Putting people first

Who are we?

Atwal Financial provides cross-border wealth management & financial planning services for individuals and businesses. The India Desk provides regional financial planning & business support through remote assistance for clients worldwide.

Since 2008 we have delivered financial solutions to clients worldwide which also includes appropriate property, planning and protection strategies.

As we derive our income from initially being fee-based, we, therefore, have the ability to offer the widest range of plans, products and services. This ensures that we will provide you with the best possible solution with unbiased analysis.

We are not restricted to a core group of commission paying, plan, product or service providers. This is the only way that an approach can be comprehensive and tailored.


History

These are the reasons why Atwal Financial was established by Ranjit Atwal.

Ranjit has held senior positions within the UK financial & banking industry since 1991 which include postings at Commercial Union, Royal Liver and Australian Mutual Provident.

Internationally posted since 2001 with a 12-year engagement in Tokyo and Singapore. Currently based in New Delhi since May 2013.

The award from the Chartered Institute of Bankers in May 1995 and his Financial Planning Certificate from the Chartered Insurance Institute in August 1997 demonstrates his years of experience.

He is also registered & authorised by the Insurance Regulatory and Development Authority of India (IRDA) & the Pension Fund Regulatory and Development of India (PFRDA) & the Association of Mutual Funds India (AMFI).

He continues to develop his understanding of the ever-changing financial landscape with regular updates via his Financial Planning Paper.


Structure | Global reach

Atwal Financial

Atwal Financial Ltd

London

Head office | Global administration support for our clients, advisers & associates

+44(0)20-3637-2453

contact@atwalfinancial.com

Atwal Financial

Atwal Financial LLP & Sana Securities

Global

Wealth management | Financial planning | Global network advisers & associates

+44(0)20-3637-2453

contact@atwalfinancial.com

India Desk International

The India Desk

New Delhi

Regulated financial advice | Local planning | QROPS pension portfolio management

+91(0)11-4155-1805

contact@theindiadesk.in

The India Desk

India Desk International

Mumbai

Remote assistance | Cross-border support | Financial | Business | Clients worldwide

+91(0)11-4155-1805

contact@theindiadesk.in


Principal advisers

Atwal Financial

Ranjit Atwal

- Director

New Delhi

Chartered Institute of Bankers 1995, Financial Planning Certificate, Chartered Insurance Institute 1997

+91 837-392-8038

ranjit@atwalfinancial.com

Atwal Financial

Rajat Sharma

- Collaborative Partner

New Delhi

Proprietor Sana Securities, SEBI Registered Investment Adviser

+91 983-390-5054

rajat@sanasecurities.com

Atwal Financial

Rajiv Inamdar

- Financial Strategist

London

Degree & Masters in Computer Science 1990, 92

+44(0)20-3637-2453

rajiv@atwalfinancial.com

Atwal Financial

Nitin Mathur

- Insurance Adviser

New Delhi

Bachelor of commerce from Delhi University, Licentiate & Associate of Insurance from Insurance Institute of India

+91(0)11-4155-1805

contact@theindiadesk.in

Atwal Financial

Sapna Tiwari

- Portfolio Manager & Compliance

New Delhi

Certified Financial Planner & SEBI Registered Investment Adviser

+91(0)11-4155-1805

sapna@atwalfinancial.com

Atwal Financial

Anna Pinilla

- Cross-border Consultant

Madrid

Intercultural relations specialist between Europe & India. Expert in the culture of Indian business, religion and tradition.

+34 64-816-6620

anna@atwalfinancial.com