Jasmeet Khalsa Email & Phone Number
Senior Wealth Manager and Nodal Officer @ deVere Group
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Jasmeet Khalsa Location
- Mumbai, MH, IN
Jasmeet Khalsa Work
- Senior Wealth Manager and Nodal Officer @ (December 2013 - Present)
- Business Manager @ (January 2012 - January 2013)
- Business Development Officer @ (May 2011 - December 2011)
- Insurance Financial Advisor @ SATLITE ENSURED LTD (July 2009 - May 2011)
- Insurance Customer Manager @ (June 2006 - June 2009)
Jasmeet Khalsa Education
- University of Wales
Master (Master, Business Administration, Finance)
Jasmeet Khalsa Skills
- Structured Products
- Retirement Planning
- Portfolio Management
- Financial Planning
- Wealth Management
- Pensions
- Education Savings
- Financial Goal Setting
- QROPS
- Estate Planning
- Offshore Investments
- SIPP
- Offshore Trusts
- Investments
- Wealth
- Financial Markets
- Offshore Banking
- Investment Advisory
- Savings
- International Property Investment
Jasmeet Khalsa Summary
- Jasmeet Khalsa, based in Mumbai, MH, IN, is currently a Senior Wealth Manager and Nodal Officer at deVere Group. Jasmeet Khalsa brings experience from previous roles at Visiongain, Cavendish Group International Ltd, SATLITE ENSURED LTD and Accenture. Jasmeet Khalsa holds a Master in Master, Business Administration, Finance @ University of Wales. With a robust skill set that includes Structured Products, Retirement Planning, Portfolio Management, Financial Planning, Wealth Management and more. Jasmeet Khalsa has 2 emails and 2 mobile phone numbers on RocketReach.
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