We provide expert Cross-Border Financial Planning & Advice through a global team of advisers and partners. Our services are completely independent — we represent your best interests, not those of any product or service provider.
Since 2008, we have successfully served 700+ clients worldwide.
As a fee-based firm, we offer a wide range of solutions, ensuring the best outcomes for our clients. Any commissions received are offset against applicable fees for transparency and value.
This approach enables us to deliver comprehensive, customized, and client-focused financial solutions.
Atwal Financial was founded by Ranjit Atwal, who has been a leader in the UK financial and banking industry since 1991, holding senior roles at Commercial Union, Royal Liver, and Australian Mutual Provident.
Since 2001, he has worked internationally, spending 12 years in Tokyo and Singapore before relocating to New Delhi in May 2013.
His expertise is backed by a Chartered Institute of Bankers award (1995) and a Financial Planning Certificate from the Chartered Insurance Institute (1997).
Ranjit is registered and authorized by IRDA, PFRDA, and AMFI in India. He stays ahead of industry changes through continuous professional development (CPD) with Financial Times Adviser.
