Our People • 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

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  • Ranjit focuses on cross-border planning globally for individuals & businesses. No one client is the same; solutions are tailor-made.

  • This ranges from investments, pension planning through to cross-border company registration and business support.

  • His core philosophy is in providing the highest in client servicing and co-ordinates with his team to deliver precisely that.

Devendra

Harvinder Kaur

- UK India Business Support Chief

Nottingham

Former CEO bksb Ltd, 3 x BETT awards company of the year, businesswoman of the year 2016

+44(0)20-3239-7988

harvinder@atwalfinancial.com

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  • Harvinder brings a wealth of business experience, recently retiring from her role as CEO of bksb UK LTD, a company she took from scratch to become an award-winning global education technology company with offices in India.

  • 2016 winner of the Businesswoman of the Year at the British Indian Awards, ranked in the top 250 most influential Sikh women in business.

  • She is perfectly poised to help our UK clients to do more in India.

Atwal Financial

Rajat Sharma

- Collaborative Partner

New Delhi

Proprietor Sana Securities, SEBI Registered Investment Adviser

+91 837-392-8038

contact@theindiadesk.in

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  • Rajat is a SEBI Registered Investment Adviser and is an expert in investing in India.

  • His vast experience in the Indian Equity markets is a valuable skill that is unmatched.

  • He is a regular contributor for various media outlets, such as sharing his views on the Indian equity markets on the TV channel, Economic Times.

Atwal Financial

Rajiv Inamdar

- Financial Strategist

London

Degree & Masters in Computer Science 1990, 92

+44(0)20-3239-7988

contact@atwalfinancial.com

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  • Rajiv provides us with his insights on global investment funds with an extraordinary eye for value and returns.

  • His analysis has helped our clients implement hard-working investment portfolios within various structures.

  • His unique understanding of cross-border funds makes him a valuable asset.

Atwal Financial

Nitin Mathur

- Insurance Adviser

New Delhi

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

+91 837-392-8038

contact@theindiadesk.in

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  • Nitin advises on insurance based products in India.

  • He has a great understanding of the insurance market and the products available from life assurance through to pension policies to regular income annuties.

  • This has paved the way for for non-resident Indians looking to invest into insurance policies in India.

Atwal Financial

Sapna Tiwari

- Portfolio Manager & Compliance

New Delhi

Certified Financial Planner & SEBI Registered Investment Adviser

+91 837-392-8038

contact@atwalfinancial.com

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  • Sapna is a SEBI Registered Investment Adviser who oversees our compliance requirements and also a QROPS Investment Manager as well as presenting financial planning workshops.

  • She is an associate founding member of a portal dedicated to enlighten and educate women in financial planning.

  • A regular in various media publications, she is dedicated to enabling women in India to become financially independent.

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

contact@atwalfinancial.com

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  • Anna's vast qualifications and experience of India enables her to offer valuable inputs on matters such as doing business in India as well as advising on personal matters.

  • She is an expert in Indian traditions and cultures and has helped to define various plans of action to achieve success in India.

  • Being based in Marid, she offers the perfect bridge for our clients based in Europe and lectures regularly about India.

Atwal Financial

Shivang Sharma

- Funds Adviser

India

Master of Business Administration & Applied Finance, Sydney University

+91 837-392-8038

contact@theindiadesk.in

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  • Shivang's skills relate to the administration and implementation of mutual fund platforms in India.

  • The procedures in India can be daunting and complexed but that is not the case for our clients.

  • His unique understanding of the rules and procedures has enabled our clients to invest confidently into Indian mutual funds.

Atwal Financial

Partners

- Network

Global

Helping our clients to achieve more

+44(0)20-3239-7988

contact@atwalfinancial.com

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  • As our clients come in all shapes and sizes, we therefore, have a network of associates that enables us to offer even more.

  • We can rely on our partners and associates to deliver the right solution for you & your business.

  • Having us as your main point of contact to help solve complex cross-border financial & business issues that require specialist advice, helps our clients to focus and achieve more.

Atwal Financial

Prakash Singh

- Chartered Accountant

India

Chartered Accountant, International taxation & business advisory, Bachelors in Accounting & Finance

+91 837-392-8038

contact@theindiadesk.in

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  • Prakash advises individuals and businesses on all aspects of doing business in India. Our client's affairs are kept compliant and organised in terms of annual filings and associated tax matters.

  • He works closely with our non-resident Indian clients with their reporting requirements as well as businesses expanding into India.

  • His ability to navigate complexities has helped our clients to reduce their administrative stress and achieve more.

Atwal Financial

Andrew Sills

- Cross-border Talent Hire UK-India

London

King's College London Graduate 2001, specialist in UK-India cross-border advice

+44(0)20-3239-7988

contact@atwalfinancial.com

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  • Andrew provides global talent hiring and bridges the UK and India in terms of the opportunities that are available.

  • As a result of his experiences of living and working in India, he has helped our clients in the UK to explore India and gain a valuable foothold in the world’s fastest-growing economy.

  • His planning and execution in helping charities and NGO’s to set up in India has helped the most vulnerable in society.

Devendra

Deepu Anto

- Mutual Funds & Insurance

Cochin, South India

AMFI registered Mutual Fund Distributor, winner of Upper Crest awards, Mangalore University

+91 837-392-8038

contact@theindiadesk.com

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  • Deepu is based in beautiful Kerala and is a AMFI registered Mutual Fund Distributor.

  • He works closely with our clients in South India as well as the Kerala diaspora based overseas. Previously, Deepu worked in Bahrain with Zurich International and has years of experience in creating hard working INR mutual fund portfolios.

  • Through his partnership with us, his clients also gain access to overseas markets and allows them to expand their outlook.

Simran

Simran Jaiswal

- Business Development Manager

India

Master of Business Administration Banking & Financial Support Services

+91 837-392-8038

contact@theindiadesk.in

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  • Simran is experienced in media and communications and implements marketing strategies for our services.

  • She also helps to identify business opportunities, creating a synergy between our clients and partners. She specialises in building brand awareness.

  • Simran develops her understanding via her appetite for learning with the MICA Institute, attending their on-going "managing brands & marketing communication" courses.

Atwal Financial

Shriyans Wealth

- Mutual Funds & Insurance

Gujarat, India

AMFI registered Mutual Fund Distributor

+91 837-392-8038

contact@theindiadesk.in

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  • Our collaborative partner covering Gujurat India has a long history of working with us in relation to cross-border financial planning.

  • They offer tailored selection of investing strategies in varied Indian mutual funds to grow wealth.

  • They also offer stock ideas for investors who want to build a direct equity portfolio amidst the volatility of the market, along with maintaining complete discretion over the decision making process.

Atwal Financial

Adrian Markey

- Cross-border Adviser

Tokyo

Sales Training & Development Manager

+44(0)20-3239-7988

contact@atwalfinancial.com

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  • Adrian has resided in Tokyo for more than 20 years and provides on-going support for our clients all over Japan.

  • He provides advice in identifying opportunities in India for Japan based entrepreneurs & businesses and conducts sales & training seminars.

  • His vast experiences in sales has helped him to connect with a wide range of clients in Japan developing their needs for global business.

Reiko Sakanoue

Reiko Sakanoue

- Business Consultant Japan & India

Tokyo

Expert in Japan-India cross-border advice

+44(0)20-3239-7988

contact@atwalfinancial.com

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  • Reiko is a published author and has many years of experience in advising Japanese businesses discover their opportunities in India.

  • She also specialises in e-commerce and building online infrastructures to help increase revenue.

  • Reiko is the perfect cross-border bridge to India for our clients all over Japan.

“I’ve never played for a draw in my life.” Sir Alex Ferguson, legendary Manager of Manchester United.

contact@atwalfinancial.com