Setting new client servicing standards in India - Blog India, be informed, be smart & be sure

Ranjit is from the UK and the founding Director of Atwal Financial and has made New Delhi is home since 2013. Previously he lived in Tokyo & Singapore and works with many clients from around the world.

He places great importance on client servicing and professionalism and in India, he has put to-gether a selection of carefully vetted SEBI registered investment advisers.

He regularly coordinates with his team to deliver financial planning services in India at the highest standards.

Many of our clients in India had expressed similar concerns about their previous advisers who would not reply to their emails or return their calls in a timely fashion on top of mismanaged goals. A lack of communication was the number one reason why those clients then chose to work with us.

Our service standards include returning all missed calls and replying to emails within 24 hours without fail &regular on-going client interaction to maximise your plans.

Expect more, deserve more.

Ranjit’s Background

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.

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 Fi-nancial Planning Paper.

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