Putting people first

Who are we?

Atwal Financial provides cross-border financial planning & business solutions globally for individuals & businesses.

Since 2008 we have successfully delivered our services to clients worldwide.

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.


History

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.


StructureGlobal reach

Atwal Financial

Atwal Financial LTD

London

Head officeGlobal administration support for our clients, advisers & associates

+44(0)20-3637-2453

contact@atwalfinancial.com

Atwal Financial

Atwal Financial Services LLP & Sana Securities

Global

Wealth managementFinancial planningGlobal network advisers & associates

+44(0)20-3637-2453

contact@atwalfinancial.com

India Desk International

The India Desk

New Delhi

Regulated financial adviceIndian rupee planningQROPS pension portfolio management

+91 837-392-8038

contact@theindiadesk.in

The India Desk

Business Solutions

Mumbai

Register a companyProject managementCross-border planningHiring global talentClients worldwide

+91 837-392-8038

contact@theindiadesk.in


Read more Our People Read more Services