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Payal Trehan
Payal Trehan
Senior Associate

Hi, I'm Payal Trehan

Financial Services, Financial Advisory, Investments, Management Pensions

Payal says: “having been a successful advisor myself, I still prefer to have an Independent Financial Adviser help me personally 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.”

Payal does the following in her day-to-day activities:

  • Handles existing client fund portfolios and communicates directly about potential fund switches and tax-minimization plans.
  • Communicates directly with new potential clients about off-shore investment planning and tax planning requirements.
  • Works closely with representatives from financial institutions regarding updates on new structured Investment Notes.
  • Continually researches changes in tax legislations and pension laws within Europe.
  • Works closely with institutions such as Zurich, Friends Provident, Generali, JPMorgan, RBS and Morgan Stanley.
Employment History
Employment Highlights
More About Me

Employment History

Payal has spent over five years in the Financial Services industry, starting as a trade analyst for fixed income currencies and commodities. She moved to Dubai four years ago to focus on wealth management, working with major off-shore product providers and world-class fund managers. Payal specialises in pension transfers, and enjoys helping people save and grow their money to achieve their long term growth/objectives.


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