Financial Services. For over 13 years, he has been offering sound financial advice as a Wealth Manager and Financial Planner to a diverse clientele of executives and business owners alike.

Abhishek has qualified to be a part of the prestigious MDRT for three consecutive years now. At MDRT 2018-19, he had the honor of being a part of the exclusive Court of the Table, and then the further exclusive Top of the Table at the 2019-20 conference.

Abhishek continues to satisfy his clients, providing support, information, and the right financial advice to help make their financial goals a reality.

Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor. It's about stewardship and, therefore, about achieving the good society.

Robert J. Shiller

ABHISHEK'S APPROACH

ABHISHEK'S BLOG

Step by Step Guide to Retirement Planning

  • 25. 02. 21

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It’s never too late to plan for your Retirement!

 “Retirement is not the end of a road, it is the beginning of an open highway.” Retirement is a blissful stage of life for which you have been working for decades-no professional worries, no deadlines, no reporting hours, no bosses, few commitments and little need to work for money. It’s spending the rest of your lives doing what makes you happy and content. But the reality is that more and more people, are working into their late 60s and 70s, because they did not plan well enough for this. ..

For Love or (of) Money

  • 14. 02. 21

  • Views : 100 views

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Relationships are hard. Money is hard. And when you mix the two, it can be quite a volatile combination. This is especially true of couples. Getting the financial aspects right, can go a long way in ensuring a healthy relationship. Money is definitely not the most important thing in a relationship. However, it has the power to make or break close ties too. We all have heard instances of severe acrimonious disputes between family members and couples. Issues like these can be damaging to not only the couple, but to children and others around them. Being incredibly open and comfortable a..

How you can prevent your successive generations from squandering the wealth you have created

  • 11. 02. 21

  • Views : 103 views

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Wealth is not just about the money or the assets you make throughout your lifetime, but it is a legacy created out of your sweat and blood. It is something you would want your progeny to honor and value. However, maintaining wealth across generations comes is rather challenging. Research has revealed that 70% of families see the depletion of their assets by the second generation. At the same time, 90% lose it by the third generation. Let us first try to understand why it is challenging to keep multi-generational wealth. The first ..

Prospects of ESG Investing in 2021

  • 17. 01. 21

  • Views : 85 views

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With rising awareness about environmental issues and corporate governance, investors are embracing a unique way of investing known as ESG Investing. Here, ESG stands for Environment, Social, and Corporate Governance. This is a movement where investors, individuals and institutions primarily invest in stocks that not only deliver a handsome financial gain, but also generates a positive social and measurable environmental impact – the best of both worlds. ESG investing considers variables or factors that are beyond the financials. Accountable investors assess comp..

2021 Goal: Long Term Financial Planning

  • 04. 01. 21

  • Views : 155 views

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When you think of making money the most obvious choices that come into your mind are –Trading and Long-term Investing. But what you tend to miss out on is a more holistic approach known as Long-term Financial Planning. Veteran investor, Charlie Munger puts it beautifully- “The big money is not in the buying or selling but in the waiting.”

Well, we will come to financial planning later, but first, you need to understand what trading is and if it is the right path for wealth creation.

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Six Investment Lessons 2020 Taught Us

  • 27. 12. 20

  • Views : 185 views

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As we move towards the end of 2020, we look back with bittersweet feelings. The year has been one of the most challenging ones in the history of mankind. The health crisis at global scale, upheavals in the political landscape, widespread unemployment, heavy disruption in daily lives and the nerve-racking stock market gyrations, 2020 has seen it all. Investors have witnessed heavy volatility, grappled with extreme emotions, and learnt some lessons the hard-way.

The COVID-19 pandemic had an adverse impact on the econom..

You may survive, but can you thrive through a Life threatening Illness?

  • 18. 11. 20

  • Views : 163 views

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Nobody plans on getting sick, but it does happen. Just have a look around you now and see how 2020 has been ravaged by the Covid-19 pandemic. We are still in the middle of it, and don't know the lasting after effects of the disease on the patients who recover yet. You may not be able to predict the future, but can be certainly prepared for it.

You can start by living a healthy lifestyle, eating a balanced diet and generally trying to manage stress. But these don’t guarantee anything. A Critical Illness insurance ho..

Most Effective Five Steps Financial Planning Process

  • 29. 09. 20

  • Views : 236 views

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Financial planning is a very time-consuming and daunting task. But if you follow this six-steps financial planning process carefully, you can build your own effective financial plan. A well-planned financial plan helps you to manage your financial situation and it can enhance the standard of your life and increase your satisfaction with your future needs.

Check out how you can plan your finances like pros:

Saving vs Investing: Why Investing is better than Saving?

  • 31. 08. 20

  • Views : 225 views

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Over the years, the two words saving and investing have been used interchangeably. Needless to say that they are both different sides of the same coin called Money, and important aspects of personal finance management. So, it is vital for you to understand what is the difference between saving and investing.

Saving 

It is referred to as a part of total income which is left at hand after paying off monthly bills and other expenses. The essential meaning of saving..

Why you should employ a Financial Adviser.

  • 27. 08. 20

  • Views : 208 views

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It is never too early to start investing. If you ask most people in their 30s and 40s, they will tell you that they should have saved and invested more in their 20s. I, myself feel like that sometimes. Whatever I did invest in, has generated over 11% year on year returns for the last 13 odd years.

That tells me 2 things, I should have invested more, and I am glad I stayed invested. The first investment I ever made, was a Pension plan for 35 years. Now, most people will cringe at the name and the term of the plan. And..