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Meet Abhishek

abhishek datta

Abhishek Datta, is a certified and qualified Wealth Manager and has been helping people with managing and growing their wealth for over 15 years. He is well versed in managing portfolios using Financial Instruments like ETFs, Stocks, Funds and Derivative based products. He is extremely passionate about helping people achieve financial freedom & becoming financially secure.

Life is more than making money and investing, and he feels that doing it well and early, using his expertise, he can help you focus on the important things in life.

Abhishek has lived and worked in Dubai since 2010. He 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. 

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

Professional Qualification

A degree in Finance with a Level 4 CISI (UK) Qualification in Advanced Wealth Management

Experience

Over 15 years of experience in Financial Services, ranging from Stock trading, Banking to Wealth Management and Financial Advisory.

Achievements

3 Time Top of the Table, 1 Court of the Table and 5 year Member of the Million Dollar Round Table, the premier association for Financial Advisors.

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