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.

WORK WITH ABHISHEK

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

What is Holistic Financial Planning?

  • 16. 10. 21

  • Views : 69 views

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The What, How, & Why of Holistic

 Financial Planning -

Are you a working professional? Then, I'm sure you understand the challenging nature of money. That is, how relatively easy it is to earn than to manage the wealth pot that will support your and your family's future. So, whether you aim for:
  1. Living a lifestyle with annual international holidays
  2. Preparing college funds for your children
  3. Meeting basic requirements of your everyday life
Your financial pockets wi..
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Why is Risk More Important Than Return While Considering Your Next Investment?

  • 02. 10. 21

  • Views : 103 views

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Why is Risk More Important Than Return While Considering Your Next Investment?

In finance, you will often hear people say "no risk, no gain" while talking about investments. It is observed that higher risk generates higher rewards, causing people to give in to their greed and pick trades or assets that are too risky and consequently losing money. It can be thought of as two ends of the same scale. On the first end, which is the low-risk end, government bonds with low yields and short term are present. These are short-term bonds with low returns. The mi..
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5 Reasons You Should Buy Life Insurance in UAE

  • 16. 09. 21

  • Views : 117 views

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Benefits of Life Insurance Policy in UAE

“Life is unpredictable; who knows what will happen tomorrow?” We’ve often heard this concern from our family, friends, colleagues, motivational videos, and life insurance ads; but experienced it last year. The Covid-19 pandemic led to never-seen-before house arrests & economic hardships, affecting thousands of families - financially and emotionally. Whether you’re: ➔
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What are the benefits of Life Insurance?

  • 17. 07. 21

  • Views : 196 views

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Protecting the future of your loved ones is the foremost thing on your mind, particularly if you are the sole financial provider of family. The only safety shield that takes care of your family in your absence is Life insurance. While there is a lot of awareness around life insurance policies, unfortunately, not everyone has one. A study says that more than half the Americans do not have any form of a life insurance policy. Most of the people believe that it is expensive to buy an insurance. However, that if far removed from the truth. In fact, if we do the calculations, the average cost o..
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Stock of the Month – PaySafe

  • 25. 06. 21

  • Views : 320 views

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The stock that we have picked for this month is Paysafe, a new age company with a promising presence in the digital payment space. Paysafe Limited, a specialized payment platform, made its market debut through a reverse merger with Foley Trasimene Acquisition Corp. II this March 2021. Due to its diversified nature, the company’s valuation was $9 billion at the time of the merger. Paysafe has strong presence in the domestic gaming market as well as brick & mortar businesses. Most SPAC deals in 2020 garnered significant investor interest, bu..
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Six mistakes to avoid while buying a Life Insurance Policy in UAE

  • 20. 06. 21

  • Views : 296 views

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Buying a life insurance policy is one of the first steps to Financial Freedom. A pure term life insurance policy in UAE is the easiest way to protect your and the family’s financial interests. However, if badly executed, you could end up with a solution, that is inadequate and unsuitable to your needs. You could be lulled into a false sense of security which might prove fatal to all other plans you have made for your life. I am enlisting a few of the common errors that most people make when buying a Life Insurance policy in UAE. 1-Incorrect Info..
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What is Term Insurance & How does it Work?

  • 06. 06. 21

  • Views : 416 views

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Life is unpredictable. No matter how well you plan, you cannot foresee the future. That in itself is the beauty of life. Life brings with it a lot of good things, like family, loved ones, moments you never want to forget and relive constantly. But all good things come to an end, and sometimes abruptly and prematurely. While nothing can ever replace your presence, life insurance can and will at least ensure financial protection and stability in the short run. It helps people cope better with tragedy, and honor the memory of their loved ones, instead of wondering how they will pay for thei..
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What is Financial Health and How to Improve it?

  • 19. 05. 21

  • Views : 436 views

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Today, we are constantly made aware of how we need to take care of our mental and physical well-being. Most of us are aware this and do our best to keep up. But what if I told you, that financial health is equally important, if not more and can lead to a better physical and mental state for most of us. Financial health is nothing but the sense of security you derive from owning a well-managed portfolio of sound assets, and protection plans for various unfortunate life events. These will help you to achieve your life goals such as building your home, higher education for kids, your dream ..
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6 Things Your Financial Advisor Helps You to See Differently

  • 02. 05. 21

  • Views : 471 views

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6 Tips From Financial Advisors That Help You See Differently

Thanks to the explosion of information on the internet, we all know about the various financial products and the importance of a sound investment plan. But can we build a tangible plan by just accessing the information? No. We need a guide or a coach who will help us to design the plan, implement it and help us to understand where we are going wrong.  Similarly, a coach for your finances is a Financial Advisor in Dubai.
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Can I buy life insurance as an investment?

  • 23. 04. 21

  • Views : 580 views

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Let’s be clear, LIFE INSURANCE is not an Investment!

As a financial advisor based in Dubai, I fully believe that Life Insurance is a particularly important component of anyone’s Financial Plan, however it is not an investment product, and should never be considered one. When you buy Life Insurance, you are purchasing protection for your family against unforeseen incidents that can adversely impact their financial well-being. Thus, life insurance is a risk mitigation strategy for the financial uncertainty of your family and your assets. Henc..
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