Atwal Financial provides cross-border wealth management & financial planning globally for individuals & businesses, Indian rupee financial planning and business support services.
Since 2008 we have delivered financial solutions to clients worldwide which includes appropriate property, planning and protection strategies.
Being fee-based means we offer the widest range of plans, products & services, ensuring we deliver the best possible solution. Should we receive payment for any transaction we arrange, we will offset this against any chargeable fees.
As a result, our approach is comprehensive and tailored which allows us to prioritise our client's interests with unbiased analysis.
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 as well as continuous professional development (CPD) with Financial Times Adviser.