Amit Mitbawkar

Amit Mitbawkar is an independent Dubai-based financial advisor. He is a part of an elite club “Million Dollar Round Table'' which is for the best financial advisors globally. He helps entrepreneurs and other professionals to create a second stream of income through investment options. He particularly focuses on helping the clients in creating a personalized financial plan and suggests actionable investment strategies. 

He penned a book called ‘Creating, Preserving, Distributing Wealth’ and also a guide “6-Step Financial Success Course”. 

His work has been featured on famous print media platforms like Gulf News, Khaleej Times, The National, etc. 

Areas of Expertise:

  • Personal Financial Planning 
  • Investment Strategies 
  • Wealth Management
  • Savings Planning 
  • Money Management 
  • Retirement Planning

Certifications:

He was certified by Chartered Institute For Securities & Investments (CISI) and Chartered Insurance Institute. His professional certifications also include:

  • International Certificate in Wealth & Investment Management (C.I.S.I. - Level 3)
  • Introduction to Securities & Investment (International) (C.I.S.I. - Level 2)
  • U. A. E. Rules & Regulations (C.I.S.I. - Level 1)
  • Award in Financial Planning (Chartered Insurance Institute - C.I.I.) 

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