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Payal Trehan

Payal has a BSc (Hons) in Accounting and Finance and has Series 7, CISI 1 and CISI 2 qualifications. Payal has spent over 5 years in the financial services industry, starting her career as a trade analyst for fixed income currencies and commodities. She moved to Dubai 4 years ago to focus on wealth management, working with major off-shore product providers and world class fund managers.
Payal specializes in pension transfers, and enjoys helping people save and grow their money to achieve their long term growth/objectives.
Payal says: “Having been a successful advisor myself, I still prefer to have an independent financial adviser help me put aside money/savings for the long run. I believe you make better decisions with finances when you are not personally vested in your decision of how/when/where to invest.”

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