The India Desk, it's a local thing

A more rewarding relationship

We serve the financial planning needs of both individuals & businesses by working independently for you rather than representing anyone else.

The India Desk provides Indian rupee financial planning.

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

Our bespoke service is tailored to your needs.


Why are we different?

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 comprehensive approach allows us to prioritise our client's interests with unbiased analysis.

Understanding and meeting the needs of our clients is of the utmost importance and drives the work we do.


Your objectives

We will advise and offer solutions after we have assessed your needs and understood your objectives.

If the recommendations we make requires any chargeable work, we will inform you of this first before you/we decide to proceed any further.


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(0)11-4155-1805

contact@theindiadesk.in

Atwal Financial

Rajiv Inamdar

- Financial Strategist

London

Degree & Masters in Computer Science 1990, 92

+44(0)20-3637-2453

contact@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

+91 968-639-9407

sapna@atwalfinancial.com

Atwal Financial

Shivang Sharma

- Funds Adviser

India

Master of Business Administration & Applied Finance, Sydney University

+91(0)11-4155-1805

contact@theindiadesk.in

Atwal Financial

Prakash Singh

- Chartered Accountant

India

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

+91 843-924-2028

contact@atwalfinancial.com

Our Advisers in India are registered & authorised by the Insurance Regulatory and Development Authority of India (IRDA) & the Pension Fund Regulatory Development of India (PFRDA) & the Association of Mutual Funds India (AMFI).


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The India Desk • New Delhi • Mumbai • Goa • Bangalore • Kolkata 011-41-551805

"The future depends on what you do today." Mahatma Gandhi.

contact@atwalfinancial.com